Integration
Connect Finmo and Repsly
When Updated Deal Status fires in Finmo, your agent runs Update sales document status in Repsly, or New Audit With Items in Repsly to Add application note 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 Repsly to do together?
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Repsly can do together
From Finmo to Repsly
When Updated Deal Status in Finmo
then Update sales document status in Repsly
From Repsly 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 Repsly
Triggers and actions 11 triggers · 30 actions
- Application Started
Triggers when a new application appears in your Finmo team.
- Updated Deal Status
Triggers when an application's status changes.
- Updated Document Request Status
Triggers when a document request on an application is added or marked received.
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add application note
Adds a note to an application.
- Add client
Creates a new client in your Finmo team.
- Add client asset
Adds an asset (property, vehicle, savings, etc.) to a client.
- Add client income
Adds an income source to a client.
- Add client liability
Adds a liability (loan, credit card, etc.) to a client.
- Add document
Uploads a file to an application as a document.
- Add document request
Requests an outstanding document on an application.
- Delete client
Permanently deletes a client.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get application
Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
- Get client
Returns the details of one client, including contact details, assets, liabilities and incomes.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List application notes
Returns all notes users have added to an application.
- List applications
Returns a page of all applications in your Finmo team.
- List application statuses
Returns all application statuses configured for your Finmo team.
- List tasks
Returns all tasks on an application.
- 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's personal details. Fields left blank are unchanged.
- New Audit With Items
Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.
- New client note
Triggers when a representative adds a new note to a client in Repsly.
- New Client With Details
Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.
- New Form With Details
Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.
- New Order
Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.
- New photo
Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.
- New Visit Start
Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.
- New Workday Start
Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.
- Add account
Creates or updates a place account in Repsly by its unique code.
- Add pricelist
Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.
- Add schedule
Creates or updates a visit schedule in Repsly for a client and representative.
- Add user
Creates a user in Repsly, or updates the existing user with the same code.
- Create Client
Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Create Product
Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.
- Get client
Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.
- Get import job status
Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.
- List pricelists
Returns all pricelists in your Repsly account, with their name, default flag and active status.
- List products
Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.
- Update sales document status
Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.
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 Repsly, answered
What can start an automation from Finmo?
Any of Finmo's 3 triggers in the catalog, including Updated Deal Status, Updated Document Request Status and Application Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Repsly when something happens in Finmo?
Any of Repsly's 11 actions, including Create Client, Create Product, Update sales document status and Add account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Repsly to Finmo?
Yes. When something happens in Repsly, your agent can act in Finmo too. This page covers both directions: Repsly's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Repsly?
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 Repsly 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.