--- title: "Connect BaseLinker and Finmo - APIANT.ai" description: "When \"New Order\" fires in BaseLinker, your agent runs \"Add client\" in Finmo, or \"Application Submitted by Borrower\" in Finmo to \"Add Invoice\" in BaseLinker." canonical: "https://apiant.ai/connect/baselinker-to-finmo" --- # Connect BaseLinker and Finmo When **New Order** fires in [BaseLinker](https://apiant.ai/connections/baselinker), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Add Invoice** in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running. BaseLinker **1** trigger BaseLinker **24** actions Finmo **6** triggers Finmo **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BaseLinker and Finmo to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What BaseLinker and Finmo can do together ### From BaseLinker to Finmo - When **New Order** in BaseLinker then **Add client** in Finmo - When **New Order** in BaseLinker then **Add client income** in Finmo ### From Finmo to BaseLinker - When **Application Submitted by Borrower** in Finmo then **Add Invoice** in BaseLinker - When **Deal Submitted** in Finmo then **Add Order** in BaseLinker 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 BaseLinker and Finmo ## Triggers and actions 7 triggers · 37 actions - Trigger **New Order** Triggers when a new confirmed order appears in the BaseLinker order manager. - Action **Add a Tracking Number** Adds a tracking number from a courier shipment created outside BaseLinker to an order. - Action **Add CRM client** Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID. - Action **Add Invoice** Issues an invoice for an order in the BaseLinker order manager. - Action **Add Order** Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID. - Action **Add order product** Adds a product line item to an existing BaseLinker order and returns the new item's id. - Action **Add order return** Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID. - Action **Add Payment** Records a payment on a BaseLinker order, setting the order's paid amount, date and comment. - Action **Add product** Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID. - Action **Delete order** Deletes an order from the BaseLinker order manager. - Action **Delete product** Deletes a product from a BaseLinker product catalog. - Action **Find orders** Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders. - Action **Get CRM clients** Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients. - Action **Get Order Fields** Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options. - Action **Get Order Package** Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status. - Action **Get Order Returns** Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time). - Action **Get product** Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants. - Action **List inventories** Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses. - Action **List order statuses** Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups. - Action **List products** Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock. - Action **Update Order** Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed. - Action **Update Order Status** Changes the status of a BaseLinker order to the status you choose. - Action **Update product** Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed. - Action **Update product prices** Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group. - Action **Update product stock** Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse. - Trigger **Application Started** Triggers when a new mortgage application is started in Finmo. - Trigger **Application Submitted by Borrower** Triggers when a borrower submits (or resubmits) a mortgage application in Finmo. - Trigger **Deal Submitted** Triggers when a deal (application) in Finmo reaches the Submitted status. - Trigger **Updated Borrower Email** Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team. - Trigger **Updated Deal Status** Triggers when an application (deal) changes to a new status. - Trigger **Updated Document Request Status** Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived). - Action **Add application** Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower. - Action **Add client** Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal. - Action **Add client income** Adds an income (employment, pension, support or other) to a borrower on a Finmo application. - Action **Add client liability** Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers. - Action **Add document** Creates a document upload on a Finmo application and returns a signed link for uploading the file. - Action **Add document request** Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type. - Action **Delete client** Removes a client (borrower) from a Finmo application. - Action **Find applications by criteria** Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker. - Action **Get client** Returns a client (borrower) on a Finmo application, including their contact details and profile. - Action **List application documents** Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template. - Action **List applications** Returns application overviews for a brokerage, team or broker, optionally searched by borrower name. - Action **Update application** Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date. - Action **Update client** Updates a client (borrower) on a Finmo application with new contact, personal and portal details. ## Each app on its own - [ **BaseLinker** BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more.](https://apiant.ai/connections/baselinker) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from BaseLinker - [ **BaseLinker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/baselinker-to-hubspot) - [ **BaseLinker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/baselinker-to-salesforce) - [ **BaseLinker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/baselinker-to-slack) - [ **BaseLinker to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/baselinker-to-google-sheets) - [ **BaseLinker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/baselinker-to-gmail) - [ **BaseLinker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/baselinker-to-google-calendar) ## More into Finmo - [ **ActiveCampaign to Finmo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-finmo) - [ **Airtable to Finmo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-finmo) - [ **Asana to Finmo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-finmo) - [ **ClickUp to Finmo** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-finmo) - [ **Discord to Finmo** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-finmo) - [ **Brevo to Finmo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-finmo) Questions ## BaseLinker and Finmo, answered ### ### What can start an automation from BaseLinker? Any of BaseLinker's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in BaseLinker? Any of Finmo's 13 actions, including Update application, Update client, Add application and Add client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Finmo to BaseLinker? Yes. When something happens in Finmo, your agent can act in BaseLinker too. This page covers both directions: Finmo's triggers and BaseLinker's actions are listed here as well. ### ### Do I have to build a connector for BaseLinker or Finmo? 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 BaseLinker and Finmo 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.