Integration
Connect Finmo and OfficeRnD
When Application Submitted by Borrower fires in Finmo, your agent runs Add ticket in OfficeRnD, or New Booking in OfficeRnD 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 OfficeRnD 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 OfficeRnD can do together
From Finmo to OfficeRnD
When Application Submitted by Borrower in Finmo
then Add ticket in OfficeRnD
From OfficeRnD 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 OfficeRnD
Triggers and actions 16 triggers · 45 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 Booking
Triggers when a new booking is added.
- New Company
Triggers when a new company is added.
- New Contract
Triggers when a new contract is added.
- New Event
Triggers when a new event is added.
- New Invoice
Triggers when a new invoice is added.
- New Member/Member Status Updated
Triggers when a new member is added or a member's status changes.
- New Membership
Triggers when a new membership is added.
- New Opportunity
Triggers when a new opportunity is added.
- New Post
Triggers when a new community post is added.
- New Visitor Check-In
Triggers when a visitor checks in.
- Add ticket
Creates a new help-desk ticket in OfficeRnD on behalf of a member.
- Add ticket comment
Adds a comment to an existing OfficeRnD ticket on behalf of a member.
- Add visit
Records a new visit by a visitor at one of your locations, optionally hosted by a member.
- Check in member
Checks a member in to a location in OfficeRnD, returning the new check-in.
- Create Booking
Creates a booking of a room, desk or other resource.
- Create Company
Creates a new company at a location.
- Create Event
Creates a community event at a location.
- Create Member
Creates a new member at a location.
- Create Membership
Creates a membership on a plan for a member or company.
- Create One-Off Fee
Creates a one-off fee for a member or company.
- Create Opportunity
Creates a sales opportunity for a member or company.
- Create Post
Publishes a community post to one or more locations.
- Create Visitor
Registers a new visitor.
- Delete member
Deletes a member from your OfficeRnD organization and returns the deleted member's details.
- Find Booking
Finds a booking by ID or reference and returns the first match.
- Find Company
Finds a company by ID, name or email and returns the first match.
- Find Location
Finds a location by ID or name and returns the first match.
- Find Member
Finds a member by ID, name or email and returns the first match.
- Find opportunities
Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.
- Find payments
Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.
- Find plans
Finds billing plans by name, code, ID, location or date, returning the matching plans.
- Find resources
Finds rooms, desks and other space resources by name, ID, location or type.
- Find tickets
Returns support tickets matching the filters you give, such as status, company, member or location.
- Find visitors
Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.
- Terminate contract
Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.
- Update Booking
Updates the time, resource or details of an existing booking.
- Update company
Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.
- Update event
Updates the title or venue of an existing community event in OfficeRnD.
- Update member
Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.
- Update membership
Updates an existing membership's price, start date, end date or custom properties.
- Update opportunity
Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.
- Update ticket
Updates an existing support ticket's subject, message, severity, priority or status.
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 OfficeRnD, 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 OfficeRnD when something happens in Finmo?
Any of OfficeRnD's 32 actions, including Create Booking, Create Company, Create Event and Create Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OfficeRnD to Finmo?
Yes. When something happens in OfficeRnD, your agent can act in Finmo too. This page covers both directions: OfficeRnD's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or OfficeRnD?
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 OfficeRnD 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.