--- title: "Connect ClickMagick and Financial Cents - APIANT.ai" description: "When \"New Project Action\" fires in ClickMagick, your agent runs \"Create Project\" in Financial Cents." canonical: "https://apiant.ai/connect/clickmagick-to-financial-cents" --- # Connect ClickMagick and Financial Cents When **New Project Action** fires in [ClickMagick](https://apiant.ai/connections/clickmagick), your agent runs **Create Project** in [Financial Cents](https://apiant.ai/connections/financial-cents), or **New Client** in Financial Cents to **List projects** in ClickMagick. Describe the whole flow and it is built, tested on every scenario and kept running. ClickMagick **2** triggers ClickMagick **9** 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 ClickMagick 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 ClickMagick and Financial Cents can do together ### From ClickMagick to Financial Cents - When **New Project Action** in ClickMagick then **Create Project** in Financial Cents - When **New Project Sale** in ClickMagick then **Find projects** in Financial Cents ### From Financial Cents to ClickMagick - When **New Client** in Financial Cents then **List projects** in ClickMagick - When **New Contact** in Financial Cents then **Delete project** in ClickMagick 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 ClickMagick and Financial Cents ## Triggers and actions 5 triggers · 23 actions - Trigger **New Project Action** Triggers when a new action is recorded in a ClickMagick project, or in any project if none is chosen. - Trigger **New Project Sale** Triggered when a new sale is recorded in a ClickMagick project, or across all projects. - Action **Delete project** Permanently deletes a Project and all of its clicks, actions, engagements and sales. - Action **Delete smart link** Permanently deletes a Smart Link and all of its associated clicks. - Action **Get visitor profile** Returns a visitor's identity and lifetime summary, plus a time-sorted log of their clicks and conversions, looked up by Visitor ID or email address. - Action **List actions** Returns the actions recorded for one ClickMagick project or across all projects, optionally filtered by time range and UTM values and credited using a chosen attribution model. - Action **List engagements** Returns the engagements recorded across all ClickMagick projects under the chosen attribution model, optionally narrowed by time range and UTM values. - Action **List projects** Returns the ClickMagick Projects in the account with their IDs and names, optionally only those whose name contains a search term. - Action **List rotators** Returns the Rotators in your ClickMagick account with their IDs, names, slugs and modes, optionally narrowed by group or name. - Action **List sales** Returns the sales recorded for one project or across all projects, with each sale's amount, visitor and UTM details, optionally filtered by time range and UTM values. - Action **List smart links** Returns your ClickMagick Smart Links with their IDs, names, slugs and groups, optionally narrowed by group or name. - 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 - [ **ClickMagick** Bulletproof tracking and conversion attribution, plus Audience Optimization which allows your ad networks to...](https://apiant.ai/connections/clickmagick) - [ **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 ClickMagick - [ **ClickMagick to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickmagick-to-hubspot) - [ **ClickMagick to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clickmagick-to-salesforce) - [ **ClickMagick to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickmagick-to-slack) - [ **ClickMagick to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clickmagick-to-google-sheets) - [ **ClickMagick to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clickmagick-to-gmail) - [ **ClickMagick to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickmagick-to-google-calendar) ## 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 ## ClickMagick and Financial Cents, answered ### ### What can start an automation from ClickMagick? Any of ClickMagick's 2 triggers in the catalog, including New Project Action and New Project Sale. 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 ClickMagick? 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 ClickMagick? Yes. When something happens in Financial Cents, your agent can act in ClickMagick too. This page covers both directions: Financial Cents's triggers and ClickMagick's actions are listed here as well. ### ### Do I have to build a connector for ClickMagick 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 ClickMagick 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.