--- title: "Connect Resource Planner and Skyvern - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Create and Run a Task\" in Skyvern." canonical: "https://apiant.ai/connect/resource-planner-to-skyvern" --- # Connect Resource Planner and Skyvern When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Create and Run a Task** in [Skyvern](https://apiant.ai/connections/skyvern), or **New or Updated Skyvern Workflow** in Skyvern to **Create Project** in Resource Planner. Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** actions Skyvern **1** trigger Skyvern **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Resource Planner and Skyvern 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 Resource Planner and Skyvern can do together ### From Resource Planner to Skyvern - When **New Project** in Resource Planner then **Create and Run a Task** in Skyvern - When **New Resource** in Resource Planner then **Create and Run Task V2** in Skyvern ### From Skyvern to Resource Planner - When **New or Updated Skyvern Workflow** in Skyvern then **Create Project** in Resource Planner - When **New or Updated Skyvern Workflow** in Skyvern then **Update project** in Resource Planner 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 Skyvern ## Triggers and actions 3 triggers · 26 actions - 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. - Trigger **New or Updated Skyvern Workflow** Triggers when a Skyvern workflow (agent) is created or a new version of it is saved. - Action **Add browser session** Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link. - Action **Add credential** Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents. - Action **Add workflow** Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow. - Action **Cancel run** Cancels a running Skyvern task run or workflow run by its id. - Action **Create and Run a Task** Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app. - Action **Create and Run Task V2** Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status. - Action **Delete workflow** Deletes a Skyvern workflow (agent) by its ID. - Action **Get a Browser Session** Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings. - Action **Get a Task** Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots. - Action **Get a Task V2** Returns the status, output, recording and screenshots of a Skyvern task run. - Action **Get a Workflow** Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings. - Action **List credentials** Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included. - Action **List runs** Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term. - Action **List workflows** Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows. - Action **Run a Workflow** Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link. ## Each app on its own - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) - [ **Skyvern** Skyvern is an AI agent that allows users to complete browser-based tasks.](https://apiant.ai/connections/skyvern) Reviews ## What our customers say ## More from Resource Planner - [ **Resource Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resource-planner-to-salesforce) - [ **Resource Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resource-planner-to-slack) - [ **Resource Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resource-planner-to-stripe) - [ **Resource Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resource-planner-to-shopify) - [ **Resource Planner to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resource-planner-to-trello) - [ **Resource Planner to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resource-planner-to-zoom) ## More into Skyvern - [ **HubSpot to Skyvern** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-skyvern) - [ **Salesforce to Skyvern** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-skyvern) - [ **Google Sheets to Skyvern** Google Sheets](https://apiant.ai/connect/google-sheets-to-skyvern) - [ **Gmail to Skyvern** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-skyvern) - [ **Google Calendar to Skyvern** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-skyvern) - [ **Google Drive to Skyvern** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-skyvern) Questions ## Resource Planner and Skyvern, 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 Skyvern when something happens in Resource Planner? Any of Skyvern's 15 actions, including Create and Run a Task, Create and Run Task V2, Add browser session and Add credential. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Skyvern to Resource Planner? Yes. When something happens in Skyvern, your agent can act in Resource Planner too. This page covers both directions: Skyvern's triggers and Resource Planner's actions are listed here as well. ### ### Do I have to build a connector for Resource Planner or Skyvern? 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 Skyvern 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.