Integration
Connect Finmo and TidyCal
When Updated Deal Status fires in Finmo, your agent runs Add contact in TidyCal, or New Booking in TidyCal 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 TidyCal 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 TidyCal can do together
From Finmo to TidyCal
When Updated Deal Status in Finmo
then Add contact in TidyCal
From TidyCal 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 TidyCal
Triggers and actions 11 triggers · 36 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.
- Cancelled Booking
Triggers when a booking in your TidyCal account is cancelled. Returns the cancelled booking with its contact, times and booking type.
- New Booking
Triggers when a new booking is made in your TidyCal account.
- New Booking Type
Triggers when a new booking type (event type) is created in your TidyCal account.
- New Contact
Triggers when a new contact is added to your TidyCal account.
- New Team
Triggers when a new team you have access to appears in your TidyCal account.
- New Team Booking
Triggers when a new booking is made on one of a team's booking types.
- New Team User
Triggers when a user is added to a TidyCal team.
- Rescheduled Booking
Triggers when one of your bookings is rescheduled, returning the booking with its new time and the time it was previously scheduled for.
- Add booking
Creates a booking on one of your TidyCal booking types for a guest, either a single session or several sessions of a package.
- Add booking type
Creates a new booking type (a bookable meeting template) in your TidyCal account.
- Add contact
Creates a new contact in your TidyCal account with a name, email and optional timezone.
- Add guest to booking
Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.
- Cancel booking
Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.
- Delete booking type
Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.
- Get booking
Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.
- Get booking type
Returns a single booking type, including its title, duration, price, booking URL and availability settings.
- Get contact
Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.
- List available timeslots
Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.
- List bookings
Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.
- List booking types
Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.
- List contacts
Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.
- List teams
Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.
- Reschedule booking
Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.
- Update booking type
Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.
- Update contact
Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.
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 TidyCal, 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 TidyCal when something happens in Finmo?
Any of TidyCal's 17 actions, including Update booking type, Update contact, Add booking and Add booking type. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TidyCal to Finmo?
Yes. When something happens in TidyCal, your agent can act in Finmo too. This page covers both directions: TidyCal's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or TidyCal?
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 TidyCal 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.