--- title: "Connect Resource Planner to UpGuard - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Add vendor questionnaire\" in UpGuard." canonical: "https://apiant.ai/connect/resource-planner-to-upguard" --- # Connect Resource Planner to UpGuard When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Add vendor questionnaire** in [UpGuard](https://apiant.ai/connections/upguard). Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** actions UpGuard **16** 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 UpGuard 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 UpGuard - When **New Project** in Resource Planner then **Add vendor questionnaire** in UpGuard - When **New Resource** in Resource Planner then **Update vendor labels** in UpGuard 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 UpGuard ## Triggers and actions 2 triggers · 27 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 vendor questionnaire** Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id. - Action **Find a Data Leak** Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range. - Action **Find an Identity Breach** Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments. - Action **Find a Vendor by Hostname** Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details. - Action **Find a Vendor by ID** Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier. - Action **Get organization** Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores. - Action **List domains** Returns the domains on your UpGuard account with their status, score, labels and last scan time. - Action **List risks** Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice. - Action **List vendor questionnaires** Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared. - Action **List vendor risks** Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice. - Action **List vendors** Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label. - Action **List vulnerabilities** Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels. - Action **Monitor Vendor** Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor. - Action **Stop monitoring vendor** Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname. - Action **Update vendor labels** Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels. - Action **Update vendor tier** Assigns a tier to a monitored vendor, or removes its tier when the tier is 0. ## 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) - [ **UpGuard** UpGuard is a cyber vendor risk management and digital risk protection service platform.](https://apiant.ai/connections/upguard) 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 UpGuard - [ **HubSpot to UpGuard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upguard) - [ **Salesforce to UpGuard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upguard) - [ **Slack to UpGuard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upguard) - [ **Google Sheets to UpGuard** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upguard) - [ **Gmail to UpGuard** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upguard) - [ **Google Calendar to UpGuard** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upguard) Questions ## Resource Planner and UpGuard, 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 UpGuard when something happens in Resource Planner? Any of UpGuard's 16 actions, including Update vendor labels, Update vendor tier, Add vendor questionnaire and Find a Data Leak. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpGuard to Resource Planner? UpGuard has no triggers in the catalog today, so automations start in Resource Planner. If you need the other direction, ask: your agent reads UpGuard's API documentation and adds it. ### ### Do I have to build a connector for Resource Planner or UpGuard? 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 UpGuard 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.