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Finta’s MCP server lets AI tools read your stored financial data — accounts, transactions, balances, holdings, investment activity, and bank connection status. 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.

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Requirements

  • Active Finta subscription — MCP is available on paid 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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MCP server URL

https://mcp.finta.io/mcp
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 Settings → MCP in the Finta dashboard to copy the server URL or generate a bearer token.
  3. Follow the connection guide for your AI client.
Once connected, see Available tools for what you can ask your assistant to do.