Integration
Connect AI Law Tracker and Finmo
When New enforcement matter fires in AI Law Tracker, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Assess company in AI Law Tracker. 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 AI Law Tracker 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 AI Law Tracker and Finmo can do together
From AI Law Tracker to Finmo
When New enforcement matter in AI Law Tracker
then Add client in Finmo
When New enforcement matter in AI Law Tracker
then Add client income in Finmo
From Finmo to AI Law Tracker
When Application Submitted by Borrower in Finmo
then Assess company in AI Law Tracker
When Deal Submitted in Finmo
then Generate compliance report in AI Law Tracker
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 AI Law Tracker and Finmo
Triggers and actions 7 triggers ยท 29 actions
Trigger
New enforcement matterAction
Assess companysubmit a company profile, get back applicable obligations + a 1-10 risk score.
Action
Find lawsfull-text search over law records by title/summary.
Action
Generate compliance reporton-demand AI compliance report (PDF or signed link).
Action
Get billone landmark bill with sources, citations, cross-links.
Action
Get lawget one legal record by uuid.
Action
Get law citationscitation projection for one law record.
Action
Get law sourcestiered primary/secondary source URLs backing one law record.
Action
Get sectorone sector's overview + derived obligations & penalties.
Action
List billscurated landmark-bill index.
Action
List deadlinesupcoming AI-law effective/compliance dates (JSON or iCal).
Action
List jurisdictionscovered jurisdictions with record counts.
Action
List lawslist legal records with filter/sort/pagination.
Action
List newsAI-law news headlines (filter, keyword, date range; newest-first).
Action
List obligationsderived AI-law obligations for a jurisdiction/sector/use.
Action
List penaltiespenalty & enforcement dataset for applicable laws.
Action
List sectorssector index (valid slugs for obligations/penalties/assess).
Trigger
Application StartedTriggers when a new mortgage application is started in Finmo.
Trigger
Application Submitted by BorrowerTriggers when a borrower submits (or resubmits) a mortgage application in Finmo.
Trigger
Deal SubmittedTriggers when a deal (application) in Finmo reaches the Submitted status.
Trigger
Updated Borrower EmailTriggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
Trigger
Updated Deal StatusTriggers when an application (deal) changes to a new status.
Trigger
Updated Document Request StatusTriggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add clientAdds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
Action
Add client incomeAdds an income (employment, pension, support or other) to a borrower on a Finmo application.
Action
Add client liabilityCreates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
Action
Add documentCreates a document upload on a Finmo application and returns a signed link for uploading the file.
Action
Add document requestCreates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
Action
Delete clientRemoves a client (borrower) from a Finmo application.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get clientReturns a client (borrower) on a Finmo application, including their contact details and profile.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List applicationsReturns application overviews for a brokerage, team or broker, optionally searched by borrower name.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates 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
More from AI Law Tracker
AI Law Tracker to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AI Law Tracker to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AI Law Tracker to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AI Law Tracker to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
AI Law Tracker to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
AI Law Tracker to MailchimpMailchimp marketing automation and email platform.
More into Finmo
ActiveCampaign to FinmoActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FinmoOrganize anything with Airtable, a modern database created for everyone.
Asana to FinmoAsana is a collaborative information manager for workspace.
ClickUp to FinmoClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FinmoDiscord is an all-in-one voice and text chat for gamers.
Brevo to FinmoBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
AI Law Tracker and Finmo, answered
What can start an automation from AI Law Tracker?
Any of AI Law Tracker's 1 trigger in the catalog, including New enforcement matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in AI Law Tracker?
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 AI Law Tracker?
Yes. When something happens in Finmo, your agent can act in AI Law Tracker too. This page covers both directions: Finmo's triggers and AI Law Tracker's actions are listed here as well.
Do I have to build a connector for AI Law Tracker 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 AI Law Tracker 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.