Integration
Connect Planpoint and TouchBasePro
When New Floor fires in Planpoint, your agent runs Send Smart Email in TouchBasePro, or New Subscriber in TouchBasePro 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 TouchBasePro 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 TouchBasePro can do together
From Planpoint to TouchBasePro
When New Floor in Planpoint
then Send Smart Email in TouchBasePro
When New Group in Planpoint
then Add List in TouchBasePro
From TouchBasePro to Planpoint
When New Subscriber in TouchBasePro
then Create Project in Planpoint
When Updated Subscriber in TouchBasePro
then Update Project in 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 TouchBasePro
Triggers and actions 12 triggers · 24 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.
Trigger
New SubscriberTriggers when a new subscriber is added to a list.
Trigger
Unsubscribed SubscriberTriggers when a subscriber unsubscribes from a list.
Trigger
Updated SubscriberTriggers when an active subscriber on a list is added or has their details changed.
Action
Add ListCreates a new subscriber list in your TouchBasePro account and returns its list id.
Action
Add SubscriberAdds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.
Action
Get SubscriberReturns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.
Action
Send Smart EmailSends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.
Action
Unsubscribe SubscriberUnsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.
Action
Update SubscriberUpdates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.
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 TouchBasePro, 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 TouchBasePro when something happens in Planpoint?
Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TouchBasePro to Planpoint?
Yes. When something happens in TouchBasePro, your agent can act in Planpoint too. This page covers both directions: TouchBasePro's triggers and Planpoint's actions are listed here as well.
Do I have to build a connector for Planpoint or TouchBasePro?
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 TouchBasePro 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.