--- title: "Connect Planning Center to Affinity - APIANT.ai" description: "When \"New Donation\" fires in Planning Center, your agent runs \"Add field value\" in Affinity." canonical: "https://apiant.ai/connect/planning-center-to-affinity" --- # Connect Planning Center to Affinity When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Add field value** in [Affinity](https://apiant.ai/connections/affinity). Describe the whole flow and it is built, tested on every scenario and kept running. Planning Center **6** triggers Affinity **6** triggers Affinity **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planning Center and Affinity to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Planning Center can start in Affinity - When **New Donation** in Planning Center then **Add field value** in Affinity - When **New Form Submission** in Planning Center then **Add reminder** in Affinity 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 Planning Center and Affinity ## Triggers and actions 12 triggers · 14 actions - Trigger **New Donation** Triggers when a donation is received. - Trigger **New Form Submission** Triggers when a form submission is received. - Trigger **New List Result** Triggers when the specified List has a new Person added. - Trigger **New Plan** Triggers when a new plan is created in the selected service type. - Trigger **New Profile** Triggers when a new Profile is created. - Trigger **New Workflow Card** Triggers when a new workflow card is created in a specific workflow. - Trigger **Field Value Changes** Triggers when a field value is added, updated or removed in Affinity. - Trigger **New List** Triggers when a new list is created in Affinity. - Trigger **New List Entry** Triggers when a new entry is added to an Affinity list. - Trigger **New Opportunity** Triggers when a new opportunity is added in Affinity. - Trigger **New Organization** Triggers when a new organization is added in Affinity. - Trigger **New Person** Triggers when a new person is added in Affinity. - Action **Add field value** Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field. - Action **Add reminder** Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user. - Action **Delete opportunity** Deletes an opportunity in Affinity. - Action **Delete person** Deletes a person from Affinity. Internal people in your organization cannot be deleted. - Action **Find a List Entry** Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity. - Action **Find an Organization** Finds Affinity organizations by name or domain and returns the best match. - Action **Find a Person** Finds Affinity persons by name or email address and returns the best match. - Action **Find opportunities** Finds opportunities whose name contains the text you give, returning the first match and all matches. - Action **Get an Opportunity** Returns one Affinity opportunity by ID, with its name and the list it belongs to. - Action **Get an Organization** Returns one Affinity organization (company) by ID, with its name and domains. - Action **Get a Person** Returns one Affinity person by ID, with their name and email addresses. - Action **List lists** Returns the lists in your Affinity workspace that you can view, optionally filtered by name. - Action **Update field value** Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value. - Action **Update opportunity** Renames an existing opportunity in Affinity. ## Each app on its own - [ **Planning Center** Planning Center is a church management system that helps manage people, services, donations, registrations...](https://apiant.ai/connections/planning-center) - [ **Affinity** Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your...](https://apiant.ai/connections/affinity) Reviews ## What our customers say ## More from Planning Center - [ **Planning Center to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/planning-center-to-notion) - [ **Planning Center to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/planning-center-to-gohighlevel) - [ **Planning Center to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/planning-center-to-hubspot) - [ **Planning Center to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planning-center-to-salesforce) - [ **Planning Center to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planning-center-to-slack) - [ **Planning Center to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/planning-center-to-google-sheets) ## More into Affinity - [ **ActiveCampaign to Affinity** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-affinity) - [ **2Chat to Affinity** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-affinity) - [ **3Scribe to Affinity** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-affinity) - [ **5pm to Affinity** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-affinity) - [ **Abyssale to Affinity** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-affinity) - [ **Academy by Coassemble to Affinity** Academy by Coassemble is a simple LMS platform that allows anyone to easily create and share courses.](https://apiant.ai/connect/academy-by-coassemble-to-affinity) Questions ## Planning Center and Affinity, answered ### ### What can start an automation from Planning Center? Any of Planning Center's 6 triggers in the catalog, including New Donation, New Form Submission, New List Result and New Plan. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Affinity when something happens in Planning Center? Any of Affinity's 14 actions, including Update field value, Update opportunity, Add field value and Add reminder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Affinity to Planning Center? Affinity has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads Affinity's API documentation and adds it. ### ### Do I have to build a connector for Planning Center or Affinity? 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 Planning Center and Affinity without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Affinity 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.