# Finmei — how to use (mcp.ai)

Connect your Finmei account and use 24 tools for accounting straight from your AI agent. Connect with your own API key. Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_finmei?ms=1787296080000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `finmei_create_expense`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/finmei`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/finmei/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/finmei/create/expense` — Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total
  - body: { date: string, file: object, total: number, seller: string, currency: string }
- `POST https://api.mcp.ai/api/finmei/create/invoice` — Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/ser
  - body: { code?: string, type?: string, buyer?: object, notes?: string, seller?: object, series?: string, currency?: string, customer?: object, due_date?: string, products?: object[], issue_date?: string, line_items?: object[], customer_id?: string, invoice_date?: string, use_default_seller_info?: boolean }
- `POST https://api.mcp.ai/api/finmei/delete/customer` — Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
  - body: { customer_id: string }
- `POST https://api.mcp.ai/api/finmei/delete/invoice` — Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
  - body: { invoice_id: string }
- `POST https://api.mcp.ai/api/finmei/delete/payment` — Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when y
  - body: { payment_id: string }
- `POST https://api.mcp.ai/api/finmei/delete/product` — Deletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple en
  - body: { product_id: string }
- `POST https://api.mcp.ai/api/finmei/download/expense/file` — Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense.
  - body: { id: string }
- `POST https://api.mcp.ai/api/finmei/download/invoice/pdf` — Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
  - body: { invoice_id: string }
- `POST https://api.mcp.ai/api/finmei/get/expense` — Tool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.
  - body: { id: string }
- `POST https://api.mcp.ai/api/finmei/get/invoice` — Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
  - body: { id: string }
- `POST https://api.mcp.ai/api/finmei/get/payment` — Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
  - body: { payment_id: string }
- `POST https://api.mcp.ai/api/finmei/get/product` — Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
  - body: { product_id: string }
- `POST https://api.mcp.ai/api/finmei/get/profile` — Tool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code.
- `POST https://api.mcp.ai/api/finmei/list/currencies` — Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
- `POST https://api.mcp.ai/api/finmei/list/customers` — Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
  - body: { page?: integer, sort?: string, search?: string, per_page?: integer }
- `POST https://api.mcp.ai/api/finmei/list/expenses` — Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
  - body: { page?: integer, per_page?: integer }
- `POST https://api.mcp.ai/api/finmei/list/invoices` — Tool to list invoices. Use when you need a paginated list of invoices with basic details.
  - body: { page?: integer, per_page?: integer }
- `POST https://api.mcp.ai/api/finmei/list/payments` — Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
  - body: { limit?: integer, offset?: integer, status?: string, end_date?: string, start_date?: string }
- `POST https://api.mcp.ai/api/finmei/list/products` — Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
  - body: { name?: string, page?: integer, status?: string, per_page?: integer }
- `POST https://api.mcp.ai/api/finmei/update/customer` — Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
  - body: { name?: string, email?: string, phone?: string, address?: object, metadata?: object, customer_id: string }
- `POST https://api.mcp.ai/api/finmei/update/expense` — Tool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpo
  - body: { id: string, date: string, total: number, seller: string, currency: string }
- `POST https://api.mcp.ai/api/finmei/update/expense/file` — Updates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the f
  - body: { id: string, file: object }
- `POST https://api.mcp.ai/api/finmei/update/invoice` — Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.
  - body: { code?: string, type?: string, buyer?: object, notes?: string, seller?: object, series?: string, currency?: string, due_date?: string, products?: object[], invoice_id: string, invoice_date?: string, pay_until_date?: string, use_default_seller_info?: boolean }
- `POST https://api.mcp.ai/api/finmei/update/product` — Updates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at
  - body: { name?: string, price?: number, currency?: string, product_id: string, description?: string }

## Example prompts
- "What can I do in Finmei?"
- "Show me a summary of my Finmei account"

## More
- Page: https://mcp.ai/finmei
- Agent spec (llms.txt): https://mcp.ai/finmei/llms.txt
- Postman collection: https://mcp.ai/finmei/postman.json