Integration
Connect CallHub and Finmo
When New Contact fires in CallHub, your agent runs Add application note in Finmo, or Updated Deal Status in Finmo to Add Contacts to Phonebook in CallHub. 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 CallHub 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 CallHub and Finmo can do together
From CallHub to Finmo
When New Contact in CallHub
then Add application note in Finmo
From Finmo to CallHub
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 CallHub and Finmo
Triggers and actions 5 triggers · 43 actions
- New Contact
Triggers when a new contact is added to your CallHub account.
- New Phonebook
Triggers when a new phonebook is created in your CallHub account.
- Add Contacts to Phonebook
Adds existing contacts to a phonebook.
- Add Number to DNC List
Adds a phone number to a Do Not Contact list so campaigns skip it.
- Add Tag to Contact
Adds a tag to a contact.
- Create DNC List
Creates a Do Not Contact list.
- Create New Agent
Invites a new agent to make calls in call center campaigns.
- Create or Update Contact
Creates a contact in CallHub with a phone number and optional name, email and address details.
- Create Phonebook
Creates a phonebook to hold contacts for campaigns.
- Create Tag
Creates a tag in CallHub that you can apply to contacts.
- Create Team
Creates a team that agents can be grouped into.
- Delete Agent
Deletes an agent.
- Delete Contact
Deletes a contact from CallHub.
- Delete Phonebook
Deletes a phonebook.
- List Agents
Returns a page of agents in your account.
- List Contacts
Returns a page of contacts in your CallHub account.
- List Custom Fields
Returns the custom contact fields in your account.
- List DNC Lists
Returns a page of Do Not Contact lists.
- List Phonebook Contacts
Returns a page of the contacts in a phonebook.
- List Phonebooks
Returns a page of phonebooks in your CallHub account.
- List Teams
Returns the agent teams in your account.
- Remove Contacts from Phonebook
Removes contacts from a phonebook without deleting them.
- Update Call Center Campaign Status
Starts, pauses or ends a call center campaign.
- Update Phonebook
Renames a phonebook or changes its description.
- Update SMS Campaign Status
Starts, pauses or ends an SMS broadcast campaign.
- Update Voice Broadcast Status
Starts, pauses or ends a voice broadcast campaign.
- Application Started
Triggers when a new application appears in your Finmo team.
- Updated Deal Status
Triggers when an application's status changes.
- Updated Document Request Status
Triggers when a document request on an application is added or marked received.
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add application note
Adds a note to an application.
- Add client
Creates a new client in your Finmo team.
- Add client asset
Adds an asset (property, vehicle, savings, etc.) to a client.
- Add client income
Adds an income source to a client.
- Add client liability
Adds a liability (loan, credit card, etc.) to a client.
- Add document
Uploads a file to an application as a document.
- Add document request
Requests an outstanding document on an application.
- Delete client
Permanently deletes a client.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get application
Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
- Get client
Returns the details of one client, including contact details, assets, liabilities and incomes.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List application notes
Returns all notes users have added to an application.
- List applications
Returns a page of all applications in your Finmo team.
- List application statuses
Returns all application statuses configured for your Finmo team.
- List tasks
Returns all tasks on an application.
- 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's personal details. Fields left blank are unchanged.
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
CallHub and Finmo, answered
What can start an automation from CallHub?
Any of CallHub's 2 triggers in the catalog, including New Contact and New Phonebook. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in CallHub?
Any of Finmo's 19 actions, including Update application, Update client, Add application and Add application note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finmo to CallHub?
Yes. When something happens in Finmo, your agent can act in CallHub too. This page covers both directions: Finmo's triggers and CallHub's actions are listed here as well.
Do I have to build a connector for CallHub 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 CallHub 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.