Integration
Connect Financial Cents and Redbooth
When New Client fires in Financial Cents, your agent runs Create Task in Redbooth, or New comment in Redbooth 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 Redbooth 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 Redbooth can do together
From Financial Cents to Redbooth
When New Client in Financial Cents
then Create Task in Redbooth
From Redbooth 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 Redbooth
Triggers and actions 8 triggers · 33 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 comment
Triggered when a new comment is added to a task or conversation.
- New List
Fires once for each new task list the connected user can access, newest first.
- New project
Triggered when a new project is created
- New Task
Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.
- New Workspace
Triggered when a new workspace (organization) is created.
- Add conversation
Create a new conversation.
- Add note
Creates a new note in a Redbooth project.
- Add project
Creates a new project in a Redbooth organization.
- Add tag
Create a new tag.
- Create Comment
Creates a new comment.
- Create Subtask
Creates a new subtask.
- Create Task
Creates a new task.
- Create Task List
Creates a new task list.
- Create Workspace
Creates a new Redbooth workspace (organization).
- Delete task
Deletes a Redbooth task by its id.
- Find projects by criteria
Returns up to 1000 projects that match the specified organization, member user and archived criteria.
- Find Record
Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.
- Find Task
Returns tasks whose text matches the search, optionally limited to one project.
- Get Note
Returns one note with its title, content and project.
- Get Tag
Returns one tag with its name, color and organization.
- Get task
Retrieve a single Redbooth task by its id.
- Get Task List
Returns one task list with its name, project and archived state.
- Update project
Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.
- Update task
Updates an existing task by ID
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 Redbooth
Google Drive to RedboothGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RedboothMailchimp marketing automation and email platform.
Questions
Financial Cents and Redbooth, 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 Redbooth when something happens in Financial Cents?
Any of Redbooth's 19 actions, including Create Comment, Create Subtask, Create Task and Create Task List. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redbooth to Financial Cents?
Yes. When something happens in Redbooth, your agent can act in Financial Cents too. This page covers both directions: Redbooth's triggers and Financial Cents's actions are listed here as well.
Do I have to build a connector for Financial Cents or Redbooth?
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 Redbooth 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.