--- title: "Connect Finmo and Stripe - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Customer\" in Stripe, or \"New Charge\" in Stripe to \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/finmo-to-stripe" --- # Connect Finmo and Stripe When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Customer** in [Stripe](https://apiant.ai/connections/stripe), or **New Charge** in Stripe 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 Stripe **11** triggers Stripe **21** 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 Stripe 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 Stripe can do together ### From Finmo to Stripe - When **Application Submitted by Borrower** in Finmo then **Create Customer** in Stripe - When **Deal Submitted** in Finmo then **Create Payment Intent** in Stripe ### From Stripe to Finmo - When **New Charge** in Stripe then **Add client** in Finmo - When **New Customer** in Stripe 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 Stripe ## Triggers and actions 17 triggers · 34 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 **New Charge** Triggers when a new charge is created. - Trigger **New Charge (instant)** Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Event** Triggers when a new Stripe event is created (covers all event types via the Events API). - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New paid and available charge** Triggered when a new paid and available charge is created. - Trigger **New paid charge** Triggered when a new paid charge is created. - Trigger **New plan** Triggered when a new plan is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Refund** Triggers when a new refund is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Cancel Subscription** Cancels a subscription by its ID. - Action **Create Charge** Creates a charge. Amount is in the smallest currency unit (e.g. cents). - Action **Create charges (bulk charge creation)** Creates a charge in Stripe. - Action **Create Customer** Creates a new customer in Stripe. - Action **Create Payment Intent** Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit. - Action **Create Price** Creates a price for a product. unit_amount is in the smallest currency unit. - Action **Create Product** Creates a product (a good or service) in Stripe. - Action **Create Refund** Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund. - Action **Create refund by charge id (distinct from Create Refund)** Creates a refund for a specific charge id. - Action **Create Subscription** Creates a subscription for a customer to one or more prices. - Action **Delete Customer** Permanently deletes a customer by ID. - Action **Find Customer by Email** Searches for customers matching an email address. - Action **Get Charge** Retrieves a charge by its ID. - Action **Get charge details (distinct from Get Charge)** Retrieves a charge's details by its charge id. - Action **Get Customer** Retrieves a customer by their Stripe ID. - Action **Get Invoice** Retrieves an invoice by its ID. - Action **Get Refund** Retrieves a refund by its ID. - Action **Get Subscription** Retrieves a subscription by its ID. - Action **Get transaction details** Retrieves a transaction's details by its transaction id. - Action **List balance transactions** List balance transactions (txn_xxx) for the account, most recent first. - Action **Update Customer** Updates an existing customer by ID. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connections/stripe) 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 Stripe - [ **HubSpot to Stripe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stripe) - [ **Salesforce to Stripe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Google Sheets to Stripe** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stripe) - [ **Google Calendar to Stripe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stripe) - [ **Google Drive to Stripe** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-stripe) - [ **Mailchimp to Stripe** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-stripe) Questions ## Finmo and Stripe, 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 Stripe when something happens in Finmo? Any of Stripe's 21 actions, including Create Charge, Create charges (bulk charge creation), Create Customer and Create Payment Intent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stripe to Finmo? Yes. When something happens in Stripe, your agent can act in Finmo too. This page covers both directions: Stripe's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Stripe? 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 Stripe 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.