--- title: "Connect Financial Cents and Habitify - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add Note\" in Habitify, or \"New Log\" in Habitify to \"Create Contact\" in Financial Cents." canonical: "https://apiant.ai/connect/financial-cents-to-habitify" --- # Connect Financial Cents and Habitify When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add Note** in [Habitify](https://apiant.ai/connections/habitify), or **New Log** in Habitify 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 Habitify **4** triggers Habitify **17** 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 Habitify 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 Habitify can do together ### From Financial Cents to Habitify - When **New Client** in Financial Cents then **Add Note** in Habitify - When **New Contact** in Financial Cents then **Add area** in Habitify ### From Habitify to Financial Cents - When **New Log** in Habitify then **Create Contact** in Financial Cents - When **New Mood** in Habitify 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 Habitify ## Triggers and actions 7 triggers · 31 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 Log** Triggers when a new log entry is recorded for the selected habit. - Trigger **New Mood** Triggered when a new mood is logged on a note for the chosen habit. - Trigger **New Note** Triggers when a new note is added to the selected habit. - Trigger **New Status** Triggers when a habit is marked completed, skipped or failed for a day. - Action **Add area** Creates a new area for organizing and categorizing habits, and returns the created area. - Action **Add habit** Creates a new habit, with an optional schedule, goal, reminders, end condition and area assignments, and returns the created habit. - Action **Add Log** Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date. - Action **Add Note** Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created. - Action **Complete habit** Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal. - Action **Delete habit** Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone. - Action **Delete habit log** Permanently deletes one log entry from a habit, removing the recorded value from its tracking history. - Action **Fail habit** Marks a habit as failed for a specific date, defaulting to today. - Action **Get habit** Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found. - Action **Get Habit Journal** Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal. - Action **Get habit statistics** Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown. - Action **List areas** Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work. - Action **List habit logs** Returns the log entries recorded for a habit, newest first, optionally limited to a date range. - Action **List habit notes** Returns the notes attached to a habit, including each note's text, mood level, photos and creation time. - Action **List habits** Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day. - Action **Skip habit** Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message. - Action **Update Status** Changes a habit's status for a day to completed, failed, skipped or in progress, replacing anything already logged for that day. Returns Habitify's confirmation message. ## 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) - [ **Habitify** Habitify is a habit tracker that helps you form habits that actually stick.](https://apiant.ai/connections/habitify) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Habitify - [ **Google Sheets to Habitify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-habitify) - [ **Gmail to Habitify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-habitify) - [ **Google Calendar to Habitify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-habitify) - [ **Google Drive to Habitify** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-habitify) - [ **ActiveCampaign to Habitify** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-habitify) - [ **Airtable to Habitify** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-habitify) Questions ## Financial Cents and Habitify, 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 Habitify when something happens in Financial Cents? Any of Habitify's 17 actions, including Update Status, Add area, Add habit and Add Log. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Habitify to Financial Cents? Yes. When something happens in Habitify, your agent can act in Financial Cents too. This page covers both directions: Habitify's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Habitify? 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 Habitify 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.