Integration
Connect Fellow and Finmo
When New recording fires in Fellow, your agent runs Add client in Finmo, or Application Submitted by Borrower in Finmo to Complete Action Item in Fellow. 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 Fellow 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 Fellow and Finmo can do together
From Fellow to Finmo
When New recording in Fellow
then Add client in Finmo
From Finmo to Fellow
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 Fellow and Finmo
Triggers and actions 7 triggers · 24 actions
- New recording
Triggers when a new meeting recording is created in Fellow.
- Add Talking Point
Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.
- Archive action item
Archives a Fellow action item by marking it as won't do, and returns the updated action item.
- Complete Action Item
Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.
- Delete note
Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.
- Delete recording
Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.
- Get action item
Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.
- Get AI Note
Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.
- Get recording
Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.
- List action items
Returns the Fellow action items you have access to, optionally narrowed by who they are assigned to, completion, archive status, AI detection, and created or updated dates.
- List notes
Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.
- List recordings
Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.
- 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
Fellow and Finmo, answered
What can start an automation from Fellow?
Any of Fellow'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 Fellow?
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 Fellow?
Yes. When something happens in Finmo, your agent can act in Fellow too. This page covers both directions: Finmo's triggers and Fellow's actions are listed here as well.
Do I have to build a connector for Fellow 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 Fellow 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.