--- title: "Connect Finmo to Agorapulse - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add scheduled post\" in Agorapulse." canonical: "https://apiant.ai/connect/finmo-to-agorapulse" --- # Connect Finmo to Agorapulse When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add scheduled post** in [Agorapulse](https://apiant.ai/connections/agorapulse). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Agorapulse **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Finmo and Agorapulse 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 Finmo can start in Agorapulse - When **Application Submitted by Borrower** in Finmo then **Add scheduled post** in Agorapulse - When **Deal Submitted** in Finmo then **Create Note** in Agorapulse 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 Finmo and Agorapulse ## Triggers and actions 6 triggers · 30 actions - 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. - Action **Add scheduled post** Schedules a new post on one social profile at one publishing date in an Agorapulse workspace, and returns the new post's id. - Action **Create Draft** Creates a draft post in an Agorapulse workspace, optionally assigned to one social profile and a planned publishing date. Returns the created post. - Action **Create Note** Creates a calendar note in an Agorapulse workspace, with a title, color and date range, optionally attached to social profiles. - Action **Delete note** Deletes a calendar note from an Agorapulse workspace. - Action **Delete post** Deletes a post that has not been published yet. Published posts cannot be deleted with this action. - Action **Find inbox items** Returns inbox items (comments, messages, mentions and reviews) from the chosen social profiles that match the specified labels, sentiments, types, parent items, review state and date range. - Action **Find notes** Returns the calendar notes in a workspace, optionally narrowed to a date range and to specific social profiles. - Action **Find posts** Returns the posts of a workspace published through Agorapulse, including drafts, that match the specified dates, profiles and statuses, most recent publishing date first. - Action **Get inbox item** Returns one inbox item from a social profile, including its text, creator, labels, sentiment, history and any pending approval workflow. - Action **Get post** Returns a single post from an Agorapulse workspace, including its text, media, labels and its schedule and status on each targeted profile. - Action **List listening searches** Returns the listening searches of a workspace, with the networks they cover, any competitors, and their metrics for the last seven days. - Action **List organizations** Returns all the Agorapulse organizations the connected account belongs to, with each organization's id and name. - Action **List profiles** Returns all social profiles connected to an Agorapulse workspace, with each profile's name, network type and social network id. - Action **List workspaces** Returns all the workspaces in an Agorapulse organization, with each workspace's id and name. - Action **Publish post now** Publishes a new post immediately on one social profile in an Agorapulse workspace and returns the published post. - Action **Reply to inbox item** Sends a reply to an item in the Agorapulse inbox, publicly or as a private message. Returns the published reply, or the approval workflow holding it for review. - Action **Update note** Updates an existing calendar note in a workspace, replacing its title, content, color, dates and attached social profiles. Returns the updated note. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Agorapulse** Agorapulse helps businesses manage social media in one place: schedule posts, engage with audiences, and...](https://apiant.ai/connections/agorapulse) Reviews ## What our customers say ## More from Finmo - [ **Finmo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/finmo-to-hubspot) - [ **Finmo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/finmo-to-salesforce) - [ **Finmo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/finmo-to-slack) - [ **Finmo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/finmo-to-google-sheets) - [ **Finmo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/finmo-to-gmail) - [ **Finmo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/finmo-to-google-calendar) ## More into Agorapulse - [ **HubSpot to Agorapulse** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agorapulse) - [ **Salesforce to Agorapulse** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agorapulse) - [ **Slack to Agorapulse** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agorapulse) - [ **Google Sheets to Agorapulse** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-agorapulse) - [ **Gmail to Agorapulse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agorapulse) - [ **Google Calendar to Agorapulse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-agorapulse) Questions ## Finmo and Agorapulse, answered ### ### What can start an automation from Finmo? Any of Finmo's 6 triggers in the catalog, including Application Submitted by Borrower, Deal Submitted, Updated Borrower Email and Updated Deal Status. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agorapulse when something happens in Finmo? Any of Agorapulse's 17 actions, including Create Draft, Create Note, Update note and Add scheduled post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agorapulse to Finmo? Agorapulse has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Agorapulse's API documentation and adds it. ### ### Do I have to build a connector for Finmo or Agorapulse? 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 Finmo and Agorapulse 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.