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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 MCP is enabled and your subscription is active — both are required for tool calls to succeed.

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Which AI clients are supported?

Any client that supports the MCP specification over HTTP can connect to Finta, including:
  • Cursor
  • Claude Desktop
  • 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 — 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: leave Share all accounts on to share everything (including accounts you add later), or turn it off to pick specific accounts. Changes are saved when you click Save and apply to the client’s next request.