Integration
Connect Ekklo and Financial Cents
When New Prospect Created fires in Ekklo, your agent runs Create Contact in Financial Cents, or New Client in Financial Cents to Create Client in Ekklo. 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 Ekklo 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 Ekklo and Financial Cents can do together
From Ekklo to Financial Cents
When New Prospect Created in Ekklo
then Create Contact in Financial Cents
When Prospect Stage Changed in Ekklo
then Update Contact in Financial Cents
From Financial Cents to Ekklo
When New Client in Financial Cents
then Create Client in Ekklo
When New Contact in Financial Cents
then Add Note to Prospect in Ekklo
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 Ekklo and Financial Cents
Triggers and actions 8 triggers · 28 actions
Trigger
New Prospect CreatedFires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.
Trigger
Prospect Converted to ClientTriggers when a prospect is converted into a paying client.
Trigger
Prospect DeletedTriggers when a prospect is removed from your CRM.
Trigger
Prospect Stage ChangedTriggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).
Trigger
Prospect UpdatedTriggers when an existing prospect is modified (any field).
Action
Add Note to ProspectAdds a free-form note to a prospect (useful for logging calls, emails, meetings).
Action
Block ClientBlocks a client. This action is idempotent.
Action
Convert Prospect to ClientConverts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.
Action
Create ClientCreates a new client and sends them an invitation email.
Action
Create ProspectCreates a new prospect in your CRM funnel.
Action
Delete ProspectPermanently deletes a prospect from your CRM.
Action
Find Client by EmailFinds a client by their exact email address.
Action
Find ClientsFinds clients with optional filters.
Action
Find ProspectsFinds prospects with optional filters (free-text search, stage).
Action
Move Prospect to StageMoves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).
Action
Resend InvitationResends the invitation email to a client.
Action
Unblock ClientUnblocks a client. This action is idempotent.
Action
Update ClientUpdates an existing client. Only provided fields are changed.
Action
Update ProspectUpdates an existing prospect. Only provided fields are changed.
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
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Questions
Ekklo and Financial Cents, answered
What can start an automation from Ekklo?
Any of Ekklo's 5 triggers in the catalog, including New Prospect Created, Prospect Stage Changed, Prospect Updated and Prospect Converted to Client. 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 Ekklo?
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 Ekklo?
Yes. When something happens in Financial Cents, your agent can act in Ekklo too. This page covers both directions: Financial Cents's triggers and Ekklo's actions are listed here as well.
Do I have to build a connector for Ekklo 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 Ekklo 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.