--- title: "Connect Financial Cents and Speak Ai - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Update Text Note\" in Speak Ai." canonical: "https://apiant.ai/connect/financial-cents-to-speak-ai" --- # Connect Financial Cents and Speak Ai When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Update Text Note** in [Speak Ai](https://apiant.ai/connections/speak-ai), or **New Magic Prompts Response** in Speak Ai 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 Speak Ai **1** trigger Speak Ai **23** 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 Speak Ai 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 Speak Ai can do together ### From Financial Cents to Speak Ai - When **New Client** in Financial Cents then **Update Text Note** in Speak Ai - When **New Contact** in Financial Cents then **Upload File to Transcribe and Analyze** in Speak Ai ### From Speak Ai to Financial Cents - When **New Magic Prompts Response** in Speak Ai then **Create Contact** in Financial Cents - When **New Magic Prompts Response** in Speak Ai 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 Speak Ai ## Triggers and actions 4 triggers · 37 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 Magic Prompts Response** Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer. - Action **Add Automation** Create a new Speak AI automation. - Action **Add Field** Creates a new custom field in your Speak AI account. - Action **Add Folder** Create a new folder to organize media, text notes, and recordings. - Action **Ask AI Chat** Ask a question about one or more media items or a folder and get the AI chat answer back. - Action **Delete Automation** Delete an automation. - Action **Delete Folder** Delete a folder. - Action **Delete Media** Delete a media file from Speak AI. - Action **Delete Text Note** Delete a text note. - Action **Get Media Insights** Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file. - Action **Get Media Status** Gets the processing status and basic details of a Speak AI audio or video file. - Action **Get Media Transcript** Get the transcript of a media file. - Action **Get Text Note Insight** Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note. - Action **List Automations** List the automations (trigger + action workflows) configured in Speak AI. - Action **List Fields** Lists the custom fields defined in your Speak AI account. - Action **List Folders** List the folders in the account. - Action **List Media** List the media files (audio/video) in the account's Speak AI library. - Action **Run Magic Prompt** Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer. - Action **Update Automation** Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state. - Action **Update Folder** Update a folder's name or settings. - Action **Update Media** Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date. - Action **Update Text Note** Update the content of an existing text note. - Action **Upload File to Transcribe and Analyze** Uploads new audio or video files for automatic transcription and analysis. - Action **Upload Text Note to Analyze** Uploads new text notes for automatic insight analysis. ## 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) - [ **Speak Ai** Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.](https://apiant.ai/connections/speak-ai) 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 Speak Ai - [ **HubSpot to Speak Ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-speak-ai) - [ **Salesforce to Speak Ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-speak-ai) - [ **Slack to Speak Ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-speak-ai) - [ **Google Sheets to Speak Ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-speak-ai) - [ **Gmail to Speak Ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-speak-ai) - [ **Google Calendar to Speak Ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-speak-ai) Questions ## Financial Cents and Speak Ai, 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 Speak Ai when something happens in Financial Cents? Any of Speak Ai's 23 actions, including Update Automation, Update Folder, Update Media and Update Text Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Speak Ai to Financial Cents? Yes. When something happens in Speak Ai, your agent can act in Financial Cents too. This page covers both directions: Speak Ai's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or Speak Ai? 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 Speak Ai 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.