Integration
Connect Finmo and Zenler
When Application Submitted by Borrower fires in Finmo, your agent runs Enroll User in Zenler, or New Funnel Subscription in Zenler 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 Zenler 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 Zenler can do together
From Finmo to Zenler
When Application Submitted by Borrower in Finmo
then Enroll User in Zenler
From Zenler 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 Zenler
Triggers and actions 9 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 Funnel Subscription
Triggers when someone subscribes to the chosen Zenler marketing funnel.
- New Sale
Triggers when a student enrolls in a course, free or paid, with the sale's price, coupon and gateway.
- New User
Triggers when a new user signs up on your Zenler site.
- Delete User
Deletes a user from your Zenler site.
- Enroll User
Enrolls a Zenler user into a course.
- Get Course
Returns one Zenler course's name, subtitle, thumbnail and owner.
- Get User
Returns one Zenler user's name, email, contact details and roles.
- List Courses
Returns courses on your Zenler site.
- List Funnels
Returns your Zenler marketing funnels.
- List Live Classes
Returns your Zenler live classes and their schedules.
- List Live Webinars
Returns your Zenler live webinars and their schedules.
- List Users
Returns users on your Zenler site, optionally filtered by search text or role.
- Register Live Class
Registers a person for a Zenler live class.
- Register Live Webinar
Registers a person for a Zenler live webinar.
- Subscribe Funnel
Subscribes a person to one of your Zenler marketing funnels.
- Unenroll User
Unenrolls a Zenler user from a course.
- Unregister Live Class
Removes a person's registration from a Zenler live class.
- Unregister Live Webinar
Removes a person's registration from a Zenler live webinar.
- Unsubscribe Funnel
Unsubscribes an email address from a Zenler marketing funnel.
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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More into Zenler
Questions
Finmo and Zenler, 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 Zenler when something happens in Finmo?
Any of Zenler's 16 actions, including Enroll User, Get Course, Get User and List Courses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenler to Finmo?
Yes. When something happens in Zenler, your agent can act in Finmo too. This page covers both directions: Zenler's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Zenler?
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 Zenler 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.