Integration
Connect Finmo to Dixa
When Updated Deal Status fires in Finmo, your agent runs Change Conversation Status in Dixa. 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 Dixa to do together?
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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 Dixa
When Updated Deal Status in Finmo
then Change Conversation Status in Dixa
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 Dixa
Triggers and actions 3 triggers · 44 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 Internal Note
Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.
- Add Message
Adds an inbound or outbound message to an existing Dixa conversation and returns the created message.
- Anonymize Data
Requests the anonymization of a Dixa end user, conversation, or single message, and returns the status of the anonymization request.
- Change Conversation Status
Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.
- Create Callback Request
Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.
- Create Conversation
Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.
- Create User
Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.
- Get Anonymization Status
Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.
- Get Conversation by Id
Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.
- Get Conversation Rating
Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.
- Get Conversation Tags
Returns the tags applied to a conversation, including each tag's name, color and state.
- Get Messages in Conversation
Returns all messages in a Dixa conversation, sorted from oldest to newest.
- Get Queue by Id
Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.
- Get User by Id
Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.
- Rate Conversation
Records a customer's rating on a Dixa conversation by creating a rating offer and submitting the result.
- Remove Tag From Conversation
Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.
- Search Conversation
Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.
- Search Conversations by User
Returns the conversations requested by a specific end user.
- Search Enduser by External ID
Returns the end users whose external ID matches the value you provide.
- Search User by Email Address
Returns the Dixa end users whose email address matches the one you provide.
- Search User by Phone Number
Returns the Dixa end users whose phone number matches the one you specify.
- Set Custom Contact Attributes
Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.
- Set Custom Conversation Attributes
Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.
- Tag Conversation
Adds an existing active tag to a conversation.
- Transfer Conversation to Queue
Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.
- Update End User
Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. 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.
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Questions
Finmo and Dixa, 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 Dixa when something happens in Finmo?
Any of Dixa's 26 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dixa to Finmo?
Dixa has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it.
Do I have to build a connector for Finmo or Dixa?
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 Dixa 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.