Agent skill · marketing growth · membranedev
finmo
Finmo integration. Manage Organizations. Use when the user wants to interact with Finmo data.
Why this skill is useful
Provides specific commands and workflows for integrating with Finmo that the AI wouldn't reliably generate on its own.
What it needs
Requires @membranehq/cli installed locally. Requires membrane account access. About 5k tokens when loaded. Last updated 2026-04-28. 253 stars on the source repository.
What this skill does
Finmo Finmo is a mortgage workflow platform used by brokers and lenders in Canada. It streamlines the mortgage application process, from client onboarding to document collection and lender submission. Official docs: https://developers.finmo.ca/ Finmo Overview Deal Applicant Task Document Milestone Note Lender Product Deal Stage User Team Email SMS Setting Integration Subscription Notification Activity Report Template Automation Custom Field Pipeline Goal Forecast Permission Role Branch Referral Partner Vendor Fee Tax Trust Account Invoice Payment Transaction Form Question Answer E-Signature Audit Log Support Ticket Knowledge Base Article Use action names and parameters as needed. Working with Finmo This skill uses the Membrane CLI to interact with Finmo. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing. Install the CLI Install the Membrane CLI so you can run membrane from the terminal: Authentication This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available. Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with: Add --json to any command for machine-readable JSON output. Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness Connecting to Finmo Use membrane connection ensure to find or create a connection by app URL or domain: The user completes authentication in the browser. The output contains the new connection id. This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically. If the returned connection has state: "READY", skip to Step 2. 1b. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills membranedev/finmo