Integration
Connect Planpoint to Piriod
When New Floor fires in Planpoint, your agent runs Add contact in Piriod. 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 Piriod 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 Piriod
When New Floor in Planpoint
then Add contact in Piriod
When New Group in Planpoint
then Add customer in Piriod
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 Piriod
Triggers and actions 9 triggers · 41 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 contactCreates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.
Action
Add couponCreates a discount coupon in Piriod that can be applied to invoices or invoice lines.
Action
Add credit noteCreates a draft credit note that adjusts an existing invoice.
Action
Add customerCreates a customer in Piriod with their name, address, country and billing preferences.
Action
Add invoiceCreates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.
Action
Add paymentCreates a payment in Piriod, optionally applied to an invoice, customer or subscription.
Action
Add productCreates a product in Piriod, which plans can then be priced under.
Action
Add subscriptionCreates a recurring subscription for a customer, billing one or more plans on a schedule.
Action
Add usageRecords a usage quantity against a metered subscription line in Piriod.
Action
Cancel subscriptionCancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.
Action
Delete customerDeletes a customer, or archives it when it has invoices, subscriptions or payment history.
Action
Finalize invoiceFinalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.
Action
Get couponReturns a single coupon by its id, including its discount amount, duration and status.
Action
Get credit noteReturns a single credit note, including its lines, amounts and status.
Action
Get customerReturns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.
Action
Get invoiceReturns a single invoice by its id, including its lines, totals, status and linked payments.
Action
Get subscriptionReturns a subscription by its id, including its customer, plan lines, addons, billing dates and status.
Action
List paymentsReturns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.
Action
List productsReturns the products in your Piriod workspace, optionally filtered by name or plan.
Action
List usagesReturns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.
Action
Update customerUpdates an existing Piriod customer, changing only the details you fill in.
Action
Update invoiceUpdates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.
Action
Update subscriptionUpdates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. 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
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 Piriod
HubSpot to PiriodHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PiriodSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PiriodSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PiriodGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PiriodGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PiriodGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planpoint and Piriod, 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 Piriod when something happens in Planpoint?
Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Piriod to Planpoint?
Piriod has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it.
Do I have to build a connector for Planpoint or Piriod?
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 Piriod 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.