Integration · CRM & sales

Connect Claude & ChatGPT to Finmo

Ask your AI where a mortgage application stands, which documents a borrower still owes, or to start a new application in Finmo. It can search applications and borrowers, read incomes, assets, liabilities and lender submissions, and add or update borrower details. It can also request documents from borrowers and move an application to a new status.

Connect Finmo free

Free plan, no credit card. Takes about a minute.

Try asking

“Where is the application for Sarah Chen?”
The AI searches applications by borrower name and reads the status, borrowers, incomes, assets and liabilities.
“Which documents are still outstanding on the Patel application?”
It lists the document requests on the application with their status.
“Start a refinance application for Mark Olsen and email him the invite.”
It finds your team, creates the application with refinance as the goal and sends the borrower an email invitation.

What your AI can do

Applications and status

Search, create and update applications, read lender submissions and move deals through statuses from new deal to broker complete.

Borrowers and finances

Add and update borrowers, addresses, incomes, assets and liabilities, and search a team's borrowers.

Documents and lenders

Request documents from templates, read and set request status, and search the available lenders.

“Add his employment income: 6,500 per month since March 2021 at Northwind Ltd.”
It adds an employed income to the borrower with start date, frequency, amount and employer.
“Ask both borrowers for their latest pay stubs.”
It finds the pay stub document template and requests the document from both borrowers, who are notified.
“Move the Patel application to submitted.”
It sets the application status to submitted, with a comment if you give one.

