Integration
Connect RO App to Planfact
When New Invoice Statuses fires in RO App, your agent runs Add invoice document in Planfact. 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 RO App and Planfact 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)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 RO App can start in Planfact
When New Invoice Statuses in RO App
then Add invoice document in Planfact
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 RO App and Planfact
Triggers and actions 12 triggers · 59 actions
- Ad Campaigns
Triggers when a new ad campaign is added in RO App.
- Cash Flow Items
Triggers when a new cash flow category (income or expense item) is added in RO App.
- Clients List
Triggers when a new client (person contact) is added in RO App.
- Employees List
Triggers when a new employee is added to the RO App company account.
- Lead Types
Triggers when a new inquiry (lead) type is added to your RO App account.
- List of Services
Triggers when a new service is added to the RO App service catalog.
- List of the Products
Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.
- Locations
Triggers when a new location is added to your RO App company.
- New Invoice Statuses
Triggers when a new invoice status is added to your RO App account.
- New Order Items
Triggers when a new item (product or service) is added to the selected order.
- New Taxes
Triggers when a new tax rate is added to the company in RO App.
- Order Statuses
Triggers when a new order status is added to your RO App account.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Lead Comment
Adds a comment to a lead (inquiry) in RO App.
- Add Order Comment
Adds a comment to an existing order in RO App, optionally marked private.
- Add Task Comment
Adds a comment to a task in RO App.
- Changing Order Status
Changes the status of an order, optionally with a comment.
- Create a Client
Creates a new client (person) in your RO App contacts.
- Create a Lead
Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.
- Create an Order
Creates a new order in RO App for a client at a chosen location.
- Create an Order Item
Adds a product or service line item to an existing order in RO App.
- Create an Order or Estimate
Creates a new estimate in RO App for a client at a location.
- Create a Payment
Records an income or expense payment in a cashbox in RO App.
- Create Asset
Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.
- Create Booking
Creates a new booking for a client at a location with an assigned employee and time slot.
- Create Product
Creates a new product in the RO App catalog.
- Create Service
Creates a new service in the RO App catalog.
- Create Task
Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Product
Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.
- Find Service
Finds services in the RO App catalog by name, barcode or category.
- Get Booking Items
Returns all the service items on a specific booking.
- Get Client by ID
Returns the details of a single client (person) by its ID.
- Get Estimate by ID
Returns the full details of a single estimate, including its custom field values.
- Get Lead by ID
Returns a single lead (inquiry) by its ID, including its custom fields.
- Get Order by Id
Returns the full details of a single order by its ID.
- Get Prices
Returns the list of price types (margins) configured for your company.
- Get Product by Id
Returns a single product from your RO App catalog by its ID, including its custom fields.
- Get Product Categories
Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.
- Get Service Categories
Returns the list of service categories in your RO App catalog, optionally under a parent category.
- Get Task
Returns a single task by its ID, including all of its details.
- Get UOMs (Inits of Measure)
Returns the list of product units of measure (UOMs) defined in the RO App account.
- Move Asset
Moves an asset to a different warehouse.
- Search for Assets
Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.
- Search Task
Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.
- Update an Order Item
Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.
- Update an Order or Estimate
Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.
- Update Client
Updates an existing client (person) in RO App contacts.
- Update Product
Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- Get operation
Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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
More from RO App
RO App to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
RO App to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
RO App to StripeStripe is a payment processing platform for online businesses.
RO App to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
RO App to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
RO App to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Planfact
HubSpot to PlanfactHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanfactGoogle Sheets
Gmail to PlanfactGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanfactGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
RO App and Planfact, answered
What can start an automation from RO App?
Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in RO App?
Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfact to RO App?
Planfact has no triggers in the catalog today, so automations start in RO App. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.
Do I have to build a connector for RO App or Planfact?
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 RO App and Planfact 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.