Integration
Connect Finmo to intelliHR
When Application Submitted by Borrower fires in Finmo, your agent runs Create User in intelliHR. 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 intelliHR 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 intelliHR
When Application Submitted by Borrower in Finmo
then Create User in intelliHR
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 intelliHR
Triggers and actions 6 triggers · 27 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.
- Create Business Unit
Creates a new business unit in intelliHR and returns the created business unit, including its custom field values.
- Create Job
Creates a new job for an existing person in intelliHR, including their position, business unit, location, supervisor and remuneration details.
- Create Training
Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date.
- Create User
Creates a login user for an existing person who does not already have one, and returns the new user.
- Find Job
Finds jobs matching the person, email, employee number, job title, status or other criteria you supply.
- Find Person
Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details.
- Get job
Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields.
- Get person
Returns a single person record from intelliHR, including contact details, jobs and custom field values.
- List jobs
Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more.
- List people
Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status.
- Set Job End Date
Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason.
- Update Business Unit
Updates an existing business unit's name, code, notes, parent, enabled status and custom field values.
- Update User
Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding.
- Upload Person Document
Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status.
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 intelliHR, 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 intelliHR when something happens in Finmo?
Any of intelliHR's 14 actions, including Create Business Unit, Create Job, Create Training and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from intelliHR to Finmo?
intelliHR has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads intelliHR's API documentation and adds it.
Do I have to build a connector for Finmo or intelliHR?
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 intelliHR 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.