Integration
Connect Finmo and Jira Software Cloud
When Application Submitted by Borrower fires in Finmo, your agent runs Add Attachment to Issue in Jira Software Cloud, or Issue Status Changed in Jira Software Cloud to Add client in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Finmo and Jira Software Cloud to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Finmo and Jira Software Cloud can do together
From Finmo to Jira Software Cloud
When Application Submitted by Borrower in Finmo
then Add Attachment to Issue in Jira Software Cloud
From Jira Software Cloud to 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 Jira Software Cloud
Triggers and actions 10 triggers · 30 actions
- Application Started
Triggers when a new mortgage application is started in Finmo.
- Application Submitted by Borrower
Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.
- Deal Submitted
Triggers when a deal (application) in Finmo reaches the Submitted status.
- Updated Borrower Email
Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
- Updated Deal Status
Triggers when an application (deal) changes to a new status.
- Updated Document Request Status
Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add client
Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
- Add client income
Adds an income (employment, pension, support or other) to a borrower on a Finmo application.
- Add client liability
Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
- Add document
Creates a document upload on a Finmo application and returns a signed link for uploading the file.
- Add document request
Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
- Delete client
Removes a client (borrower) from a Finmo application.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get client
Returns a client (borrower) on a Finmo application, including their contact details and profile.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List applications
Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client (borrower) on a Finmo application with new contact, personal and portal details.
- Issue Status Changed
Triggered when an issue's status changes
- New Issue
Triggered when a new issue is created in Jira.
- New Issue (Via JQL)
Triggered when a new issue matching your JQL query is created.
- Updated Issue
Triggered when an issue is created or updated.
- Add Attachment to Issue
Uploads a file (fetched from a URL) and attaches it to a Jira issue.
- Add Comment to Issue
Adds a new comment to an issue.
- Add or Edit Form on Issue
Adds a form from a template to a Jira issue, or edits a form already on the issue, and optionally saves answers to it. Returns the resulting form.
- Add Watcher to Issue
Adds a user as a watcher of a Jira issue.
- Add Work Log to Issue
Logs time spent on a Jira issue as a new work log entry. Time tracking must be enabled on the Jira site.
- Create Issue
Creates a new issue.
- Delete Form
Deletes a form from a Jira issue.
- Find Issue
Returns the issues in a project whose summary matches the specified text, newest first.
- Find Issue by Key
Finds a Jira issue by its key (for example PROJ-123) or ID and returns its details, including custom field values.
- Find Issues by Filter
Returns the issues matched by a saved Jira filter.
- Find Issues (Via JQL)
Returns the Jira issues that match a JQL query.
- Find Project
Returns up to 50 Jira projects whose key or name contains the search text.
- Find User
Returns active Jira users whose display name or email address matches the search text, or whose account ID or user property matches.
- Get Attachment Content
Downloads the file content of a Jira issue attachment.
- Link Issues
Links two Jira issues with a link type such as Blocks, Duplicate or Relates, optionally adding a comment to the outward issue.
- List Issue Forms
Returns the forms attached to a Jira issue.
- Update Issue
Updates an existing issue.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Finmo and Jira Software Cloud, 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 Jira Software Cloud when something happens in Finmo?
Any of Jira Software Cloud's 17 actions, including Create Issue, Update Issue, Add Attachment to Issue and Add Comment to Issue. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Jira Software Cloud to Finmo?
Yes. When something happens in Jira Software Cloud, your agent can act in Finmo too. This page covers both directions: Jira Software Cloud's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Jira Software Cloud?
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 Jira Software Cloud 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.