Integration
Connect Finmo and OnceHub
When Application Submitted by Borrower fires in Finmo, your agent runs Create Contact in OnceHub, or Booking Completed in OnceHub 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 OnceHub to do together?
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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 OnceHub can do together
From Finmo to OnceHub
When Application Submitted by Borrower in Finmo
then Create Contact in OnceHub
From OnceHub 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 OnceHub
Triggers and actions 21 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.
- Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
- Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
- Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
- Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
- Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
- Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
- Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
- Contact Captured
Triggers when a new contact is captured in OnceHub.
- Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
- Contact Updated
Triggers when an existing OnceHub contact is updated.
- Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
- Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
- Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
- Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
- Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
- Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
- Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
- Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
- Delete Contact
Deletes a contact from OnceHub.
- Find Contact
Finds a OnceHub contact by email address.
- Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
- Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
- Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
- Get Contact
Returns one OnceHub contact with its details and custom fields.
- Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
- List Booking Calendars
Lists the booking calendars in your OnceHub account.
- List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
- List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
- Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
- Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
- Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
- Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
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 OnceHub, 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 OnceHub when something happens in Finmo?
Any of OnceHub's 17 actions, including Create Contact, Create One-Time Booking Link, Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnceHub to Finmo?
Yes. When something happens in OnceHub, your agent can act in Finmo too. This page covers both directions: OnceHub's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or OnceHub?
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 OnceHub 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.