Integration
Connect Finmo to MaintainX
When Application Submitted by Borrower fires in Finmo, your agent runs Add Existing Categories to a Work Order in MaintainX. 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 MaintainX 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 MaintainX
When Application Submitted by Borrower in Finmo
then Add Existing Categories to a Work Order in MaintainX
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 MaintainX
Triggers and actions 6 triggers · 46 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.
- Add Existing Categories to a Work Order
Adds Existing Categories to a Work Order.
- Add Part
Creates a new part (inventory item) in MaintainX.
- Add Purchase order
Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses.
- Add Vendor
Create a new vendor.
- Create Asset
Creates an Asset in MaintainX
- Create Location
Creates a location in MaintainX
- Create Work Order
Creates a new Work Order.
- Create Work Order Comment
Creates a New Comment on a Work Order.
- Create Work Request
Creates a new Work Request.
- Delete Asset
Deletes an asset in MaintainX by its ID.
- Delete Location
Delete a location by ID.
- Delete Part
Deletes a part from MaintainX by its ID.
- Delete Work Order
Delete a work order by ID.
- Delete Work Request
Deletes a work request in MaintainX by its ID.
- Find an Entity
Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it.
- Get Asset
Retrieve a single asset by ID.
- Get Location
Retrieves a single MaintainX location by its ID, including its custom fields.
- Get Part
Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields.
- Get Purchase order
Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields.
- Get Vendor
Retrieve a single vendor by ID.
- Get Work Order
Retrieve a single work order by ID.
- Get Work Request
Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order.
- List Assets
Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range.
- List Locations
Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix.
- List Vendors
Lists the vendors in your MaintainX organization, including their custom field values.
- List Work Orders
Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates.
- List Work Requests
List work requests with pagination/filters.
- Update Location
Updates a Location in MaintainX
- Update Purchase order
Update fields on an existing purchase order.
- Update Vendor
Update fields on an existing vendor.
- Update Work Order
Updates an existing Work Order
- Update Work Order Status
Changes the status of a MaintainX work order.
- Update Work Request
Update fields on an existing work request.
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 MaintainX, 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 MaintainX when something happens in Finmo?
Any of MaintainX's 33 actions, including Create Asset, Create Location, Create Work Order and Create Work Order Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MaintainX to Finmo?
MaintainX has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads MaintainX's API documentation and adds it.
Do I have to build a connector for Finmo or MaintainX?
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 MaintainX 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.