--- title: "Connect Credly and Finmo - APIANT.ai" description: "When \"New issued badge\" fires in Credly, your agent runs \"Add client\" in Finmo, or \"Application Submitted by Borrower\" in Finmo to \"Issue Badge\" in Credly." canonical: "https://apiant.ai/connect/credly-to-finmo" --- # Connect Credly and Finmo When **New issued badge** fires in [Credly](https://apiant.ai/connections/credly), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Issue Badge** in Credly. Describe the whole flow and it is built, tested on every scenario and kept running. Credly **1** trigger Credly **18** 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 Credly 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 Credly and Finmo can do together ### From Credly to Finmo - When **New issued badge** in Credly then **Add client** in Finmo - When **New issued badge** in Credly then **Add client income** in Finmo ### From Finmo to Credly - When **Application Submitted by Borrower** in Finmo then **Issue Badge** in Credly - When **Deal Submitted** in Finmo then **Add badge template** in Credly 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 Credly and Finmo ## Triggers and actions 7 triggers · 31 actions - Trigger **New issued badge** Triggers when a new badge is issued by your Credly organization. - Action **Add badge template** Creates a new badge template in your Credly organization and returns its id. - Action **Add employee** Adds an employee to your Credly Workforce organization and returns the new employee record. - Action **Delete badge template** Deletes a badge template from the Credly organization. - Action **Delete employee** Deletes an employee from your Credly Workforce organization. - Action **Get badge template** Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility. - Action **Get employee** Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id. - Action **Get issued badge** Returns the details of a single issued badge, including its recipient, state, badge template and evidence. - Action **Get organization** Returns the details of the Credly organization this account is connected to. - Action **Issue Badge** Issues a new badge from one of your badge templates to a recipient by email. - Action **List badge templates** Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more. - Action **List employees** Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level. - Action **List endorsements** Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates. - Action **List issued badges** Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order. - Action **List organizations** Returns the Credly organizations visible to the connected account. - Action **Replace issued badge** Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge. - Action **Revoke issued badge** Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge. - Action **Update badge template** Updates an existing badge template in your Credly organization. Only the values you fill in are changed. - Action **Update employee** Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed. - 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 - [ **Credly** Credly is the world's largest network of digital credentials.](https://apiant.ai/connections/credly) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Credly - [ **Credly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/credly-to-hubspot) - [ **Credly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/credly-to-salesforce) - [ **Credly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/credly-to-slack) - [ **Credly to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/credly-to-google-sheets) - [ **Credly to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/credly-to-gmail) - [ **Credly to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/credly-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 ## Credly and Finmo, answered ### ### What can start an automation from Credly? Any of Credly's 1 trigger in the catalog, including New issued badge. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Credly? 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 Credly? Yes. When something happens in Finmo, your agent can act in Credly too. This page covers both directions: Finmo's triggers and Credly's actions are listed here as well. ### ### Do I have to build a connector for Credly 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 Credly 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.