--- title: "Connect Buttondown and Finmo - APIANT.ai" description: "When \"New Draft\" fires in Buttondown, your agent runs \"Add client\" in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/buttondown-to-finmo" --- # Connect Buttondown and Finmo When **New Draft** fires in [Buttondown](https://apiant.ai/connections/buttondown), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Create Email** in Buttondown. Describe the whole flow and it is built, tested on every scenario and kept running. Buttondown **4** triggers Buttondown **29** 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 Buttondown 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 Buttondown and Finmo can do together ### From Buttondown to Finmo - When **New Draft** in Buttondown then **Add client** in Finmo - When **New Scheduled Email** in Buttondown then **Add client income** in Finmo ### From Finmo to Buttondown - When **Application Submitted by Borrower** in Finmo then **Create Email** in Buttondown - When **Deal Submitted** in Finmo then **Update Email** in Buttondown 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 Buttondown and Finmo ## Triggers and actions 10 triggers ยท 42 actions - Trigger **New Draft** Triggers when a new draft is created. - Trigger **New Scheduled Email** Triggers when a new email is scheduled. - Trigger **Newsletters** Triggers when a new newsletter is created. - Trigger **New Tag** Triggers when a new tag is created. - Action **Add Segment** Create a new subscriber segment. - Action **Add Survey** Create a new survey. - Action **Create Draft** Creates a draft. - Action **Create Email** Creates an email. - Action **Create Subscriber** Creates a subscriber. - Action **Delete Automation** Delete an automation by id. - Action **Delete Email** Delete an email by id. - Action **Delete Newsletter** Delete a newsletter by id. - Action **Delete Segment** Delete a subscriber segment by id. - Action **Delete Subscriber** Remove a subscriber by id or email address. - Action **Delete Survey** Delete a survey by id. - Action **Delete Tag** Delete a tag by id. - Action **Find Tag** Finds a tag given its name. - Action **Get Automation** Retrieve a single automation by id. - Action **Get Email** Retrieve a single email by id. - Action **Get Newsletter** Retrieve a single newsletter by id. - Action **Get Segment** Retrieve a single subscriber segment by id. - Action **Get Survey** Retrieve a single survey by id. - Action **Get Tag** Retrieve a single tag by id. - Action **List Automations** List all automations configured on the account. - Action **List Segments** List all subscriber segments. - Action **List Surveys** List all surveys on the account. - Action **Publish Email** Publish a drafted email so it is sent and made public. - Action **Update Automation** Update an automation's configuration. - Action **Update Email** Update an existing email's content or metadata. - Action **Update Newsletter** Update a newsletter's settings. - Action **Update Segment** Update a subscriber segment's definition. - Action **Update Survey** Update a survey's configuration. - Action **Update Tag** Update a tag's name or metadata. - 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 - [ **Buttondown** Buttondown is an easy way to start and grow your newsletter.](https://apiant.ai/connections/buttondown) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Buttondown - [ **Buttondown to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/buttondown-to-hellosalut) - [ **Buttondown to Zoho Campaigns** Zoho Campaigns lets you send email and social media campaigns to your subscribers.](https://apiant.ai/connect/buttondown-to-zoho-campaigns) - [ **Buttondown to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buttondown-to-hubspot) - [ **Buttondown to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buttondown-to-salesforce) - [ **Buttondown to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buttondown-to-slack) - [ **Buttondown to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/buttondown-to-google-sheets) ## 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 ## Buttondown and Finmo, answered ### ### What can start an automation from Buttondown? Any of Buttondown's 4 triggers in the catalog, including New Draft, New Scheduled Email, New Tag and Newsletters. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Buttondown? 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 Buttondown? Yes. When something happens in Finmo, your agent can act in Buttondown too. This page covers both directions: Finmo's triggers and Buttondown's actions are listed here as well. ### ### Do I have to build a connector for Buttondown 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 Buttondown 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.