Integration
Connect 5pm and Finmo
When New Progress fires in 5pm, your agent runs Add application note in Finmo, or Updated Deal Status in Finmo to Add Task Progress in 5pm. 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 5pm and Finmo 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 5pm and Finmo can do together
From 5pm to Finmo
When New Progress in 5pm
then Add application note in Finmo
From Finmo to 5pm
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 5pm and Finmo
Triggers and actions 10 triggers · 40 actions
- New Progress
Triggers when a new task progress is created.
- New Project
Fires when a new project is created in 5pm.
- New Task
Triggers when a new support task is created.
- New User
Triggers when a new support user is created.
- Updated Project
Fires when a project is updated in 5pm.
- Updated Task
Triggers when a new support task is updated.
- Updated User
Triggers when a new support user is updated.
- Add Task Progress
Add Task Progress (progress in percent and house down).
- Add User
Create a new user in the 5pm account (UsersService add).
- Create Note
Creates a new note in task.
- Create Project
Creates a new project.
- Create Task
- Delete Note
Remove an activity note/progress message (ActivityService remove).
- Delete Project
Remove a project (ProjectsService remove).
- Delete Task
Remove a task from a 5pm project (TasksService remove).
- Delete User
Remove a user from the account (UsersService remove).
- Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
- Find Task
Finds a task in the application.
- Find Task by Id
Finds a task by Id in the application.
- Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
- Find User by Id
Finds a user by Id in the system.
- List Notes
List activity notes/progress messages on a task (ActivityService getList).
- List Projects
List all projects in the account (ProjectsService getAll/getList).
- List Users
List all users in the account (UsersService getAll).
- Update Note
Update an activity note/progress message (ActivityService update).
- Update Project
Update a project's fields (ProjectsService update).
- Update Task
Update task in the application.
- Update User
Update a user's fields (UsersService update).
- 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.
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
5pm and Finmo, answered
What can start an automation from 5pm?
Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in 5pm?
Any of Finmo's 19 actions, including Update application, Update client, Add application and Add application note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finmo to 5pm?
Yes. When something happens in Finmo, your agent can act in 5pm too. This page covers both directions: Finmo's triggers and 5pm's actions are listed here as well.
Do I have to build a connector for 5pm or Finmo?
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 5pm and Finmo 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.