Integration
Connect Finmo and Motion
When Updated Deal Status fires in Finmo, your agent runs Create Recurring Task in Motion, or New Comment in Motion 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 Motion 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 Motion can do together
From Finmo to Motion
When Updated Deal Status in Finmo
then Create Recurring Task in Motion
From Motion 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 Motion
Triggers and actions 7 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.
- New Comment
Triggered when a new comment is added to the selected task.
- New or Updated Task
Triggers when a task is created or updated in Motion.
- New Project
Triggered when a new project is created in a Motion workspace.
- New Task
Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status.
- Create Comment
Creates a new comment on a Motion task and returns the created comment.
- Create Project
Creates a new project in a Motion workspace, optionally from a project template, and returns the created project.
- Create Recurring Task
Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task.
- Create Task
Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task.
- Delete Recurring Task
Deletes a recurring task in Motion by its ID.
- Delete Task
Deletes a Motion task by its ID.
- Find Task
Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status.
- Get Project
Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found.
- Get Task
Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found.
- List Comments
Returns all comments on a Motion task, including each comment's content, creation time and creator.
- List Projects
Returns all projects in a Motion workspace, including each project's status and custom field values.
- List Recurring Tasks
Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels.
- List Tasks
Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status.
- Move Task
Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task.
- Set Project Custom Field Value
Sets the value of an existing custom field on a project and returns the value that was saved.
- Unassign Task
Removes the assignee from a Motion task, leaving the task unassigned.
- Update Task
Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee.
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 Motion, 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 Motion when something happens in Finmo?
Any of Motion's 17 actions, including Create Comment, Create Project, Create Recurring Task and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Motion to Finmo?
Yes. When something happens in Motion, your agent can act in Finmo too. This page covers both directions: Motion's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Motion?
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 Motion 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.