Integration
Connect Finmo and ONLYOFFICE DocSpace
When Application Submitted by Borrower fires in Finmo, your agent runs Create File in ONLYOFFICE DocSpace, or File Created in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace can do together
From Finmo to ONLYOFFICE DocSpace
When Application Submitted by Borrower in Finmo
then Create File in ONLYOFFICE DocSpace
From ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace
Triggers and actions 14 triggers · 32 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.
- File Created
Triggers when a new file is created in the selected DocSpace folder or room.
- File Created in My Documents
Triggers when a new file is created in your My documents section.
- Folder Created
Triggers when a new folder is created inside the selected folder or room.
- Folder Created in My Documents
Triggers when a new folder is created in your My Documents section.
- Room Archived
Triggers when a room is moved to the Archive section of your DocSpace.
- Room Created
Triggers when a new room is created in the DocSpace portal.
- User Added
Triggers when a new user is added to the DocSpace portal.
- User Joined
Triggers when a user joins the DocSpace portal by activating their account.
- Archive Room
Moves a DocSpace room to the Archive section.
- Create File
Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.
- Create File in My Documents
Creates a new blank document, spreadsheet or presentation in your My documents section.
- Create Folder
Creates a new folder with the given title inside a folder or room.
- Create Folder in My Documents
Creates a new folder in your My Documents section.
- Create Room
Creates a new room in the DocSpace Rooms section and returns the room's information.
- Delete Folder
Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.
- Delete Folder From My Documents
Deletes a folder from My Documents in ONLYOFFICE DocSpace.
- Download File
Returns a temporary pre-signed download link for a DocSpace file.
- Download File From My Documents
Returns a temporary download link for a file in My Documents.
- Find User by Email
Finds a DocSpace user by email address and returns their profile.
- Get External Link
Returns the primary external (public share) link of a DocSpace room.
- Get Room Access List
Returns the list of users, groups and links that have access to a room, with their access rights.
- Invite User
Invites a person to the DocSpace portal by email with the chosen user role.
- Search File
Searches a DocSpace folder or room for files whose title matches the given text.
- Search Folder
Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.
- Share Room
Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.
- Upload File
Uploads a file from a URL into a chosen DocSpace folder or room.
- Upload File to My Documents
Uploads a file to your My documents section in ONLYOFFICE DocSpace.
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 ONLYOFFICE DocSpace, 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 ONLYOFFICE DocSpace when something happens in Finmo?
Any of ONLYOFFICE DocSpace's 19 actions, including Create File, Create File in My Documents, Create Folder and Create Folder in My Documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ONLYOFFICE DocSpace to Finmo?
Yes. When something happens in ONLYOFFICE DocSpace, your agent can act in Finmo too. This page covers both directions: ONLYOFFICE DocSpace's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or ONLYOFFICE DocSpace?
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 ONLYOFFICE DocSpace 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.