Integration
Connect Finmo to Linq
When Application Submitted by Borrower fires in Finmo, your agent runs Add message in Linq. 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 Linq 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 Linq
When Application Submitted by Borrower in Finmo
then Add message in Linq
When Deal Submitted in Finmo
then Add message to chat in Linq
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 Linq
Triggers and actions 6 triggers · 25 actions
Trigger
Application StartedTriggers when a new mortgage application is started in Finmo.
Trigger
Application Submitted by BorrowerTriggers when a borrower submits (or resubmits) a mortgage application in Finmo.
Trigger
Deal SubmittedTriggers when a deal (application) in Finmo reaches the Submitted status.
Trigger
Updated Borrower EmailTriggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
Trigger
Updated Deal StatusTriggers when an application (deal) changes to a new status.
Trigger
Updated Document Request StatusTriggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add clientAdds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
Action
Add client incomeAdds an income (employment, pension, support or other) to a borrower on a Finmo application.
Action
Add client liabilityCreates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
Action
Add documentCreates a document upload on a Finmo application and returns a signed link for uploading the file.
Action
Add document requestCreates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
Action
Delete clientRemoves a client (borrower) from a Finmo application.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get clientReturns a client (borrower) on a Finmo application, including their contact details and profile.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List applicationsReturns application overviews for a brokerage, team or broker, optionally searched by borrower name.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates a client (borrower) on a Finmo application with new contact, personal and portal details.
Action
Add chatCreates a new chat with one or more recipients and sends the initial message. If a chat already exists between the same sender and recipients, the message is sent into that chat.
Action
Add messageSends a message to one or more recipients, with Linq choosing the sending line and the chat. Returns the line used, the chat the message landed in, and the message that was sent.
Action
Add message to chatSends a message (text, media, link or experience card) to an existing Linq chat and returns the queued message.
Action
Add participantAdds a new participant to an existing group chat. The addition is queued, and the new participant must use the same messaging service as the group.
Action
Add reactionAdds or removes a reaction (tapback, custom emoji, or sticker) on an iMessage message.
Action
Find iMessage capabilityChecks whether a phone number or email address can be reached over iMessage and returns the result.
Action
Get chatReturns a Linq chat by its ID, including its display name, participants, group status and health status. An error occurs if the chat is not found.
Action
Get messageReturns one message by its ID, including its text and media parts, reactions, sender and delivery status.
Action
List chatsReturns the chats on your Linq account, optionally limited to one of your phone numbers or to chats with a given participant.
Action
List messagesReturns the messages in a Linq chat, including their text, media, reactions and delivery status.
Action
List phone numbersReturns all phone numbers assigned to your Linq account, including each line's type, status and reputation.
Action
Update chatUpdates a group chat's display name and/or group icon. The change is queued and applied asynchronously.
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 Linq
HubSpot to LinqHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to LinqSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to LinqSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to LinqGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to LinqGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to LinqGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Finmo and Linq, 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 Linq when something happens in Finmo?
Any of Linq's 12 actions, including Update chat, Add chat, Add message and Add message to chat. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Linq to Finmo?
Linq has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Linq's API documentation and adds it.
Do I have to build a connector for Finmo or Linq?
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 Linq 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.