Integration
Connect Planpoint to Unleashed Software
When New Floor fires in Planpoint, your agent runs Add customer in Unleashed Software. 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 Unleashed Software 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 Unleashed Software
When New Floor in Planpoint
then Add customer in Unleashed Software
When New Group in Planpoint
then Add purchase order in Unleashed Software
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 Unleashed Software
Triggers and actions 9 triggers · 33 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 customerAction
Add productAdds a new product
Action
Add purchase orderAction
Add sales orderAction
Add stock adjustmentCreates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products.
Action
Get stock adjustmentReturns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines.
Action
List customersLists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers).
Action
List productsLists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date.
Action
List purchase ordersLists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number.
Action
List sales invoicesLists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status.
Action
List sales ordersLists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range.
Action
List suppliersLists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date.
Action
Update customerUpdates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed.
Action
Update productUpdates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value.
Action
Update sales orderUpdates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value.
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 Unleashed Software
Pipedrive to Unleashed SoftwarePipedrive is a sales CRM and pipeline management tool.
Twilio to Unleashed SoftwareCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Freshworks CRM to Unleashed SoftwareFreshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.
Freelo to Unleashed SoftwareProject management software with task lists, Kanban boards, time tracking, and project budgeting for teams.
monday.com to Unleashed Softwaremonday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...
Wufoo to Unleashed SoftwareWufoo is an easy way to build and manage online HTML forms and collect entries.
Questions
Planpoint and Unleashed Software, 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 Unleashed Software when something happens in Planpoint?
Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Unleashed Software to Planpoint?
Unleashed Software has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it.
Do I have to build a connector for Planpoint or Unleashed Software?
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 Unleashed Software 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.