--- title: "Connect Finmo and ManageEngine ServiceDesk Plus Cloud - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add request task\" in ManageEngine ServiceDesk Plus Cloud." canonical: "https://apiant.ai/connect/finmo-to-manageengine-servicedesk-plus-cloud" --- # Connect Finmo and ManageEngine ServiceDesk Plus Cloud When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add request task** in [ManageEngine ServiceDesk Plus Cloud](https://apiant.ai/connections/manageengine-servicedesk-plus-cloud), or **New Problem** in ManageEngine ServiceDesk Plus 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 ManageEngine ServiceDesk Plus Cloud **2** triggers ManageEngine ServiceDesk Plus Cloud **15** 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 ManageEngine ServiceDesk Plus 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 ManageEngine ServiceDesk Plus Cloud can do together ### From Finmo to ManageEngine ServiceDesk Plus Cloud - When **Application Submitted by Borrower** in Finmo then **Add request task** in ManageEngine ServiceDesk Plus Cloud - When **Deal Submitted** in Finmo then **Add request note** in ManageEngine ServiceDesk Plus Cloud ### From ManageEngine ServiceDesk Plus Cloud to Finmo - When **New Problem** in ManageEngine ServiceDesk Plus Cloud then **Add client** in Finmo - When **Trigger** in ManageEngine ServiceDesk Plus 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 ManageEngine ServiceDesk Plus Cloud ## Triggers and actions 8 triggers · 28 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 **New Problem** Triggers when a new problem is created in ServiceDesk Plus Cloud. - Trigger **Trigger** Triggers when a request is created or updated in ServiceDesk Plus Cloud. - Action **Add problem** Creates a problem in ServiceDesk Plus Cloud with its title, classification, assignment and analysis details, and returns the new problem. - Action **Add request note** Adds a note to a ServiceDesk Plus request, optionally showing it to the requester or notifying the technician. - Action **Add request task** Adds a task to an existing request in ServiceDesk Plus Cloud. - Action **Add request worklog** Adds a worklog (time spent by a technician) to a ServiceDesk Plus request. - Action **Create Request** Creates a new request (ticket) in ServiceDesk Plus Cloud with a subject and any optional details, assignments and custom field values. - Action **Delete request** Deletes a request from ServiceDesk Plus Cloud. - Action **Find Request** Finds service desk requests whose chosen field matches a value, returning the matching requests. - Action **Get problem** Returns a single problem from ServiceDesk Plus Cloud by its id, including its custom field values. - Action **Get request** Returns a single service desk request by its id, including its custom field values. - Action **Get request note** Returns a single note on a ServiceDesk Plus request, including its text, visibility settings and author. - Action **Get request task** Returns a single task attached to a ServiceDesk Plus request, including its title, status, owner, schedule and user-defined fields. - Action **Get request worklog** Returns one worklog entry on a ServiceDesk Plus request, including its owner, time spent, start and end times, and charges. - Action **Invoke API Call** Calls any ServiceDesk Plus Cloud v3 API endpoint with the method, path and input data you choose, and returns the raw response. - Action **Update problem** Updates an existing problem in ServiceDesk Plus, changing only the fields you fill in. - Action **Update Request** Updates an existing request (ticket) in ServiceDesk Plus Cloud. Only the fields you fill in are changed. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **ManageEngine ServiceDesk Plus Cloud** ManageEngine ServiceDesk Plus is a ITIL® compliant comprehensive help desk software with integrated asset...](https://apiant.ai/connections/manageengine-servicedesk-plus-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 ManageEngine ServiceDesk Plus Cloud - [ **HubSpot to ManageEngine ServiceDesk Plus Cloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manageengine-servicedesk-plus-cloud) - [ **Google Sheets to ManageEngine ServiceDesk Plus Cloud** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manageengine-servicedesk-plus-cloud) - [ **Gmail to ManageEngine ServiceDesk Plus Cloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manageengine-servicedesk-plus-cloud) - [ **Google Calendar to ManageEngine ServiceDesk Plus Cloud** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manageengine-servicedesk-plus-cloud) - [ **Google Drive to ManageEngine ServiceDesk Plus Cloud** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-manageengine-servicedesk-plus-cloud) - [ **Mailchimp to ManageEngine ServiceDesk Plus Cloud** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-manageengine-servicedesk-plus-cloud) Questions ## Finmo and ManageEngine ServiceDesk Plus 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 ManageEngine ServiceDesk Plus Cloud when something happens in Finmo? Any of ManageEngine ServiceDesk Plus Cloud's 15 actions, including Create Request, Update problem, Update Request and Add problem. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ManageEngine ServiceDesk Plus Cloud to Finmo? Yes. When something happens in ManageEngine ServiceDesk Plus Cloud, your agent can act in Finmo too. This page covers both directions: ManageEngine ServiceDesk Plus Cloud's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or ManageEngine ServiceDesk Plus 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 ManageEngine ServiceDesk Plus 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.