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Finta’s MCP server lets AI tools read your stored financial data, including accounts, transactions, balances, holdings, investment activity, and bank connection status, and help you organize it: categorize transactions and manage the manual accounts and categories you create. Connect once from Cursor, Claude Desktop, Codex, VS Code Copilot, or any client that supports the Model Context Protocol, then ask questions in natural language. Finta never moves money. You can connect several AI clients at once and control which accounts each one can read. Manage everything from the MCP page in the dashboard (app.finta.io/mcp). See Manage your connections.

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Requirements

  • Active Finta trial or subscription. MCP works during the free trial and on Standard and Pro plans.
  • Storage Mode enabled. MCP reads from data Finta has already synced and stored. It does not call your bank in real time on each tool call. That keeps responses fast and predictable for AI workflows. If Storage Mode is off when you enable MCP, Finta can turn it on and backfill your connections automatically.
Learn more about what gets stored in Storage mode.

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Rate limits

MCP tool calls have their own limits per user, separate from the REST API’s: The free trial gets Standard limits, or Pro limits if you’re trialing Pro.

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MCP server URL

Use this URL when adding Finta to your MCP client.

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Get started

  1. Turn on Storage Mode if it is not already on.
  2. Open MCP in the Finta dashboard and copy the server URL.
  3. Follow the connection guide for your AI client. Most clients sign you in with OAuth automatically, so there’s no token to copy.
Once connected, see Available tools for what you can ask your assistant to do.