Integration
Connect REsimpli to Planfact
When New Agent fires in REsimpli, your agent runs Add invoice document in Planfact. Describe the whole flow and it is built, tested on every scenario and kept running.
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 REsimpli and Planfact to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)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)Example flows
What REsimpli can start in Planfact
When New Agent in REsimpli
then Add invoice document in Planfact
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with REsimpli and Planfact
Triggers and actions 4 triggers · 53 actions
- New Agent
Triggers when a new agent is added in REsimpli.
- New Buyer
Triggers when a new buyer is added in REsimpli.
- New Lead
Triggers when a new lead is added in REsimpli.
- New Vendor
Triggers when a new vendor is added in REsimpli.
- Add Activity
Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
- Add Contact Details to Lead
Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
- Add Contact to Lead
Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
- Add Tags to Agent
Adds one or more existing agent tags to an agent in REsimpli.
- Add Tags to Buyer
Adds one or more existing buyer tags to a buyer in REsimpli.
- Add Tags to Lead
Adds one or more existing lead tags to a lead in REsimpli.
- Add Tags to Vendor
Adds one or more existing vendor tags to a vendor in REsimpli.
- Create Buyer
Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
- Create Lead
Creates a new lead (property and seller contact) in REsimpli and returns the created lead.
- Create Tag
Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
- Create Vendor
Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
- Delete Agent
Deletes an agent in REsimpli (soft delete).
- Delete Buyer
Deletes a buyer in REsimpli (soft-delete).
- Download File
Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.
- Get Buyer
Returns the full details of a buyer in REsimpli.
- Get Vendor
Returns the full details of a vendor in REsimpli.
- List Activities
Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
- List Agents
Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
- List Buyers
Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
- List Call Logs
Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
- List Contacts
Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
- List Files
Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
- List Leads
Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
- List Vendors
Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
- Remove Contact from Lead
Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
- Remove Tags from Agent
Removes one or more tags from an agent in REsimpli.
- Remove Tags from Buyer
Removes one or more tags from a buyer in REsimpli.
- Remove Tags from Lead
Removes one or more tags from a lead in REsimpli.
- Update Agent Status
Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.
- Update Buyer Status
Moves a buyer to another pipeline status in REsimpli.
- Update Custom Question Answers
Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
- Update Lead Status
Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
- Update Vendor Status
Moves a vendor to another pipeline status in REsimpli.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- 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.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
REsimpli and Planfact, answered
What can start an automation from REsimpli?
Any of REsimpli's 4 triggers in the catalog, including New Agent, New Buyer, New Lead and New Vendor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in REsimpli?
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 it also run from Planfact to REsimpli?
Planfact has no triggers in the catalog today, so automations start in REsimpli. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.
Do I have to build a connector for REsimpli or Planfact?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use REsimpli and Planfact without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both.
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.