Integration
Connect Finmo and Walcu CRM
When Updated Deal Status fires in Finmo, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM 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 Walcu CRM 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 Walcu CRM can do together
From Finmo to Walcu CRM
When Updated Deal Status in Finmo
then Create Client in Walcu CRM
From Walcu CRM 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 Walcu CRM
Triggers and actions 8 triggers · 38 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 Aftersale Lead
Triggers when a new aftersale lead is created in Walcu CRM.
- New Appraisal Lead
Triggers when a new appraisal lead is created in Walcu CRM.
- New Client
Triggers when a new client is created in Walcu CRM.
- New Sale Lead
Triggers when a new sale lead is created in Walcu CRM.
- New Task
Triggers when a new task is created in Walcu CRM.
- Create Aftersalelead
Creates a new aftersale lead in Walcu CRM.
- Create Appraisallead
Creates a new appraisal lead in Walcu CRM.
- Create Car
Creates a new car in Walcu CRM.
- Create Client
Creates a new client in Walcu CRM.
- Create Date
Creates a new appointment in Walcu CRM.
- Create Note
Creates a new note in Walcu CRM.
- Create Offer
Creates a new offer in Walcu CRM.
- Create Salelead
Creates a new sale lead in Walcu CRM.
- Create Task
Creates a new task in Walcu CRM.
- Delete Offer
Deletes a offer from Walcu CRM.
- List Aftersale Leads
Returns aftersale leads from Walcu CRM, optionally filtered by a search expression.
- List Appointments
Returns appointments from Walcu CRM, optionally filtered by a search expression.
- List Appraisal Leads
Returns appraisal leads from Walcu CRM, optionally filtered by a search expression.
- List Cars
Returns cars from Walcu CRM, optionally filtered by a search expression.
- List Clients
Returns clients from Walcu CRM, optionally filtered by a search expression.
- List Notes
Returns notes from Walcu CRM, optionally filtered by a search expression.
- List Offers
Returns offers from Walcu CRM, optionally filtered by a search expression.
- List Sale Leads
Returns sale leads from Walcu CRM, optionally filtered by a search expression.
- List Tasks
Returns tasks from Walcu CRM, optionally filtered by a search expression.
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 Walcu CRM, 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 Walcu CRM when something happens in Finmo?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Finmo?
Yes. When something happens in Walcu CRM, your agent can act in Finmo too. This page covers both directions: Walcu CRM's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Walcu CRM?
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 Walcu CRM 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.