--- title: "Connect Financial Cents and MeisterTask - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Create Task\" in MeisterTask." canonical: "https://apiant.ai/connect/financial-cents-to-meistertask" --- # Connect Financial Cents and MeisterTask When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Create Task** in [MeisterTask](https://apiant.ai/connections/meistertask), or **New Attachment** in MeisterTask 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 MeisterTask **9** triggers MeisterTask **9** 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 MeisterTask 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 MeisterTask can do together ### From Financial Cents to MeisterTask - When **New Client** in Financial Cents then **Create Task** in MeisterTask - When **New Contact** in Financial Cents then **Create Task Label** in MeisterTask ### From MeisterTask to Financial Cents - When **New Attachment** in MeisterTask then **Create Contact** in Financial Cents - When **New Checklist Item** in MeisterTask 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 MeisterTask ## Triggers and actions 12 triggers · 23 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 Attachment** Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to. - Trigger **New Checklist Item** Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to. - Trigger **New Comment** Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on. - Trigger **New Label** Triggers when a new label is created in the project you pick. Returns the label's name and color. - Trigger **New Person** Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added. - Trigger **New Project** Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status. - Trigger **New Section** Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit. - Trigger **New Task** Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee. - Trigger **New Task Label** Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to. - Action **Create Attachment** Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link. - Action **Create Label** Creates a new label in a MeisterTask project. Returns the label's ID, name and color. - Action **Create Task** Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project. - Action **Create Task Label** Adds an existing project label to a MeisterTask task. Returns the link between the task and the label. - Action **Find Attachment** Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link. - Action **Find Label** Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color. - Action **Find Person** Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email. - Action **Find Task** Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee. - Action **Update Task** Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value. ## 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) - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) 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 MeisterTask - [ **HubSpot to MeisterTask** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meistertask) - [ **Google Sheets to MeisterTask** Google Sheets](https://apiant.ai/connect/google-sheets-to-meistertask) - [ **Gmail to MeisterTask** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meistertask) - [ **Google Calendar to MeisterTask** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-meistertask) - [ **Google Drive to MeisterTask** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-meistertask) - [ **Mailchimp to MeisterTask** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-meistertask) Questions ## Financial Cents and MeisterTask, 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 MeisterTask when something happens in Financial Cents? Any of MeisterTask's 9 actions, including Create Attachment, Create Label, Create Task and Create Task Label. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MeisterTask to Financial Cents? Yes. When something happens in MeisterTask, your agent can act in Financial Cents too. This page covers both directions: MeisterTask's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or MeisterTask? 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 MeisterTask 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.