Financial Cents

Interact with the Financial Cents API
Join our community

Actions21

Overview

This node interacts with the Financial Cents API to create a new project based on an existing template. It allows users to specify a template, associate it with a client, set a project title, assign agents by their user IDs, designate a reviewer, and define roles for agents within the project.

Common scenarios where this node is beneficial include automating project creation workflows in accounting or financial management systems where standardized templates are used repeatedly. For example, when onboarding a new client, you can quickly create a project from a predefined template, assign team members, and set roles without manual intervention.

Practical example:

  • Automatically create a tax preparation project for a client using a "Tax Season" template.
  • Assign specific accountants (agents) and reviewers to the project.
  • Define roles such as "Lead Accountant" or "Reviewer" for each assigned agent.

Properties

Name Meaning
Debug: Include Raw Response If enabled, the raw JSON response from the API will be included in each output item under __raw.
Template ID The identifier of the template to use for creating the project.
Client Select the client to associate the new project with.
Title The title/name of the new project being created.
Agents (User IDs) Comma-separated list of user IDs to assign as agents to the project.
Reviewer ID User ID of the reviewer assigned to the project.
Roles A collection of role assignments, each specifying an Agent ID and a Role ID to define roles within the project.

Output

The output is an array containing one item per execution input. Each item’s json field contains the newly created project's data returned by the Financial Cents API. This includes all standard project properties as defined by the API.

If the "Debug: Include Raw Response" option is enabled, the raw full API response JSON is also included under the __raw property in each output item.

No binary data is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Financial Cents API.
  • The node uses HTTP requests to the Financial Cents API endpoints.
  • The API base URL defaults to https://app.financial-cents.com/api/v1 but can be overridden in credentials.
  • The node depends on n8n's HTTP request helper with authentication support.

Troubleshooting

  • Missing Template ID: Ensure that the Template ID is provided; otherwise, the API call to create a project will fail.
  • Invalid Client ID: The selected client must exist and be accessible via the API; invalid client IDs will cause errors.
  • Agent or Reviewer IDs: These should be valid user IDs recognized by the system; incorrect IDs may result in API errors or ignored assignments.
  • Roles Collection Format: Roles must be specified correctly with both Agent ID and Role ID; incomplete entries might cause unexpected behavior.
  • API Authentication Errors: Verify that the API key credential is correctly configured and has sufficient permissions.
  • Rate Limits or Network Issues: API calls may fail due to rate limiting or connectivity problems; retry logic or error handling may be necessary.

Common error messages typically relate to missing required parameters or authentication failures. To resolve, double-check all required inputs and ensure the API key is valid.

Links and References

Discussion