--- title: "Connect Financial Cents and Omnisend - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add email template\" in Omnisend." canonical: "https://apiant.ai/connect/financial-cents-to-omnisend" --- # Connect Financial Cents and Omnisend When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add email template** in [Omnisend](https://apiant.ai/connections/omnisend), or **New Contact** in Omnisend 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 Omnisend **2** triggers Omnisend **36** 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 Omnisend 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 Omnisend can do together ### From Financial Cents to Omnisend - When **New Client** in Financial Cents then **Add email template** in Omnisend - When **New Contact** in Financial Cents then **Add tags to contacts** in Omnisend ### From Omnisend to Financial Cents - When **New Contact** in Omnisend then **Create Contact** in Financial Cents - When **Updated Contacts** in Omnisend 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 Omnisend ## Triggers and actions 5 triggers · 50 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 Contact** Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag. - Trigger **Updated Contacts** Triggers when a contact is created or updated in Omnisend, newest changes first. - Action **Add email template** Creates a new email template in Omnisend with a name, general style settings and content sections. - Action **Add product** Creates a product in your Omnisend catalog, with optional variants, images, categories and tags. - Action **Add product category** Creates a new product category in your Omnisend store. - Action **Add segment** Creates a new contact segment in Omnisend from a name and a set of condition rules. - Action **Add tags to contacts** Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear. - Action **Cancel Campaign** Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled. - Action **Copy Campaign** Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name. - Action **Create Campaign** Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign. - Action **Create Subscriber** Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address. - Action **Delete Campaign** Deletes a campaign from your Omnisend account. - Action **Delete Email Template** Deletes an email template from your Omnisend account by its ID. - Action **Delete Image** Deletes an image from the Omnisend image library by its ID. - Action **Delete product** Deletes a product from the Omnisend product catalog by its ID. - Action **Delete Segment** Permanently deletes a segment in Omnisend. - Action **Find Campaign** Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings. - Action **Find Campaigns** Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates. - Action **Find Email Template** Returns a single email template, including its name, layout sections and general settings, looked up by its ID. - Action **Find Email Templates** Returns email templates whose names contain the given text. - Action **Find Image** Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions. - Action **Find Images** Returns images in your Omnisend library whose names contain the search text. - Action **Find Segment** Returns an Omnisend segment by its ID, including its name, status and condition rules. - Action **Find Segments** Finds segments whose name contains the given text. - Action **Get contact** Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties. - Action **Get product** Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status. - Action **Get Segment Statistics** Returns statistics for a segment, including how many contacts it currently contains. - Action **Import Email Template** Creates a new Omnisend email template by importing raw HTML. Returns the created template. - Action **List contacts** Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time. - Action **Remove tags from contacts** Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background. - Action **Render Email Template** Renders an email template and returns its full HTML body for preview. - Action **Send Customer Event** Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event. - Action **Update Campaign** Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated. - Action **Update contact** Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact. - Action **Update email template** Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template. - Action **Update product** Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version. - Action **Update segment** Updates an existing segment's name and rules. The segment can't be updated while it is being built. - Action **Upload Image** Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details. ## 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) - [ **Omnisend** Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their...](https://apiant.ai/connections/omnisend) 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 Omnisend - [ **HubSpot to Omnisend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-omnisend) - [ **Google Sheets to Omnisend** Google Sheets](https://apiant.ai/connect/google-sheets-to-omnisend) - [ **Gmail to Omnisend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-omnisend) - [ **Google Calendar to Omnisend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-omnisend) - [ **Google Drive to Omnisend** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-omnisend) - [ **Mailchimp to Omnisend** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-omnisend) Questions ## Financial Cents and Omnisend, 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 Omnisend when something happens in Financial Cents? Any of Omnisend's 36 actions, including Create Campaign, Create Subscriber, Send Customer Event and Update Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Omnisend to Financial Cents? Yes. When something happens in Omnisend, your agent can act in Financial Cents too. This page covers both directions: Omnisend's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Omnisend? 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 Omnisend 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.