Integration
Connect Planfix and Smily
When New Comment fires in Planfix, your agent runs Add payment in Smily, or New And/Or Updated Client in Smily to Add Contact in Planfix. 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 Smily 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 and Smily can do together
From Planfix to Smily
When New Comment in Planfix
then Add payment in Smily
When New Contact in Planfix
then Create or Update Client in Smily
From Smily to Planfix
When New And/Or Updated Client in Smily
then Add Contact in Planfix
When New And/Or Updated Payment in Smily
then Add Task in Planfix
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 Smily
Triggers and actions 10 triggers · 37 actions
Trigger
New CommentTriggers when a new comment is added to a chosen Planfix task.
Trigger
New ContactTriggers when a new contact is created in Planfix.
Trigger
New projectTriggers when a new project is created in Planfix.
Trigger
New TaskTriggers when a new task is created in Planfix.
Trigger
Updated ContactTriggers when a Planfix contact is created or changed.
Trigger
Updated TaskTriggers when a Planfix task is created or changed.
Action
Add checklist itemAdds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
Action
Add CommentAdds a comment to a Planfix task.
Action
Add ContactCreates a new contact or company in Planfix.
Action
Add file from URLUploads a file to Planfix from a public link and returns the new file's ID.
Action
Add projectCreates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
Action
Add TaskCreates a new task in Planfix.
Action
Delete CommentDeletes a Planfix comment.
Action
Delete ContactDeletes a Planfix contact.
Action
Delete projectDeletes a project in Planfix by its number.
Action
Delete TaskDeletes a Planfix task.
Action
Find a ContactReturns Planfix contacts or companies, optionally only those from a saved contact filter.
Action
Find a TaskReturns Planfix tasks, optionally only those from a saved task filter.
Action
Find directory entries by criteriaFinds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
Action
Get contactReturns a Planfix contact or company by its number, including its details and any requested custom field values.
Action
Get userReturns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
Action
Update CommentChanges the text of a comment on a Planfix task.
Action
Update ContactUpdates an existing Planfix contact.
Action
Update TaskUpdates the name or description of an existing Planfix task.
Trigger
New And/Or Updated And/Or Canceled BookingTrigger when a booking is created and/or updated and/or canceled (with line item support).
Trigger
New And/Or Updated ClientTrigger when a client is created and/or updated (with line item support).
Trigger
New And/Or Updated PaymentTrigger when a payment is created and/or updated.
Trigger
New InquiryTrigger when a new inquiry is created.
Action
Add bookingCreates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily.
Action
Add paymentRecords a new payment against a booking in Smily.
Action
Add rentalCreates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee.
Action
Create InquiryCreates an inquiry for a rental, recording a guest's contact details, requested dates and message.
Action
Create or Update ClientCreates a new Smily client (guest), or updates an existing one when a client ID is given.
Action
Delete bookingCancels a booking in Smily so it no longer occupies the rental's calendar.
Action
Find Bookings in Date RangeReturns the bookings that overlap a date range, optionally filtered by status, rental or client.
Action
Find Client by EmailFinds Smily clients (guests) whose email address matches the one given, returning the matching client records.
Action
Find PaymentFinds payments by their order ID (one or more, comma-separated).
Action
Get bookingReturns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client.
Action
Get clientReturns a single client (guest) by ID, including their addresses, emails and phone numbers.
Action
Get rentalReturns a single rental (property) by its ID, including its details, pricing, location and related record IDs.
Action
List bookingsReturns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned.
Action
List clientsReturns the clients (guests) in your Smily account, including their addresses, emails and phone numbers.
Action
List inquiriesReturns the inquiries on your Smily account, including guest contact details, requested dates and party size.
Action
List paymentsReturns the payments recorded on your Smily account, optionally filtered by order ID.
Action
List rentalsReturns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details.
Action
Update BookingUpdates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking.
Action
Update rentalUpdates an existing rental property in Smily. Only the fields you fill in are 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 Smily, 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 Smily when something happens in Planfix?
Any of Smily's 19 actions, including Create Inquiry, Create or Update Client, Update Booking and Update rental. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smily to Planfix?
Yes. When something happens in Smily, your agent can act in Planfix too. This page covers both directions: Smily's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Smily?
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 Smily 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.