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Integration · Accounting

Connect Claude & ChatGPT to Finmei

Ask your AI to create an invoice in Finmei, check which invoices are still unpaid, or record a receipt as an expense. It can read and update invoices and expenses, mark an invoice as paid and download invoice PDFs and expense documents. Small bookkeeping jobs get done in one message.

Connect Finmei free

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

Try asking

  • “Create an invoice to Acme for 8 hours of design at 600 EUR, 21% VAT, due in 14 days.”

    The AI creates the invoice with buyer, product line, VAT, currency and dates. It is not sent to the buyer.

  • “Which invoices are still unpaid?”

    It lists your invoices and reads their payment status.

  • “Mark invoice 57 as paid.”

    It updates the invoice's payment status.

What your AI can do

Invoices

Create, read, update and delete invoices, set payment status, and download invoice PDFs.

Expenses

Record, read and update expenses and download the document attached to an expense.

One business per token

Each API token belongs to one Finmei business, and the AI can confirm which one it is working in.

  • “Send me the PDF of the last invoice to Nordic Foods.”

    It finds the invoice and downloads its PDF.

  • “Record yesterday's 49 EUR software subscription as an expense.”

    It records the expense with seller, date, total and currency.

  • “Which business is this account connected to?”

    It reads your Finmei profile with the business details.

12 tools for Finmei

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

  • create_expenseChanges dataRecord an expense with `seller`, `date`, `total` and `currency`.
  • create_invoiceChanges dataCreate an invoice with `buyer`, `seller`, `products` (name, price, quantity, VAT %), `currency`, `invoice_date`, `pay_until_date` and payment options. Creating it does not send it to the buyer.
  • delete_invoiceDeletesPermanently delete an invoice by `invoice_id`. This cannot be undone.
  • download_expense_documentDownload the document attached to an expense by `expense_id`.
  • download_invoice_pdfDownload the PDF of an invoice by `invoice_id`.
  • get_expenseGet one expense by `expense_id`, with seller, date, total and currency.
  • get_invoiceGet one invoice by `invoice_id`, with buyer, products, amounts, dates and payment status.
  • get_profileGet the connected Finmei profile (your business details). Use to confirm which account you are working in.
  • list_expensesList your expenses. Use this to find an expense ID.
  • list_invoicesList your invoices. Use this to find an invoice ID.
  • update_expenseChanges dataUpdate an expense by `expense_id`: seller, date, total or currency. Only the fields you pass change.
  • update_invoiceChanges dataUpdate an invoice by `invoice_id`: buyer, products, dates, currency or `payment_status` (e.g. mark as paid). Only the fields you pass change.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Finmei from the app list.

  2. 2

    Paste your key

    Paste your Finmei API token. Log in at app.finmei.com, go to Settings > Integrations and generate an API token. It is shown only once. Each token belongs to one business.

  3. 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 Finmei?

The AI can list and read invoices and expenses, download invoice PDFs and expense documents, and read your business profile. It can create and update invoices and expenses, mark invoices as paid and delete invoices.

Does the AI see my Finmei credentials?

No. Your Finmei API token 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 invoice is permanent and can require your approval before it runs, like any other tool you choose. 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 Finmei account.

Does the AI send invoices to my customers?

No. create_invoice only creates the invoice in Finmei and does not send it to the buyer. You decide when and how the invoice goes out, and you can download the PDF to check it first.

Related integrations

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PipMCP is not affiliated with Finmei. Product names are trademarks of their owners.