Integration
Connect Text Request to Planfact
When New Contact fires in Text Request, 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 Text Request 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 Text Request can start in Planfact
When New Contact in Text Request
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 Text Request and Planfact
Triggers and actions 2 triggers · 43 actions
- New Contact
Triggers when a new contact is added to a dashboard.
- New Message
Triggers when a text message is sent or received on a dashboard.
- Add custom field
Creates a new custom field on a Text Request dashboard, which can then be set on contacts.
- Add group message
Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.
- Add keyword
Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.
- Add payment
Sends a payment request text to a contact for the given amount and returns the new payment.
- Add user
Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.
- Create Group
Creates a contact group on a dashboard.
- Create Tag
Creates a contact tag on a dashboard.
- Delete Contact
Deletes a contact from a dashboard by their phone number.
- Delete group
Deletes a group from a dashboard. Contacts in the group are kept.
- Delete tag
Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.
- Find Contacts
Finds contacts on a dashboard by name, phone number, tag or group.
- Get Contact
Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.
- Get dashboard
Returns a dashboard (texting line) with its name, phone number and time zone.
- List custom fields
Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.
- List Dashboards
Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.
- List Groups
Returns all contact groups on a dashboard.
- List keywords
Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.
- List messages
Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.
- List scheduled messages
Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.
- List tags
Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.
- List users
Returns the users in your Text Request account, optionally filtered by email or external user ID.
- Send Message
Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.
- Update group
Renames a group on a Text Request dashboard and updates its notes.
- 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
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Questions
Text Request and Planfact, answered
What can start an automation from Text Request?
Any of Text Request's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Text Request?
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 Text Request?
Planfact has no triggers in the catalog today, so automations start in Text Request. 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 Text Request 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 Text Request 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.