Integration
Connect Finmo to Priority
When Application Submitted by Borrower fires in Finmo, your agent runs Add record in Priority. 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 Priority 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 can start in Priority
When Application Submitted by Borrower in Finmo
then Add record in Priority
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 Priority
Triggers and actions 6 triggers · 29 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.
- Add record
Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.
- Add Shipping Charges to an Order
Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.
- Create a New Sales Order
Creates a sales order for a customer in Priority, optionally with order lines.
- Create Exist Customer Sales Order
Creates a sales order in Priority for an existing customer, optionally with order lines.
- Create Potential Customer
Creates a potential customer record in Priority.
- Delete record
Deletes a record from a Priority form, such as a customer or an order, by its key.
- Find Customer by Email
Finds customers in Priority whose email address matches the one you provide.
- Find records by filter
Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.
- Find the Country Name by Two Letter Code
Looks up a country in Priority by its two-letter code and returns the country's name.
- Get Campaigns
Returns the marketing campaigns defined in Priority, optionally filtered and sorted.
- Get Customers
Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.
- Get Lead Types
Returns the lead types defined in Priority, optionally filtered and sorted.
- Get record
Returns a single record from a Priority form (such as a customer or order) by its key.
- List records
Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.
- Update record
Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.
- Update Sales Order Status
Changes the status of an existing sales order in Priority.
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
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Questions
Finmo and Priority, 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 Priority when something happens in Finmo?
Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Priority to Finmo?
Priority has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Priority's API documentation and adds it.
Do I have to build a connector for Finmo or Priority?
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 Priority 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.