Integration
Connect Finmo to Zapnito
When Updated Deal Status fires in Finmo, your agent runs Add user to organisation in Zapnito. 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 Zapnito 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 can start in Zapnito
When Updated Deal Status in Finmo
then Add user to organisation in Zapnito
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 Zapnito
Triggers and actions 3 triggers · 44 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.
- Add user to organisation
Adds an existing user to an organisation so they can act on its behalf, optionally as an owner.
- Delete badge
Deletes a badge from your Zapnito community, identified by its ID or third-party reference.
- Get badge
Returns a single badge by its id or your third-party reference, including its text, colours and call to action.
- Get content
Returns a single piece of content (post, video or document) by its id or slug.
- Get post
Returns a single post from your Zapnito community, looked up by its id or slug.
- Get user
Returns a single community user, including their profile, groups and single sign-on identities, looked up by email address.
- Groups - Add a User
Adds an existing user to a group.
- Groups - Find a User
Finds the users in a group whose email address contains the search term.
- Groups - Remove a User
Removes a user from a group.
- Invitations - Create
Invites a person to the community by email, optionally into a group.
- List badges
Returns the community's badges, ordered by position, optionally filtered by search term or badge type.
- List channels
Returns all channels in your Zapnito community, ordered by their position.
- List contents
Returns published content (posts, videos and documents) in your community, newest first, optionally filtered by search term, tag or DOI.
- List posts
Returns the community's posts, optionally filtered by a search term.
- Notification Preference - Update
Turns one type of notification on or off for a user.
- Organisation - Search
Finds organisations matching a search term.
- Organisations - Update
Updates an organisation; only the fields sent are changed.
- Posts - Create
Creates a post on behalf of an existing community user.
- Remove user from organisation
Removes a user from an organisation so they can no longer act on its behalf.
- Tags - Assign Content
Applies an existing tag to one or more content items.
- Tags - Create
Creates a tag, optionally as a child of an existing tag.
- Tags - List
Returns all tags in the community, optionally only the children of a parent tag.
- Update badge
Updates an existing badge's text, colors, call to action, position, brand images or group. Only the values you fill in are changed.
- User - Search
Finds users matching a search term.
- Users - Update
Updates a user's profile; only the fields sent 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 Zapnito, 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 Zapnito when something happens in Finmo?
Any of Zapnito's 25 actions, including Update badge, Add user to organisation, Get badge and Get content. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zapnito to Finmo?
Zapnito has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Zapnito's API documentation and adds it.
Do I have to build a connector for Finmo or Zapnito?
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 Zapnito 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.