Integration
Connect Egnyte and Finmo
When New File in Folder fires in Egnyte, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Add comment in Egnyte. 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 Egnyte 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 Egnyte and Finmo can do together
From Egnyte to Finmo
When New File in Folder in Egnyte
then Add client in Finmo
From Finmo to Egnyte
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 Egnyte and Finmo
Triggers and actions 8 triggers · 29 actions
- List Folders
Triggers when a new subfolder appears inside the Egnyte folder you choose.
- New File in Folder
Triggers when a new file is added to the chosen Egnyte folder.
- Add comment
Adds a comment to a file or folder in Egnyte.
- Add link
Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.
- Add user
Creates a new user in your Egnyte domain.
- Copy file or folder
Copies a file or folder in Egnyte to a destination path, optionally renaming it.
- Create Folder
Creates a new folder at the given path in Egnyte.
- Delete file or folder
Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.
- Delete link
Deletes an Egnyte shared link so it can no longer be used.
- Download File
Downloads the contents of a file stored in Egnyte, optionally a specific earlier version.
- Find files by keyword
Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.
- Get file or folder
Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.
- Get user
Returns the details of one Egnyte user, including name, email, role, status and group memberships.
- List groups
Returns the custom groups in your Egnyte domain, optionally filtered by group name, with each group's members.
- List users
Returns the users in your Egnyte domain, optionally narrowed by a filter on username, email or external id.
- Move file or folder
Moves a file or folder in Egnyte to a new location, optionally renaming it.
- Update user
Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.
- Upload File
Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).
- 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
Egnyte and Finmo, answered
What can start an automation from Egnyte?
Any of Egnyte's 2 triggers in the catalog, including New File in Folder and List Folders. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Egnyte?
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 Egnyte?
Yes. When something happens in Finmo, your agent can act in Egnyte too. This page covers both directions: Finmo's triggers and Egnyte's actions are listed here as well.
Do I have to build a connector for Egnyte 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 Egnyte 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.