Integration
Connect Finmo and LeanKit
When Application Submitted by Borrower fires in Finmo, your agent runs Add Card Connections in LeanKit, or New board in LeanKit 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 LeanKit 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 LeanKit can do together
From Finmo to LeanKit
When Application Submitted by Borrower in Finmo
then Add Card Connections in LeanKit
From LeanKit 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 LeanKit
Triggers and actions 9 triggers · 50 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.
- New board
Polling trigger: fires when a new board is created.
- New card
Polling trigger: fires when a new card is added to the specified board.
- New card in lane
Polling trigger: fires when a new card is added to the specified lane in the specified board.
- Add Card Connections
Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)
- Add Comment
Create a comment — LeanKit AgilePlace v2 API (comment/create)
- Archive a board
Archive a board — LeanKit AgilePlace v2 API (board/archive)
- Assign or unassign one or more users or teams to cards
Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
- Create a card
Create a card — LeanKit AgilePlace v2 API (card/create)
- Create an attachment
Create an attachment — LeanKit AgilePlace v2 API (attachment/create)
- Create a new board
Create a new board — LeanKit AgilePlace v2 API (board/create)
- Create a new planning increment
Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
- Create a new planning series
Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
- Create a team
Create a team — LeanKit AgilePlace v2 API (team/create)
- Create dependencies
Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)
- Delete a board
Delete a board — LeanKit AgilePlace v2 API (board/delete)
- Delete an attachment
Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
- Delete a planning increment by id
Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
- Delete a team
Delete a team — LeanKit AgilePlace v2 API (team/delete)
- Delete Card
Delete a card by id — LeanKit AgilePlace v2 API (card/delete)
- Delete multiple cards
Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
- Get a list of attachments for a card
Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
- Get a list of cards
Get a list of cards — LeanKit AgilePlace v2 API (card/list)
- Get a list of leaf lanes for a board (lanes that can hold cards)
Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
- Get a list of parent cards
Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
- Get a list of planning series for an account
Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
- Get a list of tags on a board
Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
- Get a list of task cards for a card
Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
- Get an attachment's contents
Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
- Get a specified planning series
Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
- Get Board
Retrieve a board by ID, including its lanes.
- Get Card
Get card details by card id — LeanKit AgilePlace v2 API (card/get)
- Get User
Retrieve a user by ID.
- List Boards
List boards on the account.
- List Board Users
List board users — LeanKit AgilePlace v2 API (board/user-roles)
- List Comments
List comments on a card.
- List Users
List users on the account.
- Move Card
Move a card — LeanKit AgilePlace v2 API (card/move)
- Search Cards
Search cards on a board with filters.
- Unarchive a board
Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
- Update Card
Update a card — LeanKit AgilePlace v2 API (card/update)
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
Reviews
What our customers say
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into LeanKit
ActiveCampaign to LeanKitActiveCampaign is a marketing automation, email marketing, and CRM platform.
JIRA to LeanKitAtlassian JIRA Cloud — issue tracking and project management.
Intercom to LeanKitIntercom is a customer communications platform for support, engagement, and marketing.
Freshdesk to LeanKitFreshdesk is a cloud-based customer support and helpdesk platform.
Klaviyo to LeanKitKlaviyo is a marketing automation platform for email and SMS.
Questions
Finmo and LeanKit, 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 LeanKit when something happens in Finmo?
Any of LeanKit's 37 actions, including Create a card, Create an attachment, Create a new board and Create a new planning increment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeanKit to Finmo?
Yes. When something happens in LeanKit, your agent can act in Finmo too. This page covers both directions: LeanKit's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or LeanKit?
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 LeanKit 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.