Finmei MCP server

Connect Finmei to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Finmei MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list products tool in Finmei
  • Use the create invoice tool in Finmei
  • Use the delete invoice tool in Finmei
  • Use the manage product tool in Finmei
  • Use the get profile tool in Finmei
  • Use the list customers tool in Finmei

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 connected business profile 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, update, replace a receipt, or delete an expense record in Finmei. Use this to log business expenses with details like date, amount, seller, and receipt.

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.

get_invoice

Get Invoice

Retrieve an invoice, including its buyer, seller, line items, totals, payment options, and sharing link. Use list_invoices to find invoice IDs.

get_expense

Get Expense

Retrieve an expense by ID, including its amount, currency, seller, date, and original data. Use list_expenses to find expense IDs.

download_expense_file

Download Expense File

Prepare the original PDF or image receipt for download. Use list_expenses to find the expense ID.

download_invoice

Download Invoice

Prepare a downloadable PDF for an invoice. Use list_invoices to find the invoice ID.

update_invoice

Update Invoice

Replace an invoice using the same complete details required for creation. Read get_invoice first to retain existing buyer, seller, line items, and payment fields.

Connect Finmei to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Finmei in Metorial. In your Metorial portal, enable the Finmei MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Finmei tools.

Run Finmei through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Finmei and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Finmei tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Finmei

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.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

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.

Technical notes for Finmei

Create, retrieve, update, list, and delete invoices; download invoice PDFs. Upload expense receipts, update expense details or receipt files, and retrieve original receipts. Read the connected business profile. Includes customer, product, payment, and currency tools.

Frequently asked questions

Common questions about connecting Finmei to AI agents with Metorial.

  1. How many tools does the Finmei MCP server have?
    The Finmei MCP server exposes 19 tools, including List Products, Create Invoice, Delete Invoice. Each one is governed and traced through Metorial.
  2. Finmei exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Finmei MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Finmei and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Finmei MCP server yourself or use the hosted gateway.

Connect Finmei to production AI agents

See how Metorial gives your team governed access to Finmei, with tracing and security controls built in.