--- title: "Finmo integrations and MCP server - APIANT.ai" description: "Connect Finmo to any other app, or use it from your AI client over MCP. Finmo manages the end to end mortgage process." canonical: "https://apiant.ai/connections/finmo" --- # 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 key [lendesk.com](https://lendesk.com/) **6** triggers **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Finmo? 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) Popular ## Finmo with the apps people pair it with most - [ **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) - [ **Finmo to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/finmo-to-google-drive) - [ **Finmo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/finmo-to-mailchimp) Pair it ## Connect Finmo with another app - [ **Finmo to HubSpot**](https://apiant.ai/connect/finmo-to-hubspot) - [ **Finmo to Salesforce**](https://apiant.ai/connect/finmo-to-salesforce) - [ **Finmo to Slack**](https://apiant.ai/connect/finmo-to-slack) - [ **Finmo to Google Sheets**](https://apiant.ai/connect/finmo-to-google-sheets) - [ **Finmo to Gmail**](https://apiant.ai/connect/finmo-to-gmail) - [ **Finmo to Google Calendar**](https://apiant.ai/connect/finmo-to-google-calendar) - [ **Finmo to Google Drive**](https://apiant.ai/connect/finmo-to-google-drive) - [ **Finmo to Mailchimp**](https://apiant.ai/connect/finmo-to-mailchimp) - [ **Finmo to Stripe**](https://apiant.ai/connect/finmo-to-stripe) - [ **Finmo to Shopify**](https://apiant.ai/connect/finmo-to-shopify) - [ **Finmo to QuickBooks Online**](https://apiant.ai/connect/finmo-to-quickbooks-online) - [ **Finmo to Pipedrive**](https://apiant.ai/connect/finmo-to-pipedrive) - [ **ActiveCampaign to Finmo**](https://apiant.ai/connect/activecampaign-to-finmo) - [ **Finmo to Notion**](https://apiant.ai/connect/finmo-to-notion) - [ **Airtable to Finmo**](https://apiant.ai/connect/airtable-to-finmo) - [ **Finmo to Trello**](https://apiant.ai/connect/finmo-to-trello) - [ **Asana to Finmo**](https://apiant.ai/connect/asana-to-finmo) - [ **Finmo to JIRA**](https://apiant.ai/connect/finmo-to-jira) - [ **ClickUp to Finmo**](https://apiant.ai/connect/clickup-to-finmo) - [ **Finmo to Zoom**](https://apiant.ai/connect/finmo-to-zoom) - [ **Discord to Finmo**](https://apiant.ai/connect/discord-to-finmo) - [ **Finmo to Twilio**](https://apiant.ai/connect/finmo-to-twilio) - [ **Finmo to SendGrid**](https://apiant.ai/connect/finmo-to-sendgrid) - [ **Finmo to Outlook**](https://apiant.ai/connect/finmo-to-outlook) - [ **Finmo to Intercom**](https://apiant.ai/connect/finmo-to-intercom) - [ **Finmo to Freshdesk**](https://apiant.ai/connect/finmo-to-freshdesk) - [ **Finmo to Klaviyo**](https://apiant.ai/connect/finmo-to-klaviyo) - [ **Brevo to Finmo**](https://apiant.ai/connect/brevo-to-finmo) - [ **Finmo to Typeform**](https://apiant.ai/connect/finmo-to-typeform) - [ **Finmo to JotForm**](https://apiant.ai/connect/finmo-to-jotform) - [ **Calendly to Finmo**](https://apiant.ai/connect/calendly-to-finmo) - [ **Finmo to PandaDoc**](https://apiant.ai/connect/finmo-to-pandadoc) - [ **Finmo to Webflow**](https://apiant.ai/connect/finmo-to-webflow) - [ **Finmo to Wix**](https://apiant.ai/connect/finmo-to-wix) - [ **Finmo to LinkedIn**](https://apiant.ai/connect/finmo-to-linkedin) - [ **Finmo to Facebook**](https://apiant.ai/connect/finmo-to-facebook) - [ **Finmo to Instagram**](https://apiant.ai/connect/finmo-to-instagram) - [ **Finmo to OpenAI**](https://apiant.ai/connect/finmo-to-openai) - [ **Finmo to Anthropic**](https://apiant.ai/connect/finmo-to-anthropic) - [ **Finmo to OneDrive**](https://apiant.ai/connect/finmo-to-onedrive) - [ **Finmo to Google Docs**](https://apiant.ai/connect/finmo-to-google-docs) - [ **Finmo to Ontraport**](https://apiant.ai/connect/finmo-to-ontraport) - [ **Finmo to Freshworks CRM**](https://apiant.ai/connect/finmo-to-freshworks-crm) - [ **Finmo to GoHighLevel**](https://apiant.ai/connect/finmo-to-gohighlevel) - [ **Capsule CRM to Finmo**](https://apiant.ai/connect/capsule-crm-to-finmo) - [ **Copper to Finmo**](https://apiant.ai/connect/copper-to-finmo) - [ **Finmo to Streak**](https://apiant.ai/connect/finmo-to-streak) - [ **Finmo to NetHunt CRM**](https://apiant.ai/connect/finmo-to-nethunt-crm) - [ **Finmo to MINDBODY**](https://apiant.ai/connect/finmo-to-mindbody) - [ **Finmo to Supabase**](https://apiant.ai/connect/finmo-to-supabase) - [ **Finmo to PostgreSQL**](https://apiant.ai/connect/finmo-to-postgresql) - [ **Finmo to MySQL**](https://apiant.ai/connect/finmo-to-mysql) - [ **Finmo to Vercel**](https://apiant.ai/connect/finmo-to-vercel) - [ **Finmo to ElevenLabs**](https://apiant.ai/connect/finmo-to-elevenlabs) - [ **Finmo to PagerDuty**](https://apiant.ai/connect/finmo-to-pagerduty) - [ **Finmo to Pushover**](https://apiant.ai/connect/finmo-to-pushover) - [ **Finmo to Gravity Forms**](https://apiant.ai/connect/finmo-to-gravity-forms) - [ **Finmo to HubSpot Enterprise**](https://apiant.ai/connect/finmo-to-hubspot-enterprise) - [ **Finmo to Google Forms**](https://apiant.ai/connect/finmo-to-google-forms) - [ **Facebook Lead Ads to Finmo**](https://apiant.ai/connect/facebook-lead-ads-to-finmo) What your agent can do with Finmo ## Triggers and actions 6 triggers · 13 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. Reviews ## 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 13 actions, including Update application, Update client, Add application and Add client. 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.