--- title: "Connect Finmo to OpenRegister - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Get Company Contact Information\" in OpenRegister." canonical: "https://apiant.ai/connect/finmo-to-openregister" --- # Connect Finmo to OpenRegister When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Get Company Contact Information** in [OpenRegister](https://apiant.ai/connections/openregister). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions OpenRegister **14** 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 OpenRegister 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 OpenRegister - When **Application Submitted by Borrower** in Finmo then **Get Company Contact Information** in OpenRegister - When **Deal Submitted** in Finmo then **Find Company by Name** in OpenRegister 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 OpenRegister ## Triggers and actions 6 triggers · 27 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 **Find Company by Name** Returns German companies whose current or historical registered name matches the specified name. - Action **Find Company by URL** Finds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site. - Action **Find Insolvency Proceedings** Returns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters. - Action **Find People by Name** Returns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status. - Action **Get Company Contact Information** Retrieve contact information for a German company: email, phone, VAT ID and the source web page. - Action **Get Company Details** Returns the full register record of a German company by its OpenRegister ID. - Action **Get Company Financials** Retrieves a company's published financial reports (balance sheets and income statements) and key financial indicators from the Bundesanzeiger. - Action **Get Company Historical Owners** Retrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed. - Action **Get Company Holdings** Retrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call. - Action **Get Company Owners** Retrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles. - Action **Get Company Ubos** Retrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call. - Action **Get Insolvency Proceeding** Retrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history. - Action **Get Person Details** Retrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies. - Action **Get Person Holdings** Retrieve the company holdings (ownership stakes) associated with a specific person by person id. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **OpenRegister** OpenRegister is a tool which allows you to search for companies, retrieve company information, financials...](https://apiant.ai/connections/openregister) 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 OpenRegister - [ **Easy Redmine to OpenRegister** Project management platform combining Gantt/Agile planning, resource management, time tracking, and helpdesk...](https://apiant.ai/connect/easy-redmine-to-openregister) - [ **HubSpot to OpenRegister** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-openregister) - [ **Salesforce to OpenRegister** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-openregister) - [ **Slack to OpenRegister** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-openregister) - [ **Google Sheets to OpenRegister** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-openregister) - [ **Gmail to OpenRegister** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-openregister) Questions ## Finmo and OpenRegister, 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 OpenRegister when something happens in Finmo? Any of OpenRegister's 14 actions, including Find Company by Name, Find Company by URL, Find Insolvency Proceedings and Find People by Name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenRegister to Finmo? OpenRegister has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads OpenRegister's API documentation and adds it. ### ### Do I have to build a connector for Finmo or OpenRegister? 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 OpenRegister 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.