How can I check which local payment methods are supported in a specific country?

Use the 'list_payin_methods' tool and provide the ISO country code (e.g., 'SG' for Singapore or 'TH' for Thailand). The agent will return a list of available collection methods for that region.

Is it possible to get a live exchange rate before converting funds?

Yes! The 'get_fx_rate' tool allows you to request a real-time quote by specifying the sell currency, buy currency, and the amount you wish to convert.

Can I see all my wallet balances at once?

Absolutely. By using the 'list_wallets' tool, the agent will retrieve all organizational wallets, showing the balance and currency for each, providing a clear snapshot of your liquidity.

Finmo MCP Server for LlamaIndex 12 tools — connect in under 2 minutes

Name: Finmo
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 12 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Finmo as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Finmo. "
            "You have 12 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Finmo?"
    )
    print(response)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Finmo MCP Server

Connect your Finmo account to any AI agent and automate your global treasury and payment operations through the Model Context Protocol (MCP). Finmo provides a unified platform for managing multi-currency liquidity, local collection methods, and cross-border disbursements, now accessible directly through natural conversation.

LlamaIndex agents combine Finmo tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Global Pay-ins — List available local collection methods across different countries and initiate pay-ins effortlessly.
Simplified Payouts — Manage your disbursements globally by listing and initiating payouts to verified beneficiaries.
Wallet Management — Get a real-time overview of your organization's wallets and balances across various currencies.
Customer & Beneficiary Control — Maintain your database of customers and payout beneficiaries to ensure secure and accurate transactions.
Real-time FX Rates — Fetch live foreign exchange quotes to make informed decisions on currency conversions and international transfers.
Virtual Accounts — List and manage virtual accounts for streamlined reconciliation and local payment acceptance.
Transaction Monitoring — Track the status of refunds and historical payments to keep your financial records in sync.

The Finmo MCP Server exposes 12 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Finmo to LlamaIndex via MCP

Follow these steps to integrate the Finmo MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 12 tools from Finmo

Why Use LlamaIndex with the Finmo MCP Server

LlamaIndex provides unique advantages when paired with Finmo through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Finmo tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Finmo tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Finmo, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Finmo tools were called, what data was returned, and how it influenced the final answer

Finmo + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Finmo MCP Server delivers measurable value.

Hybrid search: combine Finmo real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Finmo to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Finmo for fresh data

Analytical workflows: chain Finmo queries with LlamaIndex's data connectors to build multi-source analytical reports

Finmo MCP Tools for LlamaIndex (12)

These 12 tools become available when you connect Finmo to LlamaIndex via MCP:

create_customer

Create a new customer

create_payin

Create a new pay-in

create_payout

Create a new payout

get_fx_rate

Get real-time FX rate

list_beneficiaries

List payout beneficiaries

list_customers

List customers

list_payin_methods

List pay-in methods

list_payins

List pay-ins

list_payouts

List payouts

list_refunds

List refunds

list_virtual_accounts

List virtual accounts

list_wallets

List organization wallets

Example Prompts for Finmo in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Finmo immediately.

"What are the available pay-in methods for Singapore (SG) in SGD?"

"Show me the current balance of all my organization wallets."

"Get a live exchange rate to sell 1000 USD for EUR."

Troubleshooting Finmo MCP Server with LlamaIndex

Common issues when connecting Finmo to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Finmo + LlamaIndex FAQ

Common questions about integrating Finmo MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.