Integration
Connect Finmo and G2 Crowd
When Application Submitted by Borrower fires in Finmo, your agent runs Get Current User in G2 Crowd, or New Review in G2 Crowd to Add client in Finmo. 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 G2 Crowd 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 and G2 Crowd can do together
From Finmo to G2 Crowd
When Application Submitted by Borrower in Finmo
then Get Current User in G2 Crowd
From G2 Crowd to Finmo
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 G2 Crowd
Triggers and actions 8 triggers · 30 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.
- New Review
Triggers when a new review is published for one of your G2 products.
- New Visit Event
Triggers when G2 records new buyer-intent activity (a company researching your product, by day).
- Add Product
Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
- Add Product mapping
Creates a mapping between your own product identifier and a G2 product.
- Find Products
Searches G2 product listings whose name contains the given text.
- Get Category
Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
- Get Current User
Returns the G2 user that owns the API token, with their ID and email.
- Get Product
Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
- Get Product ratings
Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
- Get Question
Returns a single G2 review question by its ID, including its title, text, type and whether it is required.
- List Buyer intent
Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
- List Categories
Returns G2 software categories.
- List Competitors
Returns the products G2 lists as competitors of a given product.
- List Discussions
Returns the discussions (community questions) posted about a G2 product, up to 250 per call.
- List Medals
Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
- List Product Features
Returns the features of a G2 product, with ratings, review counts and categories.
- List Product mappings
Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
- List Product Reviews
Returns reviews written about one of your G2 products.
- List Questions
Returns the list of G2 review questions, optionally filtered by created or updated date.
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
Reviews
What our customers say
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Questions
Finmo and G2 Crowd, 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 G2 Crowd when something happens in Finmo?
Any of G2 Crowd's 17 actions, including Add Product, Add Product mapping, Find Products and Get Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from G2 Crowd to Finmo?
Yes. When something happens in G2 Crowd, your agent can act in Finmo too. This page covers both directions: G2 Crowd's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or G2 Crowd?
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 G2 Crowd 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.