--- title: "Connect Finmo and Paystack - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Send Simple Invoice\" in Paystack." canonical: "https://apiant.ai/connect/finmo-to-paystack" --- # Connect Finmo and Paystack When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Send Simple Invoice** in [Paystack](https://apiant.ai/connections/paystack), or **New Chargeback** in Paystack 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 Paystack **11** triggers Paystack **18** 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 Paystack 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 Paystack can do together ### From Finmo to Paystack - When **Application Submitted by Borrower** in Finmo then **Send Simple Invoice** in Paystack - When **Deal Submitted** in Finmo then **Add Phone Number to Virtual Terminal** in Paystack ### From Paystack to Finmo - When **New Chargeback** in Paystack then **Add client** in Finmo - When **New Invoice** in Paystack 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 Paystack ## Triggers and actions 17 triggers · 31 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 **Abandoned Transaction** Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction. - Trigger **Cancelled Subscription** Triggers when a subscription is cancelled. - Trigger **New Chargeback** Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account. - Trigger **New Invoice** Triggered when a new invoice (payment request) is created in Paystack. - Trigger **New Order** Triggered when a new order is created on your Paystack storefronts or products. - Trigger **New Payment Page Transaction** Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from. - Trigger **New Refund** Triggered when a new refund is created in your Paystack account. - Trigger **New Subscription** Triggers when a new subscription is created on your Paystack integration. - Trigger **New Transaction** Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more. - Trigger **New Transfer** Triggered when a new transfer is created on your Paystack business. - Trigger **Subsciption Renewal** Triggers when a subscription renews, meaning a further payment has been made after its first one. - Action **Add Phone Number to Virtual Terminal** Adds one or more WhatsApp phone numbers to a Virtual Terminal so they receive its payment notifications. Returns the destinations that were added. - Action **Add Product** Creates a new product on your Paystack integration and returns the created product. - Action **Cancel Subscription** Cancels an active Paystack subscription so the customer is no longer charged on renewal. - Action **Check Terminal Status** Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one. - Action **Create Refund** Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status. - Action **Create Subscription** Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token. - Action **Create Virtual Terminal** Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications. - Action **Find Customer** Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations. - Action **Find Order** Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply. - Action **Find Transaction** Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization. - Action **Find Transfer** Returns the transfer that matches the specified transfer reference, including its status, amount and recipient. - Action **Get Customer Totals** Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record. - Action **Initialize Transaction** Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference. - Action **Initiate a Direct Debit Request** Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate. - Action **Remove Phone Number From Virtual Terminal** Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications. - Action **Resolve Account Number** Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it. - Action **Send Simple Invoice** Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code. - Action **Share Link for Updating Subscription Card** Returns a link you can share with a customer so they can update the card on their subscription. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Paystack** Paystack helps African merchants accept one-time and recurring payments online with a modern, safe, and...](https://apiant.ai/connections/paystack) 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 Paystack - [ **HubSpot to Paystack** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paystack) - [ **Google Sheets to Paystack** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paystack) - [ **Gmail to Paystack** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paystack) - [ **Google Calendar to Paystack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paystack) - [ **Google Drive to Paystack** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paystack) - [ **Mailchimp to Paystack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paystack) Questions ## Finmo and Paystack, 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 Paystack when something happens in Finmo? Any of Paystack's 18 actions, including Create Refund, Create Subscription, Create Virtual Terminal and Send Simple Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paystack to Finmo? Yes. When something happens in Paystack, your agent can act in Finmo too. This page covers both directions: Paystack's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Paystack? 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 Paystack 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.