--- title: "Connect Website Toolbox Community to Planfact - APIANT.ai" description: "When \"New Post\" fires in Website Toolbox Community, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/website-toolbox-community-to-planfact" --- # Connect Website Toolbox Community to Planfact When **New Post** fires in [Website Toolbox Community](https://apiant.ai/connections/website-toolbox-community), 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. Website Toolbox Community **8** triggers Website Toolbox Community **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 Website Toolbox Community 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 Website Toolbox Community can start in Planfact - When **New Post** in Website Toolbox Community then **Add invoice document** in Planfact - When **New Topic** in Website Toolbox Community 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 Website Toolbox Community and Planfact ## Triggers and actions 8 triggers · 41 actions - Trigger **New Post** Triggers when a new post is made in any topic of your Website Toolbox forum. - Trigger **New Topic** Triggers when a new topic is started in your Website Toolbox forum. - Trigger **New User** Triggers when a new user registers on your Website Toolbox community forum. - Trigger **Post Approved** Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved). - Trigger **Post Updated** Triggers when an existing forum post is edited. - Trigger **Topic Updated** Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited. - Trigger **User Email Verified** Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group. - Trigger **User Updated** Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields. - Action **Add to User Group** Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses. - Action **Create Category** Creates a new category in your Website Toolbox forum. - Action **Create Topic** Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name. - Action **Create User** Creates a new member account on your Website Toolbox forum. - Action **Delete Category** Deletes a forum category from your Website Toolbox community. - Action **Delete Post** Deletes a post (reply) from your Website Toolbox forum. - Action **Delete Topic** Deletes a forum topic, along with its posts, from your Website Toolbox community. - Action **Delete User** Deletes a member from your Website Toolbox forum. - Action **Find topics by search term** Returns the forum topics whose title contains the search term you enter. - Action **Get category** Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts. - Action **Get post** Returns a single forum post by its id, including its message, subject, topic, category and author. - Action **Get topic** Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked. - Action **Get user** Returns a single forum member's profile from your Website Toolbox community, looked up by user id. - Action **List categories** Returns every category in your Website Toolbox forum, with each category's id, title and settings. - Action **List posts** Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected. - Action **List topics** Returns the topics (discussion threads) in your Website Toolbox forum. - Action **List users** Returns the users registered on your Website Toolbox forum. - Action **Update category** Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed. - Action **Update Post** Updates the text of an existing post in your Website Toolbox forum and returns the updated post. - Action **Update Topic** Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is. - Action **Update User** Updates a community member's username, email address or password. Fields left blank are not changed. - 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 - [ **Website Toolbox Community** Organize your discussions into searchable topics and categories under your brand with an independent or...](https://apiant.ai/connections/website-toolbox-community) - [ **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 Website Toolbox Community - [ **Website Toolbox Community to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/website-toolbox-community-to-zoom) - [ **Website Toolbox Community 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/website-toolbox-community-to-wix) - [ **Website Toolbox Community to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/website-toolbox-community-to-linkedin) - [ **Website Toolbox Community to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/website-toolbox-community-to-facebook) - [ **Website Toolbox Community to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/website-toolbox-community-to-anthropic) - [ **Website Toolbox Community to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/website-toolbox-community-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 ## Website Toolbox Community and Planfact, answered ### ### What can start an automation from Website Toolbox Community? Any of Website Toolbox Community's 8 triggers in the catalog, including New Post, New Topic, New User and Post Approved. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Website Toolbox Community? 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 Website Toolbox Community? Planfact has no triggers in the catalog today, so automations start in Website Toolbox Community. 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 Website Toolbox Community 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 Website Toolbox Community 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.