Integration
Connect Finmo and Openlayer
When Application Submitted by Borrower fires in Finmo, your agent runs Publish Record in Openlayer, or New Project in Openlayer 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 Openlayer 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 Openlayer can do together
From Finmo to Openlayer
When Application Submitted by Borrower in Finmo
then Publish Record in Openlayer
From Openlayer 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 Openlayer
Triggers and actions 8 triggers · 35 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 Project
Triggers when a new project is created in your Openlayer workspace.
- New Test Result
Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.
- Create Data Source
Creates a new data source in a project for streaming production data to Openlayer.
- Create Project
Creates a new AI or ML project in your Openlayer workspace.
- Create Test
Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.
- Delete Inference Pipeline
Delete an inference pipeline by its ID.
- Delete Project
Delete a project by its ID.
- Delete Test
Delete a test by its ID.
- Evaluate Test
Evaluates a test for a specific time range. Use after publishing records to get immediate results.
- Find Data Source
Finds a data source (inference pipeline) by name in a project.
- Find Project
Finds a project by name in your Openlayer workspace.
- Find Test Result
Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.
- Get Inference Pipeline
Retrieve the details around a specific inference pipeline.
- Get Project
Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.
- Get Test
Retrieve a test by ID.
- Get Test Result
Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.
- List Inference Pipelines
List the authenticated user's inference pipelines under a project.
- List Projects
Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.
- List Test Results
List all results for a test/goal under an inference pipeline.
- List Tests
Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.
- Publish Record
Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.
- Update Inference Pipeline
Update an inference pipeline.
- Update Project
Update a project.
- Update Test
Update a test (partial updates allowed).
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
Finmo and Openlayer, 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 Openlayer when something happens in Finmo?
Any of Openlayer's 22 actions, including Create Data Source, Create Project, Create Test and Update Inference Pipeline. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Openlayer to Finmo?
Yes. When something happens in Openlayer, your agent can act in Finmo too. This page covers both directions: Openlayer's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Openlayer?
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 Openlayer 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.