--- title: "Connect Casting42 and Finmo - APIANT.ai" description: "When \"New Casting\" fires in Casting42, your agent runs \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/casting42-to-finmo" --- # Connect Casting42 and Finmo When **New Casting** fires in [Casting42](https://apiant.ai/connections/casting42), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Create Contact** in Casting42. Describe the whole flow and it is built, tested on every scenario and kept running. Casting42 **6** triggers Casting42 **15** 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 Casting42 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 Casting42 and Finmo can do together ### From Casting42 to Finmo - When **New Casting** in Casting42 then **Add client** in Finmo - When **New Contact** in Casting42 then **Add client income** in Finmo ### From Finmo to Casting42 - When **Application Submitted by Borrower** in Finmo then **Create Contact** in Casting42 - When **Deal Submitted** in Finmo then **Add File to Talent** in Casting42 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 Casting42 and Finmo ## Triggers and actions 12 triggers · 28 actions - Trigger **New Casting** Triggers when a casting has been created in your Casting42 Database. - Trigger **New Contact** Triggers when a contact has been added to your Casting42 database. - Trigger **New Talent** Triggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Trigger **Updated Casting** Triggers when the data of a casting has been updated. - Trigger **Updated Contact** Triggers when the data of a contact has been updated in your Casting42 database. - Trigger **Updated Talent** Triggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this. - Action **Add File to Talent** Uploads a file such as a resume or PDF document to a talent's profile. - Action **Add Mediafile to Talent** Uploads a video or audio media file to a talent's profile in Casting42. - Action **Add Talent to Group** Adds one or more talents to an existing Casting42 group. - Action **Create Casting** Creates a new casting project in Casting42 and returns it along with its talent sign-up link. - Action **Create Contact** Creates a new contact in Casting42 with name, email, company, phone, language and address. - Action **Create Group** Creates a new group in Casting42 for organizing talents. - Action **Create or Update Candidate** Adds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting. - Action **Create Talent** Creates a new talent profile in your Casting42 database and returns the created talent. - Action **Find Casting** Finds a casting by its tag and returns the full casting record. - Action **Get Contact** Returns a single Casting42 contact identified by its tag. - Action **Get Group** Returns a Casting42 group and its talents by the group's tag. - Action **Get Talent** Returns a single talent record, including custom fields and skills, by its tag. - Action **Update Casting** Updates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed. - Action **Update Contact** Updates an existing contact in Casting42. Only the fields you fill in are changed. - Action **Update Talent** Updates an existing talent in Casting42, identified by its tag. Fields left blank keep their current values. - 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 - [ **Casting42** Casting42 is a customizable database for casting directors, production companies, extras agencies, and...](https://apiant.ai/connections/casting42) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Casting42 - [ **Casting42 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/casting42-to-hubspot) - [ **Casting42 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/casting42-to-salesforce) - [ **Casting42 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/casting42-to-slack) - [ **Casting42 to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/casting42-to-google-sheets) - [ **Casting42 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/casting42-to-gmail) - [ **Casting42 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/casting42-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 ## Casting42 and Finmo, answered ### ### What can start an automation from Casting42? Any of Casting42's 6 triggers in the catalog, including New Casting, New Contact, New Talent and Updated Casting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Casting42? 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 Casting42? Yes. When something happens in Finmo, your agent can act in Casting42 too. This page covers both directions: Finmo's triggers and Casting42's actions are listed here as well. ### ### Do I have to build a connector for Casting42 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 Casting42 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.