App

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 keyplanports.com
1 trigger11 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 Planports?

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)
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)

Popular

Planports with the apps people pair it with most

Pair it

Connect Planports with another app

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.