Cursor
Add Finta to~/.cursor/mcp.json:
Claude Desktop
In Claude Desktop, open Settings → Connectors → Add custom connector and add a remote (HTTP) server with this URL:Claude Code
Add Finta as an HTTP MCP server from your terminal:VS Code Copilot
Add Finta to.vscode/mcp.json in your workspace (or your user settings):
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.
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 — leave Share all accounts on to grant access to every account (including ones you add later), or turn it off to pick specific accounts. Changes are saved when you click Save and take effect immediately — there’s no need to disconnect and re-run the OAuth flow.
- Disconnect a tool — revokes its access right away.