--- title: "Connect Breakcold and Finmo - APIANT.ai" description: "When \"New Lead\" fires in Breakcold, your agent runs \"Add client\" in Finmo, or \"Application Submitted by Borrower\" in Finmo to \"Add record\" in Breakcold." canonical: "https://apiant.ai/connect/breakcold-to-finmo" --- # Connect Breakcold and Finmo When **New Lead** fires in [Breakcold](https://apiant.ai/connections/breakcold), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Add record** in Breakcold. Describe the whole flow and it is built, tested on every scenario and kept running. Breakcold **1** trigger Breakcold **5** 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 Breakcold 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 Breakcold and Finmo can do together ### From Breakcold to Finmo - When **New Lead** in Breakcold then **Add client** in Finmo - When **New Lead** in Breakcold then **Add client income** in Finmo ### From Finmo to Breakcold - When **Application Submitted by Borrower** in Finmo then **Add record** in Breakcold - When **Deal Submitted** in Finmo then **List records** in Breakcold 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 Breakcold and Finmo ## Triggers and actions 7 triggers · 18 actions - Trigger **New Lead** Triggers when a new lead (person record) is created in Breakcold. - Action **Add record** Adds a new record, such as a person, company or deal, to a Breakcold workspace and returns its id. - Action **Create List** Creates a new list (saved record view) for a Breakcold CRM object type such as Leads or Companies. - Action **List records** Returns the records in a Breakcold workspace and object type, such as people or companies, optionally narrowed by a view or search text. - Action **List workspaces** Returns all workspaces the connected Breakcold account can access in its organization. - Action **Search Lead** Returns the leads (people) in Breakcold that match the search text, looking at names only or at names and other text fields such as email and phone. - 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 - [ **Breakcold** Breakcold is a social selling and sales engagement platform.](https://apiant.ai/connections/breakcold) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Breakcold - [ **Breakcold to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/breakcold-to-hubspot) - [ **Breakcold to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/breakcold-to-salesforce) - [ **Breakcold to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/breakcold-to-slack) - [ **Breakcold to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/breakcold-to-google-sheets) - [ **Breakcold to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/breakcold-to-gmail) - [ **Breakcold to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/breakcold-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 ## Breakcold and Finmo, answered ### ### What can start an automation from Breakcold? Any of Breakcold's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Breakcold? 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 Breakcold? Yes. When something happens in Finmo, your agent can act in Breakcold too. This page covers both directions: Finmo's triggers and Breakcold's actions are listed here as well. ### ### Do I have to build a connector for Breakcold 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 Breakcold 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.