--- title: "Connect Planning Center to folk - APIANT.ai" description: "When \"New Donation\" fires in Planning Center, your agent runs \"Create Deal\" in folk." canonical: "https://apiant.ai/connect/planning-center-to-folk" --- # Connect Planning Center to folk When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Create Deal** in [folk](https://apiant.ai/connections/folk). Describe the whole flow and it is built, tested on every scenario and kept running. Planning Center **6** triggers folk **11** triggers folk **16** 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 folk 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 folk - When **New Donation** in Planning Center then **Create Deal** in folk - When **New Form Submission** in Planning Center then **Create Note** in folk 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 folk ## Triggers and actions 17 triggers · 16 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 **Company Added** Triggers when a new company is created or added to a group. - Trigger **Company Custom Field Updated** Triggers when a company custom field (for example tag, status, text, assignee) is updated. - Trigger **Company Removed** Triggers when a company is deleted from the workspace or removed from a group. - Trigger **Company Updated** Triggers when a company basic field (like name, email or URL) in a group is updated. - Trigger **Deal Added** Fires when a new deal is created. - Trigger **Deal Removed** Fires when a deal is deleted from a pipeline. - Trigger **Deal Updated** Fires when a deal is updated (stage change, field update). - Trigger **Person Added** Triggers when a new person is created or added to a group. - Trigger **Person Custom Field Updated** Triggers when a person custom field (for example tag, status, text, assignee) is updated. - Trigger **Person Removed** Triggers when a person is deleted from the workspace or removed from a group. - Trigger **Person Updated** Triggers when a person basic field (like first name, job title, email or URL) in a group is updated. - Action **Create Company** Creates a company in folk, optionally adding it to a group and setting that group's custom fields. - Action **Create Deal** Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields. - Action **Create Group** Creates a group in folk. A default "All people" table view is added to the group automatically. - Action **Create Note** Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note. - Action **Create Person** Creates a person in folk, optionally adding them to a group and setting that group's custom fields. - Action **Create Reminder** Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule. - Action **Delete Company** Deletes a company from folk by its id. - Action **Delete Person** Deletes a person from folk by their id. This also removes their custom fields, notes and associations. - Action **Find a Company** Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping. - Action **Find a Person** Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping. - Action **Get a Company** Fetches one folk company by id, including its custom field values. - Action **Get a Note** Fetches one folk note by id, with its text, author and the record it is attached to. - Action **Get a Person** Fetches one folk person by id, including their custom field values. - Action **List Groups** Returns the groups in the folk workspace, with each group's id, name and visibility. - Action **Update Company** Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Action **Update Person** Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list. ## 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) - [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk) 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 folk - [ **Stripe to folk** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-folk) - [ **ActiveCampaign to folk** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-folk) - [ **Airtable to folk** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-folk) - [ **Asana to folk** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-folk) - [ **ClickUp to folk** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-folk) - [ **Discord to folk** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-folk) Questions ## Planning Center and folk, 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 folk when something happens in Planning Center? Any of folk's 16 actions, including Create Company, Create Deal, Create Group and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from folk to Planning Center? folk has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads folk's API documentation and adds it. ### ### Do I have to build a connector for Planning Center or folk? 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 folk without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in folk 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.