Integration
Connect Chatter and Finmo
When New Group fires in Chatter, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Create Post in Chatter. 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 Chatter 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 Chatter and Finmo can do together
From Chatter to Finmo
When New Group in Chatter
then Add client in Finmo
From Finmo to Chatter
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 Chatter and Finmo
Triggers and actions 8 triggers · 32 actions
- New Group
Triggers when a new Chatter group is created in the org.
- New Post
Triggers when a new post appears in the authenticated user's news feed.
- Add group
Creates a new Chatter group with a name, visibility and optional description and settings.
- Add Member to Group
Add a user as a member of a Chatter group.
- Create Post
Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user).
- Create Post in Group
Create a new Chatter feed post in the specified group.
- Delete comment
Deletes a comment from a Chatter post.
- Delete group
Deletes a Chatter group.
- Delete post
Deletes a Chatter post (feed element).
- Find users by name
Returns the Chatter users whose names match the search text.
- Get group
Returns the details of a Chatter group, including its name, description, visibility, owner and member count.
- Get My User Info
Get profile information for the authenticated Chatter user.
- Get user
Returns a Chatter user's profile details, such as name, title, company, photo and follower counts.
- Like Feed Element
Like a Chatter feed element (post).
- List group members
Returns the members of a Chatter group, with each member's role and user details.
- List Groups
List the Chatter groups in the org.
- Post Comment
Add a comment to an existing Chatter feed element (post).
- Remove member from group
Removes a member from a Chatter group by deleting their group membership.
- Search Feed
Search Chatter feed elements matching a text query.
- Update group
Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed.
- Update post
Edits the text of an existing Chatter post.
- 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
Chatter and Finmo, answered
What can start an automation from Chatter?
Any of Chatter's 2 triggers in the catalog, including New Group and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Chatter?
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 Chatter?
Yes. When something happens in Finmo, your agent can act in Chatter too. This page covers both directions: Finmo's triggers and Chatter's actions are listed here as well.
Do I have to build a connector for Chatter 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 Chatter 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.