--- title: "Connect Webmecanik Pipeline to Planfact - APIANT.ai" description: "When \"New Company\" fires in Webmecanik Pipeline, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/webmecanik-pipeline-to-planfact" --- # Connect Webmecanik Pipeline to Planfact When **New Company** fires in [Webmecanik Pipeline](https://apiant.ai/connections/webmecanik-pipeline), 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. Webmecanik Pipeline **6** triggers Webmecanik Pipeline **21** 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 Webmecanik Pipeline 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 Webmecanik Pipeline can start in Planfact - When **New Company** in Webmecanik Pipeline then **Add invoice document** in Planfact - When **New Contact** in Webmecanik Pipeline 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 Webmecanik Pipeline and Planfact ## Triggers and actions 6 triggers · 41 actions - Trigger **New Company** Triggers when a new company is added in Webmecanik Pipeline. - Trigger **New Contact** Triggers when a new contact is added in Webmecanik Pipeline. - Trigger **New Opportunity** Triggers when a new opportunity is created in Webmecanik Pipeline. - Trigger **Updated Company** Triggers when a company is updated in Webmecanik Pipeline. - Trigger **Updated Contact** Triggers when a contact is created or updated in Webmecanik Pipeline. - Trigger **Updated Opportunity** Triggers when an opportunity is created or updated in Webmecanik Pipeline. - Action **Create Activity** Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline. - Action **Delete activity** Deletes an activity from Webmecanik Pipeline. - Action **Delete company** Deletes a company from Webmecanik Pipeline. - Action **Delete contact** Deletes a contact from Webmecanik Pipeline. - Action **Delete opportunity** Deletes an opportunity from Webmecanik Pipeline. - Action **Get company** Returns one company by its slug, including its tags and custom fields. - Action **Get contact** Returns one contact by its slug, including tags, companies, addresses and custom fields. - Action **Get opportunity** Returns one opportunity by its slug, including its pipeline, status, tags and custom fields. - Action **List companies** Returns all companies in your Webmecanik Pipeline account, including their custom fields. - Action **List contacts** Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number. - Action **List opportunities** Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline. - Action **List pipelines** Returns all sales pipelines visible to the connected Webmecanik Pipeline user. - Action **List statuses** Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline. - Action **List users** Returns all users in the Webmecanik Pipeline organization, with their name, email and role. - Action **Update activity** Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity. - Action **Update company** Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact. - Action **Update opportunity** Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply. - Action **Update or Create Company** Creates a company, or updates the existing one when a duplicate is found. - Action **Update or Create Contact** Creates a contact, or updates the existing contact with the same email address. - Action **Update or Create Opportunity** Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record. - 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 - [ **Webmecanik Pipeline** Webmecanik Pipeline is a European CRM. It transform your contacts into customers with an intuitive flow.](https://apiant.ai/connections/webmecanik-pipeline) - [ **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 Webmecanik Pipeline - [ **Webmecanik Pipeline to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/webmecanik-pipeline-to-zoom) - [ **Webmecanik Pipeline 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/webmecanik-pipeline-to-wix) - [ **Webmecanik Pipeline to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/webmecanik-pipeline-to-linkedin) - [ **Webmecanik Pipeline to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/webmecanik-pipeline-to-facebook) - [ **Webmecanik Pipeline to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/webmecanik-pipeline-to-anthropic) - [ **Webmecanik Pipeline to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/webmecanik-pipeline-to-supabase) ## 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) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-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) Questions ## Webmecanik Pipeline and Planfact, answered ### ### What can start an automation from Webmecanik Pipeline? Any of Webmecanik Pipeline's 6 triggers in the catalog, including New Company, New Contact, New Opportunity and Updated Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Webmecanik Pipeline? 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 Webmecanik Pipeline? Planfact has no triggers in the catalog today, so automations start in Webmecanik Pipeline. 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 Webmecanik Pipeline 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 Webmecanik Pipeline 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.