AI Integrations

FinOpps MCP Connector

Connect your FinOpps account to AI assistants like Claude, ChatGPT, Gemini, and Cursor using the Model Context Protocol (MCP). Query your organization's financial data including invoices, expenses, payments, and customers - and now create and update records directly from your AI workflow.

FinOpps is an official app in the ChatGPT App Directory. Install it directly from ChatGPT - no manual server setup required.

Server URL

https://mcp.finopps.com/mcp

Transport

Streamable HTTP (MCP standard for remote servers)

Authentication

OAuth 2.1 with PKCE via AWS Cognito

Overview

The FinOpps MCP connector gives your AI assistant secure access to your organization's financial data - both to answer questions and, when you ask, to take action. It uses OAuth 2.1 with PKCE for authentication, and all data access is automatically scoped to your organization so you only ever see or change data belonging to your team. Every action that creates or changes data is previewed first; nothing is written until you explicitly confirm it.

Available Tools

Query & reporting tools

These tools only read data - they never create, modify, or delete anything.

list_invoices

List invoices for your organization. Supports filtering by status (draft, sent, overdue, paid, etc.). Returns invoice number, customer name, amounts, status, and dates.

Parameters

  • status (optional) - Filter by invoice status
  • limit (optional) - Maximum number of results to return

get_invoice

Get full details for a specific invoice by ID, including line items with item name, rate, quantity, totals, payments, and notes.

Parameters

  • invoiceId (required) - The invoice ID to retrieve

get_financial_summary

Get a financial summary for your organization: total overdue invoices, outstanding invoices, total expenses, and total income for a given period.

Parameters

  • None required

list_expenses

List expenses for your organization. Supports filtering by date range. Returns vendor name, expense type, amount, category, and dates.

Parameters

  • startDate (optional) - Start of date range (ISO 8601)
  • endDate (optional) - End of date range (ISO 8601)

payments_report

Generate a payments report within a date range. Returns payment details linked to their invoices, including customer name, invoice number, payment type, amount, and dates.

Parameters

  • startDate (required) - Start of date range (ISO 8601)
  • endDate (required) - End of date range (ISO 8601)

search_customers

Search customers by name, organization, email, or phone. Uses full-text search.

Parameters

  • query (required) - Search term

get_business

Get the business profile for your organization, including business name, contact info, address, tax and gratuity rates, and lead times.

Parameters

  • None required

list_expense_categories

List expense categories for your organization - use this to find the right categoryId when logging an expense.

Parameters

  • None required

list_vendors

List vendors for your organization - use this to find the right vendorId when logging an expense.

Parameters

  • None required

list_income_categories

List income categories for your organization - use this to find the right categoryId when logging income.

Parameters

  • None required

list_payment_categories

List payment categories for your organization - use this to find the right categoryId when applying a payment to an invoice.

Parameters

  • None required

list_items

List sellable/purchasable items in your catalog - use this to find the right itemId when adding a line to an invoice.

Parameters

  • None required

Create & update tools

Every tool below follows a preview-then-confirm pattern: call it without confirm: true to see exactly what would happen, then call it again with confirm: true to actually write it. Nothing is written on the first call.

create_expense

Log a new expense. Match it to an existing vendor by vendorId, or just give a vendor name - if no match exists, a new vendor is created automatically as part of the same call.

Parameters

  • vendorId (optional) / vendorName (optional, required if vendorId is omitted)
  • categoryId (required) - from list_expense_categories
  • expenseType, expenseAmount, dateOfExpense (required)
  • confirm (optional) - set true to actually write

create_income

Log a new income record. When taxable is set, tax is calculated automatically from your organization's own tax rate.

Parameters

  • categoryId (required) - from list_income_categories
  • incomeType, incomeAmount, dateOfIncome (required)
  • taxable (optional) - auto-calculates tax from your org's tax rate
  • confirm (optional) - set true to actually write

create_customer

Create a new customer (organization or individual). Phone number is checked against existing customers first - if a match is found, creation is blocked and the existing customer is reported instead.

Parameters

  • customerType (required) - individual or org
  • firstName/lastName or orgName (required, depending on type)
  • phone (required)
  • confirm (optional) - set true to actually write

create_vendor

Create a new vendor (organization or individual). Checked against existing vendors by name and phone/email before creating, to avoid duplicates.

