Integration
Connect Castmagic and Finmo
When New Recording fires in Castmagic, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Import Recording File in Castmagic. 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 Castmagic 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)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 Castmagic and Finmo can do together
From Castmagic to Finmo
When New Recording in Castmagic
then Add client in Finmo
From Finmo to Castmagic
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 Castmagic and Finmo
Triggers and actions 7 triggers · 34 actions
- New Recording
Triggers when a new recording appears in Castmagic, optionally in one space.
- Assign Speaker Label
Maps a transcript speaker label on a recording to a speaker in its space.
- Generate Output
Runs a saved custom prompt or one-off prompt text against a recording's completed transcript; poll the result with Get Output.
- Get Chat Answer
Returns the status of a recordings question and its answer once completed.
- Get Import
Returns the status of a URL import and the recording id once the recording exists.
- Get Output
Returns one generated output with its status and text.
- Get Recording
Returns one recording with its title, space, transcript status and duration.
- Get Recording Transcript
Returns a recording's completed transcript as speaker utterances, optionally translated.
- Get Render
Returns a render's progress and, when completed, a signed URL for the finished clip.
- Get Transcript
Returns a URL transcript's status and, once completed, its speaker utterances and duration in minutes.
- Get Usage
Returns your plan status, API tier, usage and storage for the current period.
- Import Recording File
Imports a recording from a URL (YouTube, TikTok, Spotify, Google Drive or a direct media link) into a space; transcription and content generation then run automatically.
- List Clip Suggestions
Returns AI-scored highlight clips for a recording, optionally queueing generation when there are none.
- List Prompts
Returns a space's prompt library, both built-in and custom prompts.
- List Recording Outputs
Returns the AI-generated content for a recording, optionally only one output type.
- List Recordings
Returns recordings newest first, optionally restricted to one space or matched by title, with a cursor for the next page.
- List Recording Speaker Labels
Returns a recording's transcript speaker labels and the space speaker each is assigned to.
- List Spaces
Returns the spaces your API key can access, with each space's id, name and language.
- List Speakers
Returns the speakers in a space.
- Search Content
Searches your transcripts, recordings and generated content and returns matching snippets with recording ids.
- Unassign Speaker Label
Removes a transcript speaker label's assignment on a recording.
- Update Speaker
Updates a speaker's name, email, bio, pronouns, emoji or role.
- 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
Castmagic and Finmo, answered
What can start an automation from Castmagic?
Any of Castmagic's 1 trigger in the catalog, including New Recording. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Castmagic?
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 Castmagic?
Yes. When something happens in Finmo, your agent can act in Castmagic too. This page covers both directions: Finmo's triggers and Castmagic's actions are listed here as well.
Do I have to build a connector for Castmagic 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 Castmagic 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.