--- title: "Connect Financial Cents to Folderit Dms - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add entity tasks\" in Folderit Dms." canonical: "https://apiant.ai/connect/financial-cents-to-folderit-dms" --- # Connect Financial Cents to Folderit Dms When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add entity tasks** in [Folderit Dms](https://apiant.ai/connections/folderit-dms). Describe the whole flow and it is built, tested on every scenario and kept running. Financial Cents **3** triggers Financial Cents **14** actions Folderit Dms **22** 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 Folderit Dms 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 Folderit Dms - When **New Client** in Financial Cents then **Add entity tasks** in Folderit Dms - When **New Contact** in Financial Cents then **Add file** in Folderit Dms 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 Folderit Dms ## Triggers and actions 3 triggers · 36 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 entity tasks** Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item. - Action **Add file** /v2/accounts/{accountUid}/files/upload - upload new file/version. - Action **Add folder** /v2/accounts/{accountUid}/folders - create a folder/section. - Action **Add group** Creates a new user group in a Folderit account. - Action **Add share** Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link. - Action **Add tag** Creates a new tag in a Folderit account, optionally nested under an existing parent tag. - Action **Add tags to file** /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file. - Action **Add team user** Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country. - Action **Delete file** Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details. - Action **Delete folder** /v2/accounts/{accountUid}/folders/{folderUid}. - Action **Find files** Searches the files of a Folderit account by text and optional filters, returning the matching files. - Action **Get entity tasks** Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder. - Action **Get file download link** /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link. - Action **Get folder** /v2/accounts/{accountUid}/folders/{folderUid} - folder info. - Action **List accounts** Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership. - Action **List files** Lists the files directly inside a Folderit folder or section. - Action **List folders** Lists the subfolders directly inside a Folderit folder or section. - Action **List groups** Lists the user groups in a Folderit account. - Action **List tags** Lists all tags in a Folderit account. - Action **List team users** Lists the team users of a Folderit account, optionally filtered by email address. - Action **Update file** Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end. - Action **Update folder** /v2/accounts/{accountUid}/folders/{folderUid} - update folder. ## 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) - [ **Folderit Dms** Cloud document management system for organizing files, custom intake forms, e-signatures, and approval...](https://apiant.ai/connections/folderit-dms) 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 Folderit Dms - [ **HubSpot to Folderit Dms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-folderit-dms) - [ **Salesforce to Folderit Dms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-folderit-dms) - [ **Slack to Folderit Dms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-folderit-dms) - [ **Google Sheets to Folderit Dms** Google Sheets](https://apiant.ai/connect/google-sheets-to-folderit-dms) - [ **Gmail to Folderit Dms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-folderit-dms) - [ **Google Calendar to Folderit Dms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-folderit-dms) Questions ## Financial Cents and Folderit Dms, 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 Folderit Dms when something happens in Financial Cents? Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Folderit Dms to Financial Cents? Folderit Dms has no triggers in the catalog today, so automations start in Financial Cents. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it. ### ### Do I have to build a connector for Financial Cents or Folderit Dms? 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 Folderit Dms 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.