Integration
Connect Finmo to Direct Mail Manager
When Application Submitted by Borrower fires in Finmo, your agent runs Add address in Direct Mail Manager. 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 Direct Mail Manager 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 Direct Mail Manager
When Application Submitted by Borrower in Finmo
then Add address in Direct Mail Manager
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 Direct Mail Manager
Triggers and actions 6 triggers · 25 actions
- 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.
- Add address
Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result.
- Add address to mailing list
Adds an existing address to a mailing list. An address can belong to any number of mailing lists.
- Add mailing list
Creates a new mailing list in Direct Mail Manager and returns its ID.
- Delete address
Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted.
- Delete mailing list
Permanently deletes a mailing list. Addresses that were on the list are kept.
- Get address
Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values.
- Get mailing list
Returns a single mailing list by its ID, including its name, address count and mailable count.
- List addresses
Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term.
- List mailing lists
Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date.
- Suppress address
Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address.
- Update address
Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values.
- Update mailing list
Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list.
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 Direct Mail Manager, 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 Direct Mail Manager when something happens in Finmo?
Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Direct Mail Manager to Finmo?
Direct Mail Manager has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it.
Do I have to build a connector for Finmo or Direct Mail Manager?
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 Direct Mail Manager 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.