--- title: "Connect FileDroppr and Finmo - APIANT.ai" description: "When \"New file\" fires in FileDroppr, 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/filedroppr-to-finmo" --- # Connect FileDroppr and Finmo When **New file** fires in [FileDroppr](https://apiant.ai/connections/filedroppr), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Update file settings** in FileDroppr. Describe the whole flow and it is built, tested on every scenario and kept running. FileDroppr **1** trigger FileDroppr **6** 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 FileDroppr 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 FileDroppr and Finmo can do together ### From FileDroppr to Finmo - When **New file** in FileDroppr then **Add client** in Finmo - When **New file** in FileDroppr then **Add client income** in Finmo ### From Finmo to FileDroppr - When **Application Submitted by Borrower** in Finmo then **Update file settings** in FileDroppr - When **Deal Submitted** in Finmo then **Get file** in FileDroppr 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 FileDroppr and Finmo ## Triggers and actions 7 triggers ยท 19 actions - Trigger **New file** Fires when a new file is added. - Action **Delete file** Delete a file (trash or purge). - Action **Get file** Get a file's details. - Action **Get file readership** Get a file's readership report. - Action **List files** List the account's files. - Action **Update file settings** Update a file's share settings. - Action **Upload PDF & Get Tracking Link** Uploads a PDF to FileDroppr and returns a trackable share link. - 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 - [ **FileDroppr** FileDroppr is a PDF sharing tool that allows provides a trackable/expiring share link.](https://apiant.ai/connections/filedroppr) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from FileDroppr - [ **FileDroppr to Blockscout** Blockchain explorer offering REST and JSON-RPC APIs for querying transactions, addresses, tokens, and smart...](https://apiant.ai/connect/filedroppr-to-blockscout) - [ **FileDroppr to Goaffpro** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/filedroppr-to-goaffpro) - [ **FileDroppr to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filedroppr-to-hubspot) - [ **FileDroppr to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filedroppr-to-salesforce) - [ **FileDroppr to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filedroppr-to-slack) - [ **FileDroppr to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filedroppr-to-google-sheets) ## 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 ## FileDroppr and Finmo, answered ### ### What can start an automation from FileDroppr? Any of FileDroppr's 1 trigger in the catalog, including New file. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in FileDroppr? 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 FileDroppr? Yes. When something happens in Finmo, your agent can act in FileDroppr too. This page covers both directions: Finmo's triggers and FileDroppr's actions are listed here as well. ### ### Do I have to build a connector for FileDroppr 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 FileDroppr 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.