Integration · Accounting

Connect Claude & ChatGPT to Finmap

Ask your AI what is in your accounts, what you spent on a project or which invoices are overdue, and get the answer from Finmap. It can record income and expenses with the right category, project and tags, create and update invoices, fetch invoice PDFs, and add suppliers, debitors and projects.

Connect Finmap free

Free plan, no credit card. Takes about a minute.

Try asking

“What are the balances on all our accounts right now?”
The AI lists your Finmap money accounts, such as bank accounts, cash and cards, with current balances.
“Which invoices are overdue?”
It lists invoices with the status overdue, with client, amount and dates.
“Record a 4,500 DKK expense for office rent from the business account, dated today.”
It finds the account and the expense category and records the expense in Finmap. No money moves.

What your AI can do

Accounts and operations

See accounts and balances, search income, expense and transfer operations, and record, update or delete income and expenses.

Invoices

List invoices by status, read one in full, get its PDF, and create or update invoices with your saved goods and issuing company.

Categories, projects and counterparties

Read income and expense categories, tags and currencies, and list or create projects, suppliers and debitors.

“How much did we spend on the Website project in March?”
It finds the project and searches expense operations for that project and date range.
“Create an invoice for Nordic Foods for two days of workshop.”
It looks up your issuing company, the client and the saved goods, and creates the invoice with the line items.
“Get the PDF of invoice 118 in English.”
It fetches the invoice PDF in the language you ask for.

26 tools for Finmap

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_debitorChanges dataCreate a debitor with a `label` (its name). List debitors first to avoid duplicates.
create_expenseChanges dataRecord an expense operation: `amount`, `account_from_id` (the account it leaves), `date` (Unix time in milliseconds), plus optional `category_id`, `supplier_id` or `counterparty_id`, `project_id`, `tag_ids` and `comment`. This only records it in Finmap; no money moves.
create_incomeChanges dataRecord an income operation: `amount`, `account_to_id` (the account it lands in), `date` (Unix time in milliseconds), plus optional `category_id`, `customer_id` or `counterparty_id`, `project_id`, `tag_ids` and `comment`. This only records it in Finmap; no money moves.
create_invoiceChanges dataCreate an invoice: `invoice_number`, `invoice_currency`, `goods` (line items, each an existing good id or a label), the client (`supplier_id` plus `supplier_details` text) and your own issuing company (`invoice_company_id` plus `invoice_company_details` text). Optional discount, shipping and payment date.
create_projectChanges dataCreate a project with a `label` (its name). List projects first to avoid duplicates.
create_supplierChanges dataCreate a supplier with a `label` (its name). List suppliers first to avoid duplicates.
delete_expenseDeletesPermanently delete an expense operation by its Finmap ID (passed as `category_id`). This cannot be undone.
delete_incomeDeletesPermanently delete an income operation by its Finmap ID (passed as `category_id`). This cannot be undone.
get_invoiceGet the full details of one invoice by its Finmap `id` or its `external_id`.
get_invoice_pdfGet the PDF of an invoice by its ID (`pdf_id`), with optional `language` (en, es, pl, pt-BR, uk and others).
get_operationGet the full details of one operation by its Finmap `id` or its `external_id`.
list_accountsList your Finmap money accounts (bank accounts, cash, cards). Set `with_balances` to "true" to include current balances.
list_currenciesList the currencies available in Finmap.
list_debitorsList debitors (counterparties who owe you money).
list_expense_categoriesList expense categories. Use to find a `category_id` before recording an expense.
list_income_categoriesList income categories. Use to find a `category_id` before recording income.
list_invoice_companiesList your issuing companies (your own business details shown on invoices), to find an `invoice_company_id`.
list_invoice_goodsList the saved goods and services used as invoice line items.
list_invoicesChanges dataList invoices, filtered by `invoice_status` (overdue, payed, notPayed, all), `start_date`/`end_date` (Unix time in milliseconds) or `counterparty_ids`; page with `limit` and `offset`.
list_projectsList projects, to find a `project_id` for operations.
list_suppliersList suppliers, to find a `supplier_id` for expenses.
list_tagsList tags, to find `tag_ids` for operations.
search_operationsChanges dataSearch income, expense and transfer operations. Filter by `types`, `start_date`/`end_date` (Unix time in milliseconds), `account_ids`, `category_ids`, `project_ids`, `counterparty_ids`, `tag_ids`, amount range or `search` text; page with `limit` and `offset`.
update_incomeChanges dataUpdate an income operation identified by its external ID (`invoice_id`). Only the fields you pass (amount, date, category, counterparty, project, tags, comment) change.
update_invoiceChanges dataUpdate an invoice by `invoice_id`. The API expects the full invoice again: goods, invoice number, currency, client and issuing company fields.
update_projectChanges dataRename a project by `project_id` with a new `label`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Finmap from the app list.
2
Paste your key
Paste your Finmap API key. In Finmap, open Settings, then API keys, and create a key. Copy it and paste it into PipMCP.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Finmap?

It can read accounts and balances, operations, invoices and invoice PDFs, categories, projects, suppliers, debitors, tags, currencies and saved goods. It can record and update income, record expenses, create and update invoices, and create projects, suppliers and debitors. It can also delete income and expense operations if you switch those tools on.

Does the AI see my Finmap API key?

No. Your Finmap API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting an income or expense operation is permanent, and it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Finmap account.

Does recording income or an expense move money?

No. When the AI records income or an expense, it only adds the operation to Finmap with the amount, account, date and any category, project, tags or comment. Nothing is paid or transferred from your bank.