Integration
Connect Sellsy to Planfact
When New Company fires in Sellsy, 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 Sellsy 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 Sellsy can start in Planfact
When New Company in Sellsy
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 Sellsy and Planfact
Triggers and actions 9 triggers · 35 actions
- Deleted Task
Triggers when a task is deleted.
- New Company
Triggers when a new company (client or prospect) is created.
- New Contact
Triggers when a new contact is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Task
Triggers when a new task is created.
- Updated Company
Triggers when a company (client or prospect) is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity Status
Triggers when the status is changed on an opportunity.
- Updated Task
Triggers when a task is updated.
- Create Annotation
Creates a new annotation.
- Create Company
Creates a new company (prospect or client).
- Create Contact
Creates a new contact.
- Create Opportunity
Creates an opportunity.
- Create Task
Creates a new Task.
- Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
- Create/Update Contact
Creates a new contact. Make an update if we found an existing contact with provided email.
- Delete Task
Deletes a Sellsy task.
- Find Company
Finds an existing company (prospect or client).
- Find Contact
Finds an existing contact.
- Get Opportunity
Returns one Sellsy opportunity by id.
- Get Task
Returns one Sellsy task by id.
- List Opportunity Pipeline Steps
Lists the steps of a pipeline; supplies the required step id for Create Opportunity.
- Update Opportunity
updates an existing opportunity's fields, including its status (open/won/lost/cancelled/...) and pipeline step; a status change fires the opportunity.status webhook event.
- Update Task
updates a task's title, description, due date, status etc.; fires task.updated.
- 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 Sellsy
Sellsy to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sellsy to StripeStripe is a payment processing platform for online businesses.
Sellsy to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sellsy to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sellsy to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sellsy to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Planfact
HubSpot to PlanfactHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PlanfactSalesforce is a leading enterprise customer relationship management (CRM) platform.
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
Sellsy and Planfact, answered
What can start an automation from Sellsy?
Any of Sellsy's 9 triggers in the catalog, including New Company, New Contact, New Opportunity and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Sellsy?
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 Sellsy?
Planfact has no triggers in the catalog today, so automations start in Sellsy. 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 Sellsy 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 Sellsy 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.