Integration
Connect Planpoint to SalesSuite
When New Floor fires in Planpoint, your agent runs Create Contact in SalesSuite. 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 SalesSuite 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 SalesSuite
When New Floor in Planpoint
then Create Contact in SalesSuite
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 SalesSuite
Triggers and actions 9 triggers · 30 actions
- New Floor
Triggers when a new floor is added to a Planpoint project.
- New Group
Triggers when a new Planpoint group is created.
- New Lead
Triggers when a new lead is captured. Leave project empty to watch all projects.
- New Project
Triggers when a new Planpoint project is created.
- New Unit/Space
Triggers when a new unit or space is created.
- Updated Floor
Triggers when a floor in a Planpoint project is created or changed.
- Updated Group
Triggers when a Planpoint group is created or changed.
- Updated Project
Triggers when a Planpoint project is created or changed.
- Updated Unit/Space
Triggers when a unit or space is created or changed.
- Create Floor
Creates a floor in a Planpoint project.
- Create Group
Creates a Planpoint project group.
- Create Project
Creates a Planpoint project.
- Create Unit/Space
Creates a unit or space in a Planpoint project.
- Delete Unit/Space
Deletes a Planpoint unit or space.
- Get Floor
Returns one Planpoint floor by its ID.
- Get Group
Returns one Planpoint group by its ID.
- Get Project
Returns one Planpoint project by its ID.
- Get Unit
Returns one Planpoint unit or space by its ID.
- List Floors
Returns the floors of a Planpoint project.
- List Groups
Returns your Planpoint project groups, optionally filtered by name.
- List Leads
Returns the leads captured for a Planpoint project.
- List Projects
Returns your Planpoint projects, optionally filtered by name or project type.
- List Units
Returns Planpoint units, filtered by project, floor, name or bedrooms.
- Update Floor
Updates a Planpoint floor's name or position.
- Update Group
Updates a Planpoint group's name and website details.
- Update Project
Updates a Planpoint project's name and website details.
- Update Unit/Space
Updates a Planpoint unit's name, price, bedrooms or availability.
- Create Contact
Creates a contact (for example a company) with its main contact person.
- Create Deal
Creates a deal for an existing contact in the chosen pipeline phase.
- Create Note
Adds a note to a contact or a deal. The note may be plain text or simple HTML.
- Create or Update Contact
Creates a contact, or updates the existing contact whose contact person has the given email.
- Find Contact by Email
Finds the contacts that have a contact person with the given primary email address.
- Find Contact by Id
Returns a contact by its ID, with its main contact person and any additional contact persons.
- Find Contact by Search
Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.
- Find Deal by Id
Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.
- Find Deals by Email
Finds the deals linked to contacts that have a contact person with the given primary email address.
- List Pipelines
Returns the pipelines you can read, with their phases.
- Update Contact
Updates a contact's properties without changing its contact persons. Fields left empty are not changed.
- Update Deal
Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not 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
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Questions
Planpoint and SalesSuite, 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 SalesSuite when something happens in Planpoint?
Any of SalesSuite's 12 actions, including Create Contact, Create Deal, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SalesSuite to Planpoint?
SalesSuite has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads SalesSuite's API documentation and adds it.
Do I have to build a connector for Planpoint or SalesSuite?
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 SalesSuite 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.