--- title: "Connect vPlan to GetAccept - APIANT.ai" description: "When \"New or Changed Card\" fires in vPlan, your agent runs \"Update Document Expiration\" in GetAccept." canonical: "https://apiant.ai/connect/vplan-to-getaccept" --- # Connect vPlan to GetAccept When **New or Changed Card** fires in [vPlan](https://apiant.ai/connections/vplan), your agent runs **Update Document Expiration** in [GetAccept](https://apiant.ai/connections/getaccept). Describe the whole flow and it is built, tested on every scenario and kept running. vPlan **2** triggers vPlan **6** actions GetAccept **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want vPlan and GetAccept 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 vPlan can start in GetAccept - When **New or Changed Card** in vPlan then **Update Document Expiration** in GetAccept - When **New or Changed Collection** in vPlan then **Upload Document** in GetAccept 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 vPlan and GetAccept ## Triggers and actions 2 triggers · 10 actions - Trigger **New or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. - Action **Get Document** Returns one GetAccept document's details, including status and expiration. - Action **Get Document Recipients** Get recipients data associated with a document. - Action **Update Document Expiration** Update the expiration date and time for a document. - Action **Upload Document** Uploads a document. ## Each app on its own - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) - [ **GetAccept** GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more...](https://apiant.ai/connections/getaccept) Reviews ## What our customers say ## More from vPlan - [ **vPlan to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vplan-to-zoom) - [ **vPlan to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vplan-to-webflow) - [ **vPlan to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/vplan-to-wix) - [ **vPlan to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vplan-to-linkedin) - [ **vPlan to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vplan-to-facebook) - [ **vPlan to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vplan-to-anthropic) ## More into GetAccept - [ **HubSpot to GetAccept** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-getaccept) - [ **Salesforce to GetAccept** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-getaccept) - [ **Slack to GetAccept** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-getaccept) - [ **Google Sheets to GetAccept** Google Sheets](https://apiant.ai/connect/google-sheets-to-getaccept) - [ **Gmail to GetAccept** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-getaccept) - [ **Google Calendar to GetAccept** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-getaccept) Questions ## vPlan and GetAccept, answered ### ### What can start an automation from vPlan? Any of vPlan's 2 triggers in the catalog, including New or Changed Card and New or Changed Collection. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GetAccept when something happens in vPlan? Any of GetAccept's 4 actions, including Update Document Expiration, Upload Document, Get Document and Get Document Recipients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GetAccept to vPlan? GetAccept has no triggers in the catalog today, so automations start in vPlan. If you need the other direction, ask: your agent reads GetAccept's API documentation and adds it. ### ### Do I have to build a connector for vPlan or GetAccept? 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 vPlan and GetAccept 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.