Integration
Connect Financial Cents and QuickBase
When New Client fires in Financial Cents, your agent runs Insert or update records in QuickBase, or New or updated record in QuickBase to Create Contact in Financial Cents. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Financial Cents and QuickBase to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Financial Cents and QuickBase can do together
From Financial Cents to QuickBase
When New Client in Financial Cents
then Insert or update records in QuickBase
From QuickBase to 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 QuickBase
Triggers and actions 5 triggers · 35 actions
- New Client
Triggers when a new client is added in Financial Cents.
- New Contact
Triggers when a new contact is added to a client in Financial Cents.
- New project
Triggers when a new project is created in Financial Cents.
- Create Client
Creates a new client in Financial Cents, optionally with a primary contact person.
- Create Contact
Creates a contact person under a client in Financial Cents and returns the new contact.
- 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.
- Delete client
Deletes a client from Financial Cents.
- Delete contact
Deletes a contact from Financial Cents.
- Find Client
Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.
- Find Contact
Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.
- Find projects
Finds projects whose title matches the search text, returning the matching projects and the first match's id.
- Find Template
Finds project templates whose title matches the text you give.
- Find users
Finds users on your Financial Cents team whose details match the search terms.
- Get client
Returns a single client by its id, including the client's contacts.
- Get contact
Returns a single contact by its id, including its name, email and associated clients.
- Update client
Renames an existing client in Financial Cents and returns the updated client record.
- Update Contact
Updates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.
- New or updated record
Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3).
- New record
Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3).
- Add app
Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
- Add field
Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
- Add table
Create a new table in a QuickBase app.
- Delete app
Delete a QuickBase app by id.
- Delete field
Delete one or more QuickBase fields from a table.
- Delete records
Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).
- Delete table
Deletes a table from a Quickbase app, including all of the data within it.
- Get app
Get the properties of a Quickbase application by its app ID.
- Get field
Get a single QuickBase field by id.
- Get report
Get metadata for a single QuickBase report.
- Get table
Get the properties of a single Quickbase table by table ID and app ID.
- Get table fields
List all fields (columns) for a Quickbase table, including field IDs, labels, and types.
- Get tables for app
List all tables belonging to a Quickbase application.
- Insert or update records
Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert.
- List reports
Lists all reports defined on a Quickbase table.
- Query records
Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).
- Run formula
Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.
- Run report
Run a Quickbase report by report ID and table ID and return its result rows.
- Update app
Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
- Update field
Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
- Update table
Update an existing QuickBase table's properties.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Financial Cents
Financial Cents to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Financial Cents to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Financial Cents to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Financial Cents to Google SheetsGoogle Sheets
Financial Cents to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Financial Cents to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into QuickBase
Mailchimp to QuickBaseMailchimp marketing automation and email platform.
Pipedrive to QuickBasePipedrive is a sales CRM and pipeline management tool.
JIRA to QuickBaseAtlassian JIRA Cloud — issue tracking and project management.
Klaviyo to QuickBaseKlaviyo is a marketing automation platform for email and SMS.
JotForm to QuickBaseJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
Questions
Financial Cents and QuickBase, 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 QuickBase when something happens in Financial Cents?
Any of QuickBase's 21 actions, including Update app, Update field, Update table and Add app. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBase to Financial Cents?
Yes. When something happens in QuickBase, your agent can act in Financial Cents too. This page covers both directions: QuickBase's triggers and Financial Cents's actions are listed here as well.
Do I have to build a connector for Financial Cents or QuickBase?
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 QuickBase 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.