Integration
Connect Relatel to Planfact
When New Call fires in Relatel, 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 Relatel 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 Relatel can start in Planfact
When New Call in Relatel
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 Relatel and Planfact
Triggers and actions 4 triggers · 39 actions
- New Call
Triggers when a new call is made or received in Relatel.
- New message
Triggered when a new message is sent or received in Relatel.
- New Smiley
Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
- New voicemail
Triggers when a new voicemail is left for an employee or reception.
- Add comment
Adds a comment to a contact in Relatel, optionally notifying a colleague.
- Add contact
Adds a new contact to your Relatel company and returns the new contact's id.
- Cloak Reception
Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
- Delete contact
Deletes a contact from your Relatel organization and returns Relatel's confirmation message.
- Dial call
Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
- Do Not Disturb
Turns Do Not Disturb on or off for the connected employee and returns the updated employee.
- Find contact by phone number
Finds a Relatel contact by its phone number and returns the contact's details.
- Get contact
Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
- Get employee
Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
- Join a Group
Adds the authenticated employee to an employee group and returns the group's details after joining.
- Leave a Group
Removes the authenticated employee from the chosen employee group and returns the group's details.
- List calls
Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
- List contacts
Returns the contacts in your Relatel account, optionally only those with a given phone number.
- List employee groups
Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.
- List employees
Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.
- List receptions
Returns all receptions (phone lines/queues) in the Relatel account.
- List voicemails
Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
- Send SMS
Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
- Update contact
Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
- 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
Relatel and Planfact, answered
What can start an automation from Relatel?
Any of Relatel's 4 triggers in the catalog, including New Call, New message, New Smiley and New voicemail. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Relatel?
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 Relatel?
Planfact has no triggers in the catalog today, so automations start in Relatel. 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 Relatel 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 Relatel 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.