--- title: "Connect Finmo and Motion - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Recurring Task\" in Motion." canonical: "https://apiant.ai/connect/finmo-to-motion" --- # Connect Finmo and Motion When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Recurring Task** in [Motion](https://apiant.ai/connections/motion), or **New Comment** in Motion 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 Motion **4** triggers Motion **17** 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 Motion 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 Motion can do together ### From Finmo to Motion - When **Application Submitted by Borrower** in Finmo then **Create Recurring Task** in Motion - When **Deal Submitted** in Finmo then **Create Task** in Motion ### From Motion to Finmo - When **New Comment** in Motion then **Add client** in Finmo - When **New or Updated Task** in Motion 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 Motion ## Triggers and actions 10 triggers · 30 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 Comment** Triggered when a new comment is added to the selected task. - Trigger **New or Updated Task** Triggers when a task is created or updated in Motion. - Trigger **New Project** Triggered when a new project is created in a Motion workspace. - Trigger **New Task** Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status. - Action **Create Comment** Creates a new comment on a Motion task and returns the created comment. - Action **Create Project** Creates a new project in a Motion workspace, optionally from a project template, and returns the created project. - Action **Create Recurring Task** Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task. - Action **Create Task** Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task. - Action **Delete Recurring Task** Deletes a recurring task in Motion by its ID. - Action **Delete Task** Deletes a Motion task by its ID. - Action **Find Task** Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status. - Action **Get Project** Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found. - Action **Get Task** Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found. - Action **List Comments** Returns all comments on a Motion task, including each comment's content, creation time and creator. - Action **List Projects** Returns all projects in a Motion workspace, including each project's status and custom field values. - Action **List Recurring Tasks** Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels. - Action **List Tasks** Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status. - Action **Move Task** Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task. - Action **Set Project Custom Field Value** Sets the value of an existing custom field on a project and returns the value that was saved. - Action **Unassign Task** Removes the assignee from a Motion task, leaving the task unassigned. - Action **Update Task** Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Motion** Motion uses artificial intelligence to optimize your and your team’s day.](https://apiant.ai/connections/motion) 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 Motion - [ **HubSpot to Motion** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-motion) - [ **Google Sheets to Motion** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-motion) - [ **Gmail to Motion** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-motion) - [ **Google Calendar to Motion** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-motion) - [ **Google Drive to Motion** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-motion) - [ **Mailchimp to Motion** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-motion) Questions ## Finmo and Motion, 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 Motion when something happens in Finmo? Any of Motion's 17 actions, including Create Comment, Create Project, Create Recurring Task and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Motion to Finmo? Yes. When something happens in Motion, your agent can act in Finmo too. This page covers both directions: Motion's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Motion? 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 Motion 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.