Integration
Connect Smartsheet via API Token to Planfact
When New favorite fires in Smartsheet via API Token, 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 Smartsheet via API Token and Planfact to do together?
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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 Smartsheet via API Token can start in Planfact
When New favorite in Smartsheet via API Token
then Add invoice document in Planfact
When New row in Smartsheet via API Token
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 Smartsheet via API Token and Planfact
Triggers and actions 9 triggers · 114 actions
Trigger
List contactsList contacts
Trigger
List dashboardsList dashboards
Trigger
List org groupsList org groups
Trigger
List reportsList reports
Trigger
List sheetsList sheets
Trigger
List workspacesList workspaces
Trigger
New favoriteTriggers when a new item is added to your favorites.
Trigger
New rowPolling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search resultTriggers when a new item matches your search query.
Action
Add columnsAdd columns
Action
Add favoritesAdd favorites
Action
Add image to cellAdd image to cell
Action
Add rowsAdd one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fieldsAdd summary fields
Action
Attach file or URL to commentAttach file or URL to comment
Action
Attach file or URL to rowAttach file or URL to row
Action
Attach file or URL to sheetAttach file or URL to sheet
Action
Attach new versionAttach new version
Action
Copy folderCopy folder
Action
Copy rows to another sheetCopy rows to another sheet
Action
Copy sheetCopy sheet
Action
Copy workspaceCopy workspace
Action
Create a commentCreate a comment
Action
Create a discussion on a rowCreate a discussion on a row
Action
Create an update requestCreate an update request
Action
Create cross-sheet referencesCreate cross-sheet references
Action
Create discussionCreate discussion
Action
Create folderCreate a folder in the user's Home.
Action
Create folder in workspaceCreate folder in workspace
Action
Create proofCreate proof
Action
Create proof discussionCreate proof discussion
Action
Create proof requestCreate proof request
Action
Create sheetCreates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
Action
Create sheet in folderCreate sheet in folder
Action
Create sheet in workspaceCreate sheet in workspace
Action
Create workspaceCreate workspace
Action
Delete a commentDelete a comment
Action
Delete a discussionDelete a discussion
Action
Delete an update requestDelete an update request
Action
Delete attachmentDelete attachment
Action
Delete columnDelete column
Action
Delete favoritesRemoves one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
Action
Delete folderDelete folder
Action
Delete reportDelete report
Action
Delete rowsDelete rows
Action
Delete sent update requestDelete sent update request
Action
Delete sheetDelete a sheet by id.
Action
Delete summary fieldsDelete summary fields
Action
Delete workspaceDelete workspace
Action
Edit a commentEdit a comment
Action
Get a commentGet a comment
Action
Get an update requestGet an update request
Action
Get attachmentGet attachment
Action
Get columnGet column
Action
Get contactGet contact
Action
Get cross-sheet referenceGet cross-sheet reference
Action
Get discussionGet discussion
Action
Get folder metadataGet folder metadata
Action
Get proofGet proof
Action
Get reportGet report
Action
Get rowGet a single row from a sheet by row id.
Action
Get sent update requestGet sent update request
Action
Get sheetGet a sheet by id, including its rows and columns.
Action
Get sheet summaryGet sheet summary
Action
Get summary fieldsGet summary fields
Action
Get userGet user
Action
Get workspaceRetrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favoriteIs favorite
Action
List attachmentsList attachments
Action
List columnsList all columns of a sheet.
Action
List contentsList contents
Action
List cross-sheet referencesList cross-sheet references
Action
List discussion attachmentsList discussion attachments
Action
List discussionsList discussions
Action
List discussions with a rowList discussions with a row
Action
List folder childrenList folder children
Action
List foldersList the folders in the user's Home.
Action
List proof attachmentsList proof attachments
Action
List proofsList proofs
Action
List row attachmentsList row attachments
Action
List sheet rowsConvenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheetsList all sheets the user has access to.
Action
Lists sent update requestsLists sent update requests
Action
List update requestsList update requests
Action
List workspace childrenList workspace children
Action
List workspacesList all workspaces the user has access to.
Action
Move folderMove folder
Action
Move rows to another sheetMove rows to another sheet
Action
Move sheetMove sheet
Action
SearchSearch across all sheets the user can access for the given text.
Action
Search sheetSearch a specific sheet for the given text.
Action
Send report via emailSend report via email
Action
Send rows via emailSend rows via email
Action
Send sheet via emailSend sheet via email
Action
Sort rows in sheetSort rows in sheet
Action
Update an update requestUpdate an update request
Action
Update columnUpdate column
Action
Update folderUpdate folder
Action
Update proof statusUpdate proof status
Action
Update rowsUpdate one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheetUpdate sheet
Action
Update summary fieldsUpdate summary fields
Action
Update workspaceUpdate workspace
Action
Add accountCreates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
Action
Add contragentCreates a new contragent (counterparty) in Planfact.
Action
Add invoice documentCreates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
Action
Add operation categoryCreates a new income, outcome or balance-sheet category (article) in PlanFact.
Action
Add operation incomeCreates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
Action
Add operation outcomeCreates an outcome (payment / expense) operation in Planfact on the chosen account.
Action
Add productCreates a new product or service in Planfact with its name, price, currency and VAT.
Action
Add projectCreates a new project in Planfact, optionally in a project group and linked to a budget.
Action
Delete contragentDeletes a contragent (counterparty) from Planfact.
Action
Delete operationDeletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
Action
Get accountReturns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
Action
Get contragentReturns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
Action
Get operationReturns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
Action
Get projectReturns a Planfact project by its ID, including its group, currency and status.
Action
List contragentsReturns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
Action
List operation categoriesReturns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
Action
List productsReturns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
Action
List projectsReturns the projects in your Planfact account, optionally filtered by name, group, status or dates.
Action
Update contragentUpdates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
Action
Update projectUpdates 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
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Questions
Smartsheet via API Token and Planfact, answered
What can start an automation from Smartsheet via API Token?
Any of Smartsheet via API Token's 9 triggers in the catalog, including New favorite, New row, New search result and List contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Smartsheet via API Token?
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 Smartsheet via API Token?
Planfact has no triggers in the catalog today, so automations start in Smartsheet via API Token. 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 Smartsheet via API Token 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 Smartsheet via API Token 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.