--- title: "Connect Finmo to Piriod - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add contact\" in Piriod." canonical: "https://apiant.ai/connect/finmo-to-piriod" --- # Connect Finmo to Piriod When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add contact** in [Piriod](https://apiant.ai/connections/piriod). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Piriod **23** 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 Piriod 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 Piriod - When **Application Submitted by Borrower** in Finmo then **Add contact** in Piriod - When **Deal Submitted** in Finmo then **Add customer** in Piriod 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 Piriod ## Triggers and actions 6 triggers · 36 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 contact** Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders. - Action **Add coupon** Creates a discount coupon in Piriod that can be applied to invoices or invoice lines. - Action **Add credit note** Creates a draft credit note that adjusts an existing invoice. - Action **Add customer** Creates a customer in Piriod with their name, address, country and billing preferences. - Action **Add invoice** Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it. - Action **Add payment** Creates a payment in Piriod, optionally applied to an invoice, customer or subscription. - Action **Add product** Creates a product in Piriod, which plans can then be priced under. - Action **Add subscription** Creates a recurring subscription for a customer, billing one or more plans on a schedule. - Action **Add usage** Records a usage quantity against a metered subscription line in Piriod. - Action **Cancel subscription** Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead. - Action **Delete customer** Deletes a customer, or archives it when it has invoices, subscriptions or payment history. - Action **Finalize invoice** Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice. - Action **Get coupon** Returns a single coupon by its id, including its discount amount, duration and status. - Action **Get credit note** Returns a single credit note, including its lines, amounts and status. - Action **Get customer** Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals. - Action **Get invoice** Returns a single invoice by its id, including its lines, totals, status and linked payments. - Action **Get subscription** Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status. - Action **List payments** Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date. - Action **List products** Returns the products in your Piriod workspace, optionally filtered by name or plan. - Action **List usages** Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity. - Action **Update customer** Updates an existing Piriod customer, changing only the details you fill in. - Action **Update invoice** Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated. - Action **Update subscription** Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. 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) - [ **Piriod** Subscription management & recurring billing](https://apiant.ai/connections/piriod) 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 Piriod - [ **HubSpot to Piriod** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-piriod) - [ **Salesforce to Piriod** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-piriod) - [ **Slack to Piriod** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-piriod) - [ **Google Sheets to Piriod** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-piriod) - [ **Gmail to Piriod** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-piriod) - [ **Google Calendar to Piriod** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-piriod) Questions ## Finmo and Piriod, 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 Piriod when something happens in Finmo? Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Piriod to Finmo? Piriod has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it. ### ### Do I have to build a connector for Finmo or Piriod? 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 Piriod 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.