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Finta MCP uses OAuth for authentication. You can add Finta before you sign in or even have an account: your AI tool can ask what Finta does right away, and it opens a Finta sign-in window the first time it needs your data. Sign in or create an account there, approve access, and the connection is remembered. Server URL (all clients):

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Claude

These steps work in Claude on the web and in the Claude desktop app.
  1. In Claude, open Customize, then Connectors.
  2. Click + and choose Add custom connector.
  3. Name it Finta and paste the server URL below.
  4. Click Add. If Claude shows Connect, click it and approve access in the Finta window. Otherwise Claude shows a Connect button in the chat the first time it needs your Finta data.
On a Claude Team or Enterprise plan, an owner adds the connector first under Organization settings → Connectors. Members then click Connect on the Finta connector in Customize, then Connectors.

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Claude Code

  1. Run the command below in your terminal.
  2. Start Claude Code and ask it about your accounts. When it says Finta needs you to sign in, run /mcp, select finta, choose Authenticate, and sign in to Finta when your browser opens.

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Cursor

Add Finta to ~/.cursor/mcp.json:
Restart Cursor or reload MCP servers. Cursor prompts for OAuth the first time you use Finta. Sign in to Finta and approve access. Some Cursor versions also accept an HTTP transport with an explicit type:

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VS Code Copilot

Add Finta to .vscode/mcp.json in your workspace (or your user settings):
Reload MCP servers, then approve the Finta OAuth sign-in when prompted.

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Other clients

Any client that supports remote MCP over HTTP can connect with the same URL (https://mcp.finta.io/mcp), including OpenAI Codex and other MCP-compatible assistants. Point the client at the URL and complete the Finta sign-in when prompted. Using ChatGPT? Set up the Finta custom GPT instead.

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Manage your connections

You can connect more than one AI client at the same time. Each sign-in is its own connection. Manage them all from the MCP page in the Finta dashboard (app.finta.io/mcp):
  • Switch between connected clients. Every connected tool appears in the list. Select one to see its details.
  • Choose which accounts each client can read. Pick All accounts, including ones I connect later, or Only the accounts I choose and check the accounts the client may read. Changes are saved when you click Save changes and take effect immediately. There’s no need to disconnect and re-run the OAuth flow.
  • Disconnect a tool. Revokes its access right away.
During the initial sign-in you can also choose which accounts a client may access on the consent screen; the MCP page lets you change that selection at any time afterward.

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Troubleshooting

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The waiting spinner never changes

The setup page in Finta checks for your connection every 15 seconds and switches to Connected on its own. If it keeps showing Waiting for connection:
  1. Check that your AI tool finished the Finta sign-in. A Finta window should have opened and asked you to approve access. If it never opened, allow pop-ups for your AI tool and start the connection again.
  2. Make sure you approved access with the same Finta account you have open in the setup page. A connection approved from another account shows up in that account instead.
  3. Send your AI tool one message that uses Finta, such as “What accounts do I have in Finta?”. Finta marks the connection as soon as the tool makes its first request.
  4. Keep the setup page open. It checks again every 15 seconds on its own. After 5 minutes it stops and shows a Check again button, which starts the checks again.

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The AI tool says the connection failed

  1. Check the server URL. It must be exactly https://mcp.finta.io/mcp.
  2. Remove the Finta connector or server from your AI tool.
  3. In Finta, open the MCP page and disconnect the old connection if it’s listed.
  4. Add Finta again with the steps above for your tool and complete the sign-in from the start.
On a Claude Team or Enterprise plan, the connector has to be added by an owner before members can connect. See Claude above.

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The AI tool shows a subscription error

Finta MCP reads your financial data while your Finta trial or subscription is active. When it ends, data tools return a subscription error and the MCP page shows Access paused. Your AI tool can still check your setup with get_setup_status, which links to renewal. Renew from Billing, then try again in your AI tool. You don’t need to reconnect.