--- title: "Planfix integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/planfix" --- # 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 key [planfix.com](https://planfix.com/) **6** triggers **18** 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 Planfix? 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) ### 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)](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 ## Planfix with the apps people pair it with most - [ **HubSpot to Planfix** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfix) - [ **Planfix to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planfix-to-salesforce) - [ **Planfix to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planfix-to-slack) - [ **Google Sheets to Planfix** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planfix) - [ **Gmail to Planfix** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfix) - [ **Google Calendar to Planfix** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfix) - [ **Google Drive to Planfix** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planfix) - [ **Mailchimp to Planfix** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planfix) Pair it ## Connect Planfix with another app - [ **HubSpot to Planfix**](https://apiant.ai/connect/hubspot-to-planfix) - [ **Planfix to Salesforce**](https://apiant.ai/connect/planfix-to-salesforce) - [ **Planfix to Slack**](https://apiant.ai/connect/planfix-to-slack) - [ **Google Sheets to Planfix**](https://apiant.ai/connect/google-sheets-to-planfix) - [ **Gmail to Planfix**](https://apiant.ai/connect/gmail-to-planfix) - [ **Google Calendar to Planfix**](https://apiant.ai/connect/google-calendar-to-planfix) - [ **Google Drive to Planfix**](https://apiant.ai/connect/google-drive-to-planfix) - [ **Mailchimp to Planfix**](https://apiant.ai/connect/mailchimp-to-planfix) - [ **Planfix to Stripe**](https://apiant.ai/connect/planfix-to-stripe) - [ **Planfix to Shopify**](https://apiant.ai/connect/planfix-to-shopify) - [ **Planfix to QuickBooks Online**](https://apiant.ai/connect/planfix-to-quickbooks-online) - [ **Pipedrive to Planfix**](https://apiant.ai/connect/pipedrive-to-planfix) - [ **ActiveCampaign to Planfix**](https://apiant.ai/connect/activecampaign-to-planfix) - [ **Notion to Planfix**](https://apiant.ai/connect/notion-to-planfix) - [ **Airtable to Planfix**](https://apiant.ai/connect/airtable-to-planfix) - [ **Planfix to Trello**](https://apiant.ai/connect/planfix-to-trello) - [ **Asana to Planfix**](https://apiant.ai/connect/asana-to-planfix) - [ **JIRA to Planfix**](https://apiant.ai/connect/jira-to-planfix) - [ **ClickUp to Planfix**](https://apiant.ai/connect/clickup-to-planfix) - [ **Planfix to Zoom**](https://apiant.ai/connect/planfix-to-zoom) - [ **Discord to Planfix**](https://apiant.ai/connect/discord-to-planfix) - [ **Planfix to Twilio**](https://apiant.ai/connect/planfix-to-twilio) - [ **Planfix to SendGrid**](https://apiant.ai/connect/planfix-to-sendgrid) - [ **Outlook to Planfix**](https://apiant.ai/connect/outlook-to-planfix) - [ **Intercom to Planfix**](https://apiant.ai/connect/intercom-to-planfix) - [ **Freshdesk to Planfix**](https://apiant.ai/connect/freshdesk-to-planfix) - [ **Klaviyo to Planfix**](https://apiant.ai/connect/klaviyo-to-planfix) - [ **Brevo to Planfix**](https://apiant.ai/connect/brevo-to-planfix) - [ **Planfix to Typeform**](https://apiant.ai/connect/planfix-to-typeform) - [ **JotForm to Planfix**](https://apiant.ai/connect/jotform-to-planfix) - [ **Calendly to Planfix**](https://apiant.ai/connect/calendly-to-planfix) - [ **PandaDoc to Planfix**](https://apiant.ai/connect/pandadoc-to-planfix) - [ **Planfix to Webflow**](https://apiant.ai/connect/planfix-to-webflow) - [ **Planfix to Wix**](https://apiant.ai/connect/planfix-to-wix) - [ **Planfix to LinkedIn**](https://apiant.ai/connect/planfix-to-linkedin) - [ **Planfix to Facebook**](https://apiant.ai/connect/planfix-to-facebook) - [ **Instagram to Planfix**](https://apiant.ai/connect/instagram-to-planfix) - [ **OpenAI to Planfix**](https://apiant.ai/connect/openai-to-planfix) - [ **Planfix to Anthropic**](https://apiant.ai/connect/planfix-to-anthropic) - [ **OneDrive to Planfix**](https://apiant.ai/connect/onedrive-to-planfix) - [ **Google Docs to Planfix**](https://apiant.ai/connect/google-docs-to-planfix) - [ **Ontraport to Planfix**](https://apiant.ai/connect/ontraport-to-planfix) - [ **Freshworks CRM to Planfix**](https://apiant.ai/connect/freshworks-crm-to-planfix) - [ **GoHighLevel to Planfix**](https://apiant.ai/connect/gohighlevel-to-planfix) - [ **Capsule CRM to Planfix**](https://apiant.ai/connect/capsule-crm-to-planfix) - [ **Copper to Planfix**](https://apiant.ai/connect/copper-to-planfix) - [ **Planfix to Streak**](https://apiant.ai/connect/planfix-to-streak) - [ **NetHunt CRM to Planfix**](https://apiant.ai/connect/nethunt-crm-to-planfix) - [ **MINDBODY to Planfix**](https://apiant.ai/connect/mindbody-to-planfix) - [ **Planfix to Supabase**](https://apiant.ai/connect/planfix-to-supabase) - [ **Planfix to PostgreSQL**](https://apiant.ai/connect/planfix-to-postgresql) - [ **MySQL to Planfix**](https://apiant.ai/connect/mysql-to-planfix) - [ **Planfix to Vercel**](https://apiant.ai/connect/planfix-to-vercel) - [ **Planfix to ElevenLabs**](https://apiant.ai/connect/planfix-to-elevenlabs) - [ **PagerDuty to Planfix**](https://apiant.ai/connect/pagerduty-to-planfix) - [ **Planfix to Pushover**](https://apiant.ai/connect/planfix-to-pushover) - [ **Gravity Forms to Planfix**](https://apiant.ai/connect/gravity-forms-to-planfix) - [ **HubSpot Enterprise to Planfix**](https://apiant.ai/connect/hubspot-enterprise-to-planfix) - [ **Google Forms to Planfix**](https://apiant.ai/connect/google-forms-to-planfix) - [ **Facebook Lead Ads to Planfix**](https://apiant.ai/connect/facebook-lead-ads-to-planfix) 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. Reviews ## 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.