Integration
Connect Planports and Speak Ai
When New Contact fires in Planports, your agent runs Update Text Note in Speak Ai, or New Magic Prompts Response in Speak Ai to Update contact in Planports. 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 Planports and Speak Ai 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)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 Planports and Speak Ai can do together
From Planports to Speak Ai
When New Contact in Planports
then Update Text Note in Speak Ai
From Speak Ai to Planports
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 Planports and Speak Ai
Triggers and actions 2 triggers · 34 actions
- New Contact
Triggered when a new contact, either an individual or an organization, is added in Planports.
- Add meeting
Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
- Add proposal
Creates a sales proposal for a Planports contact, optionally with product lines.
- Find contact by phone number
Finds a Planports contact by phone number and returns the matching contact.
- List contacts
Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.
- List meetings
Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
- List products
Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
- List projects
Returns the projects in your Planports account, optionally filtered by project name.
- List proposals
Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
- List tasks
Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.
- Update contact
Updates an existing contact (person or organization) in Planports.
- Update opportunity
Updates an existing opportunity in Planports. Only the fields you fill in are changed.
- New Magic Prompts Response
Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.
- Add Automation
Create a new Speak AI automation.
- Add Field
Creates a new custom field in your Speak AI account.
- Add Folder
Create a new folder to organize media, text notes, and recordings.
- Ask AI Chat
Ask a question about one or more media items or a folder and get the AI chat answer back.
- Delete Automation
Delete an automation.
- Delete Folder
Delete a folder.
- Delete Media
Delete a media file from Speak AI.
- Delete Text Note
Delete a text note.
- Get Media Insights
Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.
- Get Media Status
Gets the processing status and basic details of a Speak AI audio or video file.
- Get Media Transcript
Get the transcript of a media file.
- Get Text Note Insight
Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.
- List Automations
List the automations (trigger + action workflows) configured in Speak AI.
- List Fields
Lists the custom fields defined in your Speak AI account.
- List Folders
List the folders in the account.
- List Media
List the media files (audio/video) in the account's Speak AI library.
- Run Magic Prompt
Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.
- Update Automation
Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.
- Update Folder
Update a folder's name or settings.
- Update Media
Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.
- Update Text Note
Update the content of an existing text note.
- Upload File to Transcribe and Analyze
Uploads new audio or video files for automatic transcription and analysis.
- Upload Text Note to Analyze
Uploads new text notes for automatic insight analysis.
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 Planports
Planports to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planports to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planports to StripeStripe is a payment processing platform for online businesses.
Planports to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planports to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planports to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Speak Ai
HubSpot to Speak AiHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Speak AiGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Speak AiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Speak AiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planports and Speak Ai, answered
What can start an automation from Planports?
Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Speak Ai when something happens in Planports?
Any of Speak Ai's 23 actions, including Update Automation, Update Folder, Update Media and Update Text Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Speak Ai to Planports?
Yes. When something happens in Speak Ai, your agent can act in Planports too. This page covers both directions: Speak Ai's triggers and Planports's actions are listed here as well.
Do I have to build a connector for Planports or Speak Ai?
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 Planports and Speak Ai 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.