Integration
Connect Finmo and WhatTime
When Updated Deal Status fires in Finmo, your agent runs Upsert Event Type in WhatTime, or Schedule Created in WhatTime 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 WhatTime 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 WhatTime can do together
From Finmo to WhatTime
When Updated Deal Status in Finmo
then Upsert Event Type in WhatTime
From WhatTime 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 WhatTime
Triggers and actions 5 triggers · 41 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.
- Schedule Canceled
Triggers when a meeting is canceled.
- Schedule Created
Triggers when an invitee books a meeting.
- Cancel Schedule
Cancels a scheduled meeting.
- Create Availability
Creates an availability schedule.
- Delete Availability
Deletes an availability schedule.
- Delete Booking Page
Deletes a booking page (event type).
- Find Available Times
Returns the open time slots on a booking page for a date.
- Get Availability
Returns one availability schedule.
- Get Booking Page
Returns one booking page (event type).
- Get My User
Returns the WhatTime user the API token belongs to.
- Get Organization Member
Returns one organization member.
- Get Reservation
Returns one reservation.
- Get Routing Form
Returns one routing form.
- Get Schedule
Returns one scheduled meeting with its invitee details.
- Invite Organization Member
Invites a person to your WhatTime organization by email.
- List Availabilities
Returns your saved availability schedules.
- List Booking Pages
Returns your WhatTime booking pages (event types).
- List Organization Members
Returns members of your WhatTime organization, optionally filtered by email.
- List Reservations
Returns booked reservations, filtered by status, invitee or start time.
- List Routing Forms
Returns your routing forms.
- Remove Organization Member
Removes a member from your WhatTime organization.
- Reschedule Schedule
Moves a scheduled meeting to a new date and time.
- Update Organization Member Role
Changes an organization member's role.
- Upsert Event Type
Creates a booking page (event type), or updates it when a code is given.
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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More into WhatTime
Questions
Finmo and WhatTime, 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 WhatTime when something happens in Finmo?
Any of WhatTime's 22 actions, including Create Availability, Update Organization Member Role, Find Available Times and Get Availability. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatTime to Finmo?
Yes. When something happens in WhatTime, your agent can act in Finmo too. This page covers both directions: WhatTime's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or WhatTime?
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 WhatTime 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.