Integration
Connect Finmo to Npm
When Updated Deal Status fires in Finmo, your agent runs Find packages by text in Npm. 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 Npm 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 Npm
When Updated Deal Status in Finmo
then Find packages by text in Npm
When Updated Document Request Status in Finmo
then Get package in Npm
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 Npm
Triggers and actions 3 triggers · 23 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 documentUploads a file to an application as a document.
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.
Action
Find packages by textSearches the public npm registry for packages matching your text and returns up to 250 matching packages with their details and scores.
Action
Get packageReturns the full public registry metadata for an npm package: its description, dist-tags, every published version, publish times, maintainers and repository.
Action
Get package download countsReturns the total number of downloads of an npm package over a period such as the last day, week, month or year, or a specific date range.
Action
Get package versionReturns the published details of one version of an npm package, such as its dependencies, license, publisher and download tarball.
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
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Npm
HubSpot to NpmHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to NpmSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to NpmSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to NpmGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to NpmGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to NpmGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Finmo and Npm, 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 Npm when something happens in Finmo?
Any of Npm's 4 actions, including Find packages by text, Get package, Get package download counts and Get package version. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Npm to Finmo?
Npm has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Npm's API documentation and adds it.
Do I have to build a connector for Finmo or Npm?
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 Npm 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.