--- title: "Connect Fabric and Financial Cents - APIANT.ai" description: "When \"New Item\" fires in Fabric, your agent runs \"Create Contact\" in Financial Cents, or \"New Client\" in Financial Cents to \"Add task\" in Fabric." canonical: "https://apiant.ai/connect/fabric-to-financial-cents" --- # Connect Fabric and Financial Cents When **New Item** fires in [Fabric](https://apiant.ai/connections/fabric), your agent runs **Create Contact** in [Financial Cents](https://apiant.ai/connections/financial-cents), or **New Client** in Financial Cents to **Add task** in Fabric. Describe the whole flow and it is built, tested on every scenario and kept running. Fabric **1** trigger Fabric **6** 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 Fabric 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 Fabric and Financial Cents can do together ### From Fabric to Financial Cents - When **New Item** in Fabric then **Create Contact** in Financial Cents - When **New Item** in Fabric then **Update Contact** in Financial Cents ### From Financial Cents to Fabric - When **New Client** in Financial Cents then **Add task** in Fabric - When **New Contact** in Financial Cents then **Create Note** in Fabric 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 Fabric and Financial Cents ## Triggers and actions 4 triggers · 20 actions - Trigger **New Item** Triggers when a new item (note, file, bookmark, folder and more) is added to your Fabric workspace. - Action **Add folder** Creates a new folder in Fabric, optionally inside a parent folder. - Action **Add tag** Creates a new tag in Fabric, optionally attaching it to an item. - Action **Add task** Creates a new task in Fabric with a title and optional description, due date, priority and visibility flags. - Action **Create Bookmark** Creates a bookmark in Fabric from a web URL, saved into the folder or space you choose (or your Inbox). - Action **Create Note** Creates a new note (notepad) in Fabric with the text you provide, in your Inbox or a folder you choose. - Action **Find resources** Searches your Fabric resources by text (keywords or natural language), similar resource, or image, with optional filters by kind, folder, tag, creator and date. - 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 - [ **Fabric** Fabric is your second brain and self-organizing personal cloud. Remember everything.](https://apiant.ai/connections/fabric) - [ **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 Fabric - [ **Fabric to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fabric-to-hubspot) - [ **Fabric to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fabric-to-salesforce) - [ **Fabric to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fabric-to-slack) - [ **Fabric to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/fabric-to-google-sheets) - [ **Fabric to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fabric-to-gmail) - [ **Fabric to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fabric-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 ## Fabric and Financial Cents, answered ### ### What can start an automation from Fabric? Any of Fabric's 1 trigger in the catalog, including New Item. 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 Fabric? 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 Fabric? Yes. When something happens in Financial Cents, your agent can act in Fabric too. This page covers both directions: Financial Cents's triggers and Fabric's actions are listed here as well. ### ### Do I have to build a connector for Fabric 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 Fabric 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.