Integration
Connect Finmo and GitHub
When Application Submitted by Borrower fires in Finmo, your agent runs Add Labels to Issue in GitHub, or New Branch in GitHub to Add client in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Finmo and GitHub to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Finmo and GitHub can do together
From Finmo to GitHub
When Application Submitted by Borrower in Finmo
then Add Labels to Issue in GitHub
From GitHub to Finmo
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 GitHub
Triggers and actions 21 triggers · 32 actions
- Application Started
Triggers when a new mortgage application is started in Finmo.
- Application Submitted by Borrower
Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.
- Deal Submitted
Triggers when a deal (application) in Finmo reaches the Submitted status.
- Updated Borrower Email
Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
- Updated Deal Status
Triggers when an application (deal) changes to a new status.
- Updated Document Request Status
Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add client
Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
- Add client income
Adds an income (employment, pension, support or other) to a borrower on a Finmo application.
- Add client liability
Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
- Add document
Creates a document upload on a Finmo application and returns a signed link for uploading the file.
- Add document request
Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
- Delete client
Removes a client (borrower) from a Finmo application.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get client
Returns a client (borrower) on a Finmo application, including their contact details and profile.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List applications
Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client (borrower) on a Finmo application with new contact, personal and portal details.
- Issue Closed
Triggers when an issue in a repository is closed.
- New Branch
Triggers when a new branch is created in a GitHub repository.
- New Collaborator
Triggers when a new collaborator is added to a GitHub repository.
- New Commit
Triggers when a new commit is pushed to a GitHub repository's default branch.
- New Commit Comment
Triggers when someone comments on a commit in a repository.
- New Gist
Triggers when you create a new gist on GitHub.
- New Global Event
Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue.
- New Issue
Triggers when a new issue is created in a repository.
- New Label
Triggers when a new label is added to a GitHub repository.
- New Milestone
Triggers when a new milestone is created in a repository.
- New Pull Request
Triggers when a new pull request is opened in a repository.
- New Release
Triggers when a new release is published in a GitHub repository.
- New Repo Event
Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository.
- New Repository
Triggers when a new public repository appears under a GitHub user or organization.
- New Watcher
Triggers when someone starts watching a repository.
- Add Labels to Issue
Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels.
- Check Organization Membership
Checks whether a GitHub user is a member of an organization and returns true or false.
- Create Branch
Creates a new branch in a repository, starting from the commit you choose.
- Create Comment
Adds a comment to an issue or pull request in a GitHub repository.
- Create Gist
Creates a new gist with one file on the connected GitHub account.
- Create Issue
Creates a new issue in a GitHub repository.
- Create or Update File
Creates a new file in a repository, or replaces an existing file's contents, as a commit.
- Create Pull Request
Opens a pull request asking to merge one branch into another.
- Delete Branch
Deletes a branch from a repository. Any open pull request from that branch is closed.
- Find Branch
Finds a branch in a GitHub repository by name and returns its latest commit and protection status.
- Find Issue
Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels.
- Find Organization
Finds a GitHub organization by its login and returns its profile details.
- Find Pull Request
Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status.
- Find Repository
Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts.
- Find User
Finds a GitHub user by username and returns their public profile.
- Get File Contents
Returns a file from a GitHub repository, with its base64-encoded content, at the default branch or a chosen branch, tag or commit.
- Submit Review
Submits a review on a pull request: approve it, request changes, or leave a review comment.
- Update Issue
Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees.
- Update Pull Request
Changes a pull request's title, description, target branch, or open/closed state.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Finmo and GitHub, 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 GitHub when something happens in Finmo?
Any of GitHub's 19 actions, including Create Branch, Create Comment, Create Gist and Create Issue. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GitHub to Finmo?
Yes. When something happens in GitHub, your agent can act in Finmo too. This page covers both directions: GitHub's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or GitHub?
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 GitHub 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.