Bring Treasury Management
to LlamaIndex
Create your Vinkius account to connect Finmo to LlamaIndex 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 LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine Finmo tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Finmo tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Finmo, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Finmo tools were called, what data was returned, and how it influenced the final answer
Finmo in LlamaIndex
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 LlamaIndex 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 LlamaIndex
Every request between LlamaIndex 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 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.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Finmo tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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