Integration
Connect Finmo and Scoro
When Application Submitted by Borrower fires in Finmo, your agent runs Create or Update Invoice in Scoro, or New Bill in Scoro to Add client in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Finmo and Scoro to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Finmo and Scoro can do together
From Finmo to Scoro
When Application Submitted by Borrower in Finmo
then Create or Update Invoice in Scoro
From Scoro to 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 Scoro
Triggers and actions 28 triggers · 33 actions
- Application Started
Triggers when a new mortgage application is started in Finmo.
- Application Submitted by Borrower
Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.
- Deal Submitted
Triggers when a deal (application) in Finmo reaches the Submitted status.
- Updated Borrower Email
Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
- Updated Deal Status
Triggers when an application (deal) changes to a new status.
- Updated Document Request Status
Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add client
Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
- Add client income
Adds an income (employment, pension, support or other) to a borrower on a Finmo application.
- Add client liability
Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
- Add document
Creates a document upload on a Finmo application and returns a signed link for uploading the file.
- Add document request
Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
- Delete client
Removes a client (borrower) from a Finmo application.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get client
Returns a client (borrower) on a Finmo application, including their contact details and profile.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List applications
Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client (borrower) on a Finmo application with new contact, personal and portal details.
- New Bill
Triggers when a new bill is created in Scoro.
- New Calendar Event
Triggers when a new calendar event is created in Scoro.
- New Company
Triggers when a new company is created in Scoro.
- New Invoice
Triggers when a new invoice is created in Scoro.
- New Order
Triggers when a new order is created in Scoro.
- New or Updated Bill
Triggers when a bill is created or changed in Scoro.
- New or Updated Calendar Event
Triggers when a calendar event is created or changed in Scoro.
- New or Updated Company
Triggers when a company is created or changed in Scoro.
- New or Updated Custom Entry
Triggers when an entry in a Scoro custom module is created or changed.
- New or Updated Expense
Triggers when a expense is created or changed in Scoro.
- New or Updated Invoice
Triggers when a invoice is created or changed in Scoro.
- New or Updated Order
Triggers when a order is created or changed in Scoro.
- New or Updated Person
Triggers when a person is created or changed in Scoro.
- New or Updated Project
Triggers when a project is created or changed in Scoro.
- New or Updated Purchase Order
Triggers when a purchase order is created or changed in Scoro.
- New or Updated Quote
Triggers when a quote is created or changed in Scoro.
- New or Updated Task
Triggers when a task is created or changed in Scoro.
- New Person
Triggers when a new person is created in Scoro.
- New Project
Triggers when a new project is created in Scoro.
- New Purchase Order
Triggers when a new purchase order is created in Scoro.
- New Quote
Triggers when a new quote is created in Scoro.
- New Task
Triggers when a new task is created in Scoro.
- Create Expense
Creates an expense in Scoro.
- Create or Update Company
Creates a company in Scoro, or updates it when an ID is given.
- Create or Update Custom Entry
Creates an entry in a Scoro custom module, or updates it when an ID is given.
- Create or Update Invoice
Creates a invoice in Scoro, or updates it when an ID is given.
- Create or Update Person
Creates a person in Scoro, or updates the person with the given ID.
- Create or Update Quote
Creates a quote in Scoro, or updates it when an ID is given.
- Create Time Entry on Task
Logs a time entry on an existing Scoro task.
- Find Company
Finds a company by name, ID, registration number or VAT number.
- Find Custom Entry by Custom Field
Finds an entry in a Scoro custom module by a custom field value.
- Find Invoice
Finds an invoice by invoice number.
- Find Order
Finds an order by order number.
- Find Person
Finds a person in Scoro by full name, email address or contact ID.
- Find Project
Finds a project by name or project number.
- Find Purchase Order
Finds a purchase order by its number.
- Find Quote
Finds a quote by quote number.
- Find Task by Custom Field
Finds a task by a custom field value.
- Find Task by Name
Finds a task by its name.
- Find User
Finds a Scoro user by email address.
- Mark Task as Done
Marks a Scoro task as done.
- Update Task Under a Project
Updates a task that belongs to a project.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Finmo and Scoro, 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 Scoro when something happens in Finmo?
Any of Scoro's 20 actions, including Create Expense, Create or Update Company, Create or Update Custom Entry and Create or Update Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Scoro to Finmo?
Yes. When something happens in Scoro, your agent can act in Finmo too. This page covers both directions: Scoro's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Scoro?
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 Scoro 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.