Integration
Connect Finmo to Amplitude
When Application Submitted by Borrower fires in Finmo, your agent runs Send event in Amplitude. 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 Finmo and Amplitude 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 Finmo can start in Amplitude
When Application Submitted by Borrower in Finmo
then Send event in Amplitude
When Deal Submitted in Finmo
then Batch upload events in Amplitude
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 Finmo and Amplitude
Triggers and actions 6 triggers · 25 actions
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.
Action
Batch upload eventsSends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.
Action
Export event dataExports every event Amplitude recorded in a time window, as a zip archive of event data.
Action
Get cohortReturns one behavioral cohort's details, including its name, size and when it was last recalculated.
Action
Get event segmentationCounts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.
Action
Get funnel analysisRuns a funnel over a series of events and returns how many users reached each step and how many dropped off.
Action
Get retention analysisShows how many users came back and did something again after a starting event, over a date range.
Action
Get user propertiesLooks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.
Action
Group identifySets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.
Action
Identify userSets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.
Action
List cohortsLists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.
Action
Send eventRecords a single event in Amplitude for a user, with optional event and user properties.
Action
Upload cohortCreates a cohort in Amplitude from a list of users you supply.
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
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Questions
Finmo and Amplitude, answered
What can start an automation from Finmo?
Any of Finmo's 6 triggers in the catalog, including Application Submitted by Borrower, Deal Submitted, Updated Borrower Email and Updated Deal Status. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Amplitude when something happens in Finmo?
Any of Amplitude's 12 actions, including Send event, Upload cohort, Batch upload events and Export event data. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Amplitude to Finmo?
Amplitude has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Amplitude's API documentation and adds it.
Do I have to build a connector for Finmo or Amplitude?
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 Finmo and Amplitude 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.