Skip to main content
After connecting Finta, ask your assistant to export an income statement, balance sheet, cash flow statement, or GAAP P&L. Both tools require API access: Manage and Reports: View in the connected company. OAuth finta:read is sufficient; exporting creates a file without editing the books. Permissions are checked on every call. Company and filename are inferred from the connection, and an export ID cannot select a different company. The existing get_income_statement, get_balance_sheet, and get_cash_flow tools return financial data directly. Use the export tools when you need a file.

​
Create an export

The examples show the tool name and arguments your MCP client sends. Your client handles OAuth and the MCP transport.
Ranges may span at most 120 calendar months, counting both boundary months. PDFs additionally support at most 13 displayed periods. For more columns, shorten the range, use coarser grouping, or select CSV/XLSX. Balance-sheet periods show cumulative balances through each cutoff, including history before the start. Unknown API fields, including email_on_completion, are refused. Creation returns a report_export immediately, with its export_ ID, status, parameters, timestamps, generation duration, and nullable file and error. The assistant should retain that ID and use the retrieval tool to check it.

​
Retry safely

Generate a key once per requested export and keep it across retries. The tool sends idempotency_key as the API’s Idempotency-Key header, not as a report field. The same key and normalized inputs return the original export. Different inputs under that key return idempotency_key_conflict; changing the key creates a new job. If submission times out or queueing cannot be confirmed, retry the same key and inputs. Once an ID is known, poll it instead of submitting again. A terminal failure keeps its ID and key: fix the cause and use a new key if a new export is wanted. The worker reads the books during generation. An existing export remains the original file; to export updated books, use a new key.

​
Poll the export

Each call makes one status check and returns immediately. The assistant can wait between calls, for example 2, 5, 10, then 30 seconds, with a bounded number of checks rather than a tight loop. These intervals are guidance, not a completion estimate. Each create or retrieve call counts toward the company’s MCP allowance; the inner API request does not also consume the API allowance. A successfully retrieved export can have status: "failed". Check the status and error fields instead of assuming a successful tool call means generation succeeded. There is no automatic completion notification in this flow. On success, file contains filename, content_type, size, download_url, and expires_at. The assistant uses its host’s download/file tools to fetch the URL and save the file, ideally using the returned filename. If the host cannot download files, the assistant can give you the link instead. The MCP tool itself does not save a file on your computer; the assistant should confirm a download only after its host reports that saving succeeded. Fresh links are available only before completed_at plus 30 days (2,592,000 seconds). At or after that cutoff, retrieval and creation replays still return succeeded, with file/error null. The stored file is retained. A new export with a new key generates another report from current books; it does not restore the old snapshot. Within that window, successful retrieval requests a fresh link expiring seven days from that retrieval. Credentials or storage policies can invalidate it sooner. Retrieve the same export again for a fresh link before the cutoff; this does not regenerate the report. Previously issued links keep their original expiry, even beyond the cutoff. Export records and files have no automatic age-based cleanup in the application. Five unfinished API exports are allowed per company, including those queued or waiting to retry. At capacity, creation returns report_export_limit_exceeded; polling and replay remain available, subject to normal limits. For other refusal and recovery details, see Report Exports and Errors.