Integration
Connect Finmo and Stack Exchange
When Updated Deal Status fires in Finmo, your agent runs List comments in Stack Exchange, or New answer in Stack Exchange 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 Stack Exchange to do together?
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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 Stack Exchange can do together
From Finmo to Stack Exchange
When Updated Deal Status in Finmo
then List comments in Stack Exchange
From Stack Exchange 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 Stack Exchange
Triggers and actions 5 triggers · 31 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.
- New answer
Triggers when a new answer is posted on the chosen Stack Exchange site.
- New question
Triggers when a new question is asked on the chosen Stack Exchange site, optionally limited to questions with certain tags.
- Add answer
Posts a new answer to a question on a Stack Exchange site and returns the created answer.
- Add question
Posts a new question with a title, body and tags to a Stack Exchange site as the connected user, and returns the created question.
- Delete answer
Deletes one of your own answers on a Stack Exchange site. Deleted answers cannot be restored through the API.
- Find questions by search
Returns questions on a Stack Exchange site whose title contains the given words and/or that carry the given tags.
- Get question
Returns a single question from a Stack Exchange site by its id, including its title, tags, score, owner and link.
- List answers
Returns the undeleted answers on a Stack Exchange site, optionally sorted and limited to a date or score range.
- List comments
Returns the comments posted on a Stack Exchange site, newest first by default, optionally narrowed by date range or score.
- List questions
Returns questions from a Stack Exchange site, optionally limited to tags, a date range or a score range and sorted by activity, creation date, votes or popularity.
- List sites
Returns every site in the Stack Exchange network, such as Stack Overflow and Super User, with each site's name, address and the site code other actions use.
- List tags
Returns the tags used on a Stack Exchange site, optionally filtered to names containing some text and sorted by popularity, activity or name.
- List users
Returns users on a Stack Exchange site, optionally filtered by name and sorted by reputation, creation date, name or last modified date.
- Update answer
Edits the text of an existing answer you posted on a Stack Exchange site and returns the updated answer.
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 Stack Exchange, 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 Stack Exchange when something happens in Finmo?
Any of Stack Exchange's 12 actions, including Update answer, Add answer, Add question and Find questions by search. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stack Exchange to Finmo?
Yes. When something happens in Stack Exchange, your agent can act in Finmo too. This page covers both directions: Stack Exchange's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Stack Exchange?
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 Stack Exchange 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.