Integration
Connect Zoom to Planfact
When New recording completed fires in Zoom, 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 Zoom and Planfact to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Zoom can start in Planfact
When New recording completed in Zoom
then Add invoice document in Planfact
When New webinar registrant in Zoom
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 Zoom and Planfact
Triggers and actions 15 triggers · 37 actions
Trigger
Meeting endedTriggered when a meeting ends.
Trigger
Meeting participant joinedTriggers when a participant joins a meeting.
Trigger
Meeting registration cancelledTriggered when a meeting registration is cancelled.
Trigger
Meeting startedTriggered when a meeting starts.
Trigger
New recording completedTriggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrantTriggers when a new registrant is added to a Webinar.
Trigger
Recording completedTriggered when a recording completes.
Trigger
Upcoming meetingTriggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar endedTriggered when a webinar ends.
Trigger
Webinar startedTriggered when a webinar starts.
Action
Add meeting registrantAdds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meetingCreates a new meeting.
Action
Delete meetingDeletes the specified meeting.
Action
End meetingImmediately ends a meeting.
Action
Find meeting by agendaFinds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrantsReturns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection modeReturns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meetingOutputs details for the specified meeting.
Action
Get meeting registrantReturns details for the specified registrant in the specified meeting.
Action
Get userReturns a Zoom user's profile and settings by user ID or email.
Action
Get user settingsOutputs all settings for the specified user.
Action
List cloud recordingsLists cloud recordings for a Zoom user within a date range.
Action
List meetingsLists a Zoom user's scheduled, live, or upcoming meetings.
Action
List usersLists the users on the Zoom account.
Action
Update meetingUpdates an existing meeting.
Action
Update meeting registrant statusUpdates a registrant's status for the specified meeting.
Action
Update user settingsUpdates the specified user's settings.
Action
Add accountCreates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
Action
Add contragentCreates a new contragent (counterparty) in Planfact.
Action
Add invoice documentCreates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
Action
Add operation categoryCreates a new income, outcome or balance-sheet category (article) in PlanFact.
Action
Add operation incomeCreates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
Action
Add operation outcomeCreates an outcome (payment / expense) operation in Planfact on the chosen account.
Action
Add productCreates a new product or service in Planfact with its name, price, currency and VAT.
Action
Add projectCreates a new project in Planfact, optionally in a project group and linked to a budget.
Action
Delete contragentDeletes a contragent (counterparty) from Planfact.
Action
Delete operationDeletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
Action
Get accountReturns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
Action
Get contragentReturns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
Action
Get operationReturns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
Action
Get projectReturns a Planfact project by its ID, including its group, currency and status.
Action
List contragentsReturns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
Action
List operation categoriesReturns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
Action
List productsReturns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
Action
List projectsReturns the projects in your Planfact account, optionally filtered by name, group, status or dates.
Action
Update contragentUpdates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
Action
Update projectUpdates 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
Zoom and Planfact, answered
What can start an automation from Zoom?
Any of Zoom's 15 triggers in the catalog, including New recording completed, New recording completed (all active licensed accounts), New recording completed (specified account) and New webinar registrant. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Zoom?
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 Zoom?
Planfact has no triggers in the catalog today, so automations start in Zoom. 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 Zoom 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.
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.