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Connecting Finmap to an AI Assistant (MCP)
Connect Claude or any other AI assistant to Finmap with your API key and work with transactions, accounts and counterparties in natural language — no manual exports or clicking through the interface.
What is MCP
MCP (Model Context Protocol) is an open protocol that lets AI assistants connect to external services and work with their data. Finmap provides its own MCP server, so any assistant that supports MCP can connect to your account and access Finmap data directly.
Once connected, the assistant gains access to your transactions, accounts, categories, projects and counterparties, and can work with them using natural-language requests — with no manual exports or working through the interface.
Because MCP is a standard rather than a separate app, you are not tied to a single tool: the connection works with any assistant that supports the protocol.
Where to find it in Finmap
Finmap Settings, the “For developers” block → API → https://my.finmap.online/settings/api
How to connect
The sequence is the same for any assistant: add the Finmap connector and authorize it with your API key.
- Copy the API key from Finmap (Finmap → Settings → API keys).
- In your assistant, open the connections section (connectors / MCP) and add Finmap.
- Paste the API key to authorize — the connection is ready.
The entire public Finmap API is also available as an MCP server (Model Context Protocol), so AI assistants such as Claude can read and manage your Finmap data on your request: accounts, transactions, invoices, counterparties, categories, projects and more.
MCP server address
https://api.finmap.online/mcp
Step-by-step guides for popular assistants:
The connector works with any MCP client that supports Streamable HTTP with OAuth. All access rights, request limits and plan restrictions of your API key apply to MCP calls exactly as they do to the regular API.
What you can use it for
The connection is suited to any work with your data in natural language: building custom charts and visualizations, summaries and analytics on your own metrics, finding specific transactions and counterparties, as well as any questions about your Finmap data without manual exports.
The source of truth is Finmap. The assistant builds answers from the list of transactions, so over long periods discrepancies are possible. If the numbers don’t match, the ones in Finmap are correct. Ready-made reports (cash flow, P&L, plan-fact) remain in Finmap on the corresponding plan.
Example requests
Analytics and search
- “Show balances on all accounts as of today”
- “How much did we spend on advertising in September compared to August?”
- “Which invoices are still unpaid, and what is the total amount?”
- “Build a chart of income by project for the last 6 months”
- “Find all transactions with the counterparty Alpha for the last quarter”
Adding data
- “Add an expense of 1,200 UAH to the Rent category from the PrivatBank account”
Security
API keyThe connection runs under your API key and has access to company data, so do not share the key with third parties. You can revoke it in Finmap settings at any time — after that the connection stops working.
Changing dataThrough MCP the assistant can not only read but also change data, so phrase your requests explicitly — “show me” rather than “sort out my transactions.”
For setup questions, contact Finmap support.