App

Finmo integrations

Connect Finmo to any other app, or use it from your AI client over MCP. Finmo manages the end to end mortgage process.

Connects with an API keylendesk.com
6 triggers12 actions

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 to automate with Finmo?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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Finmo with the apps people pair it with most

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What your agent can do with Finmo

Triggers and actions 6 triggers · 12 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 client

    Updates a client (borrower) on a Finmo application with new contact, personal and portal details.

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What our customers say

Questions

Finmo, answered

Is there a Finmo MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Finmo. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Finmo actions on demand, or have APIANT build, test and run automations that use Finmo. Nothing to install.

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 Finmo?

Any of Finmo's 12 actions, including Update client, Add application, Add client and Add client income. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Finmo directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Finmo two ways. Ask it to do something in Finmo 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Finmo API?

No. APIANT connects to the Finmo API for you, with your Finmo API key. Describe what you want in plain language and your agent builds it on the Finmo triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Finmo API documentation and adds it.

Which apps can Finmo connect to?

Any app in the catalog; the list on this page pairs Finmo with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.