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Integration · Payments

Connect Claude & ChatGPT to Fintoc

Ask your AI which payments came in this week, what moved on a treasury account or whether a dispute needs documents in Fintoc. It can create customers, payment links, checkout sessions and invoices in Chilean or Mexican pesos, finalize invoices, and cancel payment links or subscriptions, with your approval if you want it.

Connect Fintoc free

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

Try asking

  • “Which payments came in since Monday?”

    The AI lists incoming payment intents in that date range, newest first, with amount and status.

  • “What went out of our main treasury account last week?”

    It lists outbound movements on that account between the dates you give.

  • “Make a payment link for 45,000 CLP for [email protected].”

    It creates the payment link with amount, currency and customer email and gives you the URL to share.

What your AI can do

Payments and refunds

List and read payment intents, refunds and disputes, and create payment links and checkout sessions in CLP or MXN.

Invoices and subscriptions

Create, finalize and void invoices, read subscriptions and cancel them, and create and look up customers.

Accounts and transfers

Read treasury accounts and balances, list money movements by direction and date, and look up bank transfers.

  • “Invoice customer 12.345.678-9 for two hours of consulting and finalize it.”

    It finds the customer by RUT, creates a draft invoice with the lines, then finalizes it so it can be paid.

  • “Are any disputes waiting for documentation?”

    It lists disputes with status waiting_documentation, and can read each one's reason and deadline.

  • “Cancel the subscription for Acme SpA.”

    It finds the subscription and cancels it. The customer is no longer billed, and this cannot be undone.

29 tools for Fintoc

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

  • cancel_payment_linkDeletesCancel a payment link by `payment_link_id` so it can no longer be paid.
  • cancel_subscriptionDeletesCancel a subscription by `subscription_id`. The customer is no longer billed; this cannot be undone.
  • create_checkout_sessionChanges dataCreate a checkout session in `currency` (CLP or MXN) for `amount` or `line_items`, with `flow` (payment, subscription or setup), `customer` or `customer_data`, `success_url`, `cancel_url` and `payment_method_types`. Returns a session the customer completes to pay.
  • create_customerChanges dataCreate a customer with `name`, `email`, `phone` (E.164), `tax_id` (type cl_rut or mx_rfc plus value) and `address`. Email or tax ID is required.
  • create_invoiceChanges dataCreate a draft invoice for `customer` with `lines` (each with name, amount, currency and quantity), `collection_method` (charge_automatically or send_invoice) and optional `default_payment_method`. Finalize it with finalize_invoice.
  • create_payment_linkChanges dataCreate a shareable payment link for `amount` (smallest currency unit) in `currency` (CLP or MXN), with optional `customer_email`, `checkout` description and `expires_after_seconds`. Returns a URL the customer pays at.
  • finalize_invoiceVisible to othersFinalize a draft invoice by `invoice_id` so it can be paid. With collection_method charge_automatically, Fintoc then charges the customer's saved payment method.
  • get_accountGet one treasury account by `account_id`, with its balance and details.
  • get_checkout_sessionGet one checkout session by `checkout_session_id`, with its status and payment result.
  • get_customerGet one customer by `customer_id`, with name, email, phone, tax ID and address.
  • get_disputeGet one dispute by `dispute_id`, with its reason, status and deadline.
  • get_invoiceGet one invoice by `invoice_id`, with lines, totals, status and customer.
  • get_paymentGet one payment intent by `payment_id`, with amount, currency, status and payer details.
  • get_payment_linkGet one payment link by `payment_id` (the payment link ID), with its URL, amount and status.
  • get_refundGet one refund by `refund_id`, with amount, status and the refunded payment.
  • get_subscriptionGet one subscription by `subscription_id`, with its items, status, billing cycle and payment method.
  • get_transferGet one bank transfer by `transfer_id`, with amount, counterparty and status.
  • list_account_movementsList money movements on a treasury account by `account_id`, filtered by `direction` (inbound or outbound) and `since` / `until` date.
  • list_accountsList your Fintoc treasury accounts, filtered by `status` (active, blocked, closed) or `entity_id`.
  • list_checkout_sessionsList checkout sessions; page with `cursor`.
  • list_customersList customers, optionally filtered by `tax_id` (Chilean RUT or Mexican RFC) and `tax_id_type`; page with `cursor`.
  • list_disputesList payment disputes, filtered by `status` (waiting_documentation, in_review, won, lost, expired), `resource_id` (payment intent) or date.
  • list_invoicesList invoices, optionally for one `subscription`; page with `cursor`.
  • list_payment_linksList payment links, filtered by `since` / `until` date.
  • list_paymentsList payment intents (incoming payments), newest first, filtered by `since` / `until` date; page with `cursor`.
  • list_refundsList refunds, filtered by `status` (pending, in_progress, succeeded, failed, canceled) and `since` / `until` date.
  • list_subscriptionsList subscriptions; page with `cursor`.
  • list_transfersList bank transfers, filtered by `status`, `direction` (inbound or outbound), `account_id` or date.
  • void_invoiceDeletesVoid an invoice by `invoice_id` so it can no longer be paid. This cannot be undone.

Set up in three steps

  1. 1

    Pick the app

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

  2. 2

    Paste your key

    Paste a Fintoc secret API key. In the Fintoc Dashboard (dashboard.fintoc.com) open API Keys and activate or rotate your secret key (sk_test_ for test mode, sk_live_ for live). Copy it right away. The live secret key is shown only once.

  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 Fintoc?

The AI can read payments, refunds, disputes, checkout sessions, payment links, invoices, subscriptions, customers, treasury accounts, account movements and transfers. It can create customers, payment links, checkout sessions and draft invoices, finalize and void invoices, and cancel payment links and subscriptions.

Does the AI see my Fintoc credentials?

No. Your Fintoc 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. Switch on only the tools you want, for example lookups without cancellations. Finalizing an invoice can charge the customer's saved payment method, and voiding an invoice or cancelling a subscription cannot be undone. These actions can require your approval before they run. 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 Fintoc account.

Can I try it in test mode first?

Yes. Use a test secret key (sk_test_) from the Fintoc Dashboard to try the AI without real money. Switch to a live key (sk_live_) when you are ready.

Let your AI work in Fintoc today.

Start free. Your key stays encrypted, and you decide what the AI may do.

Connect Fintoc free

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