Integration
Connect Finmo and Secureframe
When Application Submitted by Borrower fires in Finmo, your agent runs Update a User in Secureframe, or New Trust Center Request in Secureframe to Add document request 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 Secureframe 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 Secureframe can do together
From Finmo to Secureframe
When Application Submitted by Borrower in Finmo
then Update a User in Secureframe
From Secureframe 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 Secureframe
Triggers and actions 7 triggers · 45 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 Trust Center Request
Triggers when a new Trust Center request is created in Secureframe.
- Archive an Integration Connection
Archives an integration connection in Secureframe and returns the archived connection.
- Archive a Vendor
Archives a vendor in Secureframe and returns the archived vendor.
- Create a Test Evidence
Uploads an evidence file to a test and returns the created evidence record.
- Create Evidence
Creates an evidence record for a Secureframe user by attaching a file that was already staged for upload.
- Get a Cloud Resource
Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
- Get a Control
Returns a single Secureframe control by its ID, including its attributes.
- Get a Device
Returns a single device tracked in Secureframe, including its ID, type and attributes.
- Get a Framework
Returns a single Secureframe compliance framework by its ID.
- Get an Integration Connection
Returns a single Secureframe integration connection by its ID, including its type and attributes.
- Get a Repository
Returns a single Secureframe repository by its ID, including its type and attributes.
- Get a Test
Returns a single Secureframe test by its ID, including its type and attributes.
- Get a Trust Center Request
Returns a single Trust Center request, identified by its ID, including its details and attributes.
- Get a User
Returns a single Secureframe user by ID, including the user's attributes.
- Get a User Account
Returns a single Secureframe user account by its ID. An error occurs if the user account is not found.
- Get a Vendor
Returns a single vendor from your Secureframe account by its ID.
- Get Evidence
Returns a single Secureframe evidence record by its ID.
- Link a User Account
Links a Secureframe user account to a personnel record and returns the updated user account.
- List Cloud Resources
Returns the cloud resources in your Secureframe company, optionally narrowed by a search query.
- List Controls
Returns the controls in your Secureframe account, optionally narrowed by a search query.
- List Devices
Returns the devices tracked in your Secureframe account, optionally narrowed by a search query.
- List Frameworks
Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
- List Integration Connections
Returns the integration connections in your Secureframe company, optionally narrowed by a search query.
- List Repositories
Returns the repositories in your Secureframe account, optionally narrowed by a search query.
- List Tests
Returns the tests in your Secureframe account, optionally narrowed by a search query.
- List Trust Center Requests
Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
- List User Accounts
Returns the user accounts in your Secureframe company, optionally narrowed by a search query.
- List Users
Returns the users in your Secureframe company, optionally narrowed by a search query.
- List Vendors
Returns the vendors in your Secureframe account, optionally narrowed by a search query.
- Update a Repository
Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
- Update a Test
Updates an existing Secureframe test with the attribute values you provide and returns the updated test.
- Update a Trust Center Request
Updates a Trust Center request in Secureframe and returns the updated request.
- Update a User
Updates a Secureframe user with the attribute values you provide and returns the updated user.
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
What our customers say
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Secureframe
Google Drive to SecureframeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Finmo and Secureframe, 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 Secureframe when something happens in Finmo?
Any of Secureframe's 32 actions, including Create a Test Evidence, Create Evidence, Update a Repository and Update a Test. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Secureframe to Finmo?
Yes. When something happens in Secureframe, your agent can act in Finmo too. This page covers both directions: Secureframe's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Secureframe?
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 Secureframe 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.