--- title: "Connect Financial Cents and Personio - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add project\" in Personio." canonical: "https://apiant.ai/connect/financial-cents-to-personio" --- # Connect Financial Cents and Personio When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add project** in [Personio](https://apiant.ai/connections/personio), or **Employee Updated** in Personio 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 Personio **7** triggers Personio **20** 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 Personio 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 Personio can do together ### From Financial Cents to Personio - When **New Client** in Financial Cents then **Add project** in Personio - When **New Contact** in Financial Cents then **Create Absence** in Personio ### From Personio to Financial Cents - When **Employee Updated** in Personio then **Create Contact** in Financial Cents - When **Employment Updated** in Personio 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 Personio ## Triggers and actions 10 triggers · 34 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 **Employee Updated** Triggers when an employee is updated. - Trigger **Employment Updated** Triggers when one or more Employment details of a Person are updated - Trigger **New Absence** Triggers when a new absence is created. - Trigger **New Candidate** Fires when a new recruiting candidate is added in Personio. - Trigger **New Employee** Triggers when a new employee is created. - Trigger **New Employment Created** Triggers when one or more Employment details of a Person are created - Trigger **New Open Position** Triggers when a new open position is created. - Action **Add project** /v2/projects - create a project. - Action **Create Absence** Creates a new absence. - Action **Create Attendance** Creates a new attendance. - Action **Create Employee** Creates a new employee. - Action **Delete absence** /v2/absence-periods/{id} - delete an absence period. - Action **Delete attendance** /v2/attendance-periods/{id} - delete an attendance period. - Action **Delete person** /v2/persons/{id} - delete a person. - Action **Find Absence** Finds an absence by employee ID. - Action **Find Employee** Finds a employee based on email. - Action **Find Person** Finds a person by their Personio ID, name, last name and email, optionally including their absence information. - Action **Get Employment** Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates. - Action **List absence types** /v2/absence-types - list absence types. - Action **List Compensations** Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record. - Action **List legal entities** /v2/legal-entities - list legal entities. - Action **List org units** /v2/org-units - list org units. - Action **List projects** /v2/projects - list projects. - Action **Update absence** /v2/absence-periods/{id} - update an absence period. - Action **Update Attendance** Updates an existing attendance. - Action **Update Employee** Updates an existing employee. - Action **Update Employment** updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook. ## 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) - [ **Personio** Personio is a holistic HR software for companies from 10 - 2000 employees.](https://apiant.ai/connections/personio) 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 Personio - [ **Elixmail to Personio** Elixmail is a French AI email and CRM suite. Trigger on new contacts and deals; send emails and create...](https://apiant.ai/connect/elixmail-to-personio) - [ **HubSpot to Personio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-personio) - [ **Google Sheets to Personio** Google Sheets](https://apiant.ai/connect/google-sheets-to-personio) - [ **Gmail to Personio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-personio) - [ **Google Calendar to Personio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-personio) - [ **Google Drive to Personio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-personio) Questions ## Financial Cents and Personio, 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 Personio when something happens in Financial Cents? Any of Personio's 20 actions, including Create Absence, Create Attendance, Create Employee and Update absence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Personio to Financial Cents? Yes. When something happens in Personio, your agent can act in Financial Cents too. This page covers both directions: Personio's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Personio? 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 Personio 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.