Integration
Connect Planfix to Bland AI
When New Comment fires in Planfix, your agent runs Add Contact in Bland AI. 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 Planfix and Bland AI 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 Planfix can start in Bland AI
When New Comment in Planfix
then Add Contact in Bland AI
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 Planfix and Bland AI
Triggers and actions 6 triggers · 34 actions
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
- Add Contact
Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.
- Add Knowledge Base
Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.
- Add Pathway
Create a new, empty conversational pathway in Bland AI.
- Delete Knowledge Base
Delete a knowledge base item.
- Delete Pathway
Delete a conversational pathway.
- Find Contacts by criteria
Finds a contact matching the specified phone number, email or external ID.
- Get Batch
Retrieve metadata for a specific batch.
- Get Contact
Retrieve a Bland contact by ID, including identifiers, memories and metadata.
- Get Knowledge Base
Retrieves a specific knowledge base item by ID, including its status, metadata and file information.
- Get Pathway
Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.
- List Contacts
Lists the contacts in your Bland organization, including each contact's identifiers and memories.
- List Knowledge Bases
Lists the knowledge base items in your Bland organization, including their name, status and type.
- List Pathways
Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.
- Update Contact
Update an existing contact's information.
- Update Knowledge Base
Updates a knowledge base item's name and/or description. The item's content is not changed.
- Update Pathway
Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.
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
Planfix and Bland AI, answered
What can start an automation from Planfix?
Any of Planfix's 6 triggers in the catalog, including New Comment, New Contact, New project and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Bland AI when something happens in Planfix?
Any of Bland AI's 16 actions, including Update Contact, Update Knowledge Base, Update Pathway and Add Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bland AI to Planfix?
Bland AI has no triggers in the catalog today, so automations start in Planfix. If you need the other direction, ask: your agent reads Bland AI's API documentation and adds it.
Do I have to build a connector for Planfix or Bland AI?
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 Planfix and Bland AI 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.