Integration
Connect Finmo and Groove
When Application Submitted by Borrower fires in Finmo, your agent runs Add label to ticket in Groove, or Customer Added in Groove 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 Groove 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 Groove can do together
From Finmo to Groove
When Application Submitted by Borrower in Finmo
then Add label to ticket in Groove
From Groove 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 Groove
Triggers and actions 15 triggers · 28 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.
- Agent Replied
Triggers when an agent replies to a ticket.
- Customer Added
Triggers when a customer is created.
- Customer Replied
Triggers when a customer replies to a ticket.
- Note Added
Triggers when a note is added to a ticket.
- Ticket Assigned
Triggers when a ticket is assigned.
- Ticket Closed
Triggers when a ticket is closed.
- Ticket Opened
Triggers when a ticket is opened.
- Ticket Started
Triggers when a new ticket is created.
- Ticket Tagged
Triggers when a ticket is tagged.
- Add label to ticket
Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket.
- Add message
Adds a new message (reply or private note) to an existing Groove ticket.
- Add Note
Adds a private note to a Groove ticket, visible only to agents.
- Change Assigned Agent
Assigns a Groove ticket to a different agent, identified by the agent's email address.
- Change Ticket Mailbox
Moves a ticket into a different mailbox.
- Change Ticket State
Changes the state of a Groove ticket (unread, opened, pending, closed or spam).
- Close Ticket
Closes a Groove ticket by setting its state to closed.
- Create New Ticket
Creates a new ticket in Groove from a customer or agent, with its first message.
- Get customer
Returns one Groove customer, looked up by email address, including their contact details and custom attributes.
- Get ticket
Returns a single Groove ticket by its ticket number.
- List agents
Returns the agents on your Groove account, optionally limited to one group.
- List mailboxes
Returns all mailboxes in the Groove account, with each mailbox's name and email address.
- List messages
Returns the messages and notes on a Groove ticket.
- Reopen Ticket
Reopens a Groove ticket by setting its state to opened.
- Update customer
Updates a customer's profile details, such as name, company, title and contact info, identified by their email address.
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
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Groove
Google Drive to GrooveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to GrooveActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GrooveOrganize anything with Airtable, a modern database created for everyone.
Questions
Finmo and Groove, 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 Groove when something happens in Finmo?
Any of Groove's 15 actions, including Create New Ticket, Update customer, Add label to ticket and Add message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Groove to Finmo?
Yes. When something happens in Groove, your agent can act in Finmo too. This page covers both directions: Groove's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Groove?
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 Groove 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.