Integration
Connect Finmo and Telebroad
When Updated Deal Status fires in Finmo, your agent runs Send Text Message in Telebroad, or New Text Messages in Telebroad 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 Telebroad 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 Telebroad can do together
From Finmo to Telebroad
When Updated Deal Status in Finmo
then Send Text Message in Telebroad
From Telebroad 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 Telebroad
Triggers and actions 5 triggers · 55 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 Text Messages
Triggers when a text conversation on your Telebroad numbers gets a new message, sent or received.
- User Call Ended
Triggers when a call on your Telebroad account ends.
- Assign Conversation
Assigns a text conversation to a user.
- Block Sender
Blocks a phone number from texting one of your lines.
- Cancel Scheduled Message
Cancels a scheduled text message.
- Create Saved Reply
Saves a reusable text-message reply.
- Delete Call Recording
Deletes the recordings of one leg of a call.
- Delete Conversation
Deletes a whole text conversation.
- Delete Saved Reply
Deletes a saved text-message reply.
- Delete Text Message
Deletes one message from a text conversation.
- Get Blocked Sender
Checks whether a phone number is blocked on one of your lines.
- Get Call
Returns one call and its details.
- Get Call Recording
Returns one recorded leg of a call, with its download link.
- Get Call Transcripts
Returns a call's transcripts and AI summary.
- Get Conversation
Returns the messages in one text conversation.
- Get Fax
Returns one fax and its delivery status.
- Get My Profile
Returns the API key's run-as user, with their numbers and phone lines.
- Get Unread Counts
Returns how many unread text messages each of your lines has.
- List Agent Sessions
Returns call-center agents' sign-in and pause sessions.
- List Blocked Senders
Returns the numbers blocked from texting one of your lines.
- List Call Recordings
Returns the recordings of a call.
- List Conversations
Returns the text-message conversations in your inbox, newest first.
- List Faxes
Returns your sent and received faxes.
- List Fax Numbers
Returns the fax numbers you can send from.
- List Saved Replies
Returns your saved text-message replies.
- List Scheduled Messages
Returns the text messages scheduled to send from one of your lines.
- List Texting Numbers
Returns the Telebroad numbers you can send text messages from.
- List Users
Returns every user on your Telebroad account.
- Mark Conversation Resolved
Marks a text conversation as handled.
- Mark Line Read
Marks every message on a texting number as read.
- Place Call
Starts a click-to-call: rings your phone, then connects it to the number you want to call.
- Reopen Conversation
Reopens a resolved text conversation.
- Schedule Text Message
Schedules a text message to send later from one of your lines.
- Search Calls
Searches your call history between two times.
- Send Fax
Sends a fax from one of your fax numbers, with an optional cover page.
- Send Text Message
Sends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.
- Unblock Sender
Unblocks a phone number on one of your lines.
- Update Saved Reply
Edits a saved text-message reply.
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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More into Telebroad
Questions
Finmo and Telebroad, 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 Telebroad when something happens in Finmo?
Any of Telebroad's 36 actions, including Create Saved Reply, Send Fax, Send Text Message and Update Saved Reply. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Telebroad to Finmo?
Yes. When something happens in Telebroad, your agent can act in Finmo too. This page covers both directions: Telebroad's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Telebroad?
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 Telebroad 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.