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Finmo (BYOK)

Read your Finmo mortgage brokerage teams, brokers, deal pipeline, document templates and compliance catalogs with your own API token

Unify Dynamics LLC

Tools6read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderFinmounofficial, not affiliated
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

Which teams are set up in our Finmo brokerage?
Tools called
list_teams
Which brokers work in our brokerage and when were they last active?
Tools called
list_brokers
How many of our mortgage deals are funded versus still in progress?
Tools called
list_applications
Which document request templates does our team use?
Tools called
list_document_templates
Which compliance documents does Finmo generate for our team?
Tools called
list_generated_compliance_documents
Which documents must be on file for compliance at our team?
Tools called
list_required_compliance_documents

About

Finmo (BYOK) lets an AI assistant read your own Finmo data through the Finmo API with a key you supply (Finmo API token (Brokerage or Team API, from the integrations page)). Read-only: 6 tools (list_teams, list_brokers, list_applications, list_document_templates, list_generated_compliance_documents, list_required_compliance_documents). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to app.finmo.ca. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Finmo. Finmo and its logos are trademarks of their owners and are used only to say which service the connector works with.

Sources: Live from the Finmo API (app.finmo.ca) with a BYOK key; documentation: https://finmo.readme.io/llms.txt. Endpoints checked against that documentation on 2026-10-16.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.

What it can do

6 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Read your data6 tools
  • List teamsList the teams in your brokerage with name, legal name, website, country, Pro subscription state and enabled calculators.
  • List brokersList the brokers in your brokerage with name, title, location, roles, activity dates and whether the account is confirmed (contact details are not…
  • List applicationsList mortgage application overviews (without borrower names) with goal, price, down payment, status, lender submission status, closing date and…
  • List document templatesList the document request templates (for example pay stubs or bank statements) with category, type and whether bank statements can be pulled.
  • List generated compliance documentsList a team's generated compliance documents (documents Finmo produces for the compliance file).
  • List required compliance documentsList a team's required compliance documents and the document templates each one uses.

Information

PublisherUnify Dynamics LLC
CategoryMoney & business
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://byok-finmo.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide
FunctionOther
LayerDeep connectors

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Get Finmo (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Finmo Finmo API token (Brokerage or Team API, from the integrations page). Create one at https://help.finmo.ca/en/articles/6381437-finmo-rest-api, with the fewest permissions it needs (read-only if the provider offers it). Your assistant sends it in the X-Upstream-Key header with every request. It is used for that one call only: never stored, logged or cached, and only ever sent to Finmo. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Finmo.