App

Planfix integrations

Connect Planfix to any other app, or use it from your AI client over MCP. Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

Connects with an API keyplanfix.com
6 triggers18 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 Planfix?

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

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)
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)
Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

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)

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What your agent can do with Planfix

Triggers and actions 6 triggers · 18 actions

  • Trigger
    New Comment

    Triggers when a new comment is added to a chosen Planfix task.

  • Trigger
    New Contact

    Triggers when a new contact is created in Planfix.

  • Trigger
    New project

    Triggers when a new project is created in Planfix.

  • Trigger
    New Task

    Triggers when a new task is created in Planfix.

  • Trigger
    Updated Contact

    Triggers when a Planfix contact is created or changed.

  • Trigger
    Updated Task

    Triggers when a Planfix task is created or changed.

  • Action
    Add checklist item

    Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.

  • Action
    Add Comment

    Adds a comment to a Planfix task.

  • Action
    Add Contact

    Creates a new contact or company in Planfix.

  • Action
    Add file from URL

    Uploads a file to Planfix from a public link and returns the new file's ID.

  • Action
    Add project

    Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.

  • Action
    Add Task

    Creates a new task in Planfix.

  • Action
    Delete Comment

    Deletes a Planfix comment.

  • Action
    Delete Contact

    Deletes a Planfix contact.

  • Action
    Delete project

    Deletes a project in Planfix by its number.

  • Action
    Delete Task

    Deletes a Planfix task.

  • Action
    Find a Contact

    Returns Planfix contacts or companies, optionally only those from a saved contact filter.

  • Action
    Find a Task

    Returns Planfix tasks, optionally only those from a saved task filter.

  • Action
    Find directory entries by criteria

    Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.

  • Action
    Get contact

    Returns a Planfix contact or company by its number, including its details and any requested custom field values.

  • Action
    Get user

    Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.

  • Action
    Update Comment

    Changes the text of a comment on a Planfix task.

  • Action
    Update Contact

    Updates an existing Planfix contact.

  • Action
    Update Task

    Updates the name or description of an existing Planfix task.

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What our customers say

Questions

Planfix, answered

Is there a Planfix MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Planfix. 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 Planfix actions on demand, or have APIANT build, test and run automations that use Planfix. Nothing to install.

What can start an automation from Planfix?

Any of Planfix's 6 triggers in the catalog, including New Comment, New Contact, New project and New Task. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Planfix?

Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Planfix directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Planfix two ways. Ask it to do something in Planfix 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 Planfix API?

No. APIANT connects to the Planfix API for you, with your Planfix API key. Describe what you want in plain language and your agent builds it on the Planfix triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Planfix API documentation and adds it.

Which apps can Planfix connect to?

Any app in the catalog; the list on this page pairs Planfix 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.