---
title: "Connect Planning Center to Finimpulse - APIANT.ai"
description: "When \"New Donation\" fires in Planning Center, your agent runs \"Find assets\" in Finimpulse."
canonical: "https://apiant.ai/connect/planning-center-to-finimpulse"
---

# Connect Planning Center to Finimpulse

When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Find assets** in [Finimpulse](https://apiant.ai/connections/finimpulse). Describe the whole flow and it is built, tested on every scenario and kept running.

Planning Center **6** triggers Finimpulse **13** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Planning Center and Finimpulse 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 Planning Center can start in Finimpulse

- When **New Donation** in Planning Center then **Find assets** in Finimpulse
- When **New Form Submission** in Planning Center then **Get asset profile** in Finimpulse

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 Planning Center and Finimpulse

## Triggers and actions 6 triggers · 13 actions

- Trigger

**New Donation**

Triggers when a donation is received.

- Trigger

**New Form Submission**

Triggers when a form submission is received.

- Trigger

**New List Result**

Triggers when the specified List has a new Person added.

- Trigger

**New Plan**

Triggers when a new plan is created in the selected service type.

- Trigger

**New Profile**

Triggers when a new Profile is created.

- Trigger

**New Workflow Card**

Triggers when a new workflow card is created in a specific workflow.

- Action

**Find assets**

Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search

- Action

**Get asset profile**

Company/ETF/fund profile. Endpoint /v1/profile

- Action

**Get asset summary**

Unified snapshot of a symbol. Endpoint /v1/summary

- Action

**Get balance sheet**

Balance sheet for a stock. Endpoint /v1/financials/balance_sheet

- Action

**Get cash flow statement**

Cash flow statement for a stock. Endpoint /v1/financials/cash_flow

- Action

**Get income statement**

Income statement for a stock. Endpoint /v1/financials/income_statement

- Action

**Get market price**

Current market price for a stock/ETF/fund. Endpoint /v1/market-price

- Action

**Get options chain**

Options chain. Endpoint /v1/options/chain

- Action

**List analyst recommendations**

Analyst recommendations. Endpoint /v1/analysis/recommendations

- Action

**List ETF holdings**

ETF/fund holdings. Endpoint /v1/holdings/general

- Action

**List financial news**

Financial news articles. Endpoint /v1/news

- Action

**List historical prices**

Daily OHLCV historical prices for a symbol. Endpoint /v1/histories

- Action

**List insider transactions**

Insider transactions. Endpoint /v1/holders/insiders-transactions

## Each app on its own

- [ **Planning Center** Planning Center is a church management system that helps manage people, services, donations, registrations...](https://apiant.ai/connections/planning-center)
- [ **Finimpulse** Financial market data platform providing APIs and dashboards for stocks, ETFs, and fund data.](https://apiant.ai/connections/finimpulse)

Reviews

## What our customers say

## More from Planning Center

- [ **Planning Center to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/planning-center-to-notion)
- [ **Planning Center to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/planning-center-to-gohighlevel)
- [ **Planning Center to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/planning-center-to-hubspot)
- [ **Planning Center to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planning-center-to-salesforce)
- [ **Planning Center to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planning-center-to-slack)
- [ **Planning Center to Google Sheets** Google Sheets](https://apiant.ai/connect/planning-center-to-google-sheets)

## More into Finimpulse

- [ **HubSpot to Finimpulse** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-finimpulse)
- [ **Salesforce to Finimpulse** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-finimpulse)
- [ **Slack to Finimpulse** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-finimpulse)
- [ **Google Sheets to Finimpulse** Google Sheets](https://apiant.ai/connect/google-sheets-to-finimpulse)
- [ **Gmail to Finimpulse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-finimpulse)
- [ **Google Calendar to Finimpulse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-finimpulse)

Questions

## Planning Center and Finimpulse, answered

###

### What can start an automation from Planning Center?

Any of Planning Center's 6 triggers in the catalog, including New Donation, New Form Submission, New List Result and New Plan. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Finimpulse when something happens in Planning Center?

Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Finimpulse to Planning Center?

Finimpulse has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.

###

### Do I have to build a connector for Planning Center or Finimpulse?

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 Planning Center and Finimpulse without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in Finimpulse 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.