--- title: "Connect Easyship and Finmo - APIANT.ai" description: "When \"Shipment Updated\" fires in Easyship, your agent runs \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/easyship-to-finmo" --- # Connect Easyship and Finmo When **Shipment Updated** fires in [Easyship](https://apiant.ai/connections/easyship), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Add address** in Easyship. Describe the whole flow and it is built, tested on every scenario and kept running. Easyship **1** trigger Easyship **14** 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 Easyship 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 Easyship and Finmo can do together ### From Easyship to Finmo - When **Shipment Updated** in Easyship then **Add client** in Finmo - When **Shipment Updated** in Easyship then **Add client income** in Finmo ### From Finmo to Easyship - When **Application Submitted by Borrower** in Finmo then **Add address** in Easyship - When **Deal Submitted** in Finmo then **Add product** in Easyship 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 Easyship and Finmo ## Triggers and actions 7 triggers · 27 actions - Trigger **Shipment Updated** Triggers when a shipment is created or updated in Easyship, for example when its label, pickup or delivery status changes. - Action **Add address** Creates a new saved address in your Easyship account, optionally making it the default pickup, billing, sender or return address. - Action **Add product** Creates a product in your Easyship product catalog, with its SKU, dimensions, weight, customs details and prices. - Action **Add return shipment** Creates a return shipment from an existing Easyship shipment, optionally choosing the courier service, destination address and which parcels and items are returned. - Action **Add tracking** Creates a tracking in Easyship for a shipment sent outside Easyship, so its delivery can be followed in your account. - Action **Create a Shipment** Creates a new shipment in Easyship from addresses and parcels, returning the shipment with its available courier rates. - Action **Delete shipment** Deletes a shipment that does not yet have a label. Use Cancel shipment for shipments whose label was already requested. - Action **Find a Shipment** Finds shipments by Easyship shipment ID, platform order number, dates or status, and returns the matches. - Action **Get shipment** Returns the details of a single Easyship shipment, including addresses, parcels, rates, shipping documents and tracking. - Action **Get shipping rates** Returns shipping quotes from available couriers for a prospective shipment, with prices, surcharges, taxes and delivery-time estimates. - Action **Get tracking** Returns a single tracking record, including its courier, status, tracking number and tracking page link. - Action **List addresses** Returns the addresses saved on your Easyship account, optionally filtered by status or default addresses. - Action **List couriers** Returns the couriers available on your Easyship account, including linked courier accounts, optionally filtered by country, state or courier name. - Action **List products** Returns the products saved in your Easyship account, optionally filtered by SKU or category. - Action **Update shipment** Updates the details of an existing Easyship shipment that does not yet have a label, such as its addresses, parcels, insurance, order data or shipping settings. - 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 - [ **Easyship** Easyship is a shipping platform that allows eCommerce merchants to connect to 250+ courier solutions to help...](https://apiant.ai/connections/easyship) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Easyship - [ **Easyship to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easyship-to-hubspot) - [ **Easyship to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easyship-to-salesforce) - [ **Easyship to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easyship-to-slack) - [ **Easyship to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/easyship-to-google-sheets) - [ **Easyship to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easyship-to-gmail) - [ **Easyship to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easyship-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 ## Easyship and Finmo, answered ### ### What can start an automation from Easyship? Any of Easyship's 1 trigger in the catalog, including Shipment Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Easyship? 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 Easyship? Yes. When something happens in Finmo, your agent can act in Easyship too. This page covers both directions: Finmo's triggers and Easyship's actions are listed here as well. ### ### Do I have to build a connector for Easyship 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 Easyship 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.