Integration
Connect Finmo and LightSpeed VT
When Updated Deal Status fires in Finmo, your agent runs Create User in LightSpeed VT, or Location Created in LightSpeed VT to Add application note in Finmo. 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 LightSpeed VT 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 and LightSpeed VT can do together
From Finmo to LightSpeed VT
When Updated Deal Status in Finmo
then Create User in LightSpeed VT
From LightSpeed VT to Finmo
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 LightSpeed VT
Triggers and actions 8 triggers · 38 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.
- Access Info
Triggers when a user signs in to LightSpeed VT.
- Location Created
Triggers when a new location is added in LightSpeed VT.
- Location Updated
Triggers when a location's name, status or vendor ID changes in LightSpeed VT.
- User Created
Triggers when a new user is created in LightSpeed VT.
- User Updated
Triggers when a user's details change in LightSpeed VT.
- Create Location
Creates a new location by copying a template location.
- Create Team
Creates a team in a location.
- Create User
Creates a new user in LightSpeed VT and returns the new user, including its user ID.
- Deduct Leaderboard Points
Deducts points from a user's leaderboard tally.
- Find Email
Finds the user who has a given email address.
- Find User
Checks whether a username is still free to use before you create a user with it.
- Get Course
Returns a course by course ID.
- Get Leaderboard Total Points
Returns a user's leaderboard points total.
- Get Location
Returns a location by location ID.
- Get User
Returns a user by user ID.
- Get User Login URL
Returns a single sign-on URL that signs a user straight into their LightSpeed VT training.
- List Courses
Returns the courses available in your system.
- List Job Positions
Returns the job positions in your system.
- List Locations
Returns the locations in your LightSpeed VT system.
- List Teams
Returns the teams, optionally in one location.
- List User Completed Courses
Returns the courses a user has completed.
- Set User LeaderBoard Points by User ID
Adds points to a user's leaderboard tally.
- Update Location
Updates an existing location's details.
- Update User by User ID
Updates an existing user's details, found by user ID.
- Update User by User Name
Updates an existing user's details, found by username.
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
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Questions
Finmo and LightSpeed VT, 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 LightSpeed VT when something happens in Finmo?
Any of LightSpeed VT's 20 actions, including Create Location, Create Team, Create User and List User Completed Courses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LightSpeed VT to Finmo?
Yes. When something happens in LightSpeed VT, your agent can act in Finmo too. This page covers both directions: LightSpeed VT's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or LightSpeed VT?
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 LightSpeed VT 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.