Integration
Connect Resource Planner and Wingmate
When New Project fires in Resource Planner, your agent runs Create a Contact in Wingmate, or Action Created in Wingmate to Create Project in Resource Planner. 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 Wingmate 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Wingmate can do together
From Resource Planner to Wingmate
When New Project in Resource Planner
then Create a Contact in Wingmate
From Wingmate to 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 Wingmate
Triggers and actions 14 triggers · 23 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.
- Action Created
Triggers when a new action request is created on a lead.
- Attachment Created
Triggers when a new attachment is added to a lead.
- Comment Created
Triggers when a new comment is posted on a lead.
- Contact Created
Triggers when a new contact is added in Wingmate.
- Contact Updated
Triggers when a Wingmate contact is added or changed.
- Lead Created
Triggers when a new lead is added to your Wingmate pipeline.
- Lead Link Created
Triggers when a lead is linked to another lead.
- Lead Updated
Triggers when a lead in your Wingmate pipeline is added or changed.
- Ownership Created
Triggers when a new owner is added to a lead.
- Purchase Created
Triggers when a new purchase is recorded on a lead.
- Reminder Created
Triggers when a new reminder is created on a lead.
- Status Update Created
Triggers when a lead's status changes (new status update).
- Create a Comment
Adds a comment to an existing lead.
- Create a Contact
Creates a contact on an existing lead.
- Create a Lead
Creates a new lead in a Wingmate campaign (pipeline).
- Create an Action
Creates an action request on an existing lead, assigned to a user.
- Create a Reminder
Creates a reminder on an existing lead.
- Create a Reward
Creates a reward (user transaction) for a user on an existing lead.
- Lookup a Lead's Contacts
Returns the contacts on a lead.
- Update a Comment
Updates the text of an existing comment.
- Update a Contact
Updates an existing contact.
- Update a Lead
Updates an existing lead.
- Update an Action
Updates an existing action request.
- Update a Reminder
Updates an existing reminder.
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 Wingmate, 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 Wingmate when something happens in Resource Planner?
Any of Wingmate's 12 actions, including Create a Comment, Create a Contact, Create a Lead and Create an Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wingmate to Resource Planner?
Yes. When something happens in Wingmate, your agent can act in Resource Planner too. This page covers both directions: Wingmate's triggers and Resource Planner's actions are listed here as well.
Do I have to build a connector for Resource Planner or Wingmate?
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 Wingmate 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.