Parameters

  • vendorType (required) - individual or org
  • firstName/lastName or orgName (required, depending on type)
  • confirm (optional) - set true to actually write

create_item

Add a new sellable or purchasable item to your catalog. Checked against existing items by name before creating, to avoid duplicates.

Parameters

  • itemName, rate (required)
  • itemType (optional) - SELL or BUY
  • confirm (optional) - set true to actually write

create_invoice_payment

Apply a payment to an existing invoice, looked up by invoice number. Automatically recomputes the invoice's amount due and marks it paid once the balance reaches zero.

Parameters

  • invoiceNumber (required)
  • paymentType, categoryId, dateOfPayment (required)
  • paymentAmount (optional) - defaults to the full amount due
  • confirm (optional) - set true to actually write

create_invoice

Create a new invoice with its line items in one call. Line items can come from your item catalog or be one-off custom lines. Which fields are required, tax, gratuity, and delivery options all follow your organization's own invoice configuration, and totals are computed automatically.

Parameters

  • customerId, status, dateOfEvent (required)
  • items - line items from your catalog or one-off custom lines
  • discount, preTaxDiscount (optional)
  • confirm (optional) - set true to actually write

update_invoice

Update an existing invoice's header details - dates, delivery method, terms, discount, status, and more. Never touches line items.

Parameters

  • invoiceId (required)
  • any header field to change (optional) - omitted fields keep their current value
  • confirm (optional) - set true to actually write

update_invoice_items

Add, update, and/or remove line items on an existing invoice in one call, with totals recomputed automatically. Never touches header details. Removing a line item is a permanent delete - the preview always lists exactly which items would be removed before anything is confirmed.

Parameters

  • invoiceId (required)
  • addItems, updateItems, deleteItemIds (optional arrays)
  • confirm (optional) - set true to actually write

Connecting From Claude

  1. Go to Settings > Connectors in Claude.
  2. Find FinOpps in the directory, or add it as a custom connector using the server URL below.
  3. Click Connect and sign in with your FinOpps credentials.
  4. After authentication, the FinOpps tools are available in your conversations.

Connecting From ChatGPT

FinOpps is an official app in the ChatGPT App Directory.

  1. Open the FinOpps app listing in the ChatGPT App Directory.
  2. Click Connect and sign in with your FinOpps credentials.
  3. After authentication, mention FinOpps in a ChatGPT conversation to use its tools.

Connecting From Other MCP Clients

Any MCP-compatible client can connect using the Streamable HTTP transport.

Server URL: https://mcp.finopps.com/mcp
Transport: Streamable HTTP
Authentication: OAuth 2.1 (automatic via MCP protocol)

For clients that only support STDIO transport, use themcp-remotebridge.

npx mcp-remote https://mcp.finopps.com/mcp

Security and Privacy

  • OAuth 2.1 with PKCE - Industry-standard secure authentication; no passwords are shared with AI tools.
  • Tenant isolation - All queries are automatically scoped to your organization via Cognito groups; cross-tenant data access is impossible.
  • Preview before every write - Any action that creates or changes data is previewed first; nothing is written until you explicitly confirm it.
  • Deletions are explicit - The only action that can permanently remove data is deleting a line item from an existing invoice, and the preview always lists exactly what would be removed before you confirm.
  • No data storage - The MCP server is stateless and does not store or cache your financial data.
  • Origin validation - Requests are validated against an allowlist of trusted origins.

For more details, see the Privacy Policy.

Requirements

  • A FinOpps account with an active subscription
  • Your user must belong to at least one organization in FinOpps
  • An MCP-compatible AI client such as Claude, ChatGPT, Gemini, or Cursor

Example Conversations

  • "Show me all overdue invoices"
  • "What's my current accounts receivable balance?"
  • "Get the details for invoice #1429"
  • "List expenses from last month"
  • "Search for customer Acme Corp"
  • "Generate a payments report for Q1 2025"
  • "Log a $45 expense for office supplies paid by credit card"
  • "Create an invoice for Acme Co for 3 hours of consulting at $150/hour"
  • "Add a $500 payment to invoice #1642"
  • "Update the due date on invoice #1642 to next Friday"

Support

For questions or issues with the FinOpps MCP connector, contact us at hello@finopps.com, or visit finopps.com.