Documentation

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 directly from your AI workflow.

Server URL

https://s8ufzxbuk0.execute-api.us-east-1.amazonaws.com/mcp

Transport

Streamable HTTP (MCP standard for remote servers)

Authentication

OAuth 2.1 with PKCE via AWS Cognito

Overview

The FinOpps MCP connector provides secure, read-only access to your organization's financial data. It uses OAuth 2.1 with PKCE for authentication, and all data access is automatically scoped to your organization so you only ever see data belonging to your team.

Available Tools

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

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 Other MCP Clients

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

Server URL: https://s8ufzxbuk0.execute-api.us-east-1.amazonaws.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://s8ufzxbuk0.execute-api.us-east-1.amazonaws.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.
  • Read-only - The connector can read data but cannot create, modify, or delete anything in your FinOpps account.
  • 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"
  • "What's my business profile?"

Support

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