--- title: "Connect Financial Cents and Groundhogg - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add Tags to Contact\" in Groundhogg." canonical: "https://apiant.ai/connect/financial-cents-to-groundhogg" --- # Connect Financial Cents and Groundhogg When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add Tags to Contact** in [Groundhogg](https://apiant.ai/connections/groundhogg), or **New Contact** in Groundhogg to **Create Contact** in Financial Cents. Describe the whole flow and it is built, tested on every scenario and kept running. Financial Cents **3** triggers Financial Cents **14** actions Groundhogg **2** triggers Groundhogg **11** 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 Groundhogg 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 and Groundhogg can do together ### From Financial Cents to Groundhogg - When **New Client** in Financial Cents then **Add Tags to Contact** in Groundhogg - When **New Contact** in Financial Cents then **Create Contact** in Groundhogg ### From Groundhogg to Financial Cents - When **New Contact** in Groundhogg then **Create Contact** in Financial Cents - When **New Note** in Groundhogg then **Update Contact** in Financial Cents 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 Groundhogg ## Triggers and actions 5 triggers · 25 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. - Trigger **New Contact** Triggers when a new contact is added to Groundhogg. - Trigger **New Note** Triggers when a new note is added in Groundhogg. - Action **Add Tags to Contact** Applies one or more tags to a Groundhogg contact, by tag ID or name. - Action **Create Contact** Creates a new contact in Groundhogg with an email address, name, opt-in status, owner, custom fields and tags. - Action **Create Note** Adds a note to a Groundhogg contact's record. - Action **Create Tag** Creates a new tag in Groundhogg. - Action **Delete Contact** Permanently deletes a contact from Groundhogg. - Action **Find Contacts** Finds Groundhogg contacts whose email or name matches the search text and returns the matching contact records. - Action **Get Contact** Returns a single Groundhogg contact by its ID, including its details, custom fields and tags. - Action **List Tags** Returns the tags defined in your Groundhogg site. - Action **Remove Tags from Contact** Removes one or more tags from a Groundhogg contact. - Action **Send Email to Contact** Sends one of your Groundhogg emails to a contact. - Action **Update Contact** Updates an existing Groundhogg contact's details, custom fields and tags. ## 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) - [ **Groundhogg** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connections/groundhogg) 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 Groundhogg - [ **Google Sheets to Groundhogg** Google Sheets](https://apiant.ai/connect/google-sheets-to-groundhogg) - [ **Gmail to Groundhogg** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-groundhogg) - [ **Google Calendar to Groundhogg** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-groundhogg) - [ **Google Drive to Groundhogg** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-groundhogg) - [ **ActiveCampaign to Groundhogg** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-groundhogg) - [ **Airtable to Groundhogg** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-groundhogg) Questions ## Financial Cents and Groundhogg, 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 Groundhogg when something happens in Financial Cents? Any of Groundhogg's 11 actions, including Create Contact, Create Note, Create Tag and Send Email to Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Groundhogg to Financial Cents? Yes. When something happens in Groundhogg, your agent can act in Financial Cents too. This page covers both directions: Groundhogg's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Groundhogg? 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 Groundhogg 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.