Integration
Connect Finmo and Zoho Calendar
When Updated Deal Status fires in Finmo, your agent runs Create New Event in Zoho Calendar, or Calendar Created in Zoho Calendar 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 Zoho Calendar 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 Zoho Calendar can do together
From Finmo to Zoho Calendar
When Updated Deal Status in Finmo
then Create New Event in Zoho Calendar
When Updated Document Request Status in Finmo
then Update Event in Zoho Calendar
From Zoho Calendar to Finmo
When Calendar Created in Zoho Calendar
then Add application note in Finmo
When Calendar Updated in Zoho Calendar
then Add client in 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 Zoho Calendar
Triggers and actions 6 triggers · 28 actions
Trigger
Application StartedTriggers when a new application appears in your Finmo team.
Trigger
Updated Deal StatusTriggers when an application's status changes.
Trigger
Updated Document Request StatusTriggers when a document request on an application is added or marked received.
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add application noteAdds a note to an application.
Action
Add clientCreates a new client in your Finmo team.
Action
Add client assetAdds an asset (property, vehicle, savings, etc.) to a client.
Action
Add client incomeAdds an income source to a client.
Action
Add client liabilityAdds a liability (loan, credit card, etc.) to a client.
Action
Add documentUploads a file to an application as a document.
Action
Add document requestRequests an outstanding document on an application.
Action
Delete clientPermanently deletes a client.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get applicationReturns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
Action
Get clientReturns the details of one client, including contact details, assets, liabilities and incomes.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List application notesReturns all notes users have added to an application.
Action
List applicationsReturns a page of all applications in your Finmo team.
Action
List application statusesReturns all application statuses configured for your Finmo team.
Action
List tasksReturns all tasks on an application.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates a client's personal details. Fields left blank are unchanged.
Trigger
Calendar CreatedTriggers when a new calendar is added to your Zoho Calendar account.
Trigger
Calendar UpdatedTriggers when a calendar is created or its settings are changed.
Trigger
Event CreatedTriggers when a new event appears on the selected calendar (events occurring from yesterday through the next four weeks).
Action
Create CalendarCreates a new personal calendar in Zoho Calendar with the name, color and visibility settings you choose.
Action
Create New EventCreates a new event in a Zoho Calendar calendar, with optional attendees, reminders, recurrence and conferencing.
Action
Delete calendarDeletes a calendar from your Zoho Calendar account.
Action
Delete EventDeletes an event (or one instance of a recurring event) from a Zoho Calendar calendar.
Action
Get calendarReturns the details of a Zoho Calendar calendar, including its name, color, time zone and default reminders.
Action
List calendarsReturns the list of calendars in your Zoho Calendar account, optionally filtered by category and including hidden calendars.
Action
List eventsReturns the events in a Zoho Calendar calendar that occur within a date range of up to 31 days.
Action
Update calendarUpdates an existing calendar's name, colors, time zone, description, visibility, free/busy and default reminder settings.
Action
Update EventUpdates an existing event in a Zoho Calendar calendar. Zoho replaces the event with the values given, so supply the start, end and the event's latest etag.
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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Questions
Finmo and Zoho Calendar, 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 Zoho Calendar when something happens in Finmo?
Any of Zoho Calendar's 9 actions, including Create Calendar, Create New Event, Update calendar and Update Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Calendar to Finmo?
Yes. When something happens in Zoho Calendar, your agent can act in Finmo too. This page covers both directions: Zoho Calendar's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Zoho Calendar?
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 Zoho Calendar 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.