Integration
Connect Finmo to RAYNET CRM
When Application Submitted by Borrower fires in Finmo, your agent runs Add Activity - Email in RAYNET CRM. 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 RAYNET CRM 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 RAYNET CRM
When Application Submitted by Borrower in Finmo
then Add Activity - Email in RAYNET CRM
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 RAYNET CRM
Triggers and actions 6 triggers · 165 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 Activity - Call
Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
- Add Activity - Email
Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Event
Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Letter
Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Mass Email
Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
- Add Activity - Meeting
Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Task
Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
- Add Address to Contact - Account
Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
- Add Attachment
Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
- Add Business - Deal
Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.
- Add Business - Price List
Creates a new price list in RAYNET CRM and returns its id.
- Add Business - Product
Creates a new product in the RAYNET CRM product catalog.
- Add Business - Project
Creates a new project for an account in RAYNET CRM and returns its ID.
- Add Business - Quote
Creates a new quote (offer) for an account and deal in RAYNET CRM.
- Add Business - Sales Order
Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
- Add Contact - Account
Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
- Add Contact - Contact
Creates a new contact (person) in RAYNET CRM and returns its ID.
- Add Contact - Lead
Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
- Add DMS - Document
Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
- Add DMS - Folder
Creates a new folder in RAYNET Documents, optionally inside a parent folder.
- Add Invoice
Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.
- Add Item to Business - Deal
Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
- Add Item to Business - Quote
Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
- Add Item to Business - Sales Order
Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
- Add Participant to Business - Deal
Adds an account or a contact as a participant on a deal.
- Add Participant to Business - Project
Adds an account or contact as a participant on a RAYNET project.
- Add Tag to Contact - Account
Adds one or more tags to an account in RAYNET CRM.
- Add Tag to Contact - Contact
Adds one or more tags to a contact in RAYNET CRM.
- Delete Activity - Call
Deletes a call activity from RAYNET CRM.
- Delete Activity - Email
Deletes an email activity from RAYNET CRM.
- Delete Activity - Letter
Deletes a letter activity from RAYNET CRM.
- Delete Activity - Mass Email
Deletes a mass email activity from RAYNET CRM.
- Delete Activity - Meeting
Deletes a meeting activity from RAYNET CRM.
- Delete Activity - Task
Deletes a task activity from RAYNET CRM.
- Delete Address From Contact - Account
Deletes an address from an account. The account's primary address cannot be deleted.
- Delete Business - Deal
Deletes a deal from RAYNET CRM.
- Delete Business - Price List
Deletes a price list from RAYNET CRM.
- Delete Business - Product
Deletes a product from the RAYNET CRM product catalog.
- Delete Business - Project
Deletes a project from RAYNET CRM.
- Delete Business - Quote
Deletes a quote (offer) from RAYNET CRM.
- Delete Business - Sales Order
Deletes a sales order in RAYNET CRM.
- Delete Contact - Account
Deletes an account (company) from RAYNET CRM.
- Delete Contact - Contact
Deletes a contact (person) from RAYNET CRM.
- Delete Contact - Lead
Deletes a lead from RAYNET CRM.
- Delete DMS - Document
Deletes a document from the RAYNET CRM document management system.
- Delete Invoice
Deletes an invoice from RAYNET CRM.
- Delete Item of Business - Deal
Deletes a product line item from a deal.
- Delete Item of Business - Quote
Deletes an item (product line) from a quote in RAYNET CRM.
- Delete Item of Business - Sales Order
Deletes an item (product line) from a sales order in RAYNET CRM.
- Delete Participant From Business - Deal
Removes a participant from a deal in RAYNET CRM.
- Delete Participant From Business - Project
Removes a participant from a project in RAYNET CRM.
- Delete Tag From Contact - Account
Removes one or more tags from an account in RAYNET CRM.
- Delete Tag From Contact - Contact
Removes one or more tags from a contact in RAYNET CRM.
- Detail of Activity - Call
Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
- Detail of Activity - Email
Returns the details of an email activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Event
Returns the full details of an event activity, including its participants and custom fields.
- Detail of Activity - Letter
Returns the details of a letter activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Mass Email
Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
- Detail of Activity - Meeting
Returns the details of a meeting activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Task
Returns the full details of a task activity in RAYNET CRM, including its custom fields.
- Detail of Business - Deal
Returns the full details of a deal, including its items and custom fields.
- Detail of Business - Price List
Returns the details of a price list, including its items and product prices.
- Detail of Business - Product
Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
- Detail of Business - Project
Returns the full details of a RAYNET project, including its custom fields.
- Detail of Business - Quote
Returns the full details of a quote (offer), including its items and custom fields.
- Detail of Business - Sales Order
Returns the full details of a sales order, including its items, addresses, tags and custom fields.
- Detail of Contacts - Account
Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
- Detail of Contacts - Contact
Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
- Detail of Contacts - Lead
Returns the full details of a lead, including its custom fields.
- Detail of DMS - Document
Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.
- Detail of Invoice
Returns the full details of an invoice, including its items, payments and custom fields.
- Invalidate Business - Deal
Marks a deal in RAYNET CRM as invalid.
- Invalidate Business - Product
Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.
- Invalidate Business - Project
Marks a project as invalid in RAYNET CRM.
- Invalidate Business - Quote
Marks a quote (offer) in RAYNET CRM as invalid.
