Integration
Connect Finmo and Manychat
When Application Submitted by Borrower fires in Finmo, your agent runs Add Tag to User in Manychat, or New or Updated Custom Field in Manychat 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 Manychat 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 and Manychat can do together
From Finmo to Manychat
When Application Submitted by Borrower in Finmo
then Add Tag to User in Manychat
From Manychat 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 Manychat
Triggers and actions 7 triggers · 30 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 or Updated Custom Field
Triggers when a subscriber custom field is created on the Manychat page, or an existing one's name, type or description changes.
- Add custom field
Creates a new subscriber custom field on your Manychat page, with the name, data type and description you choose.
- Add tag
Creates a new tag on your Manychat page.
- Add Tag to User
Adds one of your Manychat page's tags to a subscriber.
- Create Subscriber
Creates a new Manychat subscriber (contact) from a name plus an email, phone or WhatsApp number, and returns the created subscriber.
- Delete tag
Deletes a tag from your Manychat page and removes it from every subscriber that has it. This cannot be undone.
- Find User by Custom Field
Returns up to 100 Manychat subscribers whose Text or Number custom user field holds the value you specify, most recently updated first.
- Find User by ID
Returns the full profile of one Manychat subscriber by their subscriber ID, including contact details, tags and custom field values.
- Find User by Name
Returns up to 100 subscribers whose full name matches the name you specify.
- Get page info
Returns details of the connected Manychat page: its id, name, category, avatar, username, about text, description, Pro status and timezone.
- List custom fields
Returns every subscriber custom field defined on the Manychat page, with each field's id, name, type and description.
- List flows
Returns all automations (flows) on the connected Manychat page, along with the folders they are organized in.
- List tags
Returns every tag defined on your Manychat page, with each tag's id and name.
- Remove Tag From User
Removes a tag from a Manychat subscriber (contact).
- Send flow
Sends one of your Manychat automations (flows) to a subscriber.
- Set bot field
Sets the value of a Manychat bot field (an account-wide field shared by all subscribers).
- Set Custom Field
Sets the value of one custom user field on a Manychat subscriber.
- Update subscriber
Updates an existing Manychat subscriber's name, phone, email, gender and opt-in consent, and returns the updated subscriber record.
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
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Questions
Finmo and Manychat, 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 Manychat when something happens in Finmo?
Any of Manychat's 17 actions, including Create Subscriber, Send flow, Update subscriber and Add custom field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Manychat to Finmo?
Yes. When something happens in Manychat, your agent can act in Finmo too. This page covers both directions: Manychat's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Manychat?
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 Manychat 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.