Connect Finmei to AI agents

Connect Finmei 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

list_products

List Products

Retrieve a paginated list of products from the Finmei product catalog. Supports filtering by name and status.

create_invoice

Create Invoice

Create a new invoice in Finmei. Supports multiple invoice types including regular, VAT, preliminary, and credit invoices. You can specify buyer details, line items with products, currency, and optional notes.

delete_invoice

Delete Invoice

Permanently delete an invoice from Finmei by its ID. This action cannot be undone.

manage_product

Manage Product

Create, update, or delete a product in the Finmei product catalog. Products can be referenced when creating invoices.

get_profile

Get Profile

Retrieve the authenticated user's profile information from Finmei, including business details and account info.

list_customers

List Customers

Retrieve a paginated list of customers from Finmei. Supports filtering by name or email, and sorting.

manage_customer

Manage Customer

Update or delete a customer in Finmei. Use this to modify customer details such as name, email, phone, and address, or to permanently remove a customer record.

manage_payment

Manage Payment

Record a new payment against an invoice, retrieve payment details, or delete a payment in Finmei. Use this to track payments received for invoices.

get_product

Get Product

Retrieve detailed information about a specific product by its ID from the Finmei product catalog.

list_currencies

List Currencies

Retrieve all currencies supported by Finmei. Returns currency codes, names, and symbols. Useful for validating currency codes before creating invoices or expenses.

list_invoices

List Invoices

Retrieve a paginated list of invoices from Finmei. Returns invoice summaries including ID, code, status, amounts, currency, and dates.

manage_expense

Manage Expense

Create or delete an expense record in Finmei. Use this to log business expenses with details like date, amount, seller, and category.

list_expenses

List Expenses

Retrieve a paginated list of expense records from Finmei. Use this to review logged business expenses.

list_payments

List Payments

Retrieve a list of payments from Finmei. Supports filtering by status and date range, with pagination.

More integrations teams use with Finmei

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 Finmei

Create, list, and delete invoices with customizable templates, multi-currency support, and recurring billing. Manage customers by listing, updating, and deleting customer records. Maintain a product catalog by creating, retrieving, updating, and deleting products. Record, list, retrieve, and delete payments associated with invoices. Track expenses with receipt uploads. List supported currencies (180+) and retrieve authenticated user profile information.

Connect Finmei to production AI agents

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

Frequently asked questions

Common questions about connecting Finmei to AI agents with Metorial.

  1. Can Metorial connect Finmei to AI agents?
    Yes. Metorial connects AI agents to Finmei 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.