Integration
Connect Finmo to respond.io
When Application Submitted by Borrower fires in Finmo, your agent runs Create Contact in respond.io. 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 respond.io 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 respond.io
When Application Submitted by Borrower in Finmo
then Create Contact in respond.io
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 respond.io
Triggers and actions 6 triggers · 42 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 Comment
Adds an internal comment to a contact's conversation.
- Add Space Tag
Creates a tag in the workspace.
- Add Tags
Adds tags to a contact.
- Assign or Unassign Conversation
Assigns a contact's conversation to a user, or unassigns it.
- Create Contact
Creates a contact. Allow a short delay before acting on the new contact, as respond.io processes it first.
- Create Custom Field
Creates a contact custom field.
- Create or Update Contact
Creates a contact, or updates it when one with that email or phone already exists.
- Delete Contact
Deletes a contact.
- Delete Space Tag
Deletes a workspace tag.
- Find Contact
Finds a contact by ID, email or phone number.
- Find Contact Channels
Returns the channels a contact is connected through.
- Find Custom Field
Finds a contact custom field by ID.
- Find Message
Finds a message of a contact by its ID.
- Find User
Finds a workspace user by ID.
- Get All Channels
Returns every channel in the workspace.
- Get All Closing Notes
Returns the closing note categories of the workspace.
- Get All Custom Fields
Returns every contact custom field in the workspace.
- Get All Message Templates
Returns the message templates of a channel, such as WhatsApp templates.
- Get All Users
Returns every user in the workspace.
- Get Many Contacts
Returns the contacts matching a search text and filter conditions.
- Get Many Messages
Returns the messages of a contact's conversation.
- Merge Contacts
Merges two contacts into one, keeping the field values you give.
- Open or Close Conversation
Opens or closes a contact's conversation, with an optional closing note.
- Remove Contact Lifecycle
Removes a contact's lifecycle stage.
- Remove Tags
Removes tags from a contact.
- Send Message
Sends a text message or a file to a contact.
- Update Contact
Updates a contact's fields. Fields left blank keep their current value.
- Update Contact Lifecycle
Sets a contact's lifecycle stage.
- Update Space Tag
Updates a workspace tag.
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
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into respond.io
Passcreator to respond.ioCreate digital Wallet passes using our visual editor.
Questions
Finmo and respond.io, 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 respond.io when something happens in Finmo?
Any of respond.io's 29 actions, including Create Contact, Create Custom Field, Create or Update Contact and Send Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from respond.io to Finmo?
respond.io has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads respond.io's API documentation and adds it.
Do I have to build a connector for Finmo or respond.io?
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 respond.io 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.