--- title: "Connect Financial Cents and Pipedream - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Create project\" in Pipedream." canonical: "https://apiant.ai/connect/financial-cents-to-pipedream" --- # Connect Financial Cents and Pipedream When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Create project** in [Pipedream](https://apiant.ai/connections/pipedream), or **New account** in Pipedream 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 Pipedream **2** triggers Pipedream **34** 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 Pipedream 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 Pipedream can do together ### From Financial Cents to Pipedream - When **New Client** in Financial Cents then **Create project** in Pipedream - When **New Contact** in Financial Cents then **Update project** in Pipedream ### From Pipedream to Financial Cents - When **New account** in Pipedream then **Create Contact** in Financial Cents - When **New project** in Pipedream then **Create Project** 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 Pipedream ## Triggers and actions 5 triggers · 48 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 account** Fires when a new app account appears in the project. - Trigger **New project** Fires when a new project is created in the workspace. - Action **Create account** Connect an app account on behalf of an end user. - Action **Create connect token** Create a short-lived token that lets an end user connect an account. - Action **Create project** Create a new project in your Pipedream workspace. - Action **Delete account** Disconnect and remove a single connected account. - Action **Delete deployed trigger** Remove a deployed trigger so it stops emitting events. - Action **Delete project** Permanently remove a project from your workspace. - Action **Delete user** Remove an end user and all of their connected accounts. - Action **Deploy trigger** Deploy a trigger for an end user so it starts emitting events. - Action **Get account** Retrieve the details of a single connected account. - Action **Get action** Retrieve the definition of a single action. - Action **Get app** Retrieve the details of a single app in Pipedream's catalog. - Action **Get component** Retrieve the definition of a single component. - Action **Get deployed trigger** Retrieve the details of a single deployed trigger. - Action **Get project** Retrieve the details of a single project. - Action **Get trigger** Retrieve the definition of a single trigger. - Action **List accounts** List the app accounts your end users have connected in a project. - Action **List accounts for user** List the accounts a specific end user has connected. - Action **List actions** Browse the actions available to run for a project's apps. - Action **List apps** Browse the apps available in Pipedream's integration catalog. - Action **List components** Browse the components available in a project. - Action **List deployed triggers** List the triggers currently deployed in a project. - Action **List projects** List the projects in your Pipedream workspace. - Action **List trigger events** Retrieve the recent events emitted by a deployed trigger. - Action **List triggers** Browse the triggers available to deploy for a project's apps. - Action **List users** List the end users who have connected accounts in a project. - Action **Proxy GET request** Send an authenticated GET request to a connected app's API on behalf of an end user. - Action **Proxy PATCH request** Send an authenticated PATCH request to a connected app's API on behalf of an end user. - Action **Proxy POST request** Send an authenticated POST request to a connected app's API on behalf of an end user. - Action **Proxy PUT request** Send an authenticated PUT request to a connected app's API on behalf of an end user. - Action **Run action** Run an app action on behalf of an end user and return its result. - Action **Set trigger webhook** Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to. - Action **Update deployed trigger** Change the configuration of a deployed trigger. - Action **Update project** Change the name or settings of an existing project. - Action **Validate connect token** Check whether a Connect token is still valid. ## 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) - [ **Pipedream** Pipedream is a workflow automation and integration platform.](https://apiant.ai/connections/pipedream) 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 Pipedream - [ **Stripe to Pipedream** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedream) - [ **Instagram to Pipedream** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-pipedream) - [ **HubSpot to Pipedream** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedream) - [ **Google Sheets to Pipedream** Google Sheets](https://apiant.ai/connect/google-sheets-to-pipedream) - [ **Google Calendar to Pipedream** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipedream) - [ **Google Drive to Pipedream** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipedream) Questions ## Financial Cents and Pipedream, 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 Pipedream when something happens in Financial Cents? Any of Pipedream's 34 actions, including Create account, Create connect token, Create project and Update deployed trigger. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedream to Financial Cents? Yes. When something happens in Pipedream, your agent can act in Financial Cents too. This page covers both directions: Pipedream's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Pipedream? 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 Pipedream 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.