Integration
Connect Membership.io to Finmo
When New Audience fires in Membership.io, your agent runs 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 Membership.io and Finmo 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 Membership.io can start in Finmo
When New Audience in Membership.io
then Add client in 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 Membership.io and Finmo
Triggers and actions 7 triggers · 22 actions
- New Audience
Triggers when a new audience member is added.
- New Audience Tag
Triggers when a new audience tag is created.
- New File
Triggers when a new file is added to your library.
- New Folder
Triggers when a new folder is created.
- New Hub
Triggers when a new hub is created.
- New Playlist
Triggers when a new playlist is created.
- New Widget or Plugin
Triggers when a new widget or plugin is created.
- Add Achievement
Awards manual achievements to an audience member.
- Add Audience Tag
Attaches one or more tags to an audience member.
- Add File Tag
Sets the tags on a file, replacing its current tags.
- Add Hub Access
Grants an audience member access to one or more hubs.
- Add or Update Audience
Creates an audience member, or updates the existing one with the same email.
- Find Audience
Finds an audience member by email.
- Remove Audience Tag
Removes one or more tags from an audience member.
- Remove Hub Access
Revokes an audience member's access to one or more hubs.
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- 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 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 statuses
Returns all application statuses configured for your Finmo team.
- 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.
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
Membership.io and Finmo, answered
What can start an automation from Membership.io?
Any of Membership.io's 7 triggers in the catalog, including New Audience, New Audience Tag, New File and New Folder. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Membership.io?
Any of Finmo's 14 actions, including Update application, Update client, Add application and Add client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finmo to Membership.io?
Finmo has no triggers in the catalog today, so automations start in Membership.io. If you need the other direction, ask: your agent reads Finmo's API documentation and adds it.
Do I have to build a connector for Membership.io or Finmo?
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 Membership.io and Finmo 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.