Integration
Connect Planpoint and Walcu CRM
When New Floor fires in Planpoint, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM 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 Walcu CRM 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 Walcu CRM can do together
From Planpoint to Walcu CRM
When New Floor in Planpoint
then Create Client in Walcu CRM
When New Group in Planpoint
then Create Note in Walcu CRM
From Walcu CRM to Planpoint
When New Aftersale Lead in Walcu CRM
then Create Project in Planpoint
When New Appraisal Lead in Walcu CRM
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 Walcu CRM
Triggers and actions 14 triggers · 37 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 Aftersale LeadTriggers when a new aftersale lead is created in Walcu CRM.
Trigger
New Appraisal LeadTriggers when a new appraisal lead is created in Walcu CRM.
Trigger
New ClientTriggers when a new client is created in Walcu CRM.
Trigger
New Sale LeadTriggers when a new sale lead is created in Walcu CRM.
Trigger
New TaskTriggers when a new task is created in Walcu CRM.
Action
Create AftersaleleadCreates a new aftersale lead in Walcu CRM.
Action
Create AppraisalleadCreates a new appraisal lead in Walcu CRM.
Action
Create CarCreates a new car in Walcu CRM.
Action
Create ClientCreates a new client in Walcu CRM.
Action
Create DateCreates a new appointment in Walcu CRM.
Action
Create NoteCreates a new note in Walcu CRM.
Action
Create OfferCreates a new offer in Walcu CRM.
Action
Create SaleleadCreates a new sale lead in Walcu CRM.
Action
Create TaskCreates a new task in Walcu CRM.
Action
Delete OfferDeletes a offer from Walcu CRM.
Action
List Aftersale LeadsReturns aftersale leads from Walcu CRM, optionally filtered by a search expression.
Action
List AppointmentsReturns appointments from Walcu CRM, optionally filtered by a search expression.
Action
List Appraisal LeadsReturns appraisal leads from Walcu CRM, optionally filtered by a search expression.
Action
List CarsReturns cars from Walcu CRM, optionally filtered by a search expression.
Action
List ClientsReturns clients from Walcu CRM, optionally filtered by a search expression.
Action
List NotesReturns notes from Walcu CRM, optionally filtered by a search expression.
Action
List OffersReturns offers from Walcu CRM, optionally filtered by a search expression.
Action
List Sale LeadsReturns sale leads from Walcu CRM, optionally filtered by a search expression.
Action
List TasksReturns tasks from Walcu CRM, optionally filtered by a search expression.
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 Walcu CRM, 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 Walcu CRM when something happens in Planpoint?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Planpoint?
Yes. When something happens in Walcu CRM, your agent can act in Planpoint too. This page covers both directions: Walcu CRM's triggers and Planpoint's actions are listed here as well.
Do I have to build a connector for Planpoint or Walcu CRM?
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 Walcu CRM 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.