Integration
Connect Finmo to Everfit
When Application Submitted by Borrower fires in Finmo, your agent runs Assign Client to Group in Everfit. 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 Everfit 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 Everfit
When Application Submitted by Borrower in Finmo
then Assign Client to Group in Everfit
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 Everfit
Triggers and actions 6 triggers · 39 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.
- Assign Client to Group
Adds a client to a client group.
- Assign Client to Studio Program
Gives a client access to a studio program, which they can start any time.
- Assign Client to Workout Collection
Gives a client access to an on-demand workout collection.
- Get Assigned Client List of Resource Collection
Returns the clients assigned to a resource collection.
- Get Assigned Program of Client
Returns the programs assigned to a client, including each program instance ID needed to unassign it.
- Get Assigned Studio Program List of Client
Returns the studio programs assigned to a client, one page at a time.
- Get Assigned Workout Collection List of Client
Returns the on-demand workout collections assigned to a client, one page at a time.
- Get Autoflow List
Returns the autoflows in your Everfit library, with their type, length and client counts.
- Get Client's Detailed Information
Returns a client's details: name, email, archived status and trainer name.
- Get Client's ID
Returns the ID of the client with the given email address.
- Get Client's Last Activity
Returns the date and time of a client's last activity in Everfit.
- Get Coach ID by Email
Returns the ID of the coach in your workspace with the given email address.
- Get Forum List
Returns the community forums in your Everfit workspace.
- Get Group List
Returns the client groups in your Everfit workspace, with each group's ID and name.
- Get Participant List of Forum
Returns the members of a community forum.
- Get Program List
Returns the programs in your Everfit library.
- Get Resource Collection List
Returns the resource collections in your Everfit workspace, one page at a time.
- Get Studio Program List
Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.
- Get Workout Collection List
Returns the on-demand workout collections in your Everfit workspace, one page at a time.
- Register Client by Public Invite Link
Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client.
- Search Client by Email
Finds every client matching an email address and returns each one's ID and name.
- Unarchive Client
Reactivates an archived client so they can resume training.
- Unassign Client From Group
Removes a client from a client group.
- Unassign Client From Program
Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.
- Unassign Client From Studio Program
Removes a client's access to a studio program.
- Unassign Client From Workout Collection
Removes a client's access to an on-demand workout collection.
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 Everfit, 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 Everfit when something happens in Finmo?
Any of Everfit's 26 actions, including Assign Client to Group, Assign Client to Studio Program, Assign Client to Workout Collection and Get Assigned Client List of Resource Collection. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Everfit to Finmo?
Everfit has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Everfit's API documentation and adds it.
Do I have to build a connector for Finmo or Everfit?
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 Everfit 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.