--- title: "ProcessPlan integrations and MCP server - APIANT.ai" description: "Connect ProcessPlan to any other app, or use it from your AI client over MCP. ProcessPlan is a business process management platform." canonical: "https://apiant.ai/connections/processplan" --- # ProcessPlan integrations Connect ProcessPlan to any other app, or use it from your AI client over MCP. ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps. Connects with an API key [processplan.com](https://processplan.com/) **10** triggers **7** 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 ProcessPlan? 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 ## ProcessPlan with the apps people pair it with most - [ **HubSpot to ProcessPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-processplan) - [ **ProcessPlan to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/processplan-to-salesforce) - [ **ProcessPlan to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/processplan-to-slack) - [ **Google Sheets to ProcessPlan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-processplan) - [ **Gmail to ProcessPlan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-processplan) - [ **Google Calendar to ProcessPlan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-processplan) - [ **Google Drive to ProcessPlan** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-processplan) - [ **Mailchimp to ProcessPlan** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-processplan) Pair it ## Connect ProcessPlan with another app - [ **HubSpot to ProcessPlan**](https://apiant.ai/connect/hubspot-to-processplan) - [ **ProcessPlan to Salesforce**](https://apiant.ai/connect/processplan-to-salesforce) - [ **ProcessPlan to Slack**](https://apiant.ai/connect/processplan-to-slack) - [ **Google Sheets to ProcessPlan**](https://apiant.ai/connect/google-sheets-to-processplan) - [ **Gmail to ProcessPlan**](https://apiant.ai/connect/gmail-to-processplan) - [ **Google Calendar to ProcessPlan**](https://apiant.ai/connect/google-calendar-to-processplan) - [ **Google Drive to ProcessPlan**](https://apiant.ai/connect/google-drive-to-processplan) - [ **Mailchimp to ProcessPlan**](https://apiant.ai/connect/mailchimp-to-processplan) - [ **ProcessPlan to Stripe**](https://apiant.ai/connect/processplan-to-stripe) - [ **ProcessPlan to Shopify**](https://apiant.ai/connect/processplan-to-shopify) - [ **ProcessPlan to QuickBooks Online**](https://apiant.ai/connect/processplan-to-quickbooks-online) - [ **Pipedrive to ProcessPlan**](https://apiant.ai/connect/pipedrive-to-processplan) - [ **ActiveCampaign to ProcessPlan**](https://apiant.ai/connect/activecampaign-to-processplan) - [ **Notion to ProcessPlan**](https://apiant.ai/connect/notion-to-processplan) - [ **Airtable to ProcessPlan**](https://apiant.ai/connect/airtable-to-processplan) - [ **ProcessPlan to Trello**](https://apiant.ai/connect/processplan-to-trello) - [ **Asana to ProcessPlan**](https://apiant.ai/connect/asana-to-processplan) - [ **JIRA to ProcessPlan**](https://apiant.ai/connect/jira-to-processplan) - [ **ClickUp to ProcessPlan**](https://apiant.ai/connect/clickup-to-processplan) - [ **ProcessPlan to Zoom**](https://apiant.ai/connect/processplan-to-zoom) - [ **Discord to ProcessPlan**](https://apiant.ai/connect/discord-to-processplan) - [ **ProcessPlan to Twilio**](https://apiant.ai/connect/processplan-to-twilio) - [ **ProcessPlan to SendGrid**](https://apiant.ai/connect/processplan-to-sendgrid) - [ **Outlook to ProcessPlan**](https://apiant.ai/connect/outlook-to-processplan) - [ **Intercom to ProcessPlan**](https://apiant.ai/connect/intercom-to-processplan) - [ **Freshdesk to ProcessPlan**](https://apiant.ai/connect/freshdesk-to-processplan) - [ **Klaviyo to ProcessPlan**](https://apiant.ai/connect/klaviyo-to-processplan) - [ **Brevo to ProcessPlan**](https://apiant.ai/connect/brevo-to-processplan) - [ **ProcessPlan to Typeform**](https://apiant.ai/connect/processplan-to-typeform) - [ **JotForm to ProcessPlan**](https://apiant.ai/connect/jotform-to-processplan) - [ **Calendly to ProcessPlan**](https://apiant.ai/connect/calendly-to-processplan) - [ **PandaDoc to ProcessPlan**](https://apiant.ai/connect/pandadoc-to-processplan) - [ **ProcessPlan to Webflow**](https://apiant.ai/connect/processplan-to-webflow) - [ **ProcessPlan to Wix**](https://apiant.ai/connect/processplan-to-wix) - [ **ProcessPlan to LinkedIn**](https://apiant.ai/connect/processplan-to-linkedin) - [ **ProcessPlan to Facebook**](https://apiant.ai/connect/processplan-to-facebook) - [ **Instagram to ProcessPlan**](https://apiant.ai/connect/instagram-to-processplan) - [ **OpenAI to ProcessPlan**](https://apiant.ai/connect/openai-to-processplan) - [ **ProcessPlan to Anthropic**](https://apiant.ai/connect/processplan-to-anthropic) - [ **OneDrive to