Integration
Connect Cursion and Finmo
When New Flow fires in Cursion, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Create Page in Cursion. 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 Cursion 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 Cursion and Finmo can do together
From Cursion to Finmo
When New Flow in Cursion
then Add client in Finmo
When New Page in Cursion
then Add client income in Finmo
From Finmo to Cursion
When Application Submitted by Borrower in Finmo
then Create Page in Cursion
When Deal Submitted in Finmo
then Add case in Cursion
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 Cursion and Finmo
Triggers and actions 11 triggers · 30 actions
Trigger
New FlowTriggers when a new Flow is created in your Cursion account.
Trigger
New PageTriggers when a new page is added to a Cursion site.
Trigger
New ScanTriggers when a new Scan is created for the selected Cursion page.
Trigger
New SiteTriggers when a new site is added to your Cursion account.
Trigger
New TestTriggers when a new Test (a comparison of two scans) is created for a page.
Action
Add caseGenerates a new test case for a site from a plain-language prompt and returns the process tracking its creation.
Action
Add flowCreates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.
Action
Create CaseRunRuns a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.
Action
Create FlowRunRuns a Flow against a Site and returns the new FlowRun, which completes asynchronously.
Action
Create PageCreates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.
Action
Create ScanStarts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.
Action
Create SiteCreates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.
Action
Delete siteDeletes a site and, with it, all of the site's scans, tests, schedules and alerts.
Action
Get FlowRunReturns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.
Action
Get scanReturns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.
Action
Get siteReturns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.
Action
Get testReturns a single Test, the comparison of two scans of a page, with its scores, status and deltas.
Action
List flowsReturns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).
Action
List pagesReturns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.
Action
List scansReturns the scans captured for a Cursion page, ordered by creation time.
Action
List sitesReturns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.
Action
List testsReturns the Tests run against a Cursion Page, ordered by creation time.
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 Cursion
Cursion to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Cursion to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Cursion to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Cursion to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Cursion to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Cursion to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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
Cursion and Finmo, answered
What can start an automation from Cursion?
Any of Cursion's 5 triggers in the catalog, including New Flow, New Page, New Scan and New Site. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Cursion?
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 Cursion?
Yes. When something happens in Finmo, your agent can act in Cursion too. This page covers both directions: Finmo's triggers and Cursion's actions are listed here as well.
Do I have to build a connector for Cursion 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 Cursion 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.