--- title: "Connect Financial Cents and Hex - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Create Project\" in Hex, or \"New Project Run\" in Hex to \"Create Project\" in Financial Cents." canonical: "https://apiant.ai/connect/financial-cents-to-hex" --- # Connect Financial Cents and Hex When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Create Project** in [Hex](https://apiant.ai/connections/hex), or **New Project Run** in Hex to **Create Project** 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 Hex **4** triggers Hex **29** 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 Hex 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 Hex can do together ### From Financial Cents to Hex - When **New Client** in Financial Cents then **Create Project** in Hex - When **New Contact** in Financial Cents then **Add Cell** in Hex ### From Hex to Financial Cents - When **New Project Run** in Hex then **Create Project** in Financial Cents - When **List Groups** in Hex then **Create 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 Hex ## Triggers and actions 7 triggers · 43 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 **List Groups** Triggers when a group is found in your Hex workspace. - Trigger **List Projects** Triggers when a project is found in your Hex workspace. - Trigger **List Users** Triggers when a user is found in your Hex workspace. - Trigger **New Project Run** Triggers when a new API-triggered run appears for a Hex project. - Action **Add Cell** Create a new cell in a project. - Action **Add Collection** Create a new collection. - Action **Add Data Connection** Create a new data connection. - Action **Create Embed URL** Creates a presigned URL to embed a published Hex project. - Action **Create Group** Creates a new group in your Hex workspace. - Action **Create Project** Creates a new Hex project. - Action **Deactivate User** Deactivate a workspace user. - Action **Delete Cell** Delete a cell. - Action **Delete Group** Delete a group. - Action **Export Project** Export a project's notebook contents. - Action **Get Cell** Fetch a single cell by id. - Action **Get Cell Output** Fetch a cell's output value. - Action **Get Collection** Fetch a single collection by id. - Action **Get Data Connection** Fetch a single data connection by id. - Action **Get Group** Fetch a single group by id. - Action **Get Project** Retrieves metadata about a specific Hex project. - Action **Get Project Runs** Retrieves the run history for a Hex project, optionally filtered by status. - Action **Get Run Status** Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel). - Action **List Cells** List cells within a project. - Action **List Collections** List collections (folders) in the workspace. - Action **List Data Connections** List configured data connections in the workspace. - Action **Run Project** Triggers execution of a published Hex project. - Action **Share Project With Groups** Shares a Hex project with one or more groups at a specified access level. - Action **Share Project With Users** Shares a Hex project with one or more users at a specified access level. - Action **Update Cell** Edit a cell's contents. - Action **Update Collection** Edit a collection's name/contents. - Action **Update Data Connection** Edit a data connection's config. - Action **Update Group** Edit a group's name/members. - Action **Update Project Status** Updates the status of a Hex project (or removes it). ## 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) - [ **Hex** Hex is a data science and analytics platform for building collaborative data projects and notebooks](https://apiant.ai/connections/hex) 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 Hex - [ **Acadle to Hex** Plug and Play in 2 hours, Train your employees, partners and customers at scale and with zero tech skills !](https://apiant.ai/connect/acadle-to-hex) - [ **Accredible Certificates to Hex** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connect/accredible-certificates-to-hex) - [ **AccuLynx to Hex** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connect/acculynx-to-hex) - [ **actiTIME to Hex** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connect/actitime-to-hex) - [ **ActiveCampaign Postmark to Hex** Postmark is specifically built to deliver your app's emails to the inbox, fast.](https://apiant.ai/connect/activecampaign-postmark-to-hex) - [ **ActiveCollab to Hex** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connect/activecollab-to-hex) Questions ## Financial Cents and Hex, 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 Hex when something happens in Financial Cents? Any of Hex's 29 actions, including Create Embed URL, Create Group, Create Project and Update Cell. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hex to Financial Cents? Yes. When something happens in Hex, your agent can act in Financial Cents too. This page covers both directions: Hex's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Hex? 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 Hex 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.