--- title: "Connect Finmo and Glean - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Chat Message/Conversation\" in Glean." canonical: "https://apiant.ai/connect/finmo-to-glean" --- # Connect Finmo and Glean When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Chat Message/Conversation** in [Glean](https://apiant.ai/connections/glean), or **New Search Result** in Glean 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 Glean **1** trigger Glean **7** 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 Glean 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 Glean can do together ### From Finmo to Glean - When **Application Submitted by Borrower** in Finmo then **Chat Message/Conversation** in Glean - When **Deal Submitted** in Finmo then **Report Client Activity** in Glean ### From Glean to Finmo - When **New Search Result** in Glean then **Add client** in Finmo - When **New Search Result** in Glean 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 Glean ## Triggers and actions 7 triggers · 20 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 **New Search Result** Triggered when a new document appears in the Glean search results for a query you choose. - Action **Chat Message/Conversation** Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts. - Action **Find Document** Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify. - Action **Get Documents and Events Feed** Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content. - Action **Report Client Activity** Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality. - Action **Report Document Activity** Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality. - Action **Run Agent and Wait** Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status. - Action **Search** Returns documents from the Glean index that match the search terms and any filters you provide. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Glean** Glean offers AI-powered search to give enterprise users the ability to search across organization-wide...](https://apiant.ai/connections/glean) 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 Glean - [ **ActiveCampaign to Glean** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-glean) - [ **Airtable to Glean** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-glean) - [ **Asana to Glean** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-glean) - [ **ClickUp to Glean** 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-glean) - [ **Discord to Glean** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-glean) - [ **Freshdesk to Glean** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-glean) Questions ## Finmo and Glean, 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 Glean when something happens in Finmo? Any of Glean's 7 actions, including Chat Message/Conversation, Find Document, Get Documents and Events Feed and Report Client Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Glean to Finmo? Yes. When something happens in Glean, your agent can act in Finmo too. This page covers both directions: Glean's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Glean? 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 Glean 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.