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The Finta MCP server lets AI tools like Claude and Codex work with your company’s books. Your assistant can look up your accounts and upload transactions from a bank or card export, acting as you. You sign in with your Finta account, so there is no API key to create or paste. MCP (Model Context Protocol) is an open standard for connecting AI tools to apps like Finta.

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What you can do

The server has three tools today: Ask in plain language and your assistant picks the tool, for example “What accounts do we have in Finta?” or “Upload our Chase CSV to Finta.”

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Connect

The server URL is:
Use the full address, including /mcp.

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Claude Code

1

Add the Finta MCP server

--scope user makes Finta available in every project, not only the current folder.
2

Sign in

Start Claude Code, run /mcp, select finta, and choose Authenticate. In the browser window that opens, log in to Finta, choose a company, and click Allow access.
3

Test the connection

Ask Claude “What accounts do we have in Finta?”

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Claude

1

Add a custom connector

In Claude, go to Customize > Connectors, click + Add, then Add custom connector. Name it Finta and enter https://mcp.finta.com/mcp as the URL. If the menus look different, follow Anthropic’s guide to custom connectors.
2

Sign in

When Claude asks you to sign in, log in to Finta, choose a company, and click Allow access.
3

Test the connection

Ask Claude “What accounts do we have in Finta?”
On Claude Team and Enterprise plans, an Owner adds the connector under Organization settings > Connectors. Each member then connects it from Customize > Connectors and signs in with their own Finta account.

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Codex

1

Add the Finta MCP server

Codex saves the server to ~/.codex/config.toml, which the Codex CLI, the Codex IDE extension, and the ChatGPT desktop app share, so Finta works in all three.
2

Sign in

Codex opens Finta in your browser as soon as the server is added. Log in, choose a company, and click Allow access. To sign in again later, run codex mcp login finta.
3

Test the connection

Ask Codex “What accounts do we have in Finta?”

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Other MCP clients

Add https://mcp.finta.com/mcp as a remote MCP server using the Streamable HTTP transport, then follow your client’s prompt to sign in. Finta signs clients in with OAuth and supports both Client ID Metadata Documents and Dynamic Client Registration, so you don’t need to register a client with Finta first. Request both the finta:read and finta:write scopes; a connection with only finta:read can’t use tools that change data. API keys don’t work with the MCP server.