--- title: "Connect Finmo to Lumin - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Send reminder emails\" in Lumin." canonical: "https://apiant.ai/connect/finmo-to-lumin" --- # Connect Finmo to Lumin When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Send reminder emails** in [Lumin](https://apiant.ai/connections/lumin). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Lumin **22** 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 Lumin 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 can start in Lumin - When **Application Submitted by Borrower** in Finmo then **Send reminder emails** in Lumin - When **Deal Submitted** in Finmo then **Upload File** in Lumin 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 Lumin ## Triggers and actions 6 triggers · 35 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. - Action **Add agreement** Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields. - Action **Add space** Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it. - Action **Cancel signature request** Cancels a pending signature request so its signers can no longer sign it. - Action **Compress document** Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file. - Action **Generate document from template** Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link. - Action **Get agreement file** Returns a temporary download link for an AgreementGen document's PDF file. - Action **Get signature request** Returns a signature request's details, including its title, status, expiry, signing type and each signer's status. - Action **Get signature request file** Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF. - Action **Get signing link** Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal. - Action **Get template** Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables. - Action **List spaces** Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count. - Action **List templates** Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace. - Action **List workspace members** Returns the members of your Lumin workspace, with each member's email, name, role and join date. - Action **Merge documents** Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link. - Action **Send reminder emails** Sends reminder emails to selected signers of a signature request who still need to sign. - Action **Send signature request** Creates a signature request for a document (by file URL) and emails it to the signers you list. - Action **Send signature request from template** Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables. - Action **Split document** Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files). - Action **Summarize document** Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL. - Action **Translate document** Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file. - Action **Update signature request** Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request. - Action **Upload File** Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Lumin** Lumin is a PDF editor built for the cloud. Edit, share and sign PDFs from anywhere.](https://apiant.ai/connections/lumin) 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 Lumin - [ **HubSpot to Lumin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lumin) - [ **Salesforce to Lumin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lumin) - [ **Slack to Lumin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lumin) - [ **Google Sheets to Lumin** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lumin) - [ **Gmail to Lumin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lumin) - [ **Google Calendar to Lumin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lumin) Questions ## Finmo and Lumin, 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 Lumin when something happens in Finmo? Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lumin to Finmo? Lumin has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it. ### ### Do I have to build a connector for Finmo or Lumin? 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 Lumin 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.