Connect Finago to AI agents

Connect Finago to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

finago_list_sales_orders

List Sales Orders

List Finago sales orders with date, status, customer, invoice, created, and modified filters. Can optionally include lines and attachment metadata for returned orders.

finago_get_account_balances

Get Account Balances

Read Finago account balances and monthly changes for a date range, optionally for one account.

finago_get_profile

Get Profile

Read the connected Finago profile and organization information, with optional identifiers, licenses, license organization, and organization people.

finago_create_sales_order

Create Sales Order

Create a Finago sales order and optionally add line items. The order is created before lines are added, so a later line failure can leave a draft order without all intended lines.

finago_list_products

List Products

List Finago products with search, product number, category, supplier, and pagination filters. Use categories, units, and price lists from reference data before creating products.

finago_get_file_upload_status

Get File Upload Status

Check the status of a Finago file upload and retrieve the documentId once Finago finishes processing it.

finago_list_transaction_lines

List Transaction Lines

Read Finago ledger transaction lines for a required date range with filters for creation/modification time, transaction, customer, account, invoice, currency, dimensions, and pagination.

finago_get_document

Get Document

Read Finago document metadata and optionally download the document through Slate attachments. Downloaded content is never returned inline.

finago_get_sales_order

Get Sales Order

Read one Finago sales order by ID with optional line items and attachment metadata.

finago_upload_transaction_file

Upload Transaction File

Upload a file for later attachment to a Finago transaction. The tool initiates the upload, uploads the provided base64 bytes to Finago’s presigned URL, and returns file metadata only.

finago_list_accounts

List Accounts

List Finago chart-of-accounts records and optionally search by account number or name. Use this before posting transactions or choosing sales order revenue accounts.

finago_upsert_product

Upsert Product

Create or update a Finago product. Creating a product requires a name and categoryId; updating requires productId and at least one product field.

finago_list_reference_data

List Reference Data

Read Finago reference data used by accounting, product, and sales workflows, including taxes, currencies, payment methods, transaction types, periods, product categories, units, price lists, sales types, and dimensions.

finago_upsert_customer

Upsert Customer

Create or update a Finago company/person customer. Company create requires isCompany=true and name; person create requires isCompany=false with firstName and lastName. Finago PATCH does not change customer type.

finago_list_customers

List Customers

List Finago customers and suppliers with filters for organization number, company/person, created or modified timestamp, sorting, and pagination.

More integrations teams use with Finago

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.

Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

Technical notes for Finago

Manage Finago Office (24SevenOffice) accounting and ERP workflows. Read organization context, accounts, taxes, currencies, payment methods, transaction types, customers, products, sales orders, account balances, and transaction lines. Create or update customers and products, create sales orders with lines, and upload or retrieve accounting documents.

Connect Finago to production AI agents

See how Metorial gives Finago access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Finago to AI agents with Metorial.

  1. Can Metorial connect Finago to AI agents?
    Yes. Metorial connects AI agents to Finago through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.