Integration
Connect Resource Planner to Kiflo PRM
When New Project fires in Resource Planner, your agent runs Create Customer in Kiflo PRM. 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 Resource Planner and Kiflo PRM 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 Resource Planner can start in Kiflo PRM
When New Project in Resource Planner
then Create Customer in Kiflo PRM
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 Resource Planner and Kiflo PRM
Triggers and actions 2 triggers · 33 actions
- New Project
Triggers when a new project is created in the workspace.
- New Resource
Triggers when a new resource (person) is added to the Resource Planner workspace.
- Create Assignment
Creates an assignment that books a resource on a project for a date range, optionally with a linked task.
- Create Project
Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
- Create Resource
Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
- Delete assignment
Removes an assignment from the Resource Planner schedule.
- Delete project
Deletes a project and all of its assignments.
- Delete resource
Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
- Find Project
Returns the projects whose ID matches, or whose title or note contains, the search text.
- Find Resource
Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.
- 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.
- 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.
- 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.
- Accept Deal
Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.
- Accept Lead
Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.
- Associate Customer to Deal
Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.
- Convert Lead to Customer
Converts a lead into a customer and marks the lead as Converted, returning the updated lead.
- Convert Lead to Deal
Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.
- Create Attachment
Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.
- Create Channel Conflict
Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.
- Create Customer
Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.
- Create Deal
Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.
- Create Lead
Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.
- Create Note
Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.
- Create Partner
Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.
- Create Transaction
Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.
- Find a Certification
Returns the certifications defined in your Kiflo account whose name contains the text you specify.
- Find a Contact
Returns the contacts whose chosen property exactly matches the value you specify.
- Find a Partner Application
Returns the partner applications that match a partner name, team member email, status or partner.
- Find a Partner Team Member
Returns the partner team members that match an email address, a partner, or both.
- Pay Payout
Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.
- Refuse Deal
Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.
- Refuse Lead
Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.
- Reject a Partner Application
Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.
- Update Lead
Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.
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
Resource Planner and Kiflo PRM, answered
What can start an automation from Resource Planner?
Any of Resource Planner's 2 triggers in the catalog, including New Project and New Resource. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kiflo PRM when something happens in Resource Planner?
Any of Kiflo PRM's 22 actions, including Create Attachment, Create Channel Conflict, Create Customer and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kiflo PRM to Resource Planner?
Kiflo PRM has no triggers in the catalog today, so automations start in Resource Planner. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it.
Do I have to build a connector for Resource Planner or Kiflo PRM?
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 Resource Planner and Kiflo PRM 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.