# Connect Slack to Planfact When **New Channel** fires in [Slack](https://apiant.ai/connections/slack), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. Slack **15** triggers Slack **60** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Slack and Planfact 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 Slack can start in Planfact - When **New Channel** in Slack then **Add invoice document** in Planfact - When **New Channel Member** in Slack then **Add project** 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 Slack and Planfact ## Triggers and actions 15 triggers · 80 actions - Trigger **New Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from Slack - [ **Slack to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/slack-to-hubspot) - [ **Slack to Google Sheets** Google Sheets](https://apiant.ai/connect/slack-to-google-sheets) - [ **Slack to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/slack-to-gmail) - [ **Slack to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/slack-to-google-drive) - [ **Slack to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Slack to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/slack-to-pipedrive) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) - [ **Google Drive to Planfact** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planfact) Questions ## Slack and Planfact, answered ### ### What can start an automation from Slack? Any of Slack's 15 triggers in the catalog, including New Channel, New Channel (instant), New Channel Member and New File (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Slack? 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 Slack? Planfact has no triggers in the catalog today, so automations start in Slack. 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 Slack 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 Slack 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.