Integration
Connect Finmo and Leiga
When Application Submitted by Borrower fires in Finmo, your agent runs Create Issue in Leiga, or Updated Issue in Leiga 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 Leiga 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 Leiga can do together
From Finmo to Leiga
When Application Submitted by Borrower in Finmo
then Create Issue in Leiga
When Deal Submitted in Finmo
then Update issue in Leiga
From Leiga to Finmo
When Updated Issue in Leiga
then Add client in Finmo
When Updated Issue in Leiga
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 Leiga
Triggers and actions 7 triggers · 28 actions
Trigger
Application StartedTriggers when a new mortgage application is started in Finmo.
Trigger
Application Submitted by BorrowerTriggers when a borrower submits (or resubmits) a mortgage application in Finmo.
Trigger
Deal SubmittedTriggers when a deal (application) in Finmo reaches the Submitted status.
Trigger
Updated Borrower EmailTriggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
Trigger
Updated Deal StatusTriggers when an application (deal) changes to a new status.
Trigger
Updated Document Request StatusTriggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
Action
Add applicationCreates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
Action
Add clientAdds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
Action
Add client incomeAdds an income (employment, pension, support or other) to a borrower on a Finmo application.
Action
Add client liabilityCreates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
Action
Add documentCreates a document upload on a Finmo application and returns a signed link for uploading the file.
Action
Add document requestCreates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
Action
Delete clientRemoves a client (borrower) from a Finmo application.
Action
Find applications by criteriaSearches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
Action
Get clientReturns a client (borrower) on a Finmo application, including their contact details and profile.
Action
List application documentsReturns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
Action
List applicationsReturns application overviews for a brokerage, team or broker, optionally searched by borrower name.
Action
Update applicationUpdates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
Action
Update clientUpdates a client (borrower) on a Finmo application with new contact, personal and portal details.
Trigger
Updated IssueTriggers when an issue is updated in Leiga.
Action
Add commentAdds a comment to a Leiga issue or other record, optionally as a reply to an existing comment.
Action
Add epicCreates a new epic in a Leiga project.
Action
Add projectCreates a new project in Leiga from a project template, with a name, leader and optional description.
Action
Add versionCreates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date.
Action
Create IssueCreates a new issue in a Leiga project with the issue type and field values you provide.
Action
Delete issueDeletes an issue from a Leiga project.
Action
Find issues by criteriaSearches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues.
Action
Get issueReturns the full details of a Leiga issue, including its custom field values, by issue ID.
Action
Get projectReturns the details of a Leiga project by its ID.
Action
Get versionReturns the details of a Leiga version, including its name, status and release dates.
Action
List commentsReturns the comments on a Leiga issue or other item, including replies and attachments.
Action
List Issue TypesReturns the issue types (such as bug or task) available in a Leiga project.
Action
List projectsReturns all projects in your Leiga organization with their id, name, key and archived status.
Action
Update issueUpdates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels.
Action
Update projectUpdates a Leiga project's overview fields, such as its name or start time.
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 Leiga
HubSpot to LeigaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to LeigaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to LeigaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to LeigaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to LeigaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to LeigaActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Finmo and Leiga, 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 Leiga when something happens in Finmo?
Any of Leiga's 15 actions, including Create Issue, Update issue, Update project and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Leiga to Finmo?
Yes. When something happens in Leiga, your agent can act in Finmo too. This page covers both directions: Leiga's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Leiga?
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 Leiga 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.