--- title: "Connect Financial Cents to Pastel - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add comment\" in Pastel." canonical: "https://apiant.ai/connect/financial-cents-to-pastel" --- # Connect Financial Cents to Pastel When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add comment** in [Pastel](https://apiant.ai/connections/pastel). Describe the whole flow and it is built, tested on every scenario and kept running. Financial Cents **3** triggers Financial Cents **14** actions Pastel **13** 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 Pastel 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 can start in Pastel - When **New Client** in Financial Cents then **Add comment** in Pastel - When **New Contact** in Financial Cents then **Update comment** in Pastel 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 Pastel ## Triggers and actions 3 triggers · 27 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. - Action **Add canvas** Creates a new Pastel canvas (design or website) and returns the created canvas. - Action **Add comment** Adds a comment (annotation) to a Pastel canvas. - Action **Add folder** Creates a new folder in Pastel. - Action **Add reply** Adds a reply to an existing comment (annotation) on a Pastel canvas. - Action **Delete canvas** Delete a Pastel canvas by its id. - Action **Delete comment** Deletes a comment (annotation) from a Pastel canvas. - Action **Delete folder** Deletes a Pastel folder by its id and returns the deleted folder. - Action **Get canvas** Fetches a single canvas by its unique share id (the part after /link/ in the canvas's share URL). - Action **List canvases** Lists the canvases belonging to the connected user, including teammates' canvases when the user is on a team. - Action **List comments** Returns all comments on a canvas, each with its replies. - Action **List folders** Lists all of the user's folders, including teammates' folders when the user is on a team. - Action **Update canvas** Updates an existing Pastel canvas's title, owner, website URL, premium status, read-only settings or archived state. - Action **Update comment** Updates the text, status and visibility of an existing comment (annotation) on a Pastel canvas. ## 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) - [ **Pastel** Pastel helps web designers and developers collect and organize contextual feedback from colleagues and...](https://apiant.ai/connections/pastel) 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 Pastel - [ **HubSpot to Pastel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pastel) - [ **Salesforce to Pastel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pastel) - [ **Slack to Pastel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pastel) - [ **Google Sheets to Pastel** Google Sheets](https://apiant.ai/connect/google-sheets-to-pastel) - [ **Gmail to Pastel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pastel) - [ **Google Calendar to Pastel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pastel) Questions ## Financial Cents and Pastel, 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 Pastel when something happens in Financial Cents? Any of Pastel's 13 actions, including Update canvas, Update comment, Add canvas and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pastel to Financial Cents? Pastel has no triggers in the catalog today, so automations start in Financial Cents. If you need the other direction, ask: your agent reads Pastel's API documentation and adds it. ### ### Do I have to build a connector for Financial Cents or Pastel? 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 Pastel 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.