--- title: "Connect eSputnik and Finmo - APIANT.ai" description: "When \"New Contact\" fires in eSputnik, 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/esputnik-to-finmo" --- # Connect eSputnik and Finmo When **New Contact** fires in [eSputnik](https://apiant.ai/connections/esputnik), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Add contact to segment** in eSputnik. Describe the whole flow and it is built, tested on every scenario and kept running. eSputnik **2** triggers eSputnik **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 eSputnik 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 eSputnik and Finmo can do together ### From eSputnik to Finmo - When **New Contact** in eSputnik then **Add client** in Finmo - When **New Contact in Segment** in eSputnik then **Add client income** in Finmo ### From Finmo to eSputnik - When **Application Submitted by Borrower** in Finmo then **Add contact to segment** in eSputnik - When **Deal Submitted** in Finmo then **Add emails to unsubscribed list** in eSputnik 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 eSputnik and Finmo ## Triggers and actions 8 triggers · 28 actions - Trigger **New Contact** Triggered when a new contact is created in eSputnik, optionally limited to contacts matching the details you enter. - Trigger **New Contact in Segment** Triggers when a contact is added to the eSputnik segment you choose. - Action **Add contact to segment** Adds one or more contacts to a static segment in eSputnik, identified by contact IDs or external customer IDs. - Action **Add emails to unsubscribed list** Adds one or more email addresses to the eSputnik list of unsubscribed contacts. - Action **Add orders** Adds or updates up to 1000 orders in eSputnik, each linked to a contact, and fails if any order is rejected. - Action **Add/Update Contact** Adds a new contact or updates the existing matching contact, including its channels, address and additional fields, and returns the contact's ID. - Action **Delete contact** Deletes a contact by its eSputnik contact ID, optionally erasing all of the contact's data permanently. - Action **Delete contact from segment** Removes one or more contacts from a static segment, identified by their eSputnik contact IDs or external customer IDs. - Action **Find contacts** Returns up to 500 contacts that match the specified external ID, email address, phone number, first name or last name. - Action **Get contact** Returns an eSputnik contact by ID, including its channels, address, segments and additional field values. An error occurs if the contact is not found. - Action **List segments** Returns the contact segments in the eSputnik account, optionally narrowed by name, with each segment's id, name and type. - Action **Send Email** Sends an email message to one or more recipients. A new contact is created for any address that does not already exist in eSputnik. - Action **Send Event** Sends a backend event for a contact to eSputnik, where it can start workflows and supply dynamic content for messages. - Action **Send SMS** Sends an SMS message to a list of phone numbers or to a segment. Returns the queueing result and message ID for each recipient. - Action **Send Viber message** Sends a Viber message to a list of phone numbers or to a segment, and returns the queueing result for each recipient. A new contact is created for a phone number that does not exist yet. - Action **Subscribe Contact** Subscribes a contact through a double opt-in flow, creating an unconfirmed contact if none exists or updating the existing one, and returns the contact's ID and email subscription status. - Action **Update contact** Updates an existing eSputnik contact's details, channels, address and additional fields by contact ID. Updating a deleted contact restores it. - 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 - [ **eSputnik** ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions...](https://apiant.ai/connections/esputnik) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from eSputnik - [ **eSputnik to Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connect/esputnik-to-karbon) - [ **eSputnik to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/esputnik-to-hubspot) - [ **eSputnik to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/esputnik-to-salesforce) - [ **eSputnik to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/esputnik-to-slack) - [ **eSputnik to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/esputnik-to-google-sheets) - [ **eSputnik to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/esputnik-to-gmail) ## 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 ## eSputnik and Finmo, answered ### ### What can start an automation from eSputnik? Any of eSputnik's 2 triggers in the catalog, including New Contact and New Contact in Segment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in eSputnik? 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 eSputnik? Yes. When something happens in Finmo, your agent can act in eSputnik too. This page covers both directions: Finmo's triggers and eSputnik's actions are listed here as well. ### ### Do I have to build a connector for eSputnik 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 eSputnik 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.