Integration · Projects & tasks

Connect Claude & ChatGPT to Financial Cents

Ask your AI for a client's contact details, to add a new client, or to start this month's bookkeeping project from a template in Financial Cents. It can work with clients, contacts, projects, project templates, saved resource links and your team list. Practice admin gets done without clicking through the app.

Connect Financial Cents free

Free plan, no credit card. Takes about a minute.

Try asking

“Who are the contacts at Nordic Foods ApS?”
The AI finds the client and lists its contacts with email and phone.
“Add a new client, Fjord Studio, with Maria Jensen as primary contact.”
It creates the client with the display name and a primary contact with name and email.
“Start a Monthly Bookkeeping project for Fjord Studio with Peter as reviewer.”
It finds the template, the client and Peter's user ID, then starts a new project from the template.

What your AI can do

Clients and contacts

Search, create and rename clients, and search, add and update contacts with email, phone and address.

Projects from templates

Search projects and templates, and start a new project from a template with title, client and reviewer.

Resources and team

Save and list resource links on clients and projects, and look up team members.

“Which projects do we have with VAT in the title?”
It searches projects by title and lists the matches.
“Save the link to Fjord Studio's shared folder on the client.”
It adds a resource with a label and the URL to that client.
“Update Maria's phone number to +45 12 34 56 78.”
It finds the contact and updates the phone number.

17 tools for Financial Cents

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_client_resourceChanges dataSave a resource link (label and URL) on a client.
add_project_resourceChanges dataSave a resource link (label and URL) on a project.
create_clientChanges dataCreate a client with `display_name` and an optional primary contact (name, email, address, notes).
create_contactChanges dataAdd a contact to a client: name, email, phone, mobile, address and notes.
create_project_from_templateChanges dataStart a new project from a template by `template_id`, optionally with a title, client and reviewer.
get_clientGet one client by its ID.
get_contactGet one contact by `contact_id`.
list_client_contactsList the contacts of one client by `client_id`.
list_client_resourcesList saved resources (links) for a client.
list_project_resourcesList saved resources (links) for a project.
list_usersList the team members in the Financial Cents account. Use to find a user ID, e.g. for a project reviewer.
search_clientsSearch clients. Set `search_field`, `search_operation` (equals, beginswith, endswith, contains) and `search_value`, or list all.
search_contactsSearch all contacts across clients using a search field, operation and value.
search_projectsSearch projects, e.g. by title, sorted by created date or title.
search_templatesSearch project templates. Use to find a template ID before starting a project from it.
update_clientChanges dataRename a client (change its `display_name`) by client ID.
update_contactChanges dataUpdate a contact's name, email, phone, mobile, address or notes by `contact_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Financial Cents from the app list.
2
Paste your key
Paste a Financial Cents personal access token. The API needs the Scale plan and a company owner's permission. In Financial Cents open Settings > API Settings (app.financial-cents.com/settings/api), click New Token and copy it straight away; tokens expire after 6 months.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Financial Cents?

The AI can search and read clients, contacts, projects, project templates, saved resources and users. It can create clients and contacts, rename clients, update contacts, start projects from templates and save resource links on clients and projects.

Does the AI see my Financial Cents access token?

No. Your Financial Cents access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Creating clients, contacts and projects can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Financial Cents account.

Which Financial Cents plan do I need?

Financial Cents offers its API on the Scale plan, and a company owner's permission is needed to create a token. Tokens expire after 6 months, so you create a new one in Settings > API Settings and paste it into PipMCP when that happens.