When you submit to Fora Financial via API, MCA Pilot automatically submits the deal info and documents, uploads the signed application and bank statements, checks the submission status in real time, and brings the response straight into the deal.
For the standard API setup flow shared by all funder integrations, see Set up a funder API integration. This article covers Fora Financial-specific details.
Before you begin
Email the Fora Financial team at [email protected] to request API credentials and development access.
Click here to email the Fora Financial team to request API credentials.
Connect the API in Development
In MCA Pilot, go to the Funders page and create or click into Fora Financial.
Open the Submission Method tab and click Edit in the top right.
Choose API Integration as the Submission Method.
Select Fora Financial for API Funder and Development for API Environment.
In the API Key field, enter your email and API key separated by a comma, for example:
[email protected],3F91B7E8-A209-4C73-8642-1D5E908BF3A7
Test the integration
Submit a test deal that includes all required info and documents.
Hover over the submission on the deal page and click Check Status to get the latest response. You can also click Open in Fora to open the submission directly in your Fora portal.
If the test is successful, hover over the submission and copy the Response.
Email the Response to [email protected] and ask to move to production.
Switch to production
Wait for Fora Financial to send your production credentials.
Return to the Fora Financial funder page, open Submission Method, and click Edit.
Replace the API Key with your production credentials.
Change API Environment to Production and save.
Required fields
Complete business information (company name, DBA, address, phone, EIN, industry, entity type, inception date, funding amount)
Complete primary owner information (name, address, phone, email, SSN, date of birth, ownership percentage)
Financial data (calculated from bank statements or manual entry)
Documents:
Application for API (recommended)
Bank statements (recommended)
Important notes
Credit pull consent is automatically set to "Yes" for both business and primary owner.
Industry names are automatically mapped to Fora's industry categories.
Legal structures are converted to Fora's entity type format.
Only the primary owner (highest ownership percentage) is submitted.
Status updates include: Incomplete Application, In Progress, Approved, Declined, Contracts In, Pending Funding, and Funded.
Troubleshooting
If a submission errors, hover over the submission and click View error to see the exact message. Fix the missing or invalid fields on the deal and resubmit.
If you have a question or run into any issues, please respond directly in the chat or contact +1 888-501-1477 for the fastest response.