Integration
Connect Planpoint to ProfitWell
When New Floor fires in Planpoint, your agent runs Add Customer in ProfitWell. 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 ProfitWell 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 ProfitWell
When New Floor in Planpoint
then Add Customer in ProfitWell
When New Group in Planpoint
then Anonymize customer in ProfitWell
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 ProfitWell
Triggers and actions 9 triggers · 31 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 CustomerAdds a new customer to your Profitwell account.
Action
Add planCreate a plan. ProfitWell API v2 "Plans - List/Create".
Action
Anonymize customerGDPR anonymize a customer by id or email. ProfitWell API v2 "GDPR Anonymize Customers".
Action
Churn SubscriptionChurn Subscription.
Action
Get daily metricsRetrieve daily metrics. ProfitWell API v2 "Daily Metrics".
Action
Get monthly metricsRetrieve monthly metrics. ProfitWell API v2 "Monthly Metrics".
Action
Get planRetrieve a plan by id. ProfitWell API v2 "Plans - Retrieve/Update".
Action
Get Subscription Historyreturns every subscription event (status, plan, value, effective_date) for a ProfitWell user, by user ID or user alias.
Action
Get User Subscription Historyreturns every subscription (with status, value, plan) for a ProfitWell user.
Action
List plansList plans. ProfitWell API v2 "Plans - List/Create".
Action
Unchurn subscriptionUn-churn a manually-added subscription. ProfitWell API v2 "Un-churning Subscriptions".
Action
Update planUpdate a plan. ProfitWell API v2 "Plans - Retrieve/Update".
Action
Upgrade/Downgrade SubscriptionUpgrade or Downgrade subscription.
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
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Questions
Planpoint and ProfitWell, 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 ProfitWell when something happens in Planpoint?
Any of ProfitWell's 13 actions, including Update plan, Add Customer, Add plan and Anonymize customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProfitWell to Planpoint?
ProfitWell has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads ProfitWell's API documentation and adds it.
Do I have to build a connector for Planpoint or ProfitWell?
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 ProfitWell 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.