--- title: "Connect Finmo to Fergus - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add Contact\" in Fergus." canonical: "https://apiant.ai/connect/finmo-to-fergus" --- # Connect Finmo to Fergus When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add Contact** in [Fergus](https://apiant.ai/connections/fergus). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Fergus **31** 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 Fergus 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 Fergus - When **Application Submitted by Borrower** in Finmo then **Add Contact** in Fergus - When **Deal Submitted** in Finmo then **Add Task** in Fergus 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 Fergus ## Triggers and actions 6 triggers · 44 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 Calendar Event** Creates a new calendar event/booking. - Action **Add Contact** Creates a new contact. - Action **Add Note** Creates a new note against a record. - Action **Add Quote** Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate. - Action **Add Task** Creates a new task in Fergus, optionally linked to a job and assigned to employees. - Action **Archive Site** Archives a site in Fergus. The site can later be restored. - Action **Create Customer** Creates a new customer. - Action **Create Job** Creates a job in Fergus — an active job, a draft job, or a variation of an existing job. - Action **Create Site** Creates a new site. - Action **Delete Customer** Deletes a Fergus customer by ID. - Action **Edit Draft Job** Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value. - Action **Finalize Draft Job** Finalises a draft job in Fergus, turning it into an active job. - Action **Find All Quotes** Returns up to 100 quotes from across all jobs that match the specified status and date criteria. - Action **Find Customer** Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text. - Action **Find Site** Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10). - Action **Get Calendar Event** Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details. - Action **Get Contact** Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items. - Action **Get Customer by ID** Returns a Fergus customer by its ID. - Action **Get Customer Invoice** Retrieves a customer invoice by ID. - Action **Get Job by ID** Retrieves a specific job using its unique ID. - Action **Get Quotes for Job** Returns all quotes for a Fergus job, optionally filtered by status. - Action **Get Site by ID** Retrieves a specific site using its unique ID. - Action **List Contacts** Lists contacts, with optional filtering. - Action **List Customer Invoices** Lists customer invoices, with optional filtering. - Action **List Notes** Returns the notes (with their replies) attached to a Fergus record. - Action **List Tasks** Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state. - Action **Update Contact** Updates an existing customer contact or site contact in Fergus. - Action **Update Customer** Updates an existing customer's details. - Action **Update Quote** Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items. - Action **Update Site** Updates an existing site's details. - Action **Update Task** Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Fergus** Fergus is a job management software for plumbers, electricians and other trades.](https://apiant.ai/connections/fergus) 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 Fergus - [ **Outlook to Fergus** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-fergus) - [ **HubSpot to Fergus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fergus) - [ **Salesforce to Fergus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fergus) - [ **Slack to Fergus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fergus) - [ **Google Sheets to Fergus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fergus) - [ **Gmail to Fergus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fergus) Questions ## Finmo and Fergus, 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 Fergus when something happens in Finmo? Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fergus to Finmo? Fergus has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it. ### ### Do I have to build a connector for Finmo or Fergus? 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 Fergus 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.