Integration
Connect Dub and Finmo
When New Commission fires in Dub, your agent runs Add application note in Finmo, or Updated Deal Status in Finmo to Add domain in Dub. 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 Dub 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 Dub and Finmo can do together
From Dub to Finmo
When New Commission in Dub
then Add application note in Finmo
From Finmo to Dub
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 Dub and Finmo
Triggers and actions 12 triggers ยท 30 actions
- Deleted Link
Triggers when a link is deleted.
- Link Clicked
Triggers when a link is clicked.
- New Commission
Triggers when a new commission is created.
- New Lead
Triggers when a new lead is created.
- New Link
Triggers when a new link is created.
- New Partner Enrollment
Triggers when a new partner is enrolled in your program.
- New Sale
Triggers when a new sale is created.
- Partner Application Submitted
Triggers when a partner submits an application to your program.
- Updated Link
Triggers when a link is updated.
- Add domain
Add a domain to the workspace.
- Create Link
Creates a new short link.
- Create Tag
Creates a new tag.
- Delete domain
Delete a domain by slug.
- Delete Link
Deletes a short link.
- Delete tag
Delete a tag by id.
- List domains
List all domains in the workspace.
- List tags
List all tags in the workspace.
- Retrieve Link
Retrieve the info for a link.
- Update domain
Update a domain by slug.
- Update Tag
Updates an existing tag.
- Upsert Link
If a link with the same URL already exists, return it (or update it if there are any changes). Otherwise, a new link will be created.
- 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 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
Reviews
What our customers say
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Questions
Dub and Finmo, answered
What can start an automation from Dub?
Any of Dub's 9 triggers in the catalog, including New Commission, New Lead, New Link and New Partner Enrollment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finmo when something happens in Dub?
Any of Finmo's 18 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 Dub?
Yes. When something happens in Finmo, your agent can act in Dub too. This page covers both directions: Finmo's triggers and Dub's actions are listed here as well.
Do I have to build a connector for Dub 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 Dub 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.