--- title: "Connect Financial Cents and ReadyCloud Suite - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add order note\" in ReadyCloud Suite." canonical: "https://apiant.ai/connect/financial-cents-to-readycloud-suite" --- # Connect Financial Cents and ReadyCloud Suite When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add order note** in [ReadyCloud Suite](https://apiant.ai/connections/readycloud-suite), or **New Contact** in ReadyCloud Suite 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 ReadyCloud Suite **2** triggers ReadyCloud Suite **15** 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 ReadyCloud Suite 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 ReadyCloud Suite can do together ### From Financial Cents to ReadyCloud Suite - When **New Client** in Financial Cents then **Add order note** in ReadyCloud Suite - When **New Contact** in Financial Cents then **Create Contact** in ReadyCloud Suite ### From ReadyCloud Suite to Financial Cents - When **New Contact** in ReadyCloud Suite then **Create Contact** in Financial Cents - When **New Order** in ReadyCloud Suite 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 ReadyCloud Suite ## Triggers and actions 5 triggers · 29 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 created. - Trigger **New Order** Triggers when a new order is created in the selected ReadyCloud organization. - Action **Add order note** Adds a note to an existing ReadyCloud order, optionally attributed to a named author. - Action **Add product** Creates a product (SKU) in a ReadyCloud organization's product catalog. - Action **Add tag** Adds a tag to a ReadyCloud order. - Action **Create Contact** Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields. - Action **Create Member Event** Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert. - Action **Create Order** Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields. - Action **Find boxes** Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields. - Action **Find Contact** Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply. - Action **Find Order** Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range. - Action **Find products** Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it. - Action **Get contact** Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes. - Action **Get order** Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields. - Action **Update contact** Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed. - Action **Update order** Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order. - Action **Update product** Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed. ## 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) - [ **ReadyCloud Suite** ReadyCloud is the shipping, returns and CRM suite built for eCommerce.](https://apiant.ai/connections/readycloud-suite) 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 ReadyCloud Suite - [ **HubSpot to ReadyCloud Suite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-readycloud-suite) - [ **Google Sheets to ReadyCloud Suite** Google Sheets](https://apiant.ai/connect/google-sheets-to-readycloud-suite) - [ **Gmail to ReadyCloud Suite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-readycloud-suite) - [ **Google Calendar to ReadyCloud Suite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-readycloud-suite) - [ **Google Drive to ReadyCloud Suite** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-readycloud-suite) - [ **Mailchimp to ReadyCloud Suite** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-readycloud-suite) Questions ## Financial Cents and ReadyCloud Suite, 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 ReadyCloud Suite when something happens in Financial Cents? Any of ReadyCloud Suite's 15 actions, including Create Contact, Create Member Event, Create Order and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ReadyCloud Suite to Financial Cents? Yes. When something happens in ReadyCloud Suite, your agent can act in Financial Cents too. This page covers both directions: ReadyCloud Suite's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or ReadyCloud Suite? 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 ReadyCloud Suite 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.