--- title: "Connect Finmo and Willo - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add department\" in Willo, or \"List Users\" in Willo to \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/finmo-to-willo" --- # Connect Finmo and Willo When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add department** in [Willo](https://apiant.ai/connections/willo), or **List Users** in Willo 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 Willo **1** trigger Willo **19** 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 Willo 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 Willo can do together ### From Finmo to Willo - When **Application Submitted by Borrower** in Finmo then **Add department** in Willo - When **Deal Submitted** in Finmo then **Add interview from template** in Willo ### From Willo to Finmo - When **List Users** in Willo then **Add client** in Finmo - When **List Users** in Willo 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 Willo ## Triggers and actions 7 triggers · 32 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 **List Users** Triggers when a new user is added to your Willo account. - Action **Accept Candidate** Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step. - Action **Add department** Creates a new department in your Willo organisation and returns the department, including its key and branding. - Action **Add interview from template** Creates a new interview in Willo from one of your interview templates and returns the new interview. - Action **Create Company** Creates a new company as a child organisation under your Willo organisation, with the owner you name. - Action **Create Interview** Creates a new video interview in Willo with its questions, department, message templates and settings. - Action **Delete interview** Deletes an interview from your Willo account. - Action **Delete participant** Deletes a participant from Willo. Returns whether the deletion was confirmed. - Action **Get interview** Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found. - Action **Get participant** Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers. - Action **Get user** Returns a Willo user's details, including email, full name, phone, role and status. - Action **Invite Someone** Invites a person to a Willo interview as a participant and returns the new participant with their invite link. - Action **List departments** Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner. - Action **List interviews** Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose. - Action **List message templates** Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger. - Action **List participants** Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search. - Action **List users** Returns the users in your Willo account with their key, email and full name. - Action **Reject Candidate** Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID. - Action **Update interview** Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview. - Action **Update participant** Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Willo** Willo helps you get answers to your questions faster with video interviewing.](https://apiant.ai/connections/willo) 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 Willo - [ **HubSpot to Willo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-willo) - [ **Salesforce to Willo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-willo) - [ **Slack to Willo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-willo) - [ **Google Sheets to Willo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-willo) - [ **Gmail to Willo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-willo) - [ **Google Calendar to Willo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-willo) Questions ## Finmo and Willo, 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 Willo when something happens in Finmo? Any of Willo's 19 actions, including Create Company, Create Interview, Update interview and Update participant. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Willo to Finmo? Yes. When something happens in Willo, your agent can act in Finmo too. This page covers both directions: Willo's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Willo? 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 Willo 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.