--- title: "Connect Finmo and Jira Software Cloud - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add Attachment to Issue\" in Jira Software Cloud." canonical: "https://apiant.ai/connect/finmo-to-jira-software-cloud" --- # Connect Finmo and Jira Software Cloud When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add Attachment to Issue** in [Jira Software Cloud](https://apiant.ai/connections/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. Finmo **6** triggers Finmo **13** actions Jira Software Cloud **4** triggers Jira Software Cloud **17** 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 Jira Software Cloud 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 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 - When **Deal Submitted** in Finmo then **Add Comment to Issue** in Jira Software Cloud ### From Jira Software Cloud to Finmo - When **Issue Status Changed** in Jira Software Cloud then **Add client** in Finmo - When **New Issue** in Jira Software Cloud 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 Jira Software Cloud ## Triggers and actions 10 triggers · 30 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 **Issue Status Changed** Triggered when an issue's status changes - Trigger **New Issue** Triggered when a new issue is created in Jira. - Trigger **New Issue (Via JQL)** Triggered when a new issue matching your JQL query is created. - Trigger **Updated Issue** Triggered when an issue is created or updated. - Action **Add Attachment to Issue** Uploads a file (fetched from a URL) and attaches it to a Jira issue. - Action **Add Comment to Issue** Adds a new comment to an issue. - Action **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. - Action **Add Watcher to Issue** Adds a user as a watcher of a Jira issue. - Action **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. - Action **Create Issue** Creates a new issue. - Action **Delete Form** Deletes a form from a Jira issue. - Action **Find Issue** Returns the issues in a project whose summary matches the specified text, newest first. - Action **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. - Action **Find Issues by Filter** Returns the issues matched by a saved Jira filter. - Action **Find Issues (Via JQL)** Returns the Jira issues that match a JQL query. - Action **Find Project** Returns up to 50 Jira projects whose key or name contains the search text. - Action **Find User** Returns active Jira users whose display name or email address matches the search text, or whose account ID or user property matches. - Action **Get Attachment Content** Downloads the file content of a Jira issue attachment. - Action **Link Issues** Links two Jira issues with a link type such as Blocks, Duplicate or Relates, optionally adding a comment to the outward issue. - Action **List Issue Forms** Returns the forms attached to a Jira issue. - Action **Update Issue** Updates an existing issue. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Jira Software Cloud** Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product...](https://apiant.ai/connections/jira-software-cloud) 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 Jira Software Cloud - [ **Erpnext to Jira Software Cloud** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/erpnext-to-jira-software-cloud) - [ **HubSpot to Jira Software Cloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jira-software-cloud) - [ **Google Sheets to Jira Software Cloud** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-jira-software-cloud) - [ **Gmail to Jira Software Cloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jira-software-cloud) - [ **Google Calendar to Jira Software Cloud** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jira-software-cloud) - [ **Google Drive to Jira Software Cloud** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-jira-software-cloud) 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.