Integration
Connect Finmo to Chatbase
When Application Submitted by Borrower fires in Finmo, your agent runs Add ticket message in Chatbase. 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 Chatbase 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 Chatbase
When Application Submitted by Borrower in Finmo
then Add ticket message in Chatbase
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 Chatbase
Triggers and actions 6 triggers · 30 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.
- Add agent
Creates a new Chatbase agent (chatbot), optionally trained on supplied text.
- Add source
Adds a training source (text, Q&A, or website link) to a Chatbase agent. The source starts training immediately.
- Add ticket message
Posts a customer-visible reply to a Chatbase helpdesk ticket on behalf of a team member. Delivery to the customer happens asynchronously.
- Delete agent
Permanently deletes a Chatbase agent and all of its associated data.
- Delete conversation
Deletes a conversation from an agent, whatever channel it came from. It no longer appears in chat logs.
- Delete source
Deletes a source from a Chatbase agent, removing its knowledge from the agent. Returns the source in its final state.
- Find conversations by text
Searches an agent's conversations by free text and optional filters, returning matching conversations with highlighted snippets.
- Get agent
Returns a single Chatbase agent with its instructions, model, visibility, styles and training status.
- Get conversation
Returns a conversation's details and its most recent messages. Only conversations created through the API are returned.
- List agents
Returns all agents (chatbots) in your Chatbase account, with each agent's name, model, training status and settings.
- List conversations
Returns the conversations created through the API for a Chatbase agent, optionally limited to a creation date window.
- List sources
Returns the training sources (links, files, Q&A, Notion pages, text) of a Chatbase agent, optionally filtered by type or name.
- List tickets
Returns the helpdesk tickets for a Chatbase agent, optionally filtered by status, channel, assignee, team, priority and creation date.
- Send Prompt
Sends a message to a Chatbase agent and returns the agent's reply, starting a new conversation or continuing an existing one.
- Update agent
Updates an existing Chatbase agent's name, instructions, model and other settings. Only the fields you fill in are changed.
- Update source
Updates an existing text, Q&A or link source on a Chatbase agent. Changing content retrains the source.
- Update ticket
Updates a Chatbase helpdesk ticket's status, assignee, team or priority. Only the fields you fill in are changed.
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 Chatbase, 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 Chatbase when something happens in Finmo?
Any of Chatbase's 17 actions, including Send Prompt, Update agent, Update source and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Chatbase to Finmo?
Chatbase has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Chatbase's API documentation and adds it.
Do I have to build a connector for Finmo or Chatbase?
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 Chatbase 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.