--- title: "Connect Rendex to Planfact - APIANT.ai" description: "When \"New Completed Screenshot\" fires in Rendex, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/rendex-to-planfact" --- # Connect Rendex to Planfact When **New Completed Screenshot** fires in [Rendex](https://apiant.ai/connections/rendex), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. Rendex **1** trigger Rendex **13** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Rendex and Planfact to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Rendex can start in Planfact - When **New Completed Screenshot** in Rendex then **Add invoice document** in Planfact - When **New Completed Screenshot** in Rendex then **Add project** 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 Rendex and Planfact ## Triggers and actions 1 trigger · 33 actions - Trigger **New Completed Screenshot** Triggers when a background screenshot or PDF capture finishes. - Action **Capture Screenshot** Captures a webpage or HTML as a PNG, JPEG, WebP, or PDF file. - Action **Capture Screenshot (Background)** Queues a screenshot or PDF capture as a background job and returns a Job ID. - Action **Create Render Link** Create a hosted, auto-caching image or PDF link for a URL, HTML, or Markdown — perfect for og:image social preview tags. - Action **Extract Text From a Web Page** Get the clean article text (Markdown) from any URL. - Action **Find Website Watch** Finds a watch by ID and returns its current status and details. - Action **Generate PDF** Generates a PDF from a webpage or HTML with custom page size, margins, and orientation. - Action **Get Account** Returns the account's plan, usage, and upgrade info. - Action **Get Job Status** Finds a background job by ID and returns its status and result URL. - Action **List Website Watches** Returns all configured website watches for the account. - Action **List Website Watch Runs** Returns the run history (check results/changes) for a given website watch. - Action **Run a Check Now** Trigger an immediate check of a watch, outside its normal schedule. - Action **Test a Website Watch** Try out a watch on a page once, without creating it — check the page can be read and see what Rendex captures before you start monitoring. - Action **Update Website Watch** Change a watch's schedule, alerts, or settings — or pause and resume it. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **Rendex** Rendex is a screenshot and rendering API that turns URLs or HTML into pixel-perfect images and PDFs.](https://apiant.ai/connections/rendex) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from Rendex - [ **Rendex to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/rendex-to-salesforce) - [ **Rendex to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rendex-to-slack) - [ **Rendex to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/rendex-to-stripe) - [ **Rendex to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/rendex-to-shopify) - [ **Rendex to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/rendex-to-trello) - [ **Rendex to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/rendex-to-zoom) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## Rendex and Planfact, answered ### ### What can start an automation from Rendex? Any of Rendex's 1 trigger in the catalog, including New Completed Screenshot. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Rendex? 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 Rendex? Planfact has no triggers in the catalog today, so automations start in Rendex. 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 Rendex 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 Rendex 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.