Integration
Connect Finmo and WordPress
When Application Submitted by Borrower fires in Finmo, your agent runs Add comment in WordPress, or New Comment in WordPress to Add client 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 WordPress 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 and WordPress can do together
From Finmo to WordPress
When Application Submitted by Borrower in Finmo
then Add comment in WordPress
From WordPress 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 WordPress
Triggers and actions 13 triggers · 29 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.
- New Comment
Triggers when a new comment is posted on your WordPress site.
- New Media
Triggers when a new media item (image, video, audio or document) is uploaded to the WordPress media library.
- New page
Triggers when a new page is created on the WordPress site.
- New Post
Triggers when a new post is published on your WordPress site.
- New User
Triggers when a new user registers on your WordPress site.
- Updated Post
Triggers when a post is created or updated, newest changes first.
- Updated User
Triggers when a WordPress user is added or their profile is changed (name, email, roles, bio and other details).
- Add category
Creates a new post category on your WordPress site and returns the created category.
- Add comment
Adds a new comment to a WordPress post or page.
- Add page
Creates a new page on your WordPress site with the title, content, status and other details you provide.
- Add tag
Creates a new tag on your WordPress site.
- Create Post
Creates a new post on your WordPress site with the title, content, status, categories and tags you provide.
- Create User
Creates a new user account on your WordPress site with the login name, email and password you provide.
- Delete post
Deletes a post, moving it to the trash or removing it permanently.
- Delete user
Permanently deletes a WordPress user and reassigns their posts and links to another user.
- Find comments by criteria
Finds comments on the WordPress site matching search text, post, author, status, date range and other criteria.
- Find pages by criteria
Returns the pages on your WordPress site that match the search text, slug, author, status, dates and other criteria you supply.
- Find Post
Finds posts on your WordPress site matching a search text, slug, author, category, tag, status or date range.
- Find User
Finds WordPress users matching a search text, slug, role or other criteria and returns the matching users.
- Update page
Updates an existing page on your WordPress site. Only the fields you fill in are changed.
- Update Post
Updates an existing WordPress post's title, content, status, categories, tags and other details. Only the fields you fill in are changed.
- Update User
Updates an existing WordPress user's profile, such as their name, email, roles or password. Fields left blank are not changed.
- Upload Media
Uploads a file from a URL to the WordPress media library and returns the new media item.
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
What our customers say
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Questions
Finmo and WordPress, 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 WordPress when something happens in Finmo?
Any of WordPress's 16 actions, including Create Post, Create User, Update page and Update Post. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WordPress to Finmo?
Yes. When something happens in WordPress, your agent can act in Finmo too. This page covers both directions: WordPress's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or WordPress?
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 WordPress 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.