Integration
Connect Planable and Terros
When New Media Uploaded fires in Planable, your agent runs Create User in Terros, or New Account in Terros to Add Comment to Post in Planable. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Planable and Terros to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Planable and Terros can do together
From Planable to Terros
When New Media Uploaded in Planable
then Create User in Terros
From Terros to Planable
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Planable and Terros
Triggers and actions 10 triggers · 39 actions
- New Media Uploaded
Triggers when a new image or video is added to a Planable workspace media library.
- New Post
Triggers when a new post is created in a Planable workspace.
- Add Comment to Post
Adds a comment to a Planable post.
- Create Campaign
Creates a campaign in a Planable workspace.
- Create Label
Creates a new label in a Planable workspace.
- Create Post
Creates a new post in a Planable workspace, optionally scheduled, labeled and with media.
- Create Story
Creates a story for a social page in Planable from a media item.
- Create Workspace
Creates a new Planable workspace with no approval workflow.
- Delete Campaign
Deletes a Planable campaign.
- Delete Post
Deletes a Planable post.
- Get Campaign
Returns one Planable campaign by its ID.
- Get Post
Returns one Planable post by its ID.
- List Campaigns
Returns campaigns in a Planable workspace.
- List Labels
Returns the labels in a Planable workspace.
- List Media
Returns media files in a Planable workspace library.
- List Members
Returns the members of a Planable workspace.
- List Pages
Returns the social pages connected to Planable, optionally for one workspace.
- List Post Comments
Returns the comments on a Planable post.
- List Posts
Returns posts in a Planable workspace, optionally filtered by page, campaign or date.
- List Workspaces
Returns the workspaces in your Planable company.
- Update Campaign
Updates a Planable campaign.
- Update Post
Updates the text, schedule, labels or media of a Planable post.
- Upload Media
Uploads images or videos from public URLs into a Planable workspace media library.
- List Calendar Events
Triggers when a new calendar event appears in Terros.
- List Status Ids
Triggers when a new disposition (account status) is added in Terros.
- List Tasks
Triggers when a new task appears in Terros.
- List Workflow Action IDs
Triggers when a new action is added to a Terros workflow.
- List Workflow IDs
Triggers when a new workflow is added in Terros.
- List Workflow Stage IDs
Triggers when a new stage is added to a Terros workflow.
- New Account
Triggers when a new account is added in Terros.
- New User
Triggers when a new user is added to your Terros company.
- Add meeting
Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.
- Create/Update Account
Creates a Terros account, or updates it when the account ID is given.
- Create User
Adds a user to your Terros company.
- Delete Account
Deletes an account (a homeowner or lead record) from Terros by its account ID.
- Delete Calendar Event
Deletes a calendar event.
- Delete meeting
Archives a meeting in Terros, or permanently deletes it when Archive is set to false.
- Delete task
Removes one or more Terros tasks, archiving them by default or deleting them permanently.
- Delete User
Removes a user from your Terros company.
- Find Account
Finds a Terros account by account ID, external lead ID or source ID.
- Find User
Finds users whose name or email matches the search text.
- Get task
Returns a single Terros task by its ID, including its subject, status, owner and criteria.
- List Accounts
Returns accounts, optionally filtered by user, workflow or search text.
- List Available Closers
Lists closers and their open appointment times for a team or user.
- List Users
Returns the users in your Terros company, optionally limited to one team.
- List Workflow IDs
Returns the workflows you can see, with their IDs.
- Make Report
Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.
- Update meeting
Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.
- Update User
Updates a Terros user's name, email, phone or time zone.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Planable and Terros, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Terros when something happens in Planable?
Any of Terros's 18 actions, including Create/Update Account, Create User, Update meeting and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Terros to Planable?
Yes. When something happens in Terros, your agent can act in Planable too. This page covers both directions: Terros's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable or Terros?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Planable and Terros without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.