Integration
Connect Finmo and Hubflo
When Application Submitted by Borrower fires in Finmo, your agent runs Add Comment to a Task in Hubflo, or Company Updated in Hubflo 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 Hubflo 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 Hubflo can do together
From Finmo to Hubflo
When Application Submitted by Borrower in Finmo
then Add Comment to a Task in Hubflo
From Hubflo 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 Hubflo
Triggers and actions 21 triggers · 61 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.
- Client Invited to Portal
Triggers when a new invitation to the portal is created.
- Company Updated
Triggers when a company is updated.
- Message Sent
Triggers when a message is sent in a chatroom
- New Chatroom
Triggers when a new chatroom is created.
- New Comment on a Task
Triggers when a new comment is created on a task.
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New File Uploaded
Triggers when a new file is uploaded.
- New Folder
Triggers when a new folder is created.
- New Form
Triggers when a new form is created.
- New Project
Triggers when a new project is created.
- New Proposal
Triggers when a new proposal is created.
- New Task
Triggers when a new task is created.
- New Time Log
Triggers when a new time log is created.
- New Workspace
Triggers when a new workspace is created.
- Add a Participant to the Chatroom
Add a participant to the Chatroom.
- Add Comment to a Task
Adds a Comment to a Task.
- Add Embed to Workspace
Adds embed to workspace
- Add Link to Workspace
Adds link to workspace
- Add Project Section
Add a section with tasks to a project
- Create a File for a Task
Create a File for a Task.
- Create Company
Creates a Company
- Create Contact
Creates a Contact
- Create New Time Entry
Creates a New Time Entry
- Create Note
Creates a Note
- Create Project
Create a Project
- Create Proposal
Creates a proposal
- Create Task
Creates a Task
- Create Workspace
Creates a Workspace
- Create Workspace Folder
Add a new folder to a workspace.
- Create Workspace Note
Creates a Note in a Workspace
- Delete Workspace
Deletes a workspace - Irreversible
- Edit Time Entry
Edits a Particular Time Entry
- Find a Company
Retrieves a Company.
- Find a Form
Finds a Desired Form
- Find an Form Assignment
Finds an Assignment of a Form.
- Find Chatroom
Find chatroom from contacts.
- Find Contact
Finds a Contact by Email
- Find Content Items
Finds Content Items in a Organization.
- Find Project
Returns the projects matching a name, owner, client contact or workspace.
- Find Sections of a Project
Finds Sections of a Projects.
- Find the Form Assignments
Finds Assignments of a Form.
- Find the Tasks
FindsTasks or Subtasks.
- Find Workspace
Returns the workspaces matching a title, a workspace id or a project.
- Find Workspace Folder
Finds a Folder by Title in a Workspace
- Get Companies
Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
- Get Contacts
Get all your contacts
- Invite Contact to Workspace
Invite contact to a workspace
- List Task Comments
Lists all Comments of a Task.
- Retrieve a Comment of Task
Retrieves a Comment of Task.
- Retrieve a Task
Retrieves a Particular Task.
- Retrieve Chatroom Participants
Retrieve chatroom participants
- Retrieve Members
Retrieve members of an organization
- Retrieve Messages of a Chatroom
Retrieves messages from a given Chatroom.
- Send Form to a Client
Sends form to a client.
- Send Message in a Chatroom
Sends a Message in a Chatroom.
- Update Company
Updates a Company
- Update Contact
Updates a Contact
- Update Embed in Workspace
Updates embed in workspace
- Update Project
Updates a Project
- Update Task
Updates a Task
- Update Workspace
Updates a workspace.
- Update Workspace Folder
Updates a Workspace folder.
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 Hubflo, 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 Hubflo when something happens in Finmo?
Any of Hubflo's 48 actions, including Create a File for a Task, Create Company, Create Contact and Create New Time Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Hubflo to Finmo?
Yes. When something happens in Hubflo, your agent can act in Finmo too. This page covers both directions: Hubflo's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Hubflo?
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 Hubflo 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.