Integration
Connect Finmo to Teachable
When Application Submitted by Borrower fires in Finmo, your agent runs Unenroll Student From Course by Email in Teachable. 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 Teachable 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 Teachable
When Application Submitted by Borrower in Finmo
then Unenroll Student From Course by Email in Teachable
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 Teachable
Triggers and actions 6 triggers · 28 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.
- Create New User
Creates a new user (student) in your Teachable school. If a user with the email already exists, returns that user and their course enrollments.
- Enroll User in Course
Enrolls an existing Teachable user in a course at your school.
- Find Student
Finds a student in your Teachable school by email address and returns their name, email and user ID.
- Get course
Returns a course from your Teachable school by its ID, including its name, subtitle, description, publish status, image, author bio and curriculum sections with lectures.
- Get course progress
Returns a student's progress in a course: percent complete, enrollment and completion dates, certificate details, and per-lecture completion status.
- Get user
Returns a Teachable user by ID, including their role, tags, and the courses they are or have been enrolled in with progress.
- List course enrollments
Returns the students actively enrolled in a course, with each student's enrollment date, expiry, completion date and percent complete.
- List courses
Returns the courses at your Teachable school, optionally filtered by name, published status, author or creation date.
- List pricing plans
Returns all pricing plans at your Teachable school, with each plan's name, price, currency and course.
- List transactions
Returns the sales transactions made in your school, optionally filtered by student, course, pricing plan, affiliate, refund or chargeback status, and date range.
- List users
Returns the users at your Teachable school, with their ID, name and email. Optionally filter to a single email address.
- Mark lecture complete
Marks a lecture in a Teachable course as complete for a student.
- Unenroll Student From Course by Email
Removes a student from a course, finding the student by their email address. Fails when no student with that email exists.
- Unenroll Student From Course by User ID (Legacy)
Removes a student from a Teachable course using the student's user ID.
- Update user
Updates a Teachable user's name or signup source and returns the updated user with their course enrollments and tags.
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 Teachable, 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 Teachable when something happens in Finmo?
Any of Teachable's 15 actions, including Create New User, Update user, Enroll User in Course and Find Student. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teachable to Finmo?
Teachable has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Teachable's API documentation and adds it.
Do I have to build a connector for Finmo or Teachable?
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 Teachable 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.