Integration
Connect Finmo to Prospeo
When Updated Deal Status fires in Finmo, your agent runs Account Information in Prospeo. 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 Prospeo 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 Prospeo
When Updated Deal Status in Finmo
then Account Information in Prospeo
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 Prospeo
Triggers and actions 3 triggers · 29 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.
- Account Information
Returns your Prospeo account's current plan, remaining and used credits, team size, and next quota renewal date.
- Bulk enrich companies
Enriches up to 50 companies in one request, returning the full company record for each match plus the identifiers that could not be matched.
- Bulk enrich people
Enriches up to 50 people at once with verified emails, mobile numbers and B2B profile data, returning the matched person and company records plus the identifiers that did not match.
- Enrich Company
Enriches a company with Prospeo's B2B data (industry, size, location, funding, technologies, social profiles and more) matched from its website, LinkedIn URL, name or Prospeo company ID.
- Enrich Person
Enriches a person with their B2B profile, verified work email and optionally their mobile number, plus details of their current company. Identify the person by LinkedIn URL, work email, Prospeo person ID, or a name together with a company.
- Find companies
Searches Prospeo's company database with your filters (industry, headcount, location, funding, technologies, company names or websites and more) and returns the matching companies.
- Find people
Searches Prospeo's people database with your filters (job title, seniority, location, company and more) and returns the matching people with their current company. Emails and mobiles are not revealed; use Enrich Person for those.
- Find search suggestions
Returns the exact filter values Prospeo accepts in Search Person and Search Company, such as locations, job titles, technologies, industries, NAICS/SIC codes and company filter values, for a partial search term.
- Find Verified Mobile Number
Finds a person's verified mobile phone number from their name and company, LinkedIn profile, work email or Prospeo person ID. Returns a result only when the person has a verified mobile, along with their profile and current company.
- Find Verified Work Email
Finds a person's verified work email address from their name and company, LinkedIn profile, or Prospeo person ID. Only returns a result when the email is verified, and also returns the matched person and their current company.
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 Prospeo, 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 Prospeo when something happens in Finmo?
Any of Prospeo's 10 actions, including Account Information, Bulk enrich companies, Bulk enrich people and Enrich Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospeo to Finmo?
Prospeo has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Prospeo's API documentation and adds it.
Do I have to build a connector for Finmo or Prospeo?
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 Prospeo 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.