Integration
Connect Contacts+ and Financial Cents
When New Contact fires in Contacts+, your agent runs Create Contact in Financial Cents, or New Client in Financial Cents to Add Note to Contact in Contacts+. 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 Contacts+ and Financial Cents 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 Contacts+ and Financial Cents can do together
From Contacts+ to Financial Cents
When New Contact in Contacts+
then Create Contact in Financial Cents
When New Tag in Contacts+
then Update Contact in Financial Cents
From Financial Cents to Contacts+
When New Client in Financial Cents
then Add Note to Contact in Contacts+
When New Contact in Financial Cents
then Create Contact in Contacts+
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 Contacts+ and Financial Cents
Triggers and actions 9 triggers · 29 actions
Trigger
New ContactTriggers when a contact is created or a business card is transcribed.
Trigger
New Deleted ContactTriggers when a contact is deleted.
Trigger
New Deleted TagTriggers when a tag is deleted from your account.
Trigger
New TagTriggers when a tag is created on your account.
Trigger
New Updated TagTriggers when a tag is updated.
Trigger
Updated ContactTriggers when a contact is updated.
Action
Add Note to ContactAppends a note to a contact.
Action
Create ContactCreates a contact.
Action
Create or Get TagGets or creates a tag.
Action
Delete contactDelete a contact by id.
Action
Delete tagDelete a tag by id.
Action
Find CompanyFind a company by domain or email.
Action
Find ContactFind a contact by name, company, email, phone or any combination.
Action
Find PersonFind a person by email, phone or Twitter handle.
Action
Get contactRetrieve a single contact by id.
Action
Get TagFetches a private or team tag by ID.
Action
List Webhook TriggersLists the webhook event types available to subscribe to.
Action
Remove Tag From ContactRemoves Tags from a contact.
Action
Tag ContactTags a contact.
Action
Update ContactUpdates a contact.
Action
Update tagEdit a tag (rename).
Trigger
New ClientTriggers when a new client is added in Financial Cents.
Trigger
New ContactTriggers when a new contact is added to a client in Financial Cents.
Trigger
New projectTriggers when a new project is created in Financial Cents.
Action
Create ClientCreates a new client in Financial Cents, optionally with a primary contact person.
Action
Create ContactCreates a contact person under a client in Financial Cents and returns the new contact.
Action
Create ProjectCreates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.
Action
Delete clientDeletes a client from Financial Cents.
Action
Delete contactDeletes a contact from Financial Cents.
Action
Find ClientFinds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.
Action
Find ContactFinds contacts whose name or email matches the value you search for, returning the matching contacts with their client.
Action
Find projectsFinds projects whose title matches the search text, returning the matching projects and the first match's id.
Action
Find TemplateFinds project templates whose title matches the text you give.
Action
Find usersFinds users on your Financial Cents team whose details match the search terms.
Action
Get clientReturns a single client by its id, including the client's contacts.
Action
Get contactReturns a single contact by its id, including its name, email and associated clients.
Action
Update clientRenames an existing client in Financial Cents and returns the updated client record.
Action
Update ContactUpdates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.
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
Reviews
What our customers say
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Questions
Contacts+ and Financial Cents, answered
What can start an automation from Contacts+?
Any of Contacts+'s 6 triggers in the catalog, including New Contact, New Deleted Contact, New Deleted Tag and New Tag. 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 Contacts+?
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 Contacts+?
Yes. When something happens in Financial Cents, your agent can act in Contacts+ too. This page covers both directions: Financial Cents's triggers and Contacts+'s actions are listed here as well.
Do I have to build a connector for Contacts+ 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 Contacts+ 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.