Finmei for AI agents

Finmei is an invoicing tool that simplifies billing, letting small businesses create invoices, track expenses, and manage customers without a full accounting system. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Finance and accountingAPI keyMCP + RESTfinmei.com
AUDIT LOG · FINMEIPOLICY: acme-support
09:41:07 · claude · u_8f2read
finmei.list_expenses
List Expenses✓ allowed · 212ms
09:41:08 · claude · u_8f2read
finmei.get_expense
Get Expense by ID✓ allowed · 164ms
09:41:09 · claude · u_8f2write
finmei.create_expense
Create Expense✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
finmei.delete_invoice
Delete Invoice✕ blocked · policy: deny
EVERY FINMEI CALL, ON THE RECORD
01 · USE CASES

What agents do in Finmei.

01

Create a customer invoice

Create an invoice for a customer once the line items and amount are confirmed.

02

Check outstanding invoices

List invoices to see which ones remain unpaid before a follow-up reminder.

03

Confirm before deleting a payment

Require approval before deleting a payment record, since it affects the invoice's paid balance.

02 · ACTIONS

24 Finmei actions, graded by risk.

Every Finmei action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

13

Look things up. Allowed by default.

  • finmei.get_expense
    Get Expense by ID
  • finmei.get_invoice
    Get Invoice by ID
  • finmei.get_payment
    Get Payment
  • finmei.get_product
    Get Product by ID
  • finmei.get_profile
    Get Profile
  • finmei.list_expenses
    List Expenses
  • finmei.list_invoices
    List Invoices
  • finmei.list_payments
    List Payments
  • finmei.list_products
    List Products
  • finmei.list_customers
    List Customers
  • finmei.list_currencies
    List Currencies
  • finmei.download_invoice_pdf
    Download Invoice PDF
  • finmei.download_expense_file
    Download Expense File

write

7

Create and change things. Allow, or ask the user first.

  • finmei.create_expense
    Create Expense
  • finmei.create_invoice
    Create Invoice
  • finmei.update_expense
    Update Expense
  • finmei.update_invoice
    Update Invoice
  • finmei.update_product
    Update Product
  • finmei.update_customer
    Update Customer
  • finmei.update_expense_file
    Update Expense File

destructive

4

Delete, cancel or archive. Ask first, or deny outright.

  • finmei.delete_invoice
    Delete Invoice
  • finmei.delete_payment
    Delete Payment
  • finmei.delete_product
    Delete Product
  • finmei.delete_customer
    Delete Customer
03 · HOW IT WORKS

Finmei in three steps.

  1. 01Your users connect FinmeiThey add their Finmei api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Expense” can wait for the user, and “delete Invoice” can be denied outright.
  3. 03Any agent can actYour agent calls Finmei through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('finmei', {
  read: 'allow',
  write: 'ask',        // create_expense
  destructive: 'deny',  // delete_invoice
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Finmei connects.

Users add their Finmei api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Finmei connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Finmei from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Finmei and Arc0, answered.

Q01

Can I use Finmei with Claude, ChatGPT or Cursor?

Yes. Connect Finmei to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Finmei actions you allow.

Q02

How do users connect Finmei?

Users add their Finmei api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Finmei actions can my agent take?

24 in total: 13 read, 7 write and 4 destructive, such as “create Expense”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Finmei?

Yes. Actions like “delete Invoice” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Finmei too?

Yes. The same Finmei connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Finmei into your agent.

Your users connect Finmei once, under your brand. Your agent gets 24 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan