Integration
Connect Finmo and SwagUp
When Application Submitted by Borrower fires in Finmo, your agent runs Add Funds to Credit Balance in SwagUp, or New or Updated Order in SwagUp 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 SwagUp 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 SwagUp can do together
From Finmo to SwagUp
When Application Submitted by Borrower in Finmo
then Add Funds to Credit Balance in SwagUp
From SwagUp 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 SwagUp
Triggers and actions 13 triggers · 26 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.
- Low Credit Balance
Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.
- Low Stock for a Product
Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.
- New or Updated Order
Triggers when an order is created or updated.
- New or Updated Shipment Status
Triggers when a shipment is created or its delivery status changes.
- New or Updated Shipment Tracking
Triggers when a shipment first gets a tracking number or its tracking number changes.
- New Redemption
Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.
- Product Deactivated
Triggers when a product in your SwagUp account is deactivated.
- Add Funds to Credit Balance
Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.
- Create a New Recipient
Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.
- Find an Order
Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.
- Find a Product by Name
Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.
- Find a Recipient
Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.
- Find a Shipment
Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.
- Find Inventory for Products
Returns the current inventory of the specified products, including the stock quantity on hand for each size.
- Generate a Unique URL
Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.
- Reorder an Existing Product
Places a new SwagUp order for more units of a product already in your account, and returns the created order.
- Send Multiple Products to an Existing Recipient
Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment.
- Send to a New Recipient Multiple Products
Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id.
- Send to Existing Recipient
Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment.
- Update Existing Recipient Information
Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.
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 SwagUp, 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 SwagUp when something happens in Finmo?
Any of SwagUp's 13 actions, including Create a New Recipient, Send Multiple Products to an Existing Recipient, Send to a New Recipient Multiple Products and Send to Existing Recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SwagUp to Finmo?
Yes. When something happens in SwagUp, your agent can act in Finmo too. This page covers both directions: SwagUp's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or SwagUp?
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 SwagUp 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.