• INBOUND
  • OUTBOUND
  • REVERSALS
  • HUMAN

How to track global payment status with your AI

Connect Finmo to your AI client to monitor money moving in and out of your account. Once connected, your agent handles the data retrieval for you.

Ask AI about this page

Short answer

How can I track my global payments using AI?

Your AI pulls transaction, refund, and payout data directly from Finmo. You get a clear view of your cash flow without manual exports. This breakdown shows how your agent organizes that data.

Data outcomes

Where your data lands.

Your AI categorizes every movement into these specific views.

INBOUND

Payin tracking

The AI identifies all incoming funds. You get a clean list of what's landed in your account.

OUTBOUND

Payout monitoring

The agent tracks money sent to your recipients. It helps you confirm that transfers actually cleared.

REVERSALS

Refund oversight

Your AI pulls a history of all returned funds. This makes it easy to spot patterns in customer returns.

HUMAN

Manual review

The AI flags discrepancies for you. You decide when to contact support or adjust your books.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Finmo account and your chat interface.

  1. Fetch incoming funds

    The agent scans your account for all successful incoming transactions.

    list_payins

  2. Check outgoing transfers

    It pulls a full list of all money sent out to external accounts.

    list_payouts

  3. Identify returned money

    The AI looks for any processed refunds to ensure your records match.

    list_refunds

  4. Summarize movement

    The agent combines these lists to give you a total view of your net position.

    list_payinslist_payoutslist_refunds

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Replace the bracketed text with your specific needs, like a date range or a specific currency.

Finmo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_5ItQAbTyJTEjIb7ZRRC11aAGFoTmreVQYkbocflc/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Finmo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finmo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5ItQAbTyJTEjIb7ZRRC11aAGFoTmreVQYkbocflc/mcp"
    }
  }
}
Copy into chat04

  • List all my recent payins from the last week.

  • Show me all payouts sent to my primary bank account.

  • Find all refunds processed in the last 30 days.

  • Compare my total payins against my total payouts for this month.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Finmo once, then ask.

Follow the link to link your account. Your credentials stay encrypted and secure on our side. You can find the full capability list on the Connector page.

Connect Finmo to your AI

FAQ

How this task behaves.

  • 01

    Can the AI initiate a new refund?

    No. The AI can only list existing refunds. You must log in to Finmo to trigger new money movements.

  • 02

    Can the AI change my payout destination?

    No. The AI only has read access to your transaction history. It cannot modify your account settings or bank details.

  • 03

    Does the AI see my full bank account numbers?

    The AI only sees the data provided by the Finmo tools, which is limited to transaction details.

  • 04

    Can I ask for a summary of my net profit?

    Yes. By pulling both payins and payouts, the AI can calculate the difference for you.

  • 05

    Will the AI delete any of my transaction history?

    No. The AI cannot delete or alter any records in Finmo.

  • More questions about Finmo? The Connector page answers them. See everything the Finmo Connector can do

Connect Finmo to Claude, Cursor, ChatGPT & more