Integration
Connect Finmo and LearningSuite
When Application Submitted by Borrower fires in Finmo, your agent runs Add Community Badges to User in LearningSuite, or Bundle Created in LearningSuite 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 LearningSuite to do together?
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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 LearningSuite can do together
From Finmo to LearningSuite
When Application Submitted by Borrower in Finmo
then Add Community Badges to User in LearningSuite
From LearningSuite 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 LearningSuite
Triggers and actions 15 triggers · 55 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.
- Bundle Created
Triggers when a new bundle is created.
- Custom Popup Created
Triggers when a new custom popup is added.
- Group Created
Triggers when a new group is created in your LearningSuite academy.
- Member Created
Triggers when a new member is added.
- New Community Area
Triggers when a new community area is created.
- New Community Badge
Triggers when a new community badge is created.
- New Community Forum
Triggers when a new community forum is created.
- Team Member Created
Triggers when a new team member (admin-zone user) is added.
- User Not Logged in for More Than X Days
Triggers once for each member who has not logged in for at least the given number of days.
- Activate/Deactivate Member
Activates or deactivates a member's LearningSuite account.
- Add Community Badges to User
Assigns community badges to a user.
- Append Custom Field Files
Appends a file, fetched from a public URL, to a user's file custom field.
- Change Module Access for Member
Overrides how a specific module of a course is unlocked for one member.
- Create Webhook Subscription
Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.
- Delete Group
Deletes a group.
- Delete Member
Permanently deletes a member.
- Delete Popup Trigger
Removes a pending popup for a member so it is no longer shown.
- Find Group
Finds groups by name.
- Find Member by Email
Finds a member by email address.
- Find Member by ID
Finds a member by ID.
- Find Team Member by Email
Finds a team member (admin-zone user) by email.
- Find Team Member by ID
Finds a team member (admin-zone user) by ID.
- Get Bundles of Member
Returns the bundles a member has, with access details.
- Get Community Areas
Returns community areas.
- Get Community Forums
Returns community forums, optionally only those in one area.
- Get Community Posts
Returns published community posts, optionally filtered by area or forum.
- Get Course Information of Member
Returns whether a member has access to a course and their progress and learning time in it.
- Get Course Progress of Member
Returns a member's overall progress in a course, in percent.
- Get Courses From Member
Returns the courses a member is enrolled in, with access and progress.
- Get Custom Field Store for User
Returns a user's whole custom field store: all values, metadata and profiles.
- Get Custom Field Values for an User
Returns all custom field values of a user, for one profile.
- Get Lesson Progress of Member
Returns a member's progress in one lesson of a course, in percent.
- Get Members
Returns members, optionally filtered by creation date or days since last login.
- Get Members of Course
Returns the members of a course with their access, and optionally their progress.
- Get Module Progress of Member
Returns a member's progress in one module of a course, in percent.
- Get Modules of Course
Returns the modules of a course with their default content drip.
- Get Modules of Course for Member
Returns the modules of a course with what one member can see and when.
- Get Published Courses
Returns every published course in your LearningSuite academy, with its name, description and publish date.
- Get Team Members
Returns team members (users with admin-zone access).
- Give Hub Access
Gives members, groups or bundles access to a hub.
- Remove Community Badges From User
Removes community badges from a user.
- Remove Courses From Member
Removes a member's access to courses.
- Remove Hub Access
Removes members, groups or bundles from a hub.
- Remove Member From Bundles
Removes a member's access to bundles.
- Remove Members From Groups
Removes members from groups.
- Require User by ID
Returns a member by ID and fails the step when no such member exists.
- Send Login Information
Emails a user their login link.
- Send Push Notifications
Sends a push notification to users and group members logged into your custom LearningSuite mobile app.
- Trigger Popup
Shows a custom popup to a member.
- Update Lesson
Renames a lesson or changes its visibility.
- Update User Data
Updates a member's profile fields.
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 LearningSuite, 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 LearningSuite when something happens in Finmo?
Any of LearningSuite's 42 actions, including Create Webhook Subscription, Send Login Information, Send Push Notifications and Update Lesson. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LearningSuite to Finmo?
Yes. When something happens in LearningSuite, your agent can act in Finmo too. This page covers both directions: LearningSuite's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or LearningSuite?
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 LearningSuite 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.