n8n-nodes-tools-fc

Financial Cents community node (private/public) for n8n.

Features

Clients

• List — supports page, per_page, order_by (name|created_at), order_dir (asc|desc), optional search (search[field|operation|value]), Return All, Limit.
• Get — fetch a single client.
• Create — required: display_name; optional: contact_name, contact_email, contact_address, contact_notes.
• Update — ⚠️ The API requires display_name on PUT.
  • If Display Name is left blank, the node auto-loads the client and reuses the current name.
  • You can update just a single field (e.g., contact_notes) without typing the name.
• Delete — remove a client.

Contacts

• List contacts for a selected client (pagination + Return All/Limit).
• Create contact (name required; email/address/notes optional).
• Update a specific contact (choose Client & Contact).
• Delete a specific contact — uses DELETE /contacts/{contact_id} and validates a contact is selected.

Projects

• List projects (pagination + Return All/Limit).
• Path toggle — choose between /work (default) and /projects depending on your API’s project path.

Project Resources

• List resources assigned to a project (pagination + Return All/Limit).
• Create — assign a resource (user) to a project (requires Project and User ID).
• Delete — remove a resource (user) from a project (requires Project and User ID).
• Path toggle — /work/{id}/resources (default) or /projects/{id}/resources.

Client Resources

• List resources saved on a client (supports search label, order_by, order_dir).
• Create — add a resource entry with Label and URL to a client.
• Delete — delete a specific client resource by ID.

Client Notes

• List client notes with a limit parameter.

Templates

• List templates (page, order_by, order_dir, optional search title).
• Get template details.
• Create Project From Template — create a project via template with:
  • client_id, title
  • agents[] (comma-separated user IDs)
  • reviewer_id
  • roles[n][agent_id|role_id]

Project Roles

• List available project roles.

Credentials

• Base URL: defaults to https://app.financial-cents.com/api/v1 (override in credentials if needed).
• API Key: Financial Cents Personal Access Token (Bearer).

Install (Community Nodes)

1. In n8n: Settings → Community Nodes → Install
2. Package name: n8n-nodes-tools-fc
3. Restart n8n.
4. Create Financial Cents API credentials (paste token).

Usage Tips

• For big lists, use Return All + Limit to cap results during testing.
• The Client, Contact, and Project dropdowns are paginated; they cap at ~1000 entries for UI responsiveness.
• Projects/Project Resources: if your API uses /projects instead of /work, toggle “Use /projects path (not /work)” in the node.
• Errors bubble up the upstream HTTP code and message (e.g., 401, 405, 422). For 422 on client update, ensure display_name is present or leave it blank so the node fills it.

Roadmap

• Users, Tasks
• Time Activities with filters (date range, user, client, billable)
• Built-in reports (Employee Hours, Utilization %)