--- title: "Connect Finmo and LearningSuite - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add Community Badges to User\" in LearningSuite." canonical: "https://apiant.ai/connect/finmo-to-learningsuite" --- # Connect Finmo and LearningSuite When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add Community Badges to User** in [LearningSuite](https://apiant.ai/connections/learningsuite), or **Bundle Created** in LearningSuite 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 LearningSuite **9** triggers LearningSuite **42** 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 LearningSuite 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 LearningSuite can do together ### From Finmo to LearningSuite - When **Application Submitted by Borrower** in Finmo then **Add Community Badges to User** in LearningSuite - When **Deal Submitted** in Finmo then **Update User Data** in LearningSuite ### From LearningSuite to Finmo - When **Bundle Created** in LearningSuite then **Add client** in Finmo - When **Custom Popup Created** in LearningSuite 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 LearningSuite ## Triggers and actions 15 triggers · 55 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 **Bundle Created** Triggers when a new bundle is created. - Trigger **Custom Popup Created** Triggers when a new custom popup is added. - Trigger **Group Created** Triggers when a new group is created in your LearningSuite academy. - Trigger **Member Created** Triggers when a new member is added. - Trigger **New Community Area** Triggers when a new community area is created. - Trigger **New Community Badge** Triggers when a new community badge is created. - Trigger **New Community Forum** Triggers when a new community forum is created. - Trigger **Team Member Created** Triggers when a new team member (admin-zone user) is added. - Trigger **User Not Logged in for More Than X Days** Triggers once for each member who has not logged in for at least the given number of days. - Action **Activate/Deactivate Member** Activates or deactivates a member's LearningSuite account. - Action **Add Community Badges to User** Assigns community badges to a user. - Action **Append Custom Field Files** Appends a file, fetched from a public URL, to a user's file custom field. - Action **Change Module Access for Member** Overrides how a specific module of a course is unlocked for one member. - Action **Create Webhook Subscription** Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL. - Action **Delete Group** Deletes a group. - Action **Delete Member** Permanently deletes a member. - Action **Delete Popup Trigger** Removes a pending popup for a member so it is no longer shown. - Action **Find Group** Finds groups by name. - Action **Find Member by Email** Finds a member by email address. - Action **Find Member by ID** Finds a member by ID. - Action **Find Team Member by Email** Finds a team member (admin-zone user) by email. - Action **Find Team Member by ID** Finds a team member (admin-zone user) by ID. - Action **Get Bundles of Member** Returns the bundles a member has, with access details. - Action **Get Community Areas** Returns community areas. - Action **Get Community Forums** Returns community forums, optionally only those in one area. - Action **Get Community Posts** Returns published community posts, optionally filtered by area or forum. - Action **Get Course Information of Member** Returns whether a member has access to a course and their progress and learning time in it. - Action **Get Course Progress of Member** Returns a member's overall progress in a course, in percent. - Action **Get Courses From Member** Returns the courses a member is enrolled in, with access and progress. - Action **Get Custom Field Store for User** Returns a user's whole custom field store: all values, metadata and profiles. - Action **Get Custom Field Values for an User** Returns all custom field values of a user, for one profile. - Action **Get Lesson Progress of Member** Returns a member's progress in one lesson of a course, in percent. - Action **Get Members** Returns members, optionally filtered by creation date or days since last login. - Action **Get Members of Course** Returns the members of a course with their access, and optionally their progress. - Action **Get Module Progress of Member** Returns a member's progress in one module of a course, in percent. - Action **Get Modules of Course** Returns the modules of a course with their default content drip. - Action **Get Modules of Course for Member** Returns the modules of a course with what one member can see and when. - Action **Get Published Courses** Returns every published course in your LearningSuite academy, with its name, description and publish date. - Action **Get Team Members** Returns team members (users with admin-zone access). - Action **Give Hub Access** Gives members, groups or bundles access to a hub. - Action **Remove Community Badges From User** Removes community badges from a user. - Action **Remove Courses From Member** Removes a member's access to courses. - Action **Remove Hub Access** Removes members, groups or bundles from a hub. - Action **Remove Member From Bundles** Removes a member's access to bundles. - Action **Remove Members From Groups** Removes members from groups. - Action **Require User by ID** Returns a member by ID and fails the step when no such member exists. - Action **Send Login Information** Emails a user their login link. - Action **Send Push Notifications** Sends a push notification to users and group members logged into your custom LearningSuite mobile app. - Action **Trigger Popup** Shows a custom popup to a member. - Action **Update Lesson** Renames a lesson or changes its visibility. - Action **Update User Data** Updates a member's profile fields. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **LearningSuite** Learningsuite is an E-Learning Plattform](https://apiant.ai/connections/learningsuite) 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 LearningSuite - [ **HubSpot to LearningSuite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-learningsuite) - [ **Google Sheets to LearningSuite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-learningsuite) - [ **Gmail to LearningSuite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-learningsuite) - [ **Google Calendar to LearningSuite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-learningsuite) - [ **Google Drive to LearningSuite** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-learningsuite) - [ **ActiveCampaign to LearningSuite** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-learningsuite) Questions ## Finmo and LearningSuite, 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 LearningSuite when something happens in Finmo? Any of LearningSuite's 42 actions, including Create Webhook Subscription, Send Login Information, Send Push Notifications and Update Lesson. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LearningSuite to Finmo? Yes. When something happens in LearningSuite, your agent can act in Finmo too. This page covers both directions: LearningSuite's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or LearningSuite? 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 LearningSuite 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.