Integration
Connect Finmo to Dropbox Sign
When Application Submitted by Borrower fires in Finmo, your agent runs Download signature request files in Dropbox Sign. 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 Dropbox Sign to do together?
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Connect your AI client
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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 Dropbox Sign
When Application Submitted by Borrower in Finmo
then Download signature request files in Dropbox Sign
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 Dropbox Sign
Triggers and actions 6 triggers · 23 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.
- Cancel signature request
Cancels an incomplete signature request so signers can no longer sign it. This cannot be undone.
- Download signature request files
Returns a temporary download link to the PDF of a signature request's current documents, and when the link expires.
- Get signature request
Returns a signature request with its status, signers and their signature statuses, and links to the documents.
- Get template
Returns a template, including its title, message, signer and CC roles, documents and their form fields.
- List signature requests
Returns the signature requests you have sent or received, optionally filtered by a search query or team member.
- List templates
Returns the templates you and your team can access, optionally filtered by a search query or team member.
- Send signature request
Creates a new signature request from one or more documents and sends it to the signers by email. Returns the signature request that was created.
- Send Signature Request From Template
Creates and sends a new signature request based on one or more saved templates, and returns the signature request that was sent.
- Send signature request reminder
Emails a signer a reminder to sign a pending signature request. Returns the updated signature request. Not available for embedded signature requests, and only one reminder can be sent per hour.
- Update signature request
Updates the email address and/or name of a signer on an existing signature request, or changes the request's expiration time. Changing the email issues a new signature ID for that signer.
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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More into Dropbox Sign
Questions
Finmo and Dropbox Sign, 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 Dropbox Sign when something happens in Finmo?
Any of Dropbox Sign's 10 actions, including Send signature request, Send Signature Request From Template, Send signature request reminder and Update signature request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dropbox Sign to Finmo?
Dropbox Sign has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Dropbox Sign's API documentation and adds it.
Do I have to build a connector for Finmo or Dropbox Sign?
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 Dropbox Sign 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.