Integration
Connect Finmo to SMS.to
When Application Submitted by Borrower fires in Finmo, your agent runs List messages in SMS.to. 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 SMS.to 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 SMS.to
When Application Submitted by Borrower in Finmo
then List messages in SMS.to
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 SMS.to
Triggers and actions 6 triggers · 14 actions
Trigger
Application StartedTriggers when a new mortgage application is started in Finmo.
Trigger
Application Submitted by BorrowerTriggers when a borrower submits (or resubmits) a mortgage application in Finmo.
Trigger
Deal SubmittedTriggers when a deal (application) in Finmo reaches the Submitted status.
Trigger
Updated Borrower EmailTriggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
Trigger
Updated Deal StatusTriggers when an application (deal) changes to a new status.
Trigger
Updated Document Request StatusTriggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add clientAdds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
Action
Add client incomeAdds an income (employment, pension, support or other) to a borrower on a Finmo application.
Action
Add client liabilityCreates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
Action
Add documentCreates a document upload on a Finmo application and returns a signed link for uploading the file.
Action
Add document requestCreates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
Action
Delete clientRemoves a client (borrower) from a Finmo application.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get clientReturns a client (borrower) on a Finmo application, including their contact details and profile.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List applicationsReturns application overviews for a brokerage, team or broker, optionally searched by borrower name.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates a client (borrower) on a Finmo application with new contact, personal and portal details.
Action
List messagesLists messages sent from the SMS.to account, newest first, optionally filtered by status, recipient or creation date range (at most 31 days of data).
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 SMS.to
HubSpot to SMS.toHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SMS.toSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SMS.toSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SMS.toGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SMS.toGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SMS.toGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Finmo and SMS.to, 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 SMS.to when something happens in Finmo?
Any of SMS.to's 1 action, including List messages. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SMS.to to Finmo?
SMS.to has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads SMS.to's API documentation and adds it.
Do I have to build a connector for Finmo or SMS.to?
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 SMS.to 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.