--- title: "Connect Planning Center to AgencyAccess - APIANT.ai" description: "When \"New Donation\" fires in Planning Center, your agent runs \"Create Client\" in AgencyAccess." canonical: "https://apiant.ai/connect/planning-center-to-agencyaccess" --- # Connect Planning Center to AgencyAccess When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Create Client** in [AgencyAccess](https://apiant.ai/connections/agencyaccess). Describe the whole flow and it is built, tested on every scenario and kept running. Planning Center **6** triggers AgencyAccess **1** trigger AgencyAccess **3** 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 AgencyAccess 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 AgencyAccess - When **New Donation** in Planning Center then **Create Client** in AgencyAccess - When **New Form Submission** in Planning Center then **Send Webhook Test Event** in AgencyAccess 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 AgencyAccess ## Triggers and actions 7 triggers · 3 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 **Client Created** Triggers when a client is created in AgencyAccess, from the dashboard, the API or an access page. - Action **Create Client** Creates a client in AgencyAccess. - Action **Get Client** Returns a single AgencyAccess client by its ID, including contact details, language and metadata. - Action **Send Webhook Test Event** Sends a webhook.test event to an AgencyAccess webhook. ## 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) - [ **AgencyAccess** AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a...](https://apiant.ai/connections/agencyaccess) 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](https://apiant.ai/connect/planning-center-to-google-sheets) ## More into AgencyAccess - [ **ActiveCampaign to AgencyAccess** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-agencyaccess) - [ **2Chat to AgencyAccess** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-agencyaccess) - [ **3Scribe to AgencyAccess** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-agencyaccess) - [ **5pm to AgencyAccess** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-agencyaccess) - [ **Abyssale to AgencyAccess** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-agencyaccess) - [ **Academy by Coassemble to AgencyAccess** 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-agencyaccess) Questions ## Planning Center and AgencyAccess, 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 AgencyAccess when something happens in Planning Center? Any of AgencyAccess's 3 actions, including Create Client, Send Webhook Test Event and Get Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AgencyAccess to Planning Center? AgencyAccess has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads AgencyAccess's API documentation and adds it. ### ### Do I have to build a connector for Planning Center or AgencyAccess? 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 AgencyAccess without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in AgencyAccess 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.