Skip to main content
The Finta MCP server lets AI tools read and update your company’s books. You sign in with your Finta account, so there is no API key to manage.

​
Tools

  • Reports: Get the income statement by category or the by department, plus the balance sheet and cash flow statement. Get a category’s total, rank its merchants, or break it down by month.
  • Transactions: Search and get transactions, edit one, or bulk edit up to 5,000 at once. Upload transactions from a bank or card export.
  • Journal entries: Search the debits and credits behind your reports.
  • Accounts and cards: List bank and card accounts and individual corporate cards. Create a manual account to upload to.
  • Rules: List, create, update, and delete automation rules.
  • Company: Get company details, and list categories, departments, merchants, and integrations. Connect or reconnect an integration.
  • Team: See who is on your team and their access. Invite someone, or change, resend, or revoke a pending invitation.
  • Taxes: Search income and Delaware franchise filings, R&D credits, and vendor 1099 records, or retrieve a known ID with the same tool. Read progress and available documents with the tax tools, or upload an income tax return or Delaware report filed outside Finta.
The existing get_income_statement tool accepts group_by: "category" (the default) or group_by: "department", alongside start_date and end_date. Department reports require the departments feature and use typed expense rows; other sections keep category arrays. The top-level uncategorized_expenses section is available only with category grouping. The tool returns the API response unchanged. See income statement grouping for hierarchy, totals, freshness, and access rules. Your assistant can only do what your role in Finta allows.

​
Examples

  • “Show our GAAP P&L grouped by department for last quarter.”
  • “What were our top 10 vendors by spend this year?”
  • “Show our AWS spend by month since January.”
  • “Upload this Chase statement to Finta.”
  • “Recategorize every Gusto transaction as Payroll.”
  • “Create a rule that categorizes Cursor charges as Software.”
  • “Have we filed our 2025 taxes?”
  • “What is our 2025 R&D credit, and does payroll submission need action?”
  • “Which 2025 1099 records still need a W-9?”
  • “Invite sam@example.com to Finta as an admin.”

​
Connect

Every client signs in the same way: log in to Finta, choose a company, and click Allow access.

​
Claude

  1. Open Customize > Connectors in the Claude desktop app or on claude.ai.
  2. Click + Add, then Add custom connector.
  3. Enter Finta as the name and https://mcp.finta.com/mcp as the URL.
  4. Click Continue, keep the default sign-in settings, then click Add and sign in.
On a Team or Enterprise plan, an Owner first adds Finta under Organization settings > Connectors. Members then click Connect on Finta in Customize > Connectors.

​
ChatGPT

  1. Go to ChatGPT Plugins.
  2. Click Add, then Create custom MCP server.
  3. Enter Finta as the name, Startup taxes, accounting, and finances as the description, and https://mcp.finta.com/mcp as the connection. Choose OAuth for authentication.
  4. Click Create as a plugin and sign in.

​
Claude Code

Then run /mcp, select finta, and choose Authenticate.

​
Codex

Requires Codex 0.147.0 or newer.
Codex opens Finta in your browser to sign in. To sign in again later, run codex mcp login finta.

​
Other clients

Add https://mcp.finta.com/mcp as a remote MCP server over Streamable HTTP. Finta supports OAuth with Client ID Metadata Documents and Dynamic Client Registration, so there is nothing to register first. Request the finta:read and finta:write scopes; without finta:write, tools that change data are unavailable. In Finta, Settings > MCP also has a prompt you can paste into Claude Code, Codex, or Cursor to set up the connection for you.

​
Limits

Tool calls count toward a monthly allowance shared by your company: 10 on Formation, 300 on Startup, and 30,000 on Growth. Finta’s internally enabled Enterprise entitlement bypasses commercial monthly API/MCP quotas; calls are still counted and permissions and abuse limits still apply. It is separate from the API’s monthly limit and resets on the 1st of each month.