--- title: "Planports integrations and MCP server - APIANT.ai" description: "Connect Planports to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/planports" --- # Planports integrations Connect Planports to any other app, or use it from your AI client over MCP. Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting Connects with an API key [planports.com](https://planports.com/) **1** trigger **11** 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 Planports? 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 ## Planports with the apps people pair it with most - [ **HubSpot to Planports** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planports) - [ **Planports to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planports-to-slack) - [ **Google Sheets to Planports** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planports) Pair it ## Connect Planports with another app - [ **HubSpot to Planports**](https://apiant.ai/connect/hubspot-to-planports) - [ **Planports to Salesforce**](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack**](https://apiant.ai/connect/planports-to-slack) - [ **Google Sheets to Planports**](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports**](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports**](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports**](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports**](https://apiant.ai/connect/mailchimp-to-planports) - [ **Planports to Stripe**](https://apiant.ai/connect/planports-to-stripe) - [ **Planports to Shopify**](https://apiant.ai/connect/planports-to-shopify) - [ **Planports to QuickBooks Online**](https://apiant.ai/connect/planports-to-quickbooks-online) - [ **Pipedrive to Planports**](https://apiant.ai/connect/pipedrive-to-planports) - [ **ActiveCampaign to Planports**](https://apiant.ai/connect/activecampaign-to-planports) - [ **Notion to Planports**](https://apiant.ai/connect/notion-to-planports) - [ **Airtable to Planports**](https://apiant.ai/connect/airtable-to-planports) - [ **Planports to Trello**](https://apiant.ai/connect/planports-to-trello) - [ **Asana to Planports**](https://apiant.ai/connect/asana-to-planports) - [ **JIRA to Planports**](https://apiant.ai/connect/jira-to-planports) - [ **ClickUp to Planports**](https://apiant.ai/connect/clickup-to-planports) - [ **Planports to Zoom**](https://apiant.ai/connect/planports-to-zoom) - [ **Discord to Planports**](https://apiant.ai/connect/discord-to-planports) - [ **Planports to Twilio**](https://apiant.ai/connect/planports-to-twilio) - [ **Planports to SendGrid**](https://apiant.ai/connect/planports-to-sendgrid) - [ **Outlook to Planports**](https://apiant.ai/connect/outlook-to-planports) - [ **Intercom to Planports**](https://apiant.ai/connect/intercom-to-planports) - [ **Freshdesk to Planports**](https://apiant.ai/connect/freshdesk-to-planports) - [ **Klaviyo to Planports**](https://apiant.ai/connect/klaviyo-to-planports) - [ **Brevo to Planports**](https://apiant.ai/connect/brevo-to-planports) - [ **Planports to Typeform**](https://apiant.ai/connect/planports-to-typeform) - [ **JotForm to Planports**](https://apiant.ai/connect/jotform-to-planports) - [ **Calendly to Planports**](https://apiant.ai/connect/calendly-to-planports) - [ **PandaDoc to Planports**](https://apiant.ai/connect/pandadoc-to-planports) - [ **Planports to Webflow**](https://apiant.ai/connect/planports-to-webflow) - [ **Planports to Wix**](https://apiant.ai/connect/planports-to-wix) - [ **Planports to LinkedIn**](https://apiant.ai/connect/planports-to-linkedin) - [ **Planports to Facebook**](https://apiant.ai/connect/planports-to-facebook) - [ **Instagram to Planports**](https://apiant.ai/connect/instagram-to-planports) - [ **OpenAI to Planports**](https://apiant.ai/connect/openai-to-planports) - [ **Planports to Anthropic**](https://apiant.ai/connect/planports-to-anthropic) - [ **OneDrive to Planports**](https://apiant.ai/connect/onedrive-to-planports) - [ **Google Docs to Planports**](https://apiant.ai/connect/google-docs-to-planports) - [ **Ontraport to Planports**](https://apiant.ai/connect/ontraport-to-planports) - [ **Freshworks CRM to Planports**](https://apiant.ai/connect/freshworks-crm-to-planports) - [ **GoHighLevel to Planports**](https://apiant.ai/connect/gohighlevel-to-planports) - [ **Capsule CRM to Planports**](https://apiant.ai/connect/capsule-crm-to-planports) - [ **Copper to Planports**](https://apiant.ai/connect/copper-to-planports) - [ **Planports to Streak**](https://apiant.ai/connect/planports-to-streak) - [ **NetHunt CRM to Planports**](https://apiant.ai/connect/nethunt-crm-to-planports) - [ **MINDBODY to Planports**](https://apiant.ai/connect/mindbody-to-planports) - [ **Planports to Supabase**](https://apiant.ai/connect/planports-to-supabase) - [ **Planports to PostgreSQL**](https://apiant.ai/connect/planports-to-postgresql) - [ **MySQL to Planports**](https://apiant.ai/connect/mysql-to-planports) - [ **Planports to Vercel**](https://apiant.ai/connect/planports-to-vercel) - [ **Planports to ElevenLabs**](https://apiant.ai/connect/planports-to-elevenlabs) - [ **PagerDuty to Planports**](https://apiant.ai/connect/pagerduty-to-planports) - [ **Planports to Pushover**](https://apiant.ai/connect/planports-to-pushover) - [ **Gravity Forms to Planports**](https://apiant.ai/connect/gravity-forms-to-planports) - [ **HubSpot Enterprise to Planports**](https://apiant.ai/connect/hubspot-enterprise-to-planports) - [ **Google Forms to Planports**](https://apiant.ai/connect/google-forms-to-planports) - [ **Facebook Lead Ads to Planports**](https://apiant.ai/connect/facebook-lead-ads-to-planports) What your agent can do with Planports ## Triggers and actions 1 trigger · 11 actions - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. Reviews ## What our customers say Questions ## Planports, answered ### ### Is there a Planports MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Planports. 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 Planports actions on demand, or have APIANT build, test and run automations that use Planports. Nothing to install. ### ### What can start an automation from Planports? Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports? Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Planports directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Planports two ways. Ask it to do something in Planports 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 Planports API? No. APIANT connects to the Planports API for you, with your Planports API key. Describe what you want in plain language and your agent builds it on the Planports triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Planports API documentation and adds it. ### ### Which apps can Planports connect to? Any app in the catalog; the list on this page pairs Planports 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.