--- title: "Connect Financial Cents to Aurora Inbox - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Send media message\" in Aurora Inbox." canonical: "https://apiant.ai/connect/financial-cents-to-aurora-inbox" --- # Connect Financial Cents to Aurora Inbox When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Send media message** in [Aurora Inbox](https://apiant.ai/connections/aurora-inbox). Describe the whole flow and it is built, tested on every scenario and kept running. Financial Cents **3** triggers Financial Cents **14** actions Aurora Inbox **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Financial Cents and Aurora Inbox 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 Financial Cents can start in Aurora Inbox - When **New Client** in Financial Cents then **Send media message** in Aurora Inbox - When **New Contact** in Financial Cents then **Update Contact** in Aurora Inbox 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 Financial Cents and Aurora Inbox ## Triggers and actions 3 triggers · 34 actions - 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. - Action **Add chat** Creates a new chat conversation for a contact on a specific channel. - Action **Add company** Adds a new company. - Action **Add tag** Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned. - Action **Create Opportunity** Create a new opportunity - Action **Delete contact** Deletes a contact by its ID. - Action **Find chats by criteria** Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria. - Action **Get Chat** Returns one chat by id: contact, channel, channel type, owner, agents and status flags. - Action **Get company** Fetches a single company by id. - Action **Get contact** Fetches a single contact by id. - Action **Get or Create Contact** Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it. - Action **List Chat Opportunities** Returns the opportunities (deals) attached to a chat. - Action **List Chat Tags** Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName. - Action **List companies** Lists companies in Aurora Inbox, optionally filtered by a keyword search. - Action **List tags** Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each. - Action **List teams** Returns all teams configured in the Aurora Inbox account, including their members and roles. - Action **Send media message** Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption. - Action **Send message** Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat. - Action **Tag chat** Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned. - Action **Update company** Updates fields on an existing company. - Action **Update Contact** Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values. ## Each app on its own - [ **Financial Cents** Financial Cents is a project and customer management software for bookkeepers and accountants](https://apiant.ai/connections/financial-cents) - [ **Aurora Inbox** Aurora Inbox transforms your business WhatsApp into an intelligent sales hub.](https://apiant.ai/connections/aurora-inbox) Reviews ## What our customers say ## More from Financial Cents - [ **Financial Cents to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/financial-cents-to-hubspot) - [ **Financial Cents to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/financial-cents-to-salesforce) - [ **Financial Cents to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/financial-cents-to-slack) - [ **Financial Cents to Google Sheets** Google Sheets](https://apiant.ai/connect/financial-cents-to-google-sheets) - [ **Financial Cents to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/financial-cents-to-gmail) - [ **Financial Cents to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/financial-cents-to-google-calendar) ## More into Aurora Inbox - [ **monday.com to Aurora Inbox** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connect/monday-com-to-aurora-inbox) - [ **Telegram to Aurora Inbox** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/telegram-to-aurora-inbox) - [ **HubSpot to Aurora Inbox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-aurora-inbox) - [ **Salesforce to Aurora Inbox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-aurora-inbox) - [ **Slack to Aurora Inbox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-aurora-inbox) - [ **Google Sheets to Aurora Inbox** Google Sheets](https://apiant.ai/connect/google-sheets-to-aurora-inbox) Questions ## Financial Cents and Aurora Inbox, answered ### ### What can start an automation from Financial Cents? Any of Financial Cents's 3 triggers in the catalog, including New Client, New Contact and New project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Aurora Inbox when something happens in Financial Cents? Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Aurora Inbox to Financial Cents? Aurora Inbox has no triggers in the catalog today, so automations start in Financial Cents. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it. ### ### Do I have to build a connector for Financial Cents or Aurora Inbox? 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 Financial Cents and Aurora Inbox 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.