Integration
Connect Finmo to FareHarbor
When Application Submitted by Borrower fires in Finmo, your agent runs Update Customer Custom Field Value in FareHarbor. 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 FareHarbor 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 FareHarbor
When Application Submitted by Borrower in Finmo
then Update Customer Custom Field Value in FareHarbor
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 FareHarbor
Triggers and actions 6 triggers · 38 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 Booking
Adds a new booking on a FareHarbor availability for a party of customers.
- Cancel Booking
Cancels a FareHarbor booking by UUID and returns the cancelled booking.
- Check In Booking
Sets the check-in status of a FareHarbor booking, for the whole party or one customer.
- Check In by QR Code
Checks in a FareHarbor booking, or one customer on it, using the QR code from their ticket.
- Get Availability
Fetches one availability (scheduled time slot) by ID, with its ticket options, prices and custom fields. An error occurs if it is not found.
- Get Booking
Fetches a FareHarbor booking by UUID, with its contact, customers, status and price. An error occurs if the booking is not found.
- Get Company
Fetches one FareHarbor company's details, including contact information and location. An error occurs if the company is not found.
- Get Item
Fetches one item (tour or activity) of a FareHarbor company by ID. An error occurs if the item is not found.
- List Agents
Returns the booking agents of a FareHarbor affiliate company.
- List Availabilities by Date
Returns the availabilities (scheduled time slots) of one item on a single date.
- List Availability Bookings
Returns the bookings made on one availability.
- List Availability Lodgings
Returns the lodgings available for one availability, including whether pickup is offered from each.
- List Bookings by Create Date
Returns the bookings a FareHarbor company received on a given date.
- List Checkin Statuses
Returns the check-in statuses a FareHarbor company uses, such as checked in or no show.
- List Companies
Returns every FareHarbor company you have permission to book for, with each company's name, shortname and currency.
- List Crew Members
Returns the crew members assigned to one availability.
- List Desks
Returns the booking desks of a FareHarbor affiliate company.
- List Items
Returns the bookable items (tours and activities) a FareHarbor company offers.
- List Lodgings
Returns the lodgings (hotels and pickup locations) a FareHarbor company has set up.
- List Roles
Returns the crew roles a FareHarbor company has defined, such as captain or guide.
- List Users
Returns the staff users of a FareHarbor company.
- Resend Confirmation Email
Resends the booking confirmation emails for a customer's bookings with activities in a date range.
- Update Booking Note
Replaces the note on an existing FareHarbor booking.
- Update Crew Member
Updates the role or note of a crew member assigned to a FareHarbor availability.
- Update Customer Custom Field Value
Updates one customer's answer to a custom field on a FareHarbor booking.
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 FareHarbor, 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 FareHarbor when something happens in Finmo?
Any of FareHarbor's 25 actions, including Update Booking Note, Update Crew Member, Update Customer Custom Field Value and Add Booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FareHarbor to Finmo?
FareHarbor has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads FareHarbor's API documentation and adds it.
Do I have to build a connector for Finmo or FareHarbor?
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 FareHarbor 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.