Financial Cents

Interact with the Financial Cents API
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Overview

This node interacts with the Financial Cents API to retrieve notes associated with a specific client. The "Client Note" resource with the "List" operation fetches a list of notes for a selected client, limited by a maximum number specified by the user.

Common scenarios where this node is beneficial include:

  • Retrieving recent notes or comments related to a client for review or processing.
  • Integrating client note data into workflows for reporting, notifications, or further automation.
  • Synchronizing client notes from Financial Cents into other systems or databases.

For example, a user might use this node to pull the last 25 notes for a client before sending a summary email or updating a CRM system.

Properties

Name Meaning
Debug: Include Raw Response If enabled, each output item will include the full raw JSON response from the API under the __raw field. Useful for debugging or accessing additional data not explicitly parsed.
Client Select the client to fetch notes for. This is a dropdown populated dynamically with available clients.
Limit Maximum number of notes to return (between 1 and 200). Limits the number of notes fetched in one request.

Output

The node outputs an array of items, each representing a client note retrieved from the Financial Cents API.

  • Each item's json property contains the note's data fields as returned by the API.
  • If "Debug: Include Raw Response" is enabled, each item also includes a __raw property containing the entire raw API response object for that note.
  • The node does not output binary data.

Example output item structure (simplified):

{
  "json": {
    "id": "note-id",
    "content": "Note content here",
    "created_at": "2024-01-01T12:00:00Z",
    "...": "...",
    "__raw": { /* full raw API response for this note, if debug enabled */ }
  }
}

Dependencies

  • Requires an API key credential for authenticating with the Financial Cents API.
  • The node uses the Financial Cents API base URL, defaulting to https://app.financial-cents.com/api/v1.
  • No additional external dependencies are required beyond the configured API credential.

Troubleshooting

  • No notes returned: Ensure the selected client has notes in Financial Cents. Also verify the client ID is correct.
  • API authentication errors: Confirm the API key credential is valid and has appropriate permissions.
  • Limit exceeded error: The limit property must be between 1 and 200; setting outside this range may cause errors.
  • Empty client selection: The client property must be set; otherwise, the node cannot fetch notes.
  • Unexpected API response: Enable "Debug: Include Raw Response" to inspect the full API response for troubleshooting.

Links and References

Discussion