--- title: "Connect RepairDesk and Resource Planner - APIANT.ai" description: "When \"Inventory Updated\" fires in RepairDesk, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/repairdesk-to-resource-planner" --- # Connect RepairDesk and Resource Planner When **Inventory Updated** fires in [RepairDesk](https://apiant.ai/connections/repairdesk), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Create a New Invoice** in RepairDesk. Describe the whole flow and it is built, tested on every scenario and kept running. RepairDesk **9** triggers RepairDesk **7** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want RepairDesk and Resource Planner 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 RepairDesk and Resource Planner can do together ### From RepairDesk to Resource Planner - When **Inventory Updated** in RepairDesk then **Create Project** in Resource Planner - When **New Customer** in RepairDesk then **Update project** in Resource Planner ### From Resource Planner to RepairDesk - When **New Project** in Resource Planner then **Create a New Invoice** in RepairDesk - When **New Resource** in Resource Planner then **Create a New Ticket** in RepairDesk 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 RepairDesk and Resource Planner ## Triggers and actions 11 triggers · 18 actions - Trigger **Employee Commission** Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes. - Trigger **Inventory Updated** Triggers when an inventory item is added or changed (stock, price, name or other details). - Trigger **New Customer** Triggers when a new customer is added in RepairDesk. - Trigger **New Inventory Item** Triggers when a new inventory item is added in RepairDesk. - Trigger **New Invoice** Triggers when a new invoice is created in RepairDesk. - Trigger **New Lead** Triggers when a new lead (appointment) is created in RepairDesk. - Trigger **New Payment Added** Triggers when a payment is recorded against an invoice in your RepairDesk store today. - Trigger **New Ticket** Triggers when a new repair ticket is created in RepairDesk. - Trigger **Ticket Status Change** Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets). - Action **Add Payment** Records a payment against an existing RepairDesk invoice. - Action **Create a New Invoice** Creates a new invoice for a customer in RepairDesk with the given line items. - Action **Create a New Ticket** Creates a repair ticket in RepairDesk for a customer, with one or more device line items. - Action **Create Customer** Creates a new customer in RepairDesk with their contact details and address. - Action **Create Lead** Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired. - Action **Find Customer** Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source. - Action **Update Ticket** Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images. - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **Update assignment** Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed. - Action **Update project** Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed. - Action **Update resource** Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings. ## Each app on its own - [ **RepairDesk** RepairDesk is an all-in-one repair shop management platform that helps cell phone repair shops easily manage...](https://apiant.ai/connections/repairdesk) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from RepairDesk - [ **RepairDesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/repairdesk-to-salesforce) - [ **RepairDesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/repairdesk-to-slack) - [ **RepairDesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/repairdesk-to-stripe) - [ **RepairDesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/repairdesk-to-shopify) - [ **RepairDesk to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/repairdesk-to-trello) - [ **RepairDesk to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/repairdesk-to-zoom) ## More into Resource Planner - [ **Kintone to Resource Planner** kintone is a fully integrated social collaboration and customizable business application cloud platform that...](https://apiant.ai/connect/kintone-to-resource-planner) - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) Questions ## RepairDesk and Resource Planner, answered ### ### What can start an automation from RepairDesk? Any of RepairDesk's 9 triggers in the catalog, including Inventory Updated, New Customer, New Inventory Item and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Resource Planner when something happens in RepairDesk? Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resource Planner to RepairDesk? Yes. When something happens in Resource Planner, your agent can act in RepairDesk too. This page covers both directions: Resource Planner's triggers and RepairDesk's actions are listed here as well. ### ### Do I have to build a connector for RepairDesk or Resource Planner? 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 RepairDesk and Resource Planner 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.