Integration
Connect Adobe Acrobat Sign and Finmo
When Agreement Created fires in Adobe Acrobat Sign, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Create an Agreement From Uploaded Document in Adobe Acrobat Sign. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Adobe Acrobat Sign and Finmo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Adobe Acrobat Sign and Finmo can do together
From Adobe Acrobat Sign to Finmo
When Agreement Created in Adobe Acrobat Sign
then Add client in Finmo
From Finmo to Adobe Acrobat Sign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Adobe Acrobat Sign and Finmo
Triggers and actions 11 triggers · 24 actions
- Agreement Created
Triggers when a new agreement is created in Adobe Acrobat Sign.
- Agreement Event Occurred
Triggers when any event occurs on an Acrobat Sign agreement, such as creation, signing, rejection or expiry.
- Agreement Recalled
Triggers when an Acrobat Sign agreement is recalled (cancelled) by its sender.
- Agreement Reminder Sent
Triggers when Acrobat Sign sends a reminder to a participant of an agreement.
- Agreement State Changed
Triggers when an Acrobat Sign agreement changes state — sent out, signed by everyone, recalled, rejected, expired or deleted.
- Add agreement reminder
Creates a reminder that emails selected participants of an agreement, once or on a repeating schedule until they sign.
- Add web form
Creates a web form (widget) from one or more documents, ready to host for signers or saved as a draft.
- Create an Agreement From a Library Template
Creates an agreement from a template in your Acrobat Sign library and, depending on the chosen state, sends it out for signature or saves it as a draft.
- Create an Agreement From Uploaded Document
Creates an Adobe Acrobat Sign agreement from a previously uploaded document and, depending on the chosen state, sends it out for signature.
- Find the Agreement Status
Returns the current status and details of an Acrobat Sign agreement, looked up by its agreement ID.
- Get library template
Returns the details of a library template, including its name, owner, sharing mode, status and template types.
- List Agreement Reminders
Returns the reminders set on an agreement, optionally filtered by reminder status.
- List library templates
Returns the library templates (reusable documents and form field layers) available to the connected user.
- List users
Returns the users in the Acrobat Sign account, optionally filtered by administrator status.
- Update agreement state
Moves an agreement to a new state, such as cancelling, pausing, restarting or sending it.
- Upload a Document to Get Document ID
Uploads a file to Acrobat Sign and returns a temporary document ID you can use to create an agreement, web form or bulk send within 7 days.
- Application Started
Triggers when a new mortgage application is started in Finmo.
- Application Submitted by Borrower
Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.
- Deal Submitted
Triggers when a deal (application) in Finmo reaches the Submitted status.
- Updated Borrower Email
Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
- Updated Deal Status
Triggers when an application (deal) changes to a new status.
- Updated Document Request Status
Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add client
Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
- Add client income
Adds an income (employment, pension, support or other) to a borrower on a Finmo application.
- Add client liability
Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
- Add document
Creates a document upload on a Finmo application and returns a signed link for uploading the file.
- Add document request
Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
- Delete client
Removes a client (borrower) from a Finmo application.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get client
Returns a client (borrower) on a Finmo application, including their contact details and profile.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List applications
Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client (borrower) on a Finmo application with new contact, personal and portal details.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Adobe Acrobat Sign and Finmo, answered
What can start an automation from Adobe Acrobat Sign?
Any of Adobe Acrobat Sign's 5 triggers in the catalog, including Agreement Created, Agreement State Changed, Agreement Event Occurred and Agreement Recalled. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Adobe Acrobat Sign?
Any of Finmo's 13 actions, including Update application, Update client, Add application and Add client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finmo to Adobe Acrobat Sign?
Yes. When something happens in Finmo, your agent can act in Adobe Acrobat Sign too. This page covers both directions: Finmo's triggers and Adobe Acrobat Sign's actions are listed here as well.
Do I have to build a connector for Adobe Acrobat Sign or Finmo?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Adobe Acrobat Sign and Finmo without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.