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

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, 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.

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.

Timecamp

Track and manage time entries for tasks and projects. Start, stop, and check real-time timers. Create and organize projects and tasks in hierarchical structures. Manage users, groups, and team membership. Retrieve attendance and away time records for workforce management. Create and send invoices from billable time entries. Set billing rates for users, groups, and projects. Approve employee timesheets. Track project budgets against actual time spent. Assign tags to categorize time entries. Monitor computer activity and application usage. Manage client records associated with projects and invoices.

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.