Integration
Connect Quaderno to Planfact
When New Contact fires in Quaderno, your agent runs Add invoice document in Planfact. 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 Quaderno and Planfact 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 Quaderno can start in Planfact
When New Contact in Quaderno
then Add invoice document in Planfact
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 Quaderno and Planfact
Triggers and actions 3 triggers · 44 actions
- New Contact
Triggers when a new contact is created in Quaderno.
- New Invoice
Triggers when a new invoice is created in Quaderno.
- New Sale
Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.
- Add invoice payment
Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.
- Add product
Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.
- Add receipt
Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.
- Calculate tax rate
Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.
- Create Contact
Creates a new contact (customer or vendor) in Quaderno and returns the created contact.
- Create Estimate
Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.
- Create Expense
Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.
- Create Invoice
Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.
- Create Paid Invoice
Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.
- Create Sale
Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.
- Delete contact
Permanently deletes a contact (customer or vendor) from your Quaderno account.
- Find Contact
Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.
- Find Sale
Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.
- Get contact
Returns a single Quaderno contact (customer or vendor) by its ID.
- Get Estimate
Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.
- Get Expense
Returns the details of an existing expense in your Quaderno account.
- Get invoice
Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.
- Get product
Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.
- Get Receipt
Returns a receipt by its id, including number, totals, taxes, contact and payment details.
- Update contact
Updates an existing Quaderno contact. Fields left blank keep their current values.
- Update invoice
Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.
- Update product
Updates an existing product in Quaderno. Only the fields you fill in are changed.
- Validate tax ID
Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.
- Void invoice
Voids an existing invoice in Quaderno and returns the voided invoice.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- Get operation
Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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
Quaderno and Planfact, answered
What can start an automation from Quaderno?
Any of Quaderno's 3 triggers in the catalog, including New Contact, New Invoice and New Sale. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Quaderno?
Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfact to Quaderno?
Planfact has no triggers in the catalog today, so automations start in Quaderno. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.
Do I have to build a connector for Quaderno or Planfact?
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 Quaderno and Planfact 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.