- Invalidate Business - Sales Order
Marks an existing sales order as invalid in RAYNET CRM.
- Invalidate Contact - Account
Marks a RAYNET CRM account as invalid.
- Invalidate Contact - Contact
Marks a contact as invalid in RAYNET CRM.
- Invalidate DMS - Document
Marks a document in the RAYNET CRM document store as invalid.
- List of Activities - Events
Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
- List of Activities - Letters
Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
- List of Activities - Mass Email
Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
- List of Activities - Meetings
Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
- List of Activities - Tasks
Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
- List of Business - Deals
Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
- List of Business - Price Lists
Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
- List of Contacts - Accounts
Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
- List of Contacts - Contacts
Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
- List of DMS - Folders and Files
Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
- List of Participants of Business - Deal
Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.
- List of Participants of Business - Project
Returns the participants (accounts and contacts) of a project, with their category and note.
- Lock Activity - Call
Locks a call activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Email
Locks an email activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Event
Locks a RAYNET CRM event so it can no longer be edited.
- Lock Activity - Letter
Locks a letter activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Meeting
Locks a meeting in RAYNET CRM so it can no longer be edited.
- Lock Activity - Task
Locks a task in RAYNET CRM so it can no longer be edited.
- Lock Business - Deal
Locks a deal in RAYNET CRM so it can no longer be edited.
- Lock Business - Price List
Locks a price list in RAYNET CRM so it can no longer be edited.
- Lock Business - Project
Locks a RAYNET CRM project so its record can no longer be edited.
- Lock Business - Quote
Locks a quote in RAYNET CRM so it can no longer be edited.
- Lock Contact - Account
Locks an account in RAYNET CRM so its record cannot be edited.
- Lock Contact - Contact
Locks a contact record in RAYNET CRM so it cannot be edited.
- Lock Contact - Lead
Locks a lead in RAYNET CRM so it cannot be edited.
- Lock Contact - Sales Order
Locks a sales order in RAYNET CRM so it can no longer be edited.
- Lock DMS - Document
Locks a DMS document in RAYNET CRM so it cannot be edited.
- Lock Invoice
Locks an invoice in RAYNET CRM so it can no longer be edited.
- Modifying Activity - Call
Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
- Modifying Activity - Email
Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
- Modifying Activity - Event
Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Letter
Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Mass Email
Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
- Modifying Activity - Meeting
Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Task
Updates an existing task in RAYNET CRM, changing only the details you fill in.
- Modifying Business - Deal
Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Business - Price List
Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
- Modifying Business - Product
Modifies an existing product's code, name, pricing, category, tags and custom fields.
- Modifying Business - Project
Updates an existing project in RAYNET CRM, changing only the details you fill in.
- Modifying Business - Quote
Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
- Modifying Business - Sales Order
Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Account
Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Contact
Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Lead
Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
- Modifying DMS - Document
Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
- Modifying Invoice
Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
- Modify Item of Business - Deal
Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
- Modify Item of Business - Quote
Updates an item (product line) on an existing quote (offer) in RAYNET CRM.
- Modify Item of Business - Sales Order
Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
- Renew Validity of Business - Deal
Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.
- Renew Validity of Business - Product
Renews the validity of a product that was previously marked invalid, making it usable again.
- Renew Validity of Business - Project
Renews the validity of a previously invalidated project in RAYNET CRM.
- Renew Validity of Business - Quote
Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.
- Renew Validity of Business - Sales Order
Renews the validity of a previously invalidated sales order in RAYNET CRM.
- Renew Validity of Contact - Account
Renews the validity of an invalidated account in RAYNET CRM.
- Renew Validity of Contact - Contact
Renews the validity of a previously invalidated contact in RAYNET CRM.
- Renew Validity of DMS - Document
Renews the validity of a previously invalidated document in the RAYNET CRM document management system.
- Unlock Activity - Call
Unlocks a locked call activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Email
Unlocks an email activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Event
Unlocks a locked event activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Letter
Unlocks a locked letter activity so it can be edited again.
- Unlock Activity - Meeting
Unlocks a RAYNET meeting activity so it can be edited again.
- Unlock Activity - Task
Unlocks a locked task in RAYNET CRM so it can be edited again.
- Unlock Business - Deal
Unlocks a locked deal so it can be edited again.
- Unlock Business - Price List
Unlocks a price list in RAYNET CRM so it can be edited again.
- Unlock Business - Project
Unlocks a locked project in RAYNET CRM so it can be edited again.
- Unlock Business - Quote
Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
- Unlock Contact - Account
Unlocks an account record in RAYNET CRM so it can be edited again.
- Unlock Contact - Contact
Unlocks a locked contact in RAYNET CRM so it can be edited again.
- Unlock Contact - Lead
Unlocks a locked lead in RAYNET CRM so it can be edited again.
- Unlock Contact - Sales Order
Unlocks a sales order in RAYNET CRM so it can be edited again.
- Unlock DMS - Document
Unlocks a DMS document in RAYNET CRM so it can be edited again.
- Unlock Invoice
Unlocks an invoice in RAYNET CRM so it can be edited again.
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 RAYNET CRM, 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 RAYNET CRM when something happens in Finmo?
Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RAYNET CRM to Finmo?
RAYNET CRM has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it.
Do I have to build a connector for Finmo or RAYNET CRM?
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 RAYNET CRM 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.