Integration
Connect Financial Cents and Shape
When New Client fires in Financial Cents, your agent runs Create Record in Shape, or New Record in Shape 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 Shape 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 Shape can do together
From Financial Cents to Shape
When New Client in Financial Cents
then Create Record in Shape
From Shape 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 Shape
Triggers and actions 4 triggers · 24 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 Record
Triggers when a new record is created in Shape.
- Create Record
Creates a new record (lead) in Shape with a name, email and optional contact details.
- Find Record
Finds Shape records by record ID, email, phone or loan number; every field sent must match.
- Get Prioritized View Count
Returns how many records are currently in a prioritized view, optionally as one user sees it.
- Get Record Status
Returns the current status of a Shape record.
- Get User Talk Time
Returns a Shape user's total talk time and number of calls, optionally for a date range.
- List Record Documents
Lists the documents attached to a Shape record, each with a temporary download link.
- List Record Types
Returns the system's record types, for use as the record type on Create Record.
- List Statuses
Returns the system's status groups and the statuses in each.
- List Users
Returns the system's users, including their Marketing Profile fields.
- Update Record
Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.
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
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Questions
Financial Cents and Shape, 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 Shape when something happens in Financial Cents?
Any of Shape's 10 actions, including Create Record, Update Record, Find Record and Get Prioritized View Count. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shape to Financial Cents?
Yes. When something happens in Shape, your agent can act in Financial Cents too. This page covers both directions: Shape's triggers and Financial Cents's actions are listed here as well.
Do I have to build a connector for Financial Cents or Shape?
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 Shape 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.