Integration
Connect Finmo and Quo
When Application Submitted by Borrower fires in Finmo, your agent runs Add contact in Quo, or List Phone Numbers in Quo 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 Quo 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 Quo can do together
From Finmo to Quo
When Application Submitted by Borrower in Finmo
then Add contact in Quo
From Quo 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 Quo
Triggers and actions 7 triggers · 38 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.
- List Phone Numbers
Triggers when a new phone number is added to your Quo workspace.
- Add contact
Adds a new contact to your Quo workspace, with name, company, role, emails, phone numbers and custom field values.
- Add task
Creates a task in Quo linked to a phone number, a conversation, or a conversation activity, optionally with a due date and an assigned user.
- Create or Update Contact
Finds a Quo contact by your External ID and updates it, or creates a new contact with that External ID when none exists. Fields left blank on an update keep their current values.
- Delete contact
Deletes a contact from your Quo workspace.
- Delete task
Deletes a task from your Quo workspace.
- Get a Message by ID
Returns a single text message by its ID, including its sender, recipients, content, direction, delivery status and any attached media.
- Get a Summary for a Call
Returns the AI-generated summary of a call, including key points discussed, suggested next steps, and any Sona job results. Call summaries are available on Business and Scale plans.
- Get a Transcription for a Call
Returns the transcript of a call, including each spoken segment with its speaker and timing. Transcripts are available on Quo Business and Scale plans.
- Get call
Returns a single Quo call by its ID, including its direction, status, participants, duration and timestamps.
- Get contact
Returns a single Quo contact by its ID, including name, company, role, phone numbers, emails and custom field values.
- Get phone number
Returns one of your Quo phone numbers, including its display name, number, forwarding setting, assigned users and calling/messaging restrictions.
- Get Recordings for a Call
Returns the recordings for a call, oldest segment first, with each recording's status, duration, file type and download URL.
- Get task
Returns a single Quo task by its ID, including its title, description, due date, assignee, linked conversation and completion status.
- Get user
Returns a user in your Quo workspace, including their name, email, role and profile picture.
- Get voicemail for a call
Returns the voicemail left on a call, including its status, length, transcript and a link to the audio. Fields stay blank while the voicemail is still processing.
- List Calls
Returns the calls between one of your Quo numbers and a specific external phone number, optionally limited to a date range.
- List contacts
Returns the contacts in your Quo workspace, optionally limited to contacts with specific external IDs or sources.
- List Conversations
Returns the conversations in your Quo workspace, newest activity first, optionally narrowed to specific Quo numbers, a user's access, or a created/updated date range.
- List Messages
Returns the text messages exchanged between one of your Quo numbers and the given participants, newest first, optionally filtered by sender and date range.
- List Phone Numbers
Returns the phone numbers in your Quo workspace along with the users who have access to each, optionally limited to one user's numbers.
- List tasks
Returns the tasks in your Quo workspace, including title, description, due date, assignee and completion status.
- List users
Returns every user in your Quo workspace, with their email, name, role and picture.
- Send a Message
Sends a text message from one of your Quo phone numbers to up to 10 recipients.
- Update contact
Updates an existing Quo contact's name, company, role, emails, phone numbers and custom fields. Fields you leave blank keep their current values.
- Update task
Updates the title and description of an existing Quo task.
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 Quo, 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 Quo when something happens in Finmo?
Any of Quo's 25 actions, including Create or Update Contact, Send a Message, Update contact and Update task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Quo to Finmo?
Yes. When something happens in Quo, your agent can act in Finmo too. This page covers both directions: Quo's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Quo?
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 Quo 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.