Integration
Connect Finmo and Teamup Calendar
When Application Submitted by Borrower fires in Finmo, your agent runs Add Comment in Teamup Calendar, or New Event in Teamup Calendar 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 Teamup Calendar to do together?
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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 Teamup Calendar can do together
From Finmo to Teamup Calendar
When Application Submitted by Borrower in Finmo
then Add Comment in Teamup Calendar
From Teamup Calendar 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 Teamup Calendar
Triggers and actions 12 triggers · 24 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.
- Event Cancelled
Triggers when an event is cancelled (deleted) on your Teamup calendar. Polls the calendar's change feed and emits each newly deleted event.
- Event Ended
Triggers when an event on your Teamup calendar has ended. Polls the last day of events and emits each one whose end time has passed.
- Event Start
Triggers when an event on your Teamup calendar has started. Polls the last day of events and emits each one whose start time has passed.
- New Event
Triggers when a new event is added to your Teamup calendar.
- New Event Matching Search
Triggers when a new event matching your search keywords appears on your Teamup calendar.
- New or Updated Event
Triggers when an event is added or changed on your Teamup calendar.
- Add Comment
Posts a comment on an event in your Teamup calendar. Returns the created comment, including its id and creation time.
- Add Signup
Signs a person up for an event on your Teamup calendar. Returns the created signup, including its id and creation time.
- Create Event
Creates a new event on your Teamup calendar, including any custom event fields defined on the calendar. Returns the created event.
- Delete Event
Deletes an event from your Teamup calendar. Returns an undo token for the deletion.
- Find Event Matching Remote ID
Finds the event on your Teamup calendar carrying a given remote id. Searches the supplied date range and returns the matching event.
- Find Events
Searches your Teamup calendar for events matching a keyword within a date range. Returns the matching events.
- Get Event
Returns a single event from your Teamup calendar, including its custom field values, change history and reminders.
- Get Sub-Calendar
Returns a single sub-calendar from your Teamup calendar with all its details.
- List Events
Returns the events on your Teamup calendar for a date range, optionally limited to selected sub-calendars.
- List Sub-Calendars
Returns the sub-calendars on your Teamup calendar.
- Update Event
Updates an existing event on your Teamup calendar, including any custom event fields defined on the calendar. Returns the updated event.
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
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Questions
Finmo and Teamup Calendar, 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 Teamup Calendar when something happens in Finmo?
Any of Teamup Calendar's 11 actions, including Create Event, Update Event, Add Comment and Add Signup. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamup Calendar to Finmo?
Yes. When something happens in Teamup Calendar, your agent can act in Finmo too. This page covers both directions: Teamup Calendar's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Teamup Calendar?
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 Teamup Calendar 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.