Integration
Connect Finmo and Streak
When Application Submitted by Borrower fires in Finmo, your agent runs Create Task in Streak, or New Box in Streak to Add client 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 Streak 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 and Streak can do together
From Finmo to Streak
When Application Submitted by Borrower in Finmo
then Create Task in Streak
From Streak 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 Streak
Triggers and actions 18 triggers · 34 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.
- New Box
Triggered when a new box is added to the specified pipeline.
- New email thread
Triggered when a new email thread is added to the specified box.
- New event
Triggered when a new event occurs within any pipeline.
- New event in box
Triggered when a new event occurs within the specified box.
- New event in pipeline
Triggered when a new event occurs within the specified pipeline.
- New file
Triggered when a new file is added to the specified box.
- New Pipeline
Triggered when a new pipeline is added.
- New snippet
Triggered when a new snippet is added.
- New Stage
Triggered when a new stage is added to the specified pipeline.
- New Task in Box
Triggered when a new task is added to the specified box.
- New task in pipeline
Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key.
- Task complete
Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key.
- Create Box
Adds a new box to the specified pipeline.
- Create Comment
Adds a new comment to the specified box.
- Create Pipeline
Creates a new pipeline.
- Create Stage
Adds a new stage to the specified pipeline.
- Create Task
Adds a new task to the specified box.
- Delete Box
Deletes a box by its key.
- Delete Stage
Deletes a stage from the specified pipeline.
- Delete Task
Deletes a task by its key.
- Get Box
Gets a single box by its key.
- Get Current User
Returns the user associated with the API key.
- Get Pipeline
Gets a single pipeline by its key.
- List Boxes in Pipeline
Lists all boxes in the specified pipeline.
- List Fields
Lists all fields in the specified pipeline.
- List Pipelines
Lists all pipelines the user has access to.
- List Stages
Lists all stages in the specified pipeline.
- List Tasks in Box
Lists all tasks in the specified box.
- Move Box to Stage
Moves a box to a stage in the specified pipeline.
- Search
Searches boxes, contacts, and organizations across Streak.
- Update Box
Updates a box's name, notes, or stage.
- Update Box Field Value
Sets the value of a custom field on a box.
- Update Task
Updates a task's text, due date, or completion status.
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
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Questions
Finmo and Streak, 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 Streak when something happens in Finmo?
Any of Streak's 21 actions, including Create Box, Create Comment, Create Pipeline and Create Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Streak to Finmo?
Yes. When something happens in Streak, your agent can act in Finmo too. This page covers both directions: Streak's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Streak?
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 Streak 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.