--- title: "Connect Finmo and ilert - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Find User on Call\" in ilert." canonical: "https://apiant.ai/connect/finmo-to-ilert" --- # Connect Finmo and ilert When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Find User on Call** in [ilert](https://apiant.ai/connections/ilert), or **New or Updated Incident** in ilert 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 ilert **1** trigger ilert **12** 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 ilert 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 ilert can do together ### From Finmo to ilert - When **Application Submitted by Borrower** in Finmo then **Find User on Call** in ilert - When **Deal Submitted** in Finmo then **Add Alert** in ilert ### From ilert to Finmo - When **New or Updated Incident** in ilert then **Add client** in Finmo - When **New or Updated Incident** in ilert 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 ilert ## Triggers and actions 7 triggers · 25 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 or Updated Incident** Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed. - Action **Accept Incident** Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert. - Action **Add Alert** Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify). - Action **Add maintenance window** Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time. - Action **Create Incident** Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified. - Action **Find User on Call** Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call. - Action **Get alert** Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders. - Action **Get incident** Returns a single ilert incident by its id, including its status, severity, affected services and responders. - Action **Get maintenance window** Fetches a maintenance window by ID. An error occurs if the maintenance window is not found. - Action **List Alert Sources** Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy. - Action **List incidents** Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date. - Action **List users** Returns the users in your ilert account, with their name, email, role and contact settings. - Action **Resolve Incident** Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **ilert** ilert is a platform for alerting, on-call management, and status pages.](https://apiant.ai/connections/ilert) 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 ilert - [ **HubSpot to ilert** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ilert) - [ **Google Sheets to ilert** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ilert) - [ **Gmail to ilert** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ilert) - [ **Google Calendar to ilert** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ilert) - [ **Google Drive to ilert** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ilert) - [ **ActiveCampaign to ilert** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ilert) Questions ## Finmo and ilert, 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 ilert when something happens in Finmo? Any of ilert's 12 actions, including Create Incident, Accept Incident, Add Alert and Add maintenance window. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ilert to Finmo? Yes. When something happens in ilert, your agent can act in Finmo too. This page covers both directions: ilert's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or ilert? 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 ilert 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.