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Finmei MCP server

15 operations0 webhooks

Invoicing, expense tracking, and client billing management platform for businesses and freelancers.

Try Finmei with your agent

Connect Finmei, then paste this into Claude, ChatGPT or Cursor. For ideas from other apps, see the use cases.

Using Corsair, show me what you can do in Finmei on my account, then run one read-only example and show me the result.

Runs once, when you ask

Finmei tools and triggers

Tools are what your agent can do in Finmei through Corsair's MCP server. Triggers are the Finmei events a routine can start from.

Expenses

  • CreateWrite

    Create a new expense record with its bill file (base64 PDF or image, required)

    expenses.create

  • DeleteDestructive

    Delete an expense record by ID

    expenses.delete

  • DownloadRead-only

    Download expense receipt file as binary data

    expenses.download

  • GetRead-only

    Retrieve an expense record by ID

    expenses.get

  • ListRead-only

    List recorded expenses with optional pagination

    expenses.list

  • UpdateWrite

    Update an existing expense record

    expenses.update

  • Update FileWrite

    Update or replace an expense receipt file

    expenses.updateFile

Invoices

  • CreateWrite

    Create a new invoice with line items, buyer and seller information

    invoices.create

  • DeleteDestructive

    Delete an invoice by ID

    invoices.delete

  • DownloadRead-only

    Download invoice PDF document as binary data

    invoices.download

  • GetRead-only

    Retrieve an invoice by ID

    invoices.get

  • ListRead-only

    List invoices with optional pagination

    invoices.list

Connect Finmei to Claude, ChatGPT or Cursor

  1. 1

    Connect Finmei in Corsair

    Add your Finmei API key once in Corsair. Corsair stores the credential encrypted and makes the Finmei API calls for your agent, so it never goes into a prompt or a config file. Connect Finmei

    If your link lets the agent add apps, you can skip this: it gives you a sign-in link the first time it needs Finmei. On a ChatGPT personal plan, connect Finmei here first.

  2. 2

    Add Corsair's MCP server to your agent

    Every client uses the same address:

    https://mcp.corsair.dev/mcp
    Open Customize → Connectors → Add custom connector, paste the address, then select Connect.

    Codex, Gemini CLI, VS Code, Zed and other clients with OAuth sign-in work the same way. Clients without it, such as GitHub Copilot's coding agent, use a link's own address and an API key. Setup for every client

  3. 3

    Sign in and choose what needs your approval

    Your client opens Corsair to sign in. Pick a link: the apps your agent can use and a mode that decides what it may do without asking. In the default Cautious mode, Finmei's read and write operations run right away and its 2 destructive operations wait for your approval. Strict mode asks before every write and refuses destructive operations, and Read mode allows reads only.

FAQ

Install corsair and @corsair-dev/finmei, add the Finmei plugin, and connect with an API key. Then call methods like corsair.finmei.api.currencies.list() from your app. Corsair keeps each tenant isolated.

Yes. Finmei requires an API key from your Finmei account or developer dashboard. Create credentials with access that matches what you automate, then paste them into Corsair or connect through managed auth in Hub.

Yes. One Corsair client can hit Finmei, GitHub, Notion, Stripe, and the rest. Trigger Finmei from a webhook, push updates to Slack, or chain actions across plugins. Same tenant context across integrations, plain TypeScript.

Teams use Corsair for invoicing, expense tracking, and client billing management platform for businesses and freelancers. Common builds include sync jobs, admin tooling, and agents that call Finmei APIs from your backend.

The SDK is open source. Self-host and you pay Corsair nothing for the integration layer. Hub bills for hosted auth and execution, not per Finmei API call. Hub has a generous free tier. For hobby projects you can probably run the whole thing on free. Paid plans start to matter with more tenants or heavier traffic.

We maintain @corsair-dev/finmei in the open repo. When Finmei ships API changes, upgrade the package. Your call sites stay typed. You should not need to rewrite the integration layer each time.

No. Corsair does not read your Finmei data or hold individual access credentials. Credentials stay in your database. API calls run on your instance. We do not store Finmei data on your behalf.

Yes. Add https://mcp.corsair.dev/mcp as a custom connector or MCP server in Claude, ChatGPT, Cursor, VS Code, Claude Code, Codex or any client that supports remote MCP servers with OAuth sign-in, then sign in to Corsair. On ChatGPT personal plans, custom servers currently get read tools only.

Yes. Put Finmei on a link in Strict mode and every write waits for your approval, while destructive actions are refused. The default Cautious mode asks only before the 2 destructive Finmei operations. You can change a link's mode at hub.corsair.dev/me.