Integration
Connect Finmo to Attentive
When Updated Deal Status fires in Finmo, your agent runs Custom Events in Attentive. 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 Attentive 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 Attentive
When Updated Deal Status in Finmo
then Custom Events in Attentive
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 Attentive
Triggers and actions 3 triggers · 32 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 to Cart
Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.
- Custom Attributes
Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.
- Custom Events
Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.
- Delete Request
Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.
- Get Custom Attributes for a User
Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.
- Get Subscription Eligibility for a User
Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.
- Identity
Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.
- Lookup Product Catalog Ingestion
Returns the status, validation errors and product counts of a product catalog upload.
- Product View
Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.
- Purchase
Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.
- Subscribe User
Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.
- Unsubscribe Subscriptions for a User
Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.
- View Recent Catalog Uploads
Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.
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 Attentive, 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 Attentive when something happens in Finmo?
Any of Attentive's 13 actions, including Add to Cart, Custom Attributes, Custom Events and Get Custom Attributes for a User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Attentive to Finmo?
Attentive has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Attentive's API documentation and adds it.
Do I have to build a connector for Finmo or Attentive?
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 Attentive 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.