Integration
Connect Planpoint and Sally
When New Floor fires in Planpoint, your agent runs Create Task in Sally, or New Recording in Sally to Create Project in Planpoint. 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 Sally 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 and Sally can do together
From Planpoint to Sally
When New Floor in Planpoint
then Create Task in Sally
From Sally to Planpoint
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 Sally
Triggers and actions 12 triggers · 33 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.
- New Recording
Triggers when a new recording appears in a Sally directory.
- New Summary for Appointment Created
Triggers when Sally finishes a new meeting summary.
- New Task
Triggers when a new task is created in a Sally directory.
- Create Recording from URL
Creates a Sally recording from an audio or video file URL and starts transcription.
- Create Tag
Creates a tag in the Sally tag catalog (admins and owners only).
- Create Task
Creates a task in Sally.
- Create Vocabulary Entry
Adds a vocabulary phrase that improves Sally transcription.
- Delete Task
Deletes a Sally task.
- Find Summaries
Searches Sally recording summaries by words in their content.
- Find Tasks
Searches Sally tasks by text.
- Get Recording
Returns one Sally recording by id.
- Get Recording Transcript
Returns the transcript of a Sally recording with its time-coded segments and speakers.
- Get Summary
Returns one Sally recording summary with its sections.
- Get Task
Returns one Sally task by id.
- List Directories
Returns the Sally company accounts (directories) your token can access.
- List Recording Summaries
Returns the AI summaries of a Sally recording, one per language.
- Toggle Task Done
Marks a Sally task done, or reopens it.
- Update Task
Updates the fields you supply on a Sally task.
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 Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Planpoint and Sally, 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 Sally when something happens in Planpoint?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Planpoint?
Yes. When something happens in Sally, your agent can act in Planpoint too. This page covers both directions: Sally's triggers and Planpoint's actions are listed here as well.
Do I have to build a connector for Planpoint or Sally?
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 Sally 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.