--- title: "Connect Financial Cents and karmaCRM - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Create Contact\" in karmaCRM." canonical: "https://apiant.ai/connect/financial-cents-to-karmacrm" --- # Connect Financial Cents and karmaCRM When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Create Contact** in [karmaCRM](https://apiant.ai/connections/karmacrm), or **New Company** in karmaCRM 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 karmaCRM **4** triggers karmaCRM **18** 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 karmaCRM 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 karmaCRM can do together ### From Financial Cents to karmaCRM - When **New Client** in Financial Cents then **Create Contact** in karmaCRM - When **New Contact** in Financial Cents then **Update contact** in karmaCRM ### From karmaCRM to Financial Cents - When **New Company** in karmaCRM then **Create Contact** in Financial Cents - When **New Contact** in karmaCRM 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 karmaCRM ## Triggers and actions 7 triggers · 32 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 Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. ## 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) - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) 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 karmaCRM - [ **Google Calendar to karmaCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karmacrm) - [ **HubSpot to karmaCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karmacrm) - [ **Google Sheets to karmaCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-karmacrm) - [ **Gmail to karmaCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karmacrm) - [ **Google Drive to karmaCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karmacrm) - [ **ActiveCampaign to karmaCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-karmacrm) Questions ## Financial Cents and karmaCRM, 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 karmaCRM when something happens in Financial Cents? Any of karmaCRM's 18 actions, including Create Company, Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from karmaCRM to Financial Cents? Yes. When something happens in karmaCRM, your agent can act in Financial Cents too. This page covers both directions: karmaCRM's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or karmaCRM? 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 karmaCRM 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.