--- title: "Planfact integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/planfact" --- # 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 key [planfact.io](https://planfact.io/) **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 to automate with Planfact? 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) Popular ## Planfact with the apps people pair it with most - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Google Drive to Planfact** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planfact) - [ **Mailchimp to Planfact** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planfact) Pair it ## Connect Planfact with another app - [ **HubSpot to Planfact**](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact**](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact**](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact**](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact**](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact**](https://apiant.ai/connect/google-calendar-to-planfact) - [ **Google Drive to Planfact**](https://apiant.ai/connect/google-drive-to-planfact) - [ **Mailchimp to Planfact**](https://apiant.ai/connect/mailchimp-to-planfact) - [ **Stripe to Planfact**](https://apiant.ai/connect/stripe-to-planfact) - [ **Shopify to Planfact**](https://apiant.ai/connect/shopify-to-planfact) - [ **QuickBooks Online to Planfact**](https://apiant.ai/connect/quickbooks-online-to-planfact) - [ **Pipedrive to Planfact**](https://apiant.ai/connect/pipedrive-to-planfact) - [ **ActiveCampaign to Planfact**](https://apiant.ai/connect/activecampaign-to-planfact) - [ **Notion to Planfact**](https://apiant.ai/connect/notion-to-planfact) - [ **Airtable to Planfact**](https://apiant.ai/connect/airtable-to-planfact) - [ **Trello to Planfact**](https://apiant.ai/connect/trello-to-planfact) - [ **Asana to Planfact**](https://apiant.ai/connect/asana-to-planfact) - [ **JIRA to Planfact**](https://apiant.ai/connect/jira-to-planfact) - [ **ClickUp to Planfact**](https://apiant.ai/connect/clickup-to-planfact) - [ **Zoom to Planfact**](https://apiant.ai/connect/zoom-to-planfact) - [ **Discord to Planfact**](https://apiant.ai/connect/discord-to-planfact) - [ **Twilio to Planfact**](https://apiant.ai/connect/twilio-to-planfact) - [ **SendGrid to Planfact**](https://apiant.ai/connect/sendgrid-to-planfact) - [ **Outlook to Planfact**](https://apiant.ai/connect/outlook-to-planfact) - [ **Intercom to Planfact**](https://apiant.ai/connect/intercom-to-planfact) - [ **Freshdesk to Planfact**](https://apiant.ai/connect/freshdesk-to-planfact) - [ **Klaviyo to Planfact**](https://apiant.ai/connect/klaviyo-to-planfact) - [ **Brevo to Planfact**](https://apiant.ai/connect/brevo-to-planfact) - [ **Typeform to Planfact**](https://apiant.ai/connect/typeform-to-planfact) - [ **JotForm to Planfact**](https://apiant.ai/connect/jotform-to-planfact) - [ **Calendly to Planfact**](https://apiant.ai/connect/calendly-to-planfact) - [ **PandaDoc to Planfact**](https://apiant.ai/connect/pandadoc-to-planfact) - [ **Webflow to Planfact**](https://apiant.ai/connect/webflow-to-planfact) - [ **Wix to Planfact**](https://apiant.ai/connect/wix-to-planfact) - [ **Instagram to Planfact**](https://apiant.ai/connect/instagram-to-planfact) - [ **OpenAI to Planfact**](https://apiant.ai/connect/openai-to-planfact) - [ **OneDrive to Planfact**](https://apiant.ai/connect/onedrive-to-planfact) - [ **Google Docs to Planfact**](https://apiant.ai/connect/google-docs-to-planfact) - [ **Ontraport to Planfact**](https://apiant.ai/connect/ontraport-to-planfact) - [ **Freshworks CRM to Planfact**](https://apiant.ai/connect/freshworks-crm-to-planfact) - [ **GoHighLevel to Planfact**](https://apiant.ai/connect/gohighlevel-to-planfact) - [ **Capsule CRM to Planfact**](https://apiant.ai/connect/capsule-crm-to-planfact) - [ **Copper to Planfact**](https://apiant.ai/connect/copper-to-planfact) - [ **Streak to Planfact**](https://apiant.ai/connect/streak-to-planfact) - [ **NetHunt CRM to Planfact**](https://apiant.ai/connect/nethunt-crm-to-planfact) - [ **MINDBODY to Planfact**](https://apiant.ai/connect/mindbody-to-planfact) - [ **PostgreSQL to Planfact**](https://apiant.ai/connect/postgresql-to-planfact) - [ **MySQL to Planfact**](https://apiant.ai/connect/mysql-to-planfact) - [ **Vercel to Planfact**](https://apiant.ai/connect/vercel-to-planfact) - [ **PagerDuty to Planfact**](https://apiant.ai/connect/pagerduty-to-planfact) - [ **Gravity Forms to Planfact**](https://apiant.ai/connect/gravity-forms-to-planfact) - [ **HubSpot Enterprise to Planfact**](https://apiant.ai/connect/hubspot-enterprise-to-planfact) - [ **Google Forms to Planfact**](https://apiant.ai/connect/google-forms-to-planfact) - [ **Facebook Lead Ads to Planfact**](https://apiant.ai/connect/facebook-lead-ads-to-planfact) - [ **monday.com to Planfact**](https://apiant.ai/connect/monday-com-to-planfact) - [ **Google Ads to Planfact**](https://apiant.ai/connect/google-ads-to-planfact) - [ **Google Tasks to Planfact**](https://apiant.ai/connect/google-tasks-to-planfact) - [ **Telegram to Planfact**](https://apiant.ai/connect/telegram-to-planfact) - [ **MailerLite to Planfact**](https://apiant.ai/connect/mailerlite-to-planfact) - [ **Google Contacts to Planfact**](https://apiant.ai/connect/google-contacts-to-planfact) 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 and sign in once in your browser. Your client can then run Planfact actions on demand, or have APIANT 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. ### ### Can I use Planfact directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Planfact two ways. Ask it to do something in Planfact 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Planfact API? No. APIANT connects to the Planfact API for you, with your Planfact API key. Describe what you want in plain language and your agent builds it on the Planfact triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Planfact API documentation and adds it. ### ### 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.