71 tools for Finmo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_assetChanges dataAdd an asset (savings, investment, RRSP, vehicle, gift...) to an application with `type`, `owners` (borrower IDs), `value` and whether it is used as `down_payment`.
add_borrowerChanges dataAdd a borrower (e.g. co-borrower) to an application with `first_name`, `last_name`, `email` and optional phone, birth date, marital status and relationship to the main borrower. `send_invite` emails them an invitation.
add_borrower_addressChanges dataAdd an address to a borrower with street number and name, `city`, `state` (province), `post_code`, `country` (ca or us), and optional living `situation` and dates.
add_incomeChanges dataAdd an income to an application for a `borrower_id`: `source` (employed, self-employed, pension...), `start_date`, `income_frequency` and `income_period_amount`, plus optional employer details.
add_liabilityChanges dataAdd a liability (credit card, loan, support payments...) to an application with `type`, `owners`, `balance`, `monthly_payment` and optional credit limit.
create_a_document_templateChanges dataCreate a new document. Required: name, description or team id. Search documents first to avoid duplicates. API summary: Create a document template.
create_applicationChanges dataStart a new mortgage application in a `team_id` with a `goal` (purchase, refinance, renew, etc.) and the `applicant` (first name, last name, email, phone). `send_invite` / `send_sms` email or text the borrower an invitation.
create_application_documentChanges dataCreate a new document for a application. Required: ext. Search documents first to avoid duplicates. API summary: Create document upload [BETA].
create_application_propertyChanges dataCreate a new property for a application. Required: body. API summary: Create property.
create_borrower_credit_reportChanges dataCreate a new credit report for a borrower. Required: credit score, credit consent date, credit consent method, credit consent src or liabilities. API summary: Create borrower credit report [BETA].
create_borrower_pull_creditChanges dataCreate a new pull credit for a borrower. Required: broker id. API summary: Pull credit [BETA].
create_document_files_to_pdfChanges dataCreate a new files to pdf for a document. API summary: Convert document files to PDF.
create_document_files_to_zipChanges dataCreate a new files to zip for a document. API summary: Convert document files to zip.
create_document_request_fileChanges dataCreate a new document. Required: filename, src, size bytes, file type, document request id or order. Search documents first to avoid duplicates. API summary: Create document request file.
create_multiple_document_requestsVisible to othersCreate a new document. Required: document template ids, borrower ids or application id. Search documents first to avoid duplicates. Has effects visible outside this system. API summary: Create multiple document requests.
delete_a_document_templateDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a document template.
delete_application_assetDeletesPermanently delete a asset by asset id. Destructive action; may require approval. API summary: Delete asset.
delete_application_borrowerDeletesPermanently delete a borrower by borrower id. Destructive action; may require approval. API summary: Delete borrower.
delete_application_incomeDeletesPermanently delete a income by income id. Destructive action; may require approval. API summary: Delete income.
delete_application_liabilityDeletesPermanently delete a liability by liability id. Destructive action; may require approval. API summary: Delete liability.
delete_application_propertyDeletesPermanently delete a property by property id. Destructive action; may require approval. API summary: Delete property.
delete_borrower_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete borrower address.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete document request.
get_applicationGet one application by `application_id`. `include` lists the parts to return, e.g. ["application","borrowers","incomes","assets","liabilities","properties"].
get_borrowerGet one borrower on an application by `application_id` and `borrower_id`.
get_borrower_addressGet one address for a borrower by address id. API summary: Get borrower living address.
get_document_requestGet one document request by `document_id`, including its uploaded files.
get_submissionGet one submission by submission id. API summary: Get submission [BETA].
get_userGet one user by user id. API summary: Get borrower user.
list_application_documentsList documents for a application. API summary: List compliance files [BETA].
list_application_risk_assessmentsList risk assessments for a application. API summary: Get application risk assessment.
list_application_submissionsList the lender submissions made for an application by `application_id`.
list_application_validationsList validations for a application. Optional filters: lender id. API summary: Get submission validations [BETA].
list_cb_sourcesList cb sources. API summary: Get credit bureau source liabilities [BETA].
list_document_requestsList the document requests on an application by `application_id`, with their status.
list_document_templatesList document templates (e.g. pay stub, ID) for a `team_id`. Use a template ID to request a document.
list_documentsList documents. API summary: Get application document [BETA].
list_submittablesList submittables. Optional filters: application id. API summary: Get submittable document requests.
list_teamsList the teams (brokerages) you belong to, with their IDs. Many other tools need a `team_id`.
request_documentChanges dataAsk borrowers (`borrower_ids`) on an application for a document using a `document_template_id`. The borrower is notified of the request.
search_applicationsSearch mortgage applications by borrower name or application ID (`search`), optionally limited to a `team_id` or `broker_id`. Paginate with `filter`, e.g. {"skip":0,"limit":20}.
search_borrowersSearch a team's borrowers by name, email, phone or external ID (`search`) within `team_id`.
search_brokersSearch brokers by filter. Use this to find existing brokers before creating a new broker. API summary: Get brokers.
search_lendersSearch the available lenders by name (`search`).
search_team_broker_listsSearch broker lists for a team by search or filter. Use this to find existing broker lists before creating a new broker list. API summary: Get limited information on team brokers.
search_team_brokersSearch brokers for a team by search or filter. Use this to find existing brokers before creating a new broker. API summary: Get team brokers.
search_team_submission_agentsSearch submission agents for a team by search or filter. Use this to find existing submission agents before creating a new submission agent. API summary: Get submission agents.
search_user_dealsSearch deals for a user. Use this to find existing deals before creating a new deal. API summary: Get borrower user deals.
search_usersSearch users by team id. Use this to find existing users before creating a new user. API summary: Get borrower users.
set_application_statusChanges dataMove an application to a new `application_status` (new_deal, in_progress, pre_qualified, live_deal, submitted, broker_complete, declined, etc.), with optional `comments` and `funded_at` date.
set_document_request_statusChanges dataSet a document request's `status` (requested, needs_attention, for_review, approved, archived) with a `comment`.
submit_applicationVisible to othersSubmit a application (application id). Has effects visible outside this system. API summary: Submit to lender [BETA].
submit_documentVisible to othersSubmit a document (submission id). Has effects visible outside this system. API summary: Submit documents to lender [BETA].
update_a_document_templateChanges dataUpdate an existing document identified by document id. API summary: Update a document template.
update_applicationChanges dataUpdate an application by `application_id`: assigned expert, deal agent, team members, external ID or custom data. Only the fields you pass change.
update_application_gds_tds_ltvsVisible to othersUpdate an existing gds tds ltv identified by application id. Has effects visible outside this system. API summary: Recalculate GDS/TDS/LTV [BETA].
update_application_mortgage_infosVisible to othersUpdate an existing mortgage info identified by application id. Has effects visible outside this system. API summary: Update application mortgage request details [BETA].
update_application_propertyChanges dataUpdate an existing property identified by property id. API summary: Update property.
update_application_submission_detailsVisible to othersUpdate an existing submission detail identified by application id. Has effects visible outside this system. API summary: Update application submission details.
update_assetChanges dataUpdate an asset by `application_id` and `asset_id`; `type` and `owners` are required.
update_borrowerChanges dataUpdate a borrower on an application by `application_id` and `borrower_id`; `first_name`, `last_name` and `email` are always required.
update_borrower_addressChanges dataUpdate an existing address identified by address id. API summary: Update borrower living address.
update_borrower_main_borrowerChanges dataUpdate an existing borrower identified by borrower id. API summary: Set main borrower.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Update document request file.
update_documentsVisible to othersUpdate an existing document identified by document request file id. Has effects visible outside this system. API summary: Move document request file.
update_incomeChanges dataUpdate an income by `application_id` and `income_id`; send the full income (source, start date, borrower, frequency, amount).
update_liabilityChanges dataUpdate a liability by `application_id` and `liability_id`. Only the fields you pass change.
update_submission_apply_mortgage_infosVisible to othersUpdate an existing apply mortgage info identified by submission id. Has effects visible outside this system. API summary: Apply application submission mortgage info.
update_team_occupation_fieldsVisible to othersUpdate an existing occupation field identified by team id. Has effects visible outside this system. API summary: Update team occupation fields.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update borrower user.
upload_liability_from_cb_sourcesChanges dataImport a liability (application id). API summary: Import credit bureau source liability [BETA].

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Finmo from the app list.
2
Paste your key
Paste a Finmo API token. You must be a brokerage or team admin. Open the brokerage or team settings Integrations page in Finmo and click Generate new token. The token is shown only once, and you can have at most two.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Finmo?

The AI can search applications, borrowers and lenders, list your teams, and read applications with their borrowers, incomes, assets, liabilities, properties, lender submissions and document requests. It can create applications, add and update borrowers, addresses, incomes, assets and liabilities, request documents, set document request status and change an application's status.

Does the AI see my Finmo credentials?

No. Your Finmo credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating an application or adding a borrower can send an email or text invite, and a document request notifies the borrower, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Finmo account.

Who can create the Finmo API token?

A brokerage or team admin. The token is generated on the Integrations page of the brokerage or team settings and is shown only once. Finmo allows at most two tokens.