Integration
Connect Planfix to Clever Elements
When New Comment fires in Planfix, your agent runs Find subscriber by email in Clever Elements. 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 Clever Elements 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 Clever Elements
When New Comment in Planfix
then Find subscriber by email in Clever Elements
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 Clever Elements
Triggers and actions 6 triggers · 32 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 list
Creates a new subscriber list in your Clever Elements account, with an optional description.
- Add Subscriber
Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.
- Add subscriber field
Creates a new subscriber (personalization) field in your Clever Elements account.
- Delete list
Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.
- Delete subscriber
Deletes a subscriber from your Clever Elements account by subscriber ID.
- Find subscriber by email
Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.
- Get list details
Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.
- Get subscriber
Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.
- List lists
Returns every subscriber list in the Clever Elements account, with each list's ID and name.
- List subscriber fields
Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.
- List subscribers
Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.
- Unsubscribe Subscriber From All List
Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.
- Unsubscribe Subscriber From List
Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.
- Update Subscriber
Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.
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
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Questions
Planfix and Clever Elements, 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 Clever Elements when something happens in Planfix?
Any of Clever Elements's 14 actions, including Update Subscriber, Add list, Add Subscriber and Add subscriber field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clever Elements to Planfix?
Clever Elements has no triggers in the catalog today, so automations start in Planfix. If you need the other direction, ask: your agent reads Clever Elements's API documentation and adds it.
Do I have to build a connector for Planfix or Clever Elements?
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 Clever Elements 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.