Ask which client tasks are overdue, and how many hours went into a client.
Connect Financial Cents with a personal access token and Memtro reads clients and contacts, projects with due and extension dates, tasks with assignee and due date, time activities, invoices and client notes. Billing rates are not returned. The hourly sync writes tasks into memory. When you ask, and once an administrator has granted the action by name, it can create and edit clients, contacts, notes and links, complete tasks and start projects from templates. It can also send a project's client-task request, which emails the client and cannot be recalled. Deleting a task, contact or client is permanent.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Financial Cents tool, reads what it needs, and answers with the source cited.
These tools change something in Financial Cents. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Once Financial Cents is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Financial Cents + MemtroWhich client tasks are overdue, and who are they assigned to?
How many hours went into Brightwave Ltd last month?
Which Northwind invoices are still open?
Start the month-end close project for BigCo from our template, due on the 10th
Send Acme the document request for their year-end project
On Monday the practice lead asks which client tasks are overdue. Memtro reads the open tasks, soonest due first, and lists six with their assignee and project, including two on the Northwind month-end close that Priya Nair has had since the 3rd.
Dan Fletcher asks Memtro to set up the Brightwave Ltd year-end and ask the client for their bank statements. Memtro starts the project from the firm's year-end template with Priya Nair assigned, then sends its client-task section, and Financial Cents emails the client's contacts the request.
The teams that lean on Financial Cents most, a question each of them asks, and what they connect beside it.
A record in Financial Cents is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Clio Manage
YouTrack
Canny
Float
Productive
Smartsheet
Wrike
Karbon
Scoro
Kanboard
Kimai
Leantime
Acuity Scheduling
Luma
Tito
Fellow
Samsara
ServiceM8
Cliniko
Fleetio
SavvyCal
Chili Piper
Humanitix
Circleback
Aha!
Tempo
Smoobu
Semble
Airmeet
Beds24
Bookeo
Commusoft
Fergus
Fixflo
Housecall Pro
Nookal
Paymo
ProductPlan
SimplyBook.me
TimeCamp
Workiz
Guesty
Buildium
Skilljar
Runn
ClockodoIn Financial Cents open Settings → API Settings, which needs permission from a company owner, and choose Create Token
Copy the token, which is shown once and reads and writes as you in the company you chose. The API is in beta and may change
In Memtro open Connections → Financial Cents, paste the Personal access token and connect. Tokens expire after six months, so then create a new one and paste it here
Ask which client work is overdue
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Financial Cents tools are the same everywhere.
Only when you ask, and only what it has been granted: add a note to a client; create a client; add a contact to a client; rename a client; edit a contact's details; mark a task done, or move it back to to-do; mark a client task complete or not complete; start a project from a template; create a blank project for a client; edit a note on a client; send a project's client-task request to the client now (emails the client); set a client's about field; add a link to a client; add a link to a project; delete a task (permanent); delete a contact (permanent); delete a client (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Financial Cents records into memory as entities.
Personal access token. In Financial Cents open Settings → API Settings, which needs permission from a company owner, and choose Create Token.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
7-day free trial · card on file, nothing charged until it ends · cancel any time