Integration
Connect Planpoint to iClosed
When New Floor fires in Planpoint, your agent runs Add deal in iClosed. 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 Planpoint and iClosed 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 Planpoint can start in iClosed
When New Floor in Planpoint
then Add deal in iClosed
When New Group in Planpoint
then Create Contact in iClosed
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 Planpoint and iClosed
Triggers and actions 9 triggers · 44 actions
Trigger
New FloorTriggers when a new floor is added to a Planpoint project.
Trigger
New GroupTriggers when a new Planpoint group is created.
Trigger
New LeadTriggers when a new lead is captured. Leave project empty to watch all projects.
Trigger
New ProjectTriggers when a new Planpoint project is created.
Trigger
New Unit/SpaceTriggers when a new unit or space is created.
Trigger
Updated FloorTriggers when a floor in a Planpoint project is created or changed.
Trigger
Updated GroupTriggers when a Planpoint group is created or changed.
Trigger
Updated ProjectTriggers when a Planpoint project is created or changed.
Trigger
Updated Unit/SpaceTriggers when a unit or space is created or changed.
Action
Create FloorCreates a floor in a Planpoint project.
Action
Create GroupCreates a Planpoint project group.
Action
Create ProjectCreates a Planpoint project.
Action
Create Unit/SpaceCreates a unit or space in a Planpoint project.
Action
Delete Unit/SpaceDeletes a Planpoint unit or space.
Action
Get FloorReturns one Planpoint floor by its ID.
Action
Get GroupReturns one Planpoint group by its ID.
Action
Get ProjectReturns one Planpoint project by its ID.
Action
Get UnitReturns one Planpoint unit or space by its ID.
Action
List FloorsReturns the floors of a Planpoint project.
Action
List GroupsReturns your Planpoint project groups, optionally filtered by name.
Action
List LeadsReturns the leads captured for a Planpoint project.
Action
List ProjectsReturns your Planpoint projects, optionally filtered by name or project type.
Action
List UnitsReturns Planpoint units, filtered by project, floor, name or bedrooms.
Action
Update FloorUpdates a Planpoint floor's name or position.
Action
Update GroupUpdates a Planpoint group's name and website details.
Action
Update ProjectUpdates a Planpoint project's name and website details.
Action
Update Unit/SpaceUpdates a Planpoint unit's name, price, bedrooms or availability.
Action
Add callBooks a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.
Action
Add Call OutcomeRecords the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.
Action
Add custom fieldCreates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.
Action
Add dealCreates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.
Action
Add productCreates a new product in your iClosed account and returns the created product.
Action
Cancel CallCancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.
Action
Create ContactCreates a new contact in iClosed, or updates the existing contact with the same email or phone number.
Action
Create NoteAdds a note to an existing contact in iClosed.
Action
Create TransactionCreates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.
Action
Delete transactionPermanently deletes a transaction by its ID. This cannot be undone.
Action
Get eventReturns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.
Action
List contact notesReturns the notes recorded on an iClosed contact, optionally only those written by a specific user.
Action
List dealsReturns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.
Action
List eventsReturns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.
Action
List productsReturns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.
Action
Search CallReturns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.
Action
Search ContactSearches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.
Action
Search Custom FieldsSearches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.
Action
Search TransactionSearches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.
Action
Search UsersFinds users in your iClosed account whose name or email matches the search text, including removed users.
Action
Update callUpdates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.
Action
Update ContactUpdates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.
Action
Update Contact Custom FieldSets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.
Action
Update dealUpdates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.
Action
Update productUpdates an existing product's name or description in iClosed and returns the updated product.
Action
Update transactionUpdates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.
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
More from Planpoint
Planpoint to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planpoint to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planpoint to StripeStripe is a payment processing platform for online businesses.
Planpoint to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planpoint to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planpoint to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into iClosed
HubSpot to iClosedHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to iClosedSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to iClosedSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to iClosedGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to iClosedGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to iClosedGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planpoint and iClosed, answered
What can start an automation from Planpoint?
Any of Planpoint's 9 triggers in the catalog, including New Floor, New Group, New Lead and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in iClosed when something happens in Planpoint?
Any of iClosed's 26 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from iClosed to Planpoint?
iClosed has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it.
Do I have to build a connector for Planpoint or iClosed?
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 Planpoint and iClosed 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.