--- title: "Connect Financial Cents to Teambook - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Add Client\" in Teambook." canonical: "https://apiant.ai/connect/financial-cents-to-teambook" --- # Connect Financial Cents to Teambook When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Add Client** in [Teambook](https://apiant.ai/connections/teambook). Describe the whole flow and it is built, tested on every scenario and kept running. Financial Cents **3** triggers Financial Cents **14** actions Teambook **34** 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 Teambook 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 can start in Teambook - When **New Client** in Financial Cents then **Add Client** in Teambook - When **New Contact** in Financial Cents then **Add Task** in Teambook 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 Teambook ## Triggers and actions 3 triggers · 48 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. - Action **Add Actual log** Creates one or more time-tracking actual logs in a batch. - Action **Add Booking** Creates one or more bookings in a batch. - Action **Add Client** Creates a client record. - Action **Add Task** Creates a task, optionally scoped to a project (omit project_id for account-wide task). - Action **Create Project** Create a Project inside Teambook - Action **Create User** Creates a teambook User - Action **Deactivate User** Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history. - Action **Delete Actual log** Deletes an actual log by id. - Action **Delete Booking** Removes a single booking from Teambook. - Action **Delete Project** Deletes a project by id. - Action **Delete Task** Deletes a task from the Teambook account. - Action **Delete User** Deletes a user from the Teambook account. - Action **Get Actual log** Retrieve a single Teambook actual log (time entry) by its id. - Action **Get Booking** Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id. - Action **Get Client** Retrieves a single client by id. - Action **Get Project** Retrieves a single project by id. - Action **Get Task** Retrieves a single task by id. - Action **Get Team** Retrieve a single Teambook team by its id. - Action **Get User** Retrieve a single Teambook user by id. - Action **List Actual logs** Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range. - Action **List Bookings** Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings. - Action **List Clients** Returns every client in the Teambook account. - Action **List Project capacities** Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page. - Action **List Projects** Lists all projects in the Teambook account. - Action **List Tasks** Lists all tasks. - Action **List Teams** Lists all teams in the Teambook account. - Action **List User capacities** Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month). - Action **List Users** Lists all users in the Teambook account. - Action **Update Actual log** Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment. - Action **Update Booking** Updates an existing Teambook booking; only the fields you fill in are changed. - Action **Update Client** Edits a client's name, phone_number, or email. - Action **Update Project** Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields). - Action **Update Task** Edits a task's name or project_id. - Action **Update User** Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule. ## 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) - [ **Teambook** Teambook is the tool you need to level-up your project management game.](https://apiant.ai/connections/teambook) 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 Teambook - [ **HubSpot to Teambook** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teambook) - [ **Salesforce to Teambook** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teambook) - [ **Slack to Teambook** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teambook) - [ **Google Sheets to Teambook** Google Sheets](https://apiant.ai/connect/google-sheets-to-teambook) - [ **Gmail to Teambook** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teambook) - [ **Google Calendar to Teambook** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teambook) Questions ## Financial Cents and Teambook, 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 Teambook when something happens in Financial Cents? Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teambook to Financial Cents? Teambook has no triggers in the catalog today, so automations start in Financial Cents. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it. ### ### Do I have to build a connector for Financial Cents or Teambook? 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 Teambook 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.