--- title: "Connect Resource Planner and TidyCal - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Add contact\" in TidyCal, or \"New Team\" in TidyCal to \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/resource-planner-to-tidycal" --- # Connect Resource Planner and TidyCal When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Add contact** in [TidyCal](https://apiant.ai/connections/tidycal), or **New Team** in TidyCal 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 TidyCal **1** trigger TidyCal **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 TidyCal 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 TidyCal can do together ### From Resource Planner to TidyCal - When **New Project** in Resource Planner then **Add contact** in TidyCal - When **New Resource** in Resource Planner then **Update contact** in TidyCal ### From TidyCal to Resource Planner - When **New Team** in TidyCal then **Create Project** in Resource Planner - When **New Team** in TidyCal 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 TidyCal ## 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 Team** Triggers when a new team you have access to appears in your TidyCal account. - Action **Add contact** Creates a new contact in your TidyCal account with a name, email and optional timezone. - Action **Add guest to booking** Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email. - Action **Cancel booking** Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking. - Action **Delete booking type** Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted. - Action **Get booking** Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts. - Action **Get booking type** Returns a single booking type, including its title, duration, price, booking URL and availability settings. - Action **Get contact** Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps. - Action **List available timeslots** Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take. - Action **List bookings** Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings. - Action **List booking types** Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL. - Action **List contacts** Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text. - Action **List teams** Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times. - Action **Reschedule booking** Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking. - Action **Update booking type** Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value. - Action **Update contact** Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed. ## 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) - [ **TidyCal** TidyCal is simple and easy calendar management and booking tool.](https://apiant.ai/connections/tidycal) 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 TidyCal - [ **HubSpot to TidyCal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidycal) - [ **Salesforce to TidyCal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidycal) - [ **Slack to TidyCal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidycal) - [ **Google Sheets to TidyCal** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidycal) - [ **Gmail to TidyCal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidycal) - [ **Google Calendar to TidyCal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidycal) Questions ## Resource Planner and TidyCal, 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 TidyCal when something happens in Resource Planner? Any of TidyCal's 15 actions, including Update booking type, Update contact, Add contact and Add guest to booking. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TidyCal to Resource Planner? Yes. When something happens in TidyCal, your agent can act in Resource Planner too. This page covers both directions: TidyCal's triggers and Resource Planner's actions are listed here as well. ### ### Do I have to build a connector for Resource Planner or TidyCal? 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 TidyCal 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.