--- title: "Connect Financial Cents and NetHunt CRM - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Find Record\" in NetHunt CRM." canonical: "https://apiant.ai/connect/financial-cents-to-nethunt-crm" --- # Connect Financial Cents and NetHunt CRM When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Find Record** in [NetHunt CRM](https://apiant.ai/connections/nethunt-crm), or **New Call Log** in NetHunt CRM 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 NetHunt CRM **8** triggers NetHunt CRM **8** 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 NetHunt CRM 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 NetHunt CRM can do together ### From Financial Cents to NetHunt CRM - When **New Client** in Financial Cents then **Find Record** in NetHunt CRM - When **New Contact** in Financial Cents then **Find record by field value** in NetHunt CRM ### From NetHunt CRM to Financial Cents - When **New Call Log** in NetHunt CRM then **Create Contact** in Financial Cents - When **New Comment** in NetHunt CRM 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 NetHunt CRM ## Triggers and actions 11 triggers · 22 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 Call Log** Triggered when a new call log is added to a record in the specified folder. - Trigger **New Comment** Triggered when a new comment is added to a record in the specified folder. - Trigger **New folder** Triggered when a new folder is added. - Trigger **New Google Drive File in Folder** Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments. - Trigger **New or Updated Record in Folder** Triggered when a record is created or updated in the specified folder. - Trigger **New Record in Folder** Triggered when a record is created in the specified folder. - Trigger **Two-way sync new or updated records in folder** A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated Record in Folder** Triggered when a record is updated in the specified folder. - Action **Add Call Log** Add a call log to the specified record. - Action **Add Comment** Add a comment to the specified record. - Action **Delete Record** Delete a record by ID. - Action **Find Record** Search records in a folder by ID or text query. - Action **Find record by field value** Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at. - Action **List Folder Fields** List the fields of a folder. - Action **List Readable Folders** List all folders the user can read. - Action **List Writable Folders** List folders the user can create records in. ## 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) - [ **NetHunt CRM** NetHunt CRM ties to Gmail and other Google Workspace apps you work in, automates data flow, and makes...](https://apiant.ai/connections/nethunt-crm) 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 NetHunt CRM - [ **HubSpot to NetHunt CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nethunt-crm) - [ **Gmail to NetHunt CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nethunt-crm) - [ **Mailchimp to NetHunt CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nethunt-crm) - [ **ActiveCampaign to NetHunt CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-nethunt-crm) - [ **Trello to NetHunt CRM** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-nethunt-crm) - [ **Asana to NetHunt CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-nethunt-crm) Questions ## Financial Cents and NetHunt CRM, 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 NetHunt CRM when something happens in Financial Cents? Any of NetHunt CRM's 8 actions, including Add Call Log, Add Comment, Find Record and Find record by field value. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NetHunt CRM to Financial Cents? Yes. When something happens in NetHunt CRM, your agent can act in Financial Cents too. This page covers both directions: NetHunt CRM's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or NetHunt CRM? 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 NetHunt CRM 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.