--- title: "Connect EasyBroker and Finmo - APIANT.ai" description: "When \"New Contact\" fires in EasyBroker, your agent runs \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/easybroker-to-finmo" --- # Connect EasyBroker and Finmo When **New Contact** fires in [EasyBroker](https://apiant.ai/connections/easybroker), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Create Contact Request** in EasyBroker. Describe the whole flow and it is built, tested on every scenario and kept running. EasyBroker **3** triggers EasyBroker **11** 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 EasyBroker 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 EasyBroker and Finmo can do together ### From EasyBroker to Finmo - When **New Contact** in EasyBroker then **Add client** in Finmo - When **New Contact Request** in EasyBroker then **Add document request** in Finmo ### From Finmo to EasyBroker - When **Application Submitted by Borrower** in Finmo then **Create Contact Request** in EasyBroker - When **Deal Submitted** in Finmo then **Update contact** in EasyBroker 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 EasyBroker and Finmo ## Triggers and actions 9 triggers · 24 actions - Trigger **New Contact** Triggered when a new contact is created in your EasyBroker organization. - Trigger **New Contact Request** Triggers when a new contact request is received in EasyBroker, optionally only for one property. - Trigger **New property** Triggered when a new property is added to your EasyBroker account, optionally limited to the types, statuses, prices and sizes you choose. - Action **Add property** Creates a new property listing in your EasyBroker account, which is then published to your connected apps. - Action **Create Contact Request** Creates or updates a lead in EasyBroker, optionally interested in a given property. - Action **Get Contact** Returns the full details of a contact in your EasyBroker account, including emails, phones, addresses, tags, status and assigned agent. - Action **Get Contact Requests** Returns the contact requests (leads) in your EasyBroker account, optionally limited to a date range or a single property. - Action **Get Property** Returns the full details of a property in your EasyBroker account, including location, operations and prices, images, features and agent. - Action **List collaborations** Returns the agencies, groups and associations your EasyBroker organization collaborates with. - Action **List contacts** Returns the contacts in your EasyBroker organization, optionally filtered by dates, status, probability, tag, agent, office or source. - Action **List properties** Returns the properties in your EasyBroker organization, optionally filtered by type, status, operation, price, size and update date. - Action **List users** Returns the active users (agents) in your EasyBroker organization. - Action **Update contact** Updates an existing EasyBroker contact and returns the updated record. Only the fields you fill in are changed. - Action **Update property** Updates an existing property listing in your EasyBroker account and returns the updated property. - 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 - [ **EasyBroker** The EasyBroker integration allows you to access your company's properties, register or check potential...](https://apiant.ai/connections/easybroker) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from EasyBroker - [ **EasyBroker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easybroker-to-hubspot) - [ **EasyBroker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easybroker-to-salesforce) - [ **EasyBroker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easybroker-to-slack) - [ **EasyBroker to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/easybroker-to-google-sheets) - [ **EasyBroker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easybroker-to-gmail) - [ **EasyBroker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easybroker-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 ## EasyBroker and Finmo, answered ### ### What can start an automation from EasyBroker? Any of EasyBroker's 3 triggers in the catalog, including New Contact, New Contact Request and New property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in EasyBroker? 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 EasyBroker? Yes. When something happens in Finmo, your agent can act in EasyBroker too. This page covers both directions: Finmo's triggers and EasyBroker's actions are listed here as well. ### ### Do I have to build a connector for EasyBroker 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 EasyBroker 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.