--- title: "Connect Resource Planner to Tower CRM - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Create Contact\" in Tower CRM." canonical: "https://apiant.ai/connect/resource-planner-to-tower-crm" --- # Connect Resource Planner to Tower CRM When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Create Contact** in [Tower CRM](https://apiant.ai/connections/tower-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** actions Tower CRM **12** 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 Tower CRM 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 can start in Tower CRM - When **New Project** in Resource Planner then **Create Contact** in Tower CRM - When **New Resource** in Resource Planner then **Update Contact** in Tower CRM 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 Tower CRM ## Triggers and actions 2 triggers · 23 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. - Action **Add Company** Creates a new company record. - Action **Create Contact** Creates a new contact. - Action **Find and Update or Create Contact** Finds a contact by email. If found, updates the fields you supply (unless updating is turned off); otherwise creates a new contact. - Action **Find and Update or Create Deal** Finds an existing deal by policy number, title, contact, or insured name — updates it if found, creates it if not. - Action **Get Company** Retrieves a single company by id. - Action **Get Contact** Retrieves a single contact by id. - Action **Get Deal** Retrieves a single deal by its ID. - Action **List Companies** Lists companies in the Tower CRM workspace, newest first, optionally filtered by name or creation date. - Action **List Contacts** Lists contacts in the workspace, most recently updated first, optionally filtered by email, created date or updated date. - Action **Update Company** Updates whitelisted fields on an existing company by id. - Action **Update Contact** Updates whitelisted fields on an existing contact by id. - Action **Update Deal** Updates whitelisted fields on an existing deal by id. ## 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) - [ **Tower CRM** Tower CRM is a modern CRM for managing contacts, companies, deals, and automations — built for fast-moving...](https://apiant.ai/connections/tower-crm) 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 Tower CRM - [ **HubSpot to Tower CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tower-crm) - [ **Salesforce to Tower CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tower-crm) - [ **Slack to Tower CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tower-crm) - [ **Google Sheets to Tower CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-tower-crm) - [ **Gmail to Tower CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tower-crm) - [ **Google Calendar to Tower CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tower-crm) Questions ## Resource Planner and Tower CRM, 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 Tower CRM when something happens in Resource Planner? Any of Tower CRM's 12 actions, including Create Contact, Update Company, Update Contact and Update Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tower CRM to Resource Planner? Tower CRM has no triggers in the catalog today, so automations start in Resource Planner. If you need the other direction, ask: your agent reads Tower CRM's API documentation and adds it. ### ### Do I have to build a connector for Resource Planner or Tower CRM? 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 Tower CRM 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.