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Why do I need Storage Mode?

MCP reads from Finta’s stored copy of your financial data, the same storage layer that powers the Finta API, not directly from your bank on every question. Storage Mode keeps accounts, transactions, balances, and investments synced so tools can answer quickly without provider round-trips. Turn Storage Mode on from Settings → Data. See Storage mode for what Finta stores and how backfill works.

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How do I authenticate?

Finta MCP uses OAuth. There’s no token to copy or paste. The first time your client connects, it opens a Finta sign-in window. Approve access and the connection is remembered. You can see and revoke connected apps anytime from Settings → MCP.

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I’m getting an auth error in Cursor or Claude

Try these steps:
  1. Remove the Finta MCP server from your client config.
  2. In the Finta dashboard, open Settings → MCP and revoke the old connection under Connected apps if it’s shown.
  3. Add the server again with URL https://mcp.finta.io/mcp and complete the OAuth sign-in flow from scratch.
Also confirm Storage Mode is enabled and your subscription is active or trialing. Both are required for data tool calls to succeed.

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Why does my connection say waiting or paused?

Waiting for connection means Finta has not yet seen a request from your AI tool. Open your AI tool and connect to Finta. If it stays waiting, follow Troubleshooting. Connected appears after the client’s first successful initialize request. It does not mean historical data has finished importing. Import progress stays visible on the MCP page. Access paused: your subscription has ended means your AI tools cannot use Finta until you renew. Open Billing to renew your subscription.

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Which AI clients are supported?

Any client that supports the MCP specification over HTTP can connect to Finta, including:
  • Claude (web and desktop)
  • Claude Code
  • Cursor
  • OpenAI Codex
  • VS Code Copilot (with MCP support)
  • Other MCP-compatible assistants and IDEs

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Can MCP move money or make changes?

Finta MCP never moves money and never changes your bank connections or destination settings. It can read your financial data and help you stay organized: categorize transactions, manage the spending categories you’ve created, and create, update, or close manual accounts, meaning accounts you track by hand, not ones synced from a bank. Bank-synced accounts stay read-only. See Available tools for the exact read and write tools.

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Can I connect more than one AI client?

Yes. Each client you sign in is its own connection, and they can all be active at once. Open the MCP page in the dashboard (app.finta.io/mcp) to switch between your connected clients and manage each one independently.

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Can I change which accounts a client can see after connecting?

Yes. You don’t have to reconnect. On the MCP page, select the client and use Account access: pick All accounts, including ones I connect later to share everything, or Only the accounts I choose to pick specific accounts. Changes are saved when you click Save changes and apply to the client’s next request.

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My historical import failed or stopped progressing

Open MCP and check Historical import. It names each bank and shows how many banks have finished. Data already imported remains available while the remaining history loads. For a failed import, choose Retry import beside the bank. The same action appears after 24 hours without recorded import progress. If retrying fails, the error stays on the page so you can try again. If Finta cannot start the import during authorization, storage mode stays off. Choose Allow access again to retry. In the initial Finta setup screen, choose Retry historical import.