Integration
Connect Finmo to Voiceflow
When Application Submitted by Borrower fires in Finmo, your agent runs Send Message to Agent in Voiceflow. 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 Voiceflow 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 Voiceflow
When Application Submitted by Borrower in Finmo
then Send Message to Agent in Voiceflow
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 Voiceflow
Triggers and actions 6 triggers · 23 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.
- Add knowledge base URL document
Create a knowledge base document sourced from a URL.
- Add playbook
Adds a playbook (a set of instructions that drives an agent toward a goal) to a Voiceflow project environment and returns the created playbook.
- Delete conversation state
Deletes the stored conversation state for one user, so their next turn starts the conversation from the beginning.
- Delete knowledge base document
Delete a knowledge base document by id.
- Find transcripts
Returns up to 20 transcripts (recorded conversations) in a Voiceflow project that match the given session, date range, environment, version and property filters.
- Send Event to Agent
Sends a custom event to a Voiceflow agent for a user's conversation, advancing it by one turn, and returns the traces the agent produced in reply.
- Send Message to Agent
Sends a user's text message to a Voiceflow agent, advancing the conversation by one turn, and returns the agent's reply.
- Send message to conversation
Sends a message into a user's conversation with a Voiceflow agent (a message-type turn) and returns the agent's reply.
- Start Agent Conversation
Starts (launches) a conversation with a Voiceflow agent for a user and returns the agent's opening reply.
- Update conversation variables
Merge variable values into a user's conversation state.
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 Voiceflow
Questions
Finmo and Voiceflow, 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 Voiceflow when something happens in Finmo?
Any of Voiceflow's 10 actions, including Send Event to Agent, Send Message to Agent, Send message to conversation and Update conversation variables. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Voiceflow to Finmo?
Voiceflow has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Voiceflow's API documentation and adds it.
Do I have to build a connector for Finmo or Voiceflow?
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 Voiceflow 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.