Integration
Connect Finmo and Spree
When Updated Deal Status fires in Finmo, your agent runs Create Customer in Spree, or New Customer in Spree 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 Spree 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)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 Spree can do together
From Finmo to Spree
When Updated Deal Status in Finmo
then Create Customer in Spree
From Spree 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 Spree
Triggers and actions 6 triggers · 40 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 Customer
Triggers when a new customer is created in your Spree store.
- New Order
Triggers when a new order is created in your Spree store.
- New Product
Triggers when a new product is created in your Spree store.
- Add promotion
Creates a promotion in your Spree store, optionally with its coupon code, rules and discount actions.
- Add variant
Creates a new variant (such as a size or color) on a product, with optional per-currency prices and stock levels.
- Create Customer
Creates a customer in your Spree store and returns the new customer.
- Create Draft Order
Creates a draft order in your Spree store for a customer.
- Create Product
Creates a product in your Spree store.
- Delete Customer
Deletes a customer from your Spree store.
- Delete Product
Deletes a product from your Spree store.
- Find Customers
Returns customers in your Spree store matching a search term (name or email).
- Find fulfillments
Returns the fulfillments (shipments) of an order, optionally filtered by fulfillment number or date.
- Find Orders
Returns orders in your Spree store matching a search term (number or email).
- Find payments
Returns the payments on an order, optionally filtered by status, amount, response code or payment method.
- Find Products
Returns products in your Spree store matching a search term.
- Find promotions
Returns promotions whose name or code matches the search text, optionally filtered by kind or category.
- Find variants
Returns variants across all products that match a search on SKU, option value or product name, optionally narrowed by product, channel, market, customer or currency.
- Get Customer
Returns one customer from your Spree store by ID.
- Get Order
Returns one order from your Spree store by ID.
- Get Product
Returns one product from your Spree store by ID.
- Update Customer
Updates an existing customer in your Spree store.
- Update Order
Updates an existing order in your Spree store.
- Update Product
Updates an existing product in your Spree store.
- Update variant
Updates an existing product variant's SKU, pricing, stock, dimensions, shipping and option details. Only the fields you fill in are changed.
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 Spree
Questions
Finmo and Spree, 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 Spree when something happens in Finmo?
Any of Spree's 21 actions, including Create Customer, Create Draft Order, Create Product and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spree to Finmo?
Yes. When something happens in Spree, your agent can act in Finmo too. This page covers both directions: Spree's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Spree?
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 Spree 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.