--- title: "Connect Financial Cents and Heartbeat - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Create Event\" in Heartbeat." canonical: "https://apiant.ai/connect/financial-cents-to-heartbeat" --- # Connect Financial Cents and Heartbeat When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Create Event** in [Heartbeat](https://apiant.ai/connections/heartbeat), or **Course Completed** in Heartbeat 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 Heartbeat **4** triggers Heartbeat **6** 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 Heartbeat 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 Heartbeat can do together ### From Financial Cents to Heartbeat - When **New Client** in Financial Cents then **Create Event** in Heartbeat - When **New Contact** in Financial Cents then **Deactivate User** in Heartbeat ### From Heartbeat to Financial Cents - When **Course Completed** in Heartbeat then **Create Contact** in Financial Cents - When **New Event** in Heartbeat 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 Heartbeat ## Triggers and actions 7 triggers · 20 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 **Abandoned Invitation Link** Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account. - Trigger **Course Completed** Triggers when a user completes a course. - Trigger **New Event** Triggers when a new event is created. - Trigger **New Event RSVP** Triggers when someone RSVPs to an event. - Action **Create Event** Creates an event in a Heartbeat community and optionally invites people or groups. - Action **Create Group** Creates a group in a Heartbeat community, optionally nested under another group and seeded with members. - Action **Create Thread** Posts a new thread in a Heartbeat channel. - Action **Deactivate User** Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place. - Action **List Channels** Returns all channels in the Heartbeat community, with each channel's name, emoji and type. - Action **List Threads** Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time. ## 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) - [ **Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connections/heartbeat) 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 Heartbeat - [ **ConvesioConvert to Heartbeat** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **Google Sheets to Heartbeat** Google Sheets](https://apiant.ai/connect/google-sheets-to-heartbeat) - [ **Gmail to Heartbeat** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heartbeat) - [ **Google Calendar to Heartbeat** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heartbeat) - [ **Google Drive to Heartbeat** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-heartbeat) - [ **ActiveCampaign to Heartbeat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-heartbeat) Questions ## Financial Cents and Heartbeat, 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 Heartbeat when something happens in Financial Cents? Any of Heartbeat's 6 actions, including Create Event, Create Group, Create Thread and Deactivate User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Heartbeat to Financial Cents? Yes. When something happens in Heartbeat, your agent can act in Financial Cents too. This page covers both directions: Heartbeat's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Heartbeat? 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 Heartbeat 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.