# Finmei MCP MCP > Finmei connects your AI agent directly to your business accounts so you can handle expenses, payments, and tax rates using natural conversation. Forget logging into separate accounting portals; just ask your agent for a report or tell it to log a receipt. It’s built for freelancers and small businesses that need accurate financial tracking without the headache of complex software. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** invoicing, bookkeeping, small-business, expense-tracking, tax-management, freelance-tools ## Description Finmei lets you automate core business finance tasks through conversational AI, completely bypassing traditional accounting dashboards. You can manage every detail of your cash flow—from logging receipts and updating expense categories to monitoring recent payments. Your agent handles it all; just talk to it. It keeps track of global currencies for international sales and makes sure you always have the correct tax rates applied when generating records. Because this MCP is hosted on Vinkius, you connect once from any compatible client and get access to dozens of other tools, making your financial stack simpler than ever. ## Tools ### create_expense Records a brand new business expense entry into your account. ### delete_expense Removes an existing expense record from your records. ### delete_payment Permanently removes a recorded payment transaction. ### get_expense Retrieves full details for one specific expense entry you reference by ID or date. ### get_payment Pulls all the detailed information associated with a single payment transaction. ### get_profile Fetches your core business profile details, giving context to subsequent financial calls. ### list_categories Shows you a list of all the expense categories available for use in your records. ### list_currencies Provides a full list of supported global currencies for international transactions. ### list_expenses Generates a summary list of your recent and historical business expenses. ### list_payments Shows you a general overview list of all payments associated with your account. ### list_tax_types Retrieves a list of every tax rate configured for your business, like VAT or sales tax rates. ### update_expense Modifies existing details on an expense record, such as changing the description or amount. ## Prompt Examples **Prompt:** ``` List my 10 most recent business expenses. ``` **Response:** ``` Fetching your expenses... I found your 10 most recent entries, including 'Office Supplies' ($45.00) and 'Cloud Hosting' ($120.00). Would you like to see the full details for any of these? ``` **Prompt:** ``` Add a new expense: 'Monthly Internet Subscription', 50 USD, for today. ``` **Response:** ``` Expense recorded! I've added 'Monthly Internet Subscription' for 50 USD to your Finmei account. The entry is now tracked and categorized. ``` **Prompt:** ``` Show me all available tax rates for my account. ``` **Response:** ``` Retrieving tax types... Your account has 3 tax rates configured: 'VAT 20%', 'Sales Tax 5%', and 'Zero Rated'. Which one should I apply to your next entry? ``` ## Capabilities ### Log and adjust expenses You can create new expense records or modify existing ones using simple voice commands. ### Track payments and receipts Retrieve payment history, check specific transaction details, or delete old entries when needed. ### Manage tax compliance data View all configured tax types and rates to ensure your books stay compliant. ### Get business context Retrieve your core business profile metadata, giving the agent accurate details for reports or invoices. ### Handle international money Check supported global currencies and manage transactions across 180+ countries. ## Use Cases ### Handling a foreign trip expense You just got back from Mexico and have 15 receipts in USD, EUR, and MXN. Instead of manually converting everything on a spreadsheet, you ask your agent to 'List my recent expenses,' specifying the currencies. The agent uses `list_currencies` to confirm support and then logs all details using `create_expense`, keeping your records clean. ### Correcting an old payment record Your client paid twice, but only one was recorded. You tell your agent to 'Get payment details' for the date in question. The agent retrieves the full data using `get_payment`, and you instruct it to flag or delete the duplicate entry via `delete_payment`. ### Quarterly tax audit prep It’s time to file taxes, but you don't know which rates apply. You ask your agent to 'Show me all available tax rates.' The agent uses `list_tax_types` and presents the options directly, so you can accurately map future expenses. ### Quickly logging a cash expense You bought office supplies for cash. Instead of opening an app, you simply tell your agent: 'Create new expense for $45 Office Supplies.' The agent calls `create_expense` and ensures the record is immediately available. ## Benefits - You stop losing time manually updating receipts. By using `create_expense` or `update_expense`, you log and correct financial details instantly through chat, no web form needed. - Keep your books accurate globally. The ability to call `list_currencies` means you can manage payments from over 180 currencies without switching tools. - Tax compliance is simple. Instead of guessing rates, asking the agent to use `list_tax_types` gives you a full view of all configured tax rules for your region. - Never lose track of money flow again. With `list_payments`, you get an immediate summary list of recent transactions and who paid what. - Get context on demand. Calling `get_profile` ensures the agent has the latest business details, which is critical when running reports or invoices. ## How It Works The bottom line is that you talk to your agent, and it talks directly to Finmei to get or send data. 1. Subscribe to the Finmei MCP through Vinkius Marketplace. 2. Enter your unique Finmei API token into your agent's settings. 3. Directly ask your AI client to perform a financial action, like 'List my last 5 payments,' and it executes the task. ## Frequently Asked Questions **How do I use the `create_expense` tool?** You simply tell your agent to create an expense. You just need to provide three things: a title, an amount, and a date for the new record. **What is the difference between `list_expenses` and `get_expense`?** `list_expenses` gives you a summary list of many entries. You use `get_expense` when you want all the specific details for one single expense ID. **Can I check if a currency is supported using `list_currencies`?** Yes, calling `list_currencies` confirms which of the 180+ currencies Finmei supports. This is vital before logging any international payment data. **How do I change an old expense record using `update_expense`?** Tell your agent to update the specific expense by ID, and then provide the exact changes you want—like correcting a category or changing the amount. **What information do I need to ensure my agent can successfully run `get_profile`?** You must connect your MCP using valid credentials with read/write scope access. The system uses the API token you provide, which verifies your identity and ensures your agent has permission to pull accurate business metadata. **If I run `delete_expense`, how does the MCP handle attempts to delete non-existent records?** The tool first validates the expense ID you provide. If the record doesn't exist, it returns a specific error message instead of failing entirely, allowing your agent to continue processing other tasks. **When listing expenses using `list_expenses`, can I filter results by specific categories listed via `list_categories`?** Yes. You pass the category ID from `list_categories` as an optional parameter when calling `list_expenses`. This lets you narrow down your search to only view records matching a defined classification. **Does the MCP support paginating results when using `list_payments` for large datasets?** Yes. To handle large volumes of payments, subsequent calls to `list_payments` require passing a cursor token. This ensures your agent efficiently retrieves data in manageable chunks without timing out. **Can I create an expense with a specific currency using the agent?** Yes! The 'create_expense' tool allows you to specify the currency code (e.g., USD, EUR, BRL). You can use the 'list_currencies' tool to find all supported codes. **How do I manage different tax rates for my business?** You can use the 'list_tax_types' tool to see all tax rates configured in your Finmei account. This helps ensuring your recorded expenses have the correct tax data applied. **Is it possible to delete an accidental expense entry?** Absolutely. The 'delete_expense' tool allows you to remove any expense record by providing its unique UUID. Just ask your agent to find the expense first if you need the ID.