--- title: "Connect ChargeOver and Financial Cents - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Create Contact\" in Financial Cents." canonical: "https://apiant.ai/connect/chargeover-to-financial-cents" --- # Connect ChargeOver and Financial Cents When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Create Contact** in [Financial Cents](https://apiant.ai/connections/financial-cents), or **New Client** in Financial Cents to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Financial Cents **3** triggers Financial Cents **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Financial Cents to do together? 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) Example flows ## What ChargeOver and Financial Cents can do together ### From ChargeOver to Financial Cents - When **Contact Was Updated** in ChargeOver then **Create Contact** in Financial Cents - When **Contact Was Updated** in ChargeOver then **Update Contact** in Financial Cents ### From Financial Cents to ChargeOver - When **New Client** in Financial Cents then **Create a Contact** in ChargeOver - When **New Contact** in Financial Cents then **Create a Customer** in ChargeOver 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 ChargeOver and Financial Cents ## Triggers and actions 4 triggers ยท 34 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **New Client** Triggers when a new client is added in Financial Cents. - Trigger **New Contact** Triggers when a new contact is added to a client in Financial Cents. - Trigger **New project** Triggers when a new project is created in Financial Cents. - Action **Create Client** Creates a new client in Financial Cents, optionally with a primary contact person. - Action **Create Contact** Creates a contact person under a client in Financial Cents and returns the new contact. - Action **Create Project** Creates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member. - Action **Delete client** Deletes a client from Financial Cents. - Action **Delete contact** Deletes a contact from Financial Cents. - Action **Find Client** Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups. - Action **Find Contact** Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client. - Action **Find projects** Finds projects whose title matches the search text, returning the matching projects and the first match's id. - Action **Find Template** Finds project templates whose title matches the text you give. - Action **Find users** Finds users on your Financial Cents team whose details match the search terms. - Action **Get client** Returns a single client by its id, including the client's contacts. - Action **Get contact** Returns a single contact by its id, including its name, email and associated clients. - Action **Update client** Renames an existing client in Financial Cents and returns the updated client record. - Action **Update Contact** Updates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Financial Cents** Financial Cents is a project and customer management software for bookkeepers and accountants](https://apiant.ai/connections/financial-cents) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Financial Cents - [ **ActiveCampaign to Financial Cents** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-financial-cents) - [ **Airtable to Financial Cents** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-financial-cents) - [ **Asana to Financial Cents** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-financial-cents) - [ **ClickUp to Financial Cents** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-financial-cents) - [ **Discord to Financial Cents** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-financial-cents) - [ **Brevo to Financial Cents** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-financial-cents) Questions ## ChargeOver and Financial Cents, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Financial Cents when something happens in ChargeOver? Any of Financial Cents's 14 actions, including Create Client, Create Contact, Create Project and Update client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Financial Cents to ChargeOver? Yes. When something happens in Financial Cents, your agent can act in ChargeOver too. This page covers both directions: Financial Cents's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Financial Cents? 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 ChargeOver and Financial Cents 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.