Integration
Connect Quotient to Planfix
When Quote Completed fires in Quotient, your agent runs Add Contact in Planfix. 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 Quotient and Planfix 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 Quotient can start in Planfix
When Quote Completed in Quotient
then Add Contact in Planfix
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 Quotient and Planfix
Triggers and actions 12 triggers · 18 actions
- Customer Asked Question
Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event.
- Customer Viewed Quote
Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event.
- Quote Accepted
Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event.
- Quote Completed
Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event.
- Quote Declined
Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event.
- Quote Sent
Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
Quotient and Planfix, answered
What can start an automation from Quotient?
Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Quotient?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to Quotient?
Planfix has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Planfix's API documentation and adds it.
Do I have to build a connector for Quotient or Planfix?
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 Quotient and Planfix without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Planfix 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.