--- title: "Connect Finmo and GitHub - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add Labels to Issue\" in GitHub." canonical: "https://apiant.ai/connect/finmo-to-github" --- # Connect Finmo and GitHub When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add Labels to Issue** in [GitHub](https://apiant.ai/connections/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. Finmo **6** triggers Finmo **13** actions GitHub **15** triggers GitHub **19** 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 GitHub 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 and GitHub can do together ### From Finmo to GitHub - When **Application Submitted by Borrower** in Finmo then **Add Labels to Issue** in GitHub - When **Deal Submitted** in Finmo then **Create Issue** in GitHub ### From GitHub to Finmo - When **New Branch** in GitHub then **Add client** in Finmo - When **New Collaborator** in GitHub then **Add client income** in 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 - 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. - Trigger **Issue Closed** Triggers when an issue in a repository is closed. - Trigger **New Branch** Triggers when a new branch is created in a GitHub repository. - Trigger **New Collaborator** Triggers when a new collaborator is added to a GitHub repository. - Trigger **New Commit** Triggers when a new commit is pushed to a GitHub repository's default branch. - Trigger **New Commit Comment** Triggers when someone comments on a commit in a repository. - Trigger **New Gist** Triggers when you create a new gist on GitHub. - Trigger **New Global Event** Triggers when a new public event happens anywhere on GitHub, such as a push, fork, or new issue. - Trigger **New Issue** Triggers when a new issue is created in a repository. - Trigger **New Label** Triggers when a new label is added to a GitHub repository. - Trigger **New Milestone** Triggers when a new milestone is created in a repository. - Trigger **New Pull Request** Triggers when a new pull request is opened in a repository. - Trigger **New Release** Triggers when a new release is published in a GitHub repository. - Trigger **New Repo Event** Triggers when new activity (pushes, issues, pull requests, releases and more) happens in a GitHub repository. - Trigger **New Repository** Triggers when a new public repository appears under a GitHub user or organization. - Trigger **New Watcher** Triggers when someone starts watching a repository. - Action **Add Labels to Issue** Adds labels to an issue or pull request in a GitHub repository, keeping its existing labels. - Action **Check Organization Membership** Checks whether a GitHub user is a member of an organization and returns true or false. - Action **Create Branch** Creates a new branch in a repository, starting from the commit you choose. - Action **Create Comment** Adds a comment to an issue or pull request in a GitHub repository. - Action **Create Gist** Creates a new gist with one file on the connected GitHub account. - Action **Create Issue** Creates a new issue in a GitHub repository. - Action **Create or Update File** Creates a new file in a repository, or replaces an existing file's contents, as a commit. - Action **Create Pull Request** Opens a pull request asking to merge one branch into another. - Action **Delete Branch** Deletes a branch from a repository. Any open pull request from that branch is closed. - Action **Find Branch** Finds a branch in a GitHub repository by name and returns its latest commit and protection status. - Action **Find Issue** Finds an issue in a GitHub repository by its number and returns its title, body, state, author and labels. - Action **Find Organization** Finds a GitHub organization by its login and returns its profile details. - Action **Find Pull Request** Finds a pull request in a GitHub repository by its number and returns its title, state, branches and merge status. - Action **Find Repository** Returns a GitHub repository by its owner and name, including its description, visibility, default branch and counts. - Action **Find User** Finds a GitHub user by username and returns their public profile. - Action **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. - Action **Submit Review** Submits a review on a pull request: approve it, request changes, or leave a review comment. - Action **Update Issue** Updates an existing issue in a GitHub repository, such as its title, text, state, labels or assignees. - Action **Update Pull Request** Changes a pull request's title, description, target branch, or open/closed state. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **GitHub** GitHub is the perfect place to share code and work collaboratively on private and open source software.](https://apiant.ai/connections/github) 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 GitHub - [ **ActiveCampaign to GitHub** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-github) - [ **Airtable to GitHub** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-github) - [ **Asana to GitHub** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-github) - [ **ClickUp to GitHub** 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-github) - [ **Discord to GitHub** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-github) - [ **Freshdesk to GitHub** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-github) 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.