--- title: "Connect Finmo and Holded - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Deal\" in Holded, or \"New Contact\" in Holded to \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/finmo-to-holded" --- # Connect Finmo and Holded When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Deal** in [Holded](https://apiant.ai/connections/holded), or **New Contact** in Holded 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 Holded **6** triggers Holded **18** 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 Holded 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 Holded can do together ### From Finmo to Holded - When **Application Submitted by Borrower** in Finmo then **Create Deal** in Holded - When **Deal Submitted** in Finmo then **Create Purchase Invoice** in Holded ### From Holded to Finmo - When **New Contact** in Holded then **Add client** in Finmo - When **New Deal** in Holded 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 Holded ## Triggers and actions 12 triggers · 31 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 Contact** Triggers when a new contact is created in Holded. - Trigger **New Deal** Triggers when a new deal (lead) is created in a Holded CRM funnel. - Trigger **New Purchase Invoice** Triggers when a new purchase invoice is created in Holded. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created in Holded. - Trigger **New Sales Order** Triggers when a new sales order is created in Holded. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created in Holded. - Action **Create Credit Note** Creates a credit note in Holded with its line items. - Action **Create Deal** Creates a deal (lead) in a Holded CRM funnel. - Action **Create Employee** Adds an employee to Holded Team. - Action **Create Event** Creates a CRM event (call, meeting and so on) in Holded. - Action **Create Payment** Records a standalone payment in Holded. - Action **Create Product** Creates a product in Holded. - Action **Create Purchase Invoice** Creates a purchase invoice in Holded with its line items. - Action **Create Purchase Order** Creates a purchase order in Holded with its line items. - Action **Create Quote** Creates a quote (estimate) in Holded with its line items. - Action **Create Sales Invoice** Creates a sales invoice in Holded with its line items. - Action **Create Sales Order** Creates a sales order in Holded with its line items. - Action **Create Sales Receipt** Creates a sales receipt in Holded with its line items. - Action **Find Contact** Finds Holded contacts by phone, mobile or custom reference ID. - Action **Mark Credit Note as Paid** Records a payment on a credit note, marking it paid. - Action **Mark Invoice as Paid** Records a payment on a sales invoice, marking it paid. - Action **Send Invoice** Emails a sales invoice to the given addresses. - Action **Send Sales Receipt** Emails a sales receipt to the given addresses. - Action **Update Contact** Updates the details of an existing Holded contact. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) 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 Holded - [ **Google Sheets to Holded** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-holded) - [ **Gmail to Holded** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-holded) - [ **Google Calendar to Holded** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-holded) - [ **Google Drive to Holded** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-holded) - [ **ActiveCampaign to Holded** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-holded) - [ **Airtable to Holded** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-holded) Questions ## Finmo and Holded, 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 Holded when something happens in Finmo? Any of Holded's 18 actions, including Create Credit Note, Create Deal, Create Employee and Create Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Holded to Finmo? Yes. When something happens in Holded, your agent can act in Finmo too. This page covers both directions: Holded's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Holded? 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 Holded 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.