Integration
Connect DoneThat and Financial Cents
When New Project fires in DoneThat, your agent runs Create Project in Financial Cents, or New Client in Financial Cents to Add Project in DoneThat. 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 DoneThat 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 DoneThat and Financial Cents can do together
From DoneThat to Financial Cents
When New Project in DoneThat
then Create Project in Financial Cents
From Financial Cents to DoneThat
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 DoneThat and Financial Cents
Triggers and actions 4 triggers · 20 actions
- New Project
Triggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer.
- Add Project
Creates a new DoneThat project.
- Archive Project
Archives or unarchives a DoneThat project.
- Edit Project
Updates an existing DoneThat project.
- Find Project
Find projects by name (optional filter).
- Get Summary
Returns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year).
- Search
Search DoneThat task and activity history.
- New Client
Triggers when a new client is added in Financial Cents.
- New Contact
Triggers when a new contact is added to a client in Financial Cents.
- New project
Triggers when a new project is created in Financial Cents.
- Create Client
Creates a new client in Financial Cents, optionally with a primary contact person.
- Create Contact
Creates a contact person under a client in Financial Cents and returns the new contact.
- 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.
- Delete client
Deletes a client from Financial Cents.
- Delete contact
Deletes a contact from Financial Cents.
- Find Client
Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.
- Find Contact
Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.
- Find projects
Finds projects whose title matches the search text, returning the matching projects and the first match's id.
- Find Template
Finds project templates whose title matches the text you give.
- Find users
Finds users on your Financial Cents team whose details match the search terms.
- Get client
Returns a single client by its id, including the client's contacts.
- Get contact
Returns a single contact by its id, including its name, email and associated clients.
- Update client
Renames an existing client in Financial Cents and returns the updated client record.
- Update Contact
Updates 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
DoneThat and Financial Cents, answered
What can start an automation from DoneThat?
Any of DoneThat's 1 trigger in the catalog, including New Project. 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 DoneThat?
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 DoneThat?
Yes. When something happens in Financial Cents, your agent can act in DoneThat too. This page covers both directions: Financial Cents's triggers and DoneThat's actions are listed here as well.
Do I have to build a connector for DoneThat 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 DoneThat 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.