Integration
Connect Finmo and Mattermost
When Updated Deal Status fires in Finmo, your agent runs Post Message in Mattermost, or New Channel in Mattermost 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 Mattermost 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 Mattermost can do together
From Finmo to Mattermost
When Updated Deal Status in Finmo
then Post Message in Mattermost
When Updated Document Request Status in Finmo
then Add direct channel in Mattermost
From Mattermost to Finmo
When New Channel in Mattermost
then Add application note in Finmo
When New user in Mattermost
then Add client in 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 Mattermost
Triggers and actions 5 triggers · 44 actions
Trigger
Application StartedTriggers when a new application appears in your Finmo team.
Trigger
Updated Deal StatusTriggers when an application's status changes.
Trigger
Updated Document Request StatusTriggers when a document request on an application is added or marked received.
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add application noteAdds a note to an application.
Action
Add clientCreates a new client in your Finmo team.
Action
Add client assetAdds an asset (property, vehicle, savings, etc.) to a client.
Action
Add client incomeAdds an income source to a client.
Action
Add client liabilityAdds a liability (loan, credit card, etc.) to a client.
Action
Add document requestRequests an outstanding document on an application.
Action
Delete clientPermanently deletes a client.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get applicationReturns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
Action
Get clientReturns the details of one client, including contact details, assets, liabilities and incomes.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List application notesReturns all notes users have added to an application.
Action
List applicationsReturns a page of all applications in your Finmo team.
Action
List application statusesReturns all application statuses configured for your Finmo team.
Action
List tasksReturns all tasks on an application.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates a client's personal details. Fields left blank are unchanged.
Trigger
New ChannelTriggers when a new public channel is created in a Mattermost team.
Trigger
New userTriggers when a new user joins the selected Mattermost team.
Action
Add direct channelCreates (or returns the existing) direct message channel between two users.
Action
Add ReactionAdds an emoji reaction to a Mattermost post.
Action
Add userCreates a new user account on the Mattermost server and returns the created user.
Action
Add User to ChannelAdds a user to a Mattermost channel.
Action
Add user to teamAdds a user to a team, making them a team member.
Action
Create ChannelCreates a public or private channel in a Mattermost team.
Action
Delete channelDeletes (archives) a Mattermost channel, or permanently deletes it when requested.
Action
Delete PostDeletes a Mattermost post.
Action
Delete reactionRemoves a user's emoji reaction from a post.
Action
Find channels by nameSearches a team's public channels (and channels you belong to) whose name or display name matches a search term, and returns the matching channels.
Action
Find posts by termsSearches the posts in a team for the given search terms and returns the matching posts.
Action
Find User by EmailFinds a Mattermost user by email address.
Action
Find user by usernameFinds a Mattermost user by their username and returns the user's profile.
Action
Get channelReturns a Mattermost channel's details (name, display name, team, type, purpose and header) by its channel ID.
Action
Get PostReturns a single Mattermost post by its ID.
Action
Get teamReturns a Mattermost team by its ID.
Action
Get userReturns a Mattermost user's profile by their user ID.
Action
List channelsReturns the public channels on a Mattermost team.
Action
List postsReturns the most recent posts in a Mattermost channel, newest first, optionally limited to posts changed since a time or before/after a given post.
Action
List TeamsReturns the Mattermost teams you belong to.
Action
List usersReturns users on the Mattermost server, optionally limited to a team, channel or group, or filtered by role and active status.
Action
Pin postPins a post to the channel it was posted in.
Action
Post MessagePosts a new message to a Mattermost channel, optionally as a reply in a thread.
Action
Remove user from channelRemoves a user from a channel.
Action
Update channelUpdates a channel's name, display name, purpose, header or other settings. Only the fields you fill in are changed.
Action
Update PostChanges the text of an existing Mattermost post.
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
What our customers say
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Questions
Finmo and Mattermost, 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 Mattermost when something happens in Finmo?
Any of Mattermost's 26 actions, including Create Channel, Post Message, Update channel and Update Post. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mattermost to Finmo?
Yes. When something happens in Mattermost, your agent can act in Finmo too. This page covers both directions: Mattermost's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Mattermost?
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 Mattermost 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.