Integration
Connect Finmo to Plentyone
When Updated Deal Status fires in Finmo, your agent runs Add contact in Plentyone. 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 Plentyone 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 Plentyone
When Updated Deal Status in Finmo
then Add contact in Plentyone
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 Plentyone
Triggers and actions 3 triggers · 39 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
Uploads a file to an application as a document.
- 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 contact
Creates a new contact (a person) in the plentyONE CRM.
- Add item
Creates an item in plentyONE together with its main variation, linked to a category and a unit.
- Add order
Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations.
- Add payment
Creates a payment in plentyONE, for example an incoming payment received through a payment method.
- Add variation
Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client.
- Find items by criteria
Finds items updated on or after a given time, optionally including their variations.
- Find orders by criteria
Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation.
- Get contact
Returns a single contact (person) from the plentyONE CRM by its id.
- Get item
Returns a single plentyONE item, including its global settings, free fields and main variation id.
- Get order
Returns a single order by its id, including its amounts, properties, addresses and order items.
- Get payment
Returns a single payment by its id, including amount, currency, payment method, status and properties.
- List categories
Returns the categories set up in PlentyONE, optionally only those of one type such as item categories.
- List contacts
Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts.
- List stock
Returns the stock levels of variations across all warehouses.
- List variations
Returns the variations of an item, including its main variation.
- List warehouses
Returns all warehouses set up in your PlentyONE system.
- Update contact
Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed.
- Update item
Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data.
- Update order
Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items.
- Update variation
Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities.
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
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Questions
Finmo and Plentyone, 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 Plentyone when something happens in Finmo?
Any of Plentyone's 20 actions, including Update contact, Update item, Update order and Update variation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plentyone to Finmo?
Plentyone has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Plentyone's API documentation and adds it.
Do I have to build a connector for Finmo or Plentyone?
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 Plentyone 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.