--- title: "Connect Financial Cents and WorkRamp - APIANT.ai" description: "When \"New Client\" fires in Financial Cents, your agent runs \"Get contact\" in WorkRamp." canonical: "https://apiant.ai/connect/financial-cents-to-workramp" --- # Connect Financial Cents and WorkRamp When **New Client** fires in [Financial Cents](https://apiant.ai/connections/financial-cents), your agent runs **Get contact** in [WorkRamp](https://apiant.ai/connections/workramp), or **Assignment Completed: Challenge** in WorkRamp 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 WorkRamp **9** triggers WorkRamp **11** 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 WorkRamp 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 WorkRamp can do together ### From Financial Cents to WorkRamp - When **New Client** in Financial Cents then **Get contact** in WorkRamp - When **New Contact** in Financial Cents then **Find User** in WorkRamp ### From WorkRamp to Financial Cents - When **Assignment Completed: Challenge** in WorkRamp then **Create Contact** in Financial Cents - When **Assignment Completed: Path** in WorkRamp 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 WorkRamp ## Triggers and actions 12 triggers · 25 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 **Assignment Completed: Challenge** Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status. - Trigger **Assignment Completed: Path** Triggers when a user completes an assignment for the selected path. - Trigger **Assignment Completed: Scorm** Triggers when a user completes an assignment for the chosen SCORM course. - Trigger **Assignment Created: Challenge** Triggers when a user is newly assigned to the selected challenge. - Trigger **Assignment Created: Path** Triggers when a user is assigned to the selected WorkRamp path. - Trigger **Assignment Created: Scorm** Triggers when a user is assigned the selected SCORM course. - Trigger **Training Complete** Triggers when a contact completes a training in your Customer Learning Cloud academy. - Trigger **User Created** Triggers when a new user is created in your WorkRamp enterprise. - Trigger **User Deleted** Triggers when a user in your WorkRamp enterprise is deleted. - Action **Add group** Creates a new group in WorkRamp, optionally with initial member users. - Action **Delete contact** Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy. - Action **Delete user** Deletes an existing user from your WorkRamp enterprise. - Action **Find User** Returns the WorkRamp users that match an email address, a name or a custom attribute value. - Action **Get contact** Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email. - Action **List certifications** Returns all certifications (badges) set up in your WorkRamp account. - Action **List events** Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts. - Action **List groups** Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times. - Action **List guides** Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags. - Action **List paths** Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags. - Action **List users** Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute. ## 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) - [ **WorkRamp** WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.](https://apiant.ai/connections/workramp) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 WorkRamp - [ **HubSpot to WorkRamp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workramp) - [ **Salesforce to WorkRamp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workramp) - [ **Slack to WorkRamp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workramp) - [ **Google Sheets to WorkRamp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workramp) - [ **Gmail to WorkRamp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workramp) - [ **Google Calendar to WorkRamp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workramp) Questions ## Financial Cents and WorkRamp, 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 WorkRamp when something happens in Financial Cents? Any of WorkRamp's 11 actions, including Add group, Find User, Get contact and List certifications. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WorkRamp to Financial Cents? Yes. When something happens in WorkRamp, your agent can act in Financial Cents too. This page covers both directions: WorkRamp's triggers and Financial Cents's actions are listed here as well. ### ### Do I have to build a connector for Financial Cents or WorkRamp? 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 WorkRamp 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.