App

Planfact integrations

Connect Planfact to any other app, or use it from your AI client over MCP. Online financial and management accounting service for small/medium businesses (cash flow, forecasting, reporting).

Connects with an API keyplanfact.io
20 actions

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 to automate with Planfact?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)

Popular

Planfact with the apps people pair it with most

Pair it

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What your agent can do with Planfact

Triggers and actions 20 actions

  • 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.

Reviews

What our customers say

Questions

Planfact, answered

Is there a Planfact MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Planfact. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Planfact. Nothing to install.

What can your agent do in Planfact?

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.

Which apps can Planfact connect to?

Any app in the catalog; the list on this page pairs Planfact with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.