Integration
Connect vPlan and Xero
When New or Changed Card fires in vPlan, your agent runs Add purchase order in Xero, or New bill in Xero to List cards in vPlan. 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 vPlan and Xero 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 vPlan and Xero can do together
From vPlan to Xero
When New or Changed Card in vPlan
then Add purchase order in Xero
When New or Changed Collection in vPlan
then Create or update contact in Xero
From Xero to vPlan
When New bill in Xero
then List cards in vPlan
When New or updated contact in Xero
then List users in vPlan
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 Xero
Triggers and actions 6 triggers · 32 actions
Trigger
New or Changed CardTriggers when a card is created or changed in your vPlan account.
Trigger
New or Changed CollectionTriggers when a collection is created or changed in vPlan.
Action
List boardsReturns the boards in your vPlan account.
Action
List cardsReturns the cards in your vPlan account.
Action
List collectionsReturns the collections in your vPlan account.
Action
List resourcesReturns the resources (people and equipment you plan) in your vPlan account.
Action
List usersReturns the users in your vPlan account.
Action
Update collectionUpdates an existing vPlan collection's name, description, dates, status or board.
Trigger
New billTriggered when a new bill (ACCPAY) is added.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Trigger
New sales invoiceTriggered when a new sales invoice (ACCREC) is added.
Action
Add accountCreate a chart of accounts entry.
Action
Add credit noteCreate a credit note.
Action
Add itemCreate an inventory/sales item.
Action
Add purchase orderCreate a purchase order.
Action
Add quoteCreate a quote.
Action
Create bank transactionCreate a spend or receive money bank transaction.
Action
Create billCreate a new bill (Accounts Payable, Type=ACCPAY).
Action
Create or update contactCreate a new contact or update an existing one.
Action
Create paymentCreate a payment against an approved invoice.
Action
Create sales invoiceCreate a new sales invoice (Accounts Receivable, Type=ACCREC).
Action
Find contact by emailFind a contact by email address.
Action
Get contactRetrieve a single contact by ContactID.
Action
Get invoiceRetrieve a single invoice by InvoiceID.
Action
Get quoteReturns one quote by its id, with its contact, status, line items and totals.
Action
List accountsRetrieve the chart of accounts.
Action
List bank transactionsList bank transactions.
Action
List contactsRetrieve contacts from Xero.
Action
List credit notesList credit notes.
Action
List invoicesRetrieve sales invoices and bills.
Action
List itemsList items.
Action
List organisationsRetrieve organisation details for the connected Xero tenant.
Action
List paymentsRetrieve payments.
Action
List purchase ordersList purchase orders.
Action
List tax ratesList tax rates.
Action
Update contactUpdate a contact by id.
Action
Update invoiceUpdate a draft/submitted invoice.
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
vPlan and Xero, 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 Xero when something happens in vPlan?
Any of Xero's 26 actions, including Create bank transaction, Create bill, Create or update contact and Create payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xero to vPlan?
Yes. When something happens in Xero, your agent can act in vPlan too. This page covers both directions: Xero's triggers and vPlan's actions are listed here as well.
Do I have to build a connector for vPlan or Xero?
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 Xero 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.