Integration
Connect Finmo and Loop Returns
When Application Submitted by Borrower fires in Finmo, your agent runs Create Allowlist Item in Loop Returns, or New Return Created in Loop Returns 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 Loop Returns to do together?
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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 Loop Returns can do together
From Finmo to Loop Returns
When Application Submitted by Borrower in Finmo
then Create Allowlist Item in Loop Returns
From Loop Returns 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 Loop Returns
Triggers and actions 8 triggers · 95 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.
- New Return Created
Triggers when a new return is created in Loop.
- Return Status Updated
Triggers when a Loop return changes state (for example open to closed or cancelled).
- Add Product to Collection
Attach a product to a collection.
- Add Product to Collection by External ID
Attach a product to a collection by commerce `external_id`.
- Advanced Shipping Notice
This endpoint will pull all packages by tracking statuses/timeframe. The ASN endpoint will return an array of
- Cancel Draft Return
Cancel a draft return.
- Cancel Return
Cancel a return in Loop. Canceling a return will allow a customer to make another return with the same
- Close Return
Close a return. Closing a return will not fulfill any outcomes such as exchanges or gift cards, and the
- Create Allowlist Item
Create an allowlist entry.
- Create Blocklist Item
Create a blocklist entry.
- Create Bulk Operation
Uploads a JSONL file of order, product or other jobs and starts a Loop bulk operation that runs them.
- Create Destination
Create a destination.
- Create Fraud Report
Attach a fraud report to a return.
- Create Return Note
Post a new note to a return.
- Delete Allowlist Item
Delete an allowlist entry.
- Delete Blocklist Item
Delete a blocklist entry.
- Delete Collection
Delete a collection.
- Delete Collection by External ID
Delete a collection by its commerce `external_id`.
- Delete Customer
Delete a customer.
- Delete Customer by External ID
Delete a customer by its commerce `external_id`.
- Delete Destination
Delete a destination.
- Delete Inventory
Delete an inventory.
- Delete Inventory by External IDs
Delete an inventory record identified by the product variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.
- Delete Location
Delete a location.
- Delete Location by External ID
Delete a location by its commerce `external_id`.
- Delete Order
Delete a specific order.
- Delete Order by External ID
Delete a specific order by its commerce `external_id`.
- Delete Product by External ID
Delete a product by its commerce `external_id`.
- Delete Product from Collection
Delete a product from a collection.
- Delete Product from Collection by External ID
Delete a product from a collection by commerce `external_id`.
- Delete Product Variant
Delete a product variant.
- Delete Product Variant by External ID
Delete a product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.
- Detailed Returns List
Pull a detailed list of returns created within a given timeframe.
- Finalize Items
Finalizes the returning items and cart items of the draft return.
- Flag Return
Flag a return in Loop for review. This will prevent automated processing and will require a human to go
- Get All Destinations
Retrieve all destinations.
- Get Allowlist Item
Retrieve an allowlist entry.
- Get Blocklist Item
Retrieve a blocklist entry.
- Get Bulk Operation
Get the details about a specific bulk operation.
- Get Collection
Get details about a single collection.
- Get Collection by External ID
Get details about a single collection by its commerce `external_id`.
- Get Customer
Get details about a single customer.
- Get Customer by External ID
Get details about a single customer by its commerce `external_id`.
- Get Destination Details
Get details for a single destination.
- Get Draft Return
Retrieves the details of a draft return, including its current state, returning items, cart items, and
- Get Inventory
Get inventory details for a product variant by location.
- Get Inventory by External IDs
Get inventory details for a product variant at a location, identified by the variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.
- Get Location
Get the details about a single location.
- Get Location by External ID
Get the details about a single location by its commerce `external_id`.
- Get Order
Get details about a specific order.
- Get Order by External ID
Get details about a specific order by its commerce `external_id`.
- Get Product by External ID
Get the details about a single product by its commerce `external_id`.
- Get Product Variant
Get the details about a single product variant.
- Get Product Variant by External ID
Get the details about a single product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.
- Get Return Details
Get the details of a specific return based on a return's ID,
- Get Return Notes
Get notes on a specific return using the return's ID.
- Get Shipment Information
Get high level information from a Happy Returns shipment.
- Get Shipment Items
Get all items for a Happy Returns shipment.
- Get Shipments
Get information about all Happy Returns shipments created within a given timeframe.
- List Allowlist Items
Retrieve a list of paginated allowlist entries.
- List Blocklist Items
Retrieve a list of paginated blocklist entries.
- List Bulk Operation Jobs
Retrieve a list of bulk operation jobs.
- List Bulk Operations
Retrieve a list of bulk operations. The list can be sorted and paginated using the parameters below.
- List Collections
Retrieve a list of collections. The list can be filtered, sorted, and paginated using the parameters below.
- List Customers
Retrieve a list of customers. The list can be filtered, sorted, and paginated using the parameters below.
- List Inventories
Retrieve a list of inventories. The list can be filtered, sorted, and paginated using the parameters below.
- List Locations
Retrieve a list of locations. The list can be filtered, sorted, and paginated using the parameters below.
- List Orders
List all orders.
- List Products
Retrieve a list of products. The list can be filtered, sorted, and paginated using the body parameters below.
- List Product Variants
Retrieve a list of product variants. The list can be filtered, sorted, and paginated using the body parameters below.
- Look Up Order Return Eligibility by Order Name
Report per-line-item return eligibility for an order, by its order name, without starting a return.
- Process Return
Process a return in Loop based on the return ID. Processing a return will archive it in Loop and
- Remove Cart Item
Removes a specific item from the draft return's cart.
- Remove Line Items
Remove one or more line items from an open return.
- Remove Returning Item
Removes a specific item from the draft return's ReturningItems.
- Set Address
Sets the return shipping address for the draft return.
- Set Credit Type
Sets the credit type for the draft return.
- Set Customer
Sets the customer information for the draft return.
- Set Processing Type
Sets the processing type (`regular` or `instant`) of the draft return.
- Set Returning Item Return Type
Sets the return type for a specific returning item.
- Submit Draft Return
Submits the draft return.
- Unfinalize Items
Reopens the returning items and cart items of the draft return for modification.
- Update Destination
Update a destination.
- Upsert Inventory
Upsert inventory details for a product variant by location. If the inventory exists, it will be updated; if it doesn't exist, it will be created.
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 Loop Returns, 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 Loop Returns when something happens in Finmo?
Any of Loop Returns's 82 actions, including Create Allowlist Item, Create Blocklist Item, Create Bulk Operation and Create Destination. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Loop Returns to Finmo?
Yes. When something happens in Loop Returns, your agent can act in Finmo too. This page covers both directions: Loop Returns's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Loop Returns?
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 Loop Returns 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.