Integration
Connect Finmo and Listrak
When Updated Deal Status fires in Finmo, your agent runs Send message in Listrak, or New Contact in Listrak to Add application note 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 Listrak 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Listrak can do together
From Finmo to Listrak
When Updated Deal Status in Finmo
then Send message in Listrak
From Listrak 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 Listrak
Triggers and actions 5 triggers · 35 actions
- Application Started
Triggers when a new application appears in your Finmo team.
- Updated Deal Status
Triggers when an application's status changes.
- Updated Document Request Status
Triggers when a document request on an application is added or marked received.
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add application note
Adds a note to an application.
- Add client
Creates a new client in your Finmo team.
- Add client asset
Adds an asset (property, vehicle, savings, etc.) to a client.
- Add client income
Adds an income source to a client.
- Add client liability
Adds a liability (loan, credit card, etc.) to a client.
- Add document
Uploads a file to an application as a document.
- Add document request
Requests an outstanding document on an application.
- Delete client
Permanently deletes a client.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get application
Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
- Get client
Returns the details of one client, including contact details, assets, liabilities and incomes.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List application notes
Returns all notes users have added to an application.
- List applications
Returns a page of all applications in your Finmo team.
- List application statuses
Returns all application statuses configured for your Finmo team.
- List tasks
Returns all tasks on an application.
- 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's personal details. Fields left blank are unchanged.
- New Contact
Triggers when a contact subscribes to a Listrak list.
- New Message
Triggers when a new message is sent on a Listrak list.
- Add campaign
Creates a new campaign on a Listrak list.
- Add event
Creates a new event on a Listrak list.
- Add list
Creates a new email list in your Listrak account.
- Add profile field
Creates a new profile field in a profile field group on a Listrak list.
- Delete list
Deletes a Listrak email list.
- Get Contact
Returns one contact on a Listrak list, looked up by email address or email key.
- Get List
Returns one Listrak email list by its ID.
- Get message
Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.
- List campaigns
Returns all campaigns associated with a Listrak list.
- List Contacts
Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.
- List events
Returns all events defined on a Listrak list, with each event's name, group and status.
- List Lists
Returns all email lists in the Listrak account.
- List messages
Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.
- List profile fields
Returns all profile fields in a profile field group on a Listrak list.
- Send message
Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.
- Update list
Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.
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
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Questions
Finmo and Listrak, answered
What can start an automation from Finmo?
Any of Finmo's 3 triggers in the catalog, including Updated Deal Status, Updated Document Request Status and Application Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Listrak when something happens in Finmo?
Any of Listrak's 16 actions, including Send message, Update list, Add campaign and Add event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Listrak to Finmo?
Yes. When something happens in Listrak, your agent can act in Finmo too. This page covers both directions: Listrak's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Listrak?
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 Listrak 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.