--- title: "Connect Finmo and Google Sheets - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add Row\" in Google Sheets." canonical: "https://apiant.ai/connect/finmo-to-google-sheets" --- # Connect Finmo and Google Sheets When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add Row** in [Google Sheets](https://apiant.ai/connections/google-sheets), or **Aggregate Metric Changed** in Google Sheets 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 Google Sheets **16** triggers Google Sheets **46** 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 Google Sheets 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 Google Sheets can do together ### From Finmo to Google Sheets - When **Application Submitted by Borrower** in Finmo then **Add Row** in Google Sheets - When **Deal Submitted** in Finmo then **Create Multiple Spreadsheet Rows** in Google Sheets ### From Google Sheets to Finmo - When **Aggregate Metric Changed** in Google Sheets then **Add client** in Finmo - When **Cell Range Values Changed** in Google Sheets 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 Google Sheets ## Triggers and actions 22 triggers · 59 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 **Aggregate Metric Changed** Fires when an aggregate metric (sum/avg/count/…) over a column changes. - Trigger **Cell Range Values Changed** Fires when the values in a specific cell range change. - Trigger **Conditional Format Rule Changed** Fires when a conditional-format rule changes. - Trigger **Data Validation Rule Changed** Fires when a data-validation rule changes. - Trigger **Developer Metadata Changed** Fires when developer metadata changes. - Trigger **Filtered Range Values Changed** Fires when the values in a filtered range change. - Trigger **New Rows** Fires when new rows are appended to a Google Sheet. - Trigger **New Sheet Added** Fires when a new sheet (tab) is added to a spreadsheet. - Trigger **New Spreadsheet Created** Fires when a new spreadsheet is created in the account. - Trigger **Spreadsheet Metadata Changed** Fires when spreadsheet metadata changes. - Trigger **Spreadsheet Properties Changed** Fires when spreadsheet properties change. - Trigger **Spreadsheet Row Changed** Fires when a row matching a query changes. - Trigger **Spreadsheet Search Match** Fires when a spreadsheet matching search criteria is found. - Trigger **Table Query Result Changed** Fires when the result of a SQL-style table query changes. - Trigger **Table Schema Changed** Fires when a table's column schema changes. - Trigger **Worksheet Names Changed** Fires when worksheet (tab) names change. - Action **Add Row** Append a row to a Google Sheet - Action **Aggregate Column Data** Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically). - Action **Auto-Resize Rows or Columns** Auto-fit row heights or column widths over an index range via autoResizeDimensions. - Action **Change Sheet Properties** Update a worksheet's grid properties (row/column count) using an explicit field mask. - Action **Clear Basic Filter** Remove the basic filter from a sheet via clearBasicFilter. - Action **Clear Spreadsheet Row(s)** Clear the values in a range (formatting preserved). - Action **Copy Range** Copy a source cell range to a destination range within the spreadsheet. - Action **Copy Worksheet** Copy a worksheet into a destination spreadsheet. - Action **Create Chart** Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId. - Action **Create Conditional Formatting Rule** Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells. - Action **Create Multiple Spreadsheet Rows** Append many rows in one call. - Action **Create Spreadsheet** Create a new Google Sheets spreadsheet with the given title. - Action **Create Spreadsheet Column** Insert a blank column at a given index. - Action **Create Spreadsheet Row** Append a single row of values to a sheet range. - Action **Create Spreadsheet Row at Top** Insert a blank row just below the header (row 2), then write the given values into it in one operation. - Action **Create Worksheet** Add a new worksheet (tab) to an existing spreadsheet. - Action **Delete Chart** Delete an embedded chart via deleteEmbeddedObject. - Action **Delete Sheet** Delete a worksheet from a spreadsheet by sheetId (gid). - Action **Delete Spreadsheet Row(s)** Delete a contiguous block of rows by index. - Action **Find and Replace** Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id). - Action **Find Spreadsheet** Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection). - Action **Find Worksheet** Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties. - Action **Format Cell Range** Apply background color and bold formatting to a cell range via repeatCell. - Action **Format Spreadsheet Row** Apply a background color across an entire row via repeatCell over a row range. - Action **Get Conditional Format Rules** List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index). - Action **Get Data Range** Read all values in one or more ranges via batchGet. - Action **Get Data Validation Rules** Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask). - Action **Get Many Spreadsheet Rows (Advanced)** Read multiple ranges at once via batchGet. - Action **Get Row by ID** Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity. - Action **Get Sheet Names** Return the titles of all sheets (tabs) in the spreadsheet. - Action **Get Spreadsheet by ID** Fetch spreadsheet metadata (title, sheets, gids, grid properties). - Action **List Charts** List all embedded charts (chartId + title) across every sheet in the spreadsheet. - Action **Lookup Spreadsheet Row** Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Lookup Spreadsheet Rows (Advanced)** Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Move Chart** Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition. - Action **Rename Sheet** Rename a worksheet's title. - Action **Search Spreadsheets** Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection. - Action **Set Basic Filter** Apply a basic filter to a range on a sheet via setBasicFilter. - Action **Set Data Validation** Apply a ONE_OF_LIST dropdown data-validation rule to a cell range. - Action **Sort Range** Sort a cell range by one column in ascending or descending order. - Action **Update Chart** Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec. - Action **Update Conditional Format Rules** Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule. - Action **Update Data Validation Rule** Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held). - Action **Update Spreadsheet Row** Overwrite the values at a specific range. - Action **Update Spreadsheet Row(s)** Update one or more disjoint ranges in a single batch. - Action **Upsert Row** Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script). ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connections/google-sheets) 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 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) - [ **Finmo to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/finmo-to-google-drive) ## More into Google Sheets - [ **HubSpot to Google Sheets** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-google-sheets) - [ **Salesforce to Google Sheets** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Slack to Google Sheets** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-google-sheets) - [ **Gmail to Google Sheets** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-sheets) - [ **Google Calendar to Google Sheets** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-google-sheets) - [ **Google Drive to Google Sheets** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-google-sheets) Questions ## Finmo and Google Sheets, 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 Google Sheets when something happens in Finmo? Any of Google Sheets's 46 actions, including Create Chart, Create Conditional Formatting Rule, Create Multiple Spreadsheet Rows and Create Spreadsheet. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Sheets to Finmo? Yes. When something happens in Google Sheets, your agent can act in Finmo too. This page covers both directions: Google Sheets's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Google Sheets? 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 Google Sheets 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.