> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finta.io/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQ

> Common questions about Finta MCP, Storage Mode, authentication, and supported clients.

## 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](https://app.finta.io/settings/data). See [Storage mode](/getting-started/storage-mode) for what Finta stores and how backfill works.

## 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](https://app.finta.io/settings/mcp).

## 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](https://app.finta.io/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.

## 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

## 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](/mcp/tools) for the exact read and write tools.

## 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](https://app.finta.io/mcp)) to switch between your connected clients and manage each one independently.

## 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.