The Finmei MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Finmei account. It provides structured and secure access to your invoicing and expense data, so your agent can perform actions like creating invoices, managing customers, tracking payments, and handling products on your behalf.
- Smart invoice creation and management: Ask your agent to generate new invoices, list all existing invoices, or delete outdated ones—helping you stay on top of billing effortlessly.
- Customer record management: Let your agent list all your customers, search for specific records, or delete customers no longer in your system, streamlining client data administration.
- Payment tracking and retrieval: Retrieve payment details, verify payment statuses, or remove obsolete payments to keep your financial records accurate and up to date.
- Product catalog maintenance: Easily fetch detailed product information or remove products from your catalog as your offerings evolve, all via agent commands.
- Multi-currency support: Ask your agent to list all available currencies before creating invoices, ensuring transactions are processed in the correct denomination for your business needs.