Bring Treasury Management
to Claude Desktop
Create your Vinkius account to connect Finmo to Claude Desktop and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server through the Vinkius Marketplace
- Enter your Finmo Access Key and Secret Key (found in your Developer Settings)
- Start managing your global treasury operations from Claude, Cursor, or any MCP client
Who is this for?
- Finance Teams — automate the monitoring of global liquidity and transaction statuses without switching between multiple banking portals.
- Operations Managers — quickly verify beneficiary details and initiate local or cross-border payouts through simple AI commands.
- Platforms & Marketplaces — manage virtual accounts and customer profiles to streamline user fund flows.
Built-in capabilities (12)
Create a new customer
Create a new pay-in
Create a new payout
Get real-time FX rate
List payout beneficiaries
List customers
List pay-in methods
List pay-ins
List payouts
List refunds
List virtual accounts
List organization wallets
Why Claude Desktop?
Claude Desktop is the definitive way to connect Finmo to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Finmo in Claude Desktop
Why run Finmo with Vinkius?
The Finmo connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Finmo using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Finmo and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Finmo to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Finmo for Claude Desktop
Every request between Claude Desktop and Finmo is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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