Integration
Connect Finmo to SugarCRM
When Updated Deal Status fires in Finmo, your agent runs Update Opportunity Status in SugarCRM. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Finmo and SugarCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What Finmo can start in SugarCRM
When Updated Deal Status in Finmo
then Update Opportunity Status in SugarCRM
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 SugarCRM
Triggers and actions 3 triggers · 31 actions
- Application Started
Triggers when a new application appears in your Finmo team.
- Updated Deal Status
Triggers when an application's status changes.
- Updated Document Request Status
Triggers when a document request on an application is added or marked received.
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add application note
Adds a note to an application.
- Add client
Creates a new client in your Finmo team.
- Add client asset
Adds an asset (property, vehicle, savings, etc.) to a client.
- Add client income
Adds an income source to a client.
- Add client liability
Adds a liability (loan, credit card, etc.) to a client.
- Add document
Uploads a file to an application as a document.
- Add document request
Requests an outstanding document on an application.
- Delete client
Permanently deletes a client.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get application
Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.
- Get client
Returns the details of one client, including contact details, assets, liabilities and incomes.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List application notes
Returns all notes users have added to an application.
- List applications
Returns a page of all applications in your Finmo team.
- List application statuses
Returns all application statuses configured for your Finmo team.
- List tasks
Returns all tasks on an application.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client's personal details. Fields left blank are unchanged.
- Add or update case
Add or update a case in SugarCRM. If an id is supplied the case is updated, otherwise a new case is created.
- Add or Update Lead
Upsert a lead: looks up an existing lead by email; updates it if found, otherwise creates a new lead.
- Convert Lead
Convert a lead into a contact (and optionally linked account/opportunity) using the Sugar lead convert endpoint.
- Create Record
Create a record in any SugarCRM module (e.g. Leads, Contacts, Accounts, Opportunities, Cases).
- Delete Record
Delete a record by id from any SugarCRM module.
- Get campaign id by name
Get a campaign id by the campaign's name.
- Get Opportunity
Get opportunity details by opportunity id.
- Get owner details
Get owner details by first name, last name and email.
- Get Record
Retrieve a single record by id from any SugarCRM module.
- Get User
Get details for a Sugar user (record owner) by id.
- Update Opportunity Status
Update the sales_stage (status) of an opportunity.
- Update Record
Update fields on a record by id in any SugarCRM module.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Finmo
Finmo to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Finmo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Finmo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Finmo to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Finmo to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Finmo to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into SugarCRM
Questions
Finmo and SugarCRM, answered
What can start an automation from Finmo?
Any of Finmo's 3 triggers in the catalog, including Updated Deal Status, Updated Document Request Status and Application Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SugarCRM when something happens in Finmo?
Any of SugarCRM's 12 actions, including Create Record, Update Opportunity Status, Update Record and Add or update case. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SugarCRM to Finmo?
SugarCRM has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads SugarCRM's API documentation and adds it.
Do I have to build a connector for Finmo or SugarCRM?
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 SugarCRM 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.