Integration
Connect Finmo to Crisp
When Updated Deal Status fires in Finmo, your agent runs Create/Update Contact in Crisp. 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 Crisp 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 Crisp
When Updated Deal Status in Finmo
then Create/Update Contact in Crisp
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 Crisp
Triggers and actions 3 triggers · 35 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 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 a User Event
Adds an event (such as "Added item to basket") to a Crisp contact's timeline.
- Add Segments to Conversation
Adds one or more segments (tags) to a Crisp conversation, keeping the segments it already has.
- Assign conversation
Assigns a Crisp conversation to a chosen operator so it is routed to that person.
- Change Conversation State
Changes a Crisp conversation's state to resolved, unresolved or pending.
- Create/Update Contact
Creates a Crisp contact (people profile) for the given email, or updates the existing contact with that email.
- Delete conversation
Permanently removes a conversation from your Crisp website, identified by its session ID.
- Delete people profile
Removes a people profile (contact) from your Crisp website, identified by its people ID or email address.
- Get people profile
Returns a Crisp contact profile, looked up by its people ID or email address.
- List conversations
Returns one page of up to 50 conversations in your Crisp inbox, optionally narrowed by search text, inbox, assignee, status or date.
- List messages in conversation
Returns the messages in a Crisp conversation, with optional filters to read messages before, after or around a point in time.
- List operators
Returns every operator who is a member of the Crisp website, with each operator's name, email, role and availability details.
- Mark messages as read in conversation
Marks messages in a Crisp conversation as read, either specific messages or all of them.
- Search for a Profile
Searches the website's contact profiles by text (name, email and more) and returns the matching profiles.
- Search for Conversation
Searches conversations in your Crisp website by text, segment or filter and returns the matching conversations.
- Send Note Message
Posts a private internal note into an existing Crisp conversation, visible only to operators.
- Send Operator Text Message
Sends a text message from an operator in an existing Crisp conversation.
- Update conversation metas
Updates a conversation's visitor details, subject, segments and custom data. Returns Crisp's result message.
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 Crisp, 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 Crisp when something happens in Finmo?
Any of Crisp's 17 actions, including Create/Update Contact, Send Note Message, Send Operator Text Message and Update conversation metas. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Crisp to Finmo?
Crisp has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Crisp's API documentation and adds it.
Do I have to build a connector for Finmo or Crisp?
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 Crisp 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.