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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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My bearer token stopped working

Bearer tokens are single-use at creation time: you only see the value once. Generating a new token revokes the previous token. Update your MCP client config with the new token if you rotated it. Create or rotate tokens 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 disconnect or revoke the old session if shown.
  3. Add the server again with URL https://mcp.finta.io/mcp and complete the OAuth sign-in flow from scratch.
If you use a bearer token, confirm the Authorization header is current and that you did not create a newer token elsewhere.

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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
OAuth is preferred when the client supports it. Use a bearer token for clients that only accept static headers.

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Can MCP move money or make changes?

No. Finta MCP is read-only. Tools can list and query your data; they cannot initiate transfers, change categories, edit destinations, or modify bank connections. Write operations belong in the Finta app or API, not MCP.