ProcessPlan**](https://apiant.ai/connect/onedrive-to-processplan) - [ **Google Docs to ProcessPlan**](https://apiant.ai/connect/google-docs-to-processplan) - [ **Ontraport to ProcessPlan**](https://apiant.ai/connect/ontraport-to-processplan) - [ **Freshworks CRM to ProcessPlan**](https://apiant.ai/connect/freshworks-crm-to-processplan) - [ **GoHighLevel to ProcessPlan**](https://apiant.ai/connect/gohighlevel-to-processplan) - [ **Capsule CRM to ProcessPlan**](https://apiant.ai/connect/capsule-crm-to-processplan) - [ **Copper to ProcessPlan**](https://apiant.ai/connect/copper-to-processplan) - [ **ProcessPlan to Streak**](https://apiant.ai/connect/processplan-to-streak) - [ **NetHunt CRM to ProcessPlan**](https://apiant.ai/connect/nethunt-crm-to-processplan) - [ **MINDBODY to ProcessPlan**](https://apiant.ai/connect/mindbody-to-processplan) - [ **ProcessPlan to Supabase**](https://apiant.ai/connect/processplan-to-supabase) - [ **PostgreSQL to ProcessPlan**](https://apiant.ai/connect/postgresql-to-processplan) - [ **MySQL to ProcessPlan**](https://apiant.ai/connect/mysql-to-processplan) - [ **ProcessPlan to Vercel**](https://apiant.ai/connect/processplan-to-vercel) - [ **ProcessPlan to ElevenLabs**](https://apiant.ai/connect/processplan-to-elevenlabs) - [ **PagerDuty to ProcessPlan**](https://apiant.ai/connect/pagerduty-to-processplan) - [ **ProcessPlan to Pushover**](https://apiant.ai/connect/processplan-to-pushover) - [ **Gravity Forms to ProcessPlan**](https://apiant.ai/connect/gravity-forms-to-processplan) - [ **HubSpot Enterprise to ProcessPlan**](https://apiant.ai/connect/hubspot-enterprise-to-processplan) - [ **Google Forms to ProcessPlan**](https://apiant.ai/connect/google-forms-to-processplan) - [ **Facebook Lead Ads to ProcessPlan**](https://apiant.ai/connect/facebook-lead-ads-to-processplan) What your agent can do with ProcessPlan ## Triggers and actions 10 triggers · 7 actions - Trigger **Field Updated** Triggers when a field value on a running process is changed. - Trigger **Process Instance Completed** Triggers when a process is completed. - Trigger **Process Instance Started** Triggers when a new process is started. - Trigger **Task Assigned** Triggers when a task is assigned to someone. - Trigger **Task Canceled** Triggers when a task is canceled. - Trigger **Task Completed** Triggers when a task is completed. - Trigger **Task Due Date Changed** Triggers when a pending task's due date is set or changed. - Trigger **Task Notes Updated** Triggers when the notes on a pending task are updated. - Trigger **Task Past Due** Triggers when a pending task becomes past due. - Trigger **Task Start Date Changed** Triggers when a pending task's start date is set or changed. - Action **Cancel a Process** Cancels a running process. - Action **Cancel a Process Task** Cancels a pending task in a running process. - Action **Complete a Task** Completes a pending task by submitting one of its responses. - Action **Find a Process Instance** Finds process instances whose properties match a filter, such as the instance description. - Action **Start a New Process** Starts a new process from a process template and fills in its starting fields. - Action **Start a Process Task** Starts a task in a running process out of its normal order. Use with caution. - Action **Update Process Fields** Saves new values into one or more fields of a running process. Reviews ## What our customers say Questions ## ProcessPlan, answered ### ### Is there a ProcessPlan MCP server? APIANT's MCP server at https://mcp.apiant.ai works with ProcessPlan. 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 ProcessPlan actions on demand, or have APIANT build, test and run automations that use ProcessPlan. Nothing to install. ### ### What can start an automation from ProcessPlan? Any of ProcessPlan's 10 triggers in the catalog, including Field Updated, Process Instance Completed, Task Completed and Task Due Date Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ProcessPlan? Any of ProcessPlan's 7 actions, including Update Process Fields, Complete a Task, Find a Process Instance and Start a New Process. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use ProcessPlan directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with ProcessPlan two ways. Ask it to do something in ProcessPlan 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 ProcessPlan API? No. APIANT connects to the ProcessPlan API for you, with your ProcessPlan API key. Describe what you want in plain language and your agent builds it on the ProcessPlan triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the ProcessPlan API documentation and adds it. ### ### Which apps can ProcessPlan connect to? Any app in the catalog; the list on this page pairs ProcessPlan 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.