Integration
Connect Refersion and vPlan
When New Affiliate fires in Refersion, your agent runs List cards in vPlan, or New or Changed Card in vPlan to Update Conversion Status in Refersion. 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 Refersion and vPlan 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 Refersion and vPlan can do together
From Refersion to vPlan
When New Affiliate in Refersion
then List cards in vPlan
From vPlan to Refersion
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 Refersion and vPlan
Triggers and actions 4 triggers ยท 18 actions
- New Affiliate
Triggers when a new affiliate signs up or is added.
- New Conversion
Triggers when a new conversion is recorded.
- Delete Affiliate
Deletes an affiliate.
- Delete Offer
Deletes an offer.
- Find an Affiliate
Finds an affiliate by email address, name or affiliate code.
- Generate Affiliate Tracking Link
Returns a tracking link for an affiliate, optionally to a specific URL.
- Get Affiliate
Returns the affiliate with a given affiliate code.
- Get Conversion
Returns one conversion's details.
- List Affiliates
Returns affiliates, optionally filtered by status, search text or offer.
- List Clicks
Returns affiliate link clicks in a date range.
- List Conversions
Returns conversions, optionally filtered by status, affiliate, order or date.
- List Offers
Returns the account's offers.
- Search Orders
Searches orders that can be credited to an affiliate.
- Update Conversion Status
Changes a conversion's status, e.g. approve or deny it.
- New or Changed Card
Triggers when a card is created or changed in your vPlan account.
- New or Changed Collection
Triggers when a collection is created or changed in vPlan.
- List boards
Returns the boards in your vPlan account.
- List cards
Returns the cards in your vPlan account.
- List collections
Returns the collections in your vPlan account.
- List resources
Returns the resources (people and equipment you plan) in your vPlan account.
- List users
Returns the users in your vPlan account.
- Update collection
Updates an existing vPlan collection's name, description, dates, status or board.
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
Refersion and vPlan, answered
What can start an automation from Refersion?
Any of Refersion's 2 triggers in the catalog, including New Affiliate and New Conversion. Describe the moment in plain language and your agent picks the right one.
What can your agent do in vPlan when something happens in Refersion?
Any of vPlan's 6 actions, including Update collection, List boards, List cards and List collections. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from vPlan to Refersion?
Yes. When something happens in vPlan, your agent can act in Refersion too. This page covers both directions: vPlan's triggers and Refersion's actions are listed here as well.
Do I have to build a connector for Refersion or vPlan?
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 Refersion and vPlan 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.