24 available actions

What your AI agent can do in Finmei

Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get PaymentTool to retrieve details of a specific payment by its ID.
Get ProfileTool to retrieve main information about the business to which the API token is assigned.
Create InvoiceCreates a new invoice in Finmei with buyer information and line items.
Create ExpenseTool to create a new expense with file upload (receipt or invoice).
Update CustomerTool to update an existing customer's details.
Update InvoiceTool to update an existing invoice in Finmei.

Browse all 24 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 13 actionsHide actions

Download Expense FileTool to download the file associated with an expense.
Download Invoice PDFTool to download an invoice as a PDF file.
Get Expense by IDTool to retrieve a single expense by its ID.
Get Invoice by IDTool to retrieve a single invoice by its ID.
Get PaymentTool to retrieve details of a specific payment by its ID.
Get Product by IDTool to retrieve a product by its ID.
Get ProfileTool to retrieve main information about the business to which the API token is assigned.
List CurrenciesTool to list all currencies supported by Finmei.
List CustomersTool to list all customers with optional filters and pagination.
List ExpensesTool to list all expenses for the business.
List InvoicesTool to list invoices.
List PaymentsTool to retrieve a list of payments.
List ProductsTool to retrieve a list of products with optional filters and pagination.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Create ExpenseTool to create a new expense with file upload (receipt or invoice).
Create InvoiceCreates a new invoice in Finmei with buyer information and line items.

Update & manageChange and manage existing recordsView 5 actionsHide actions

Update CustomerTool to update an existing customer's details.
Update ExpenseTool to update an existing expense's fields including date, total, currency, and seller.
Update Expense FileUpdates the file attachment of an existing expense in Finmei.
Update InvoiceTool to update an existing invoice in Finmei.
Update ProductUpdates an existing product in the Finmei product catalog.

Remove & cancelRemove records or cancel supported workView 4 actionsHide actions

Delete CustomerTool to delete a specific customer by their ID.
Delete InvoiceTool to delete an invoice.
Delete PaymentDelete a payment record by its unique identifier.
Delete ProductDeletes a product from the Finmei catalog by its unique identifier.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Finmei

How does the agent connect to Finmei?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Finmei?

The page above lists the 24 actions currently available through the Finmei connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Finmei included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Finmei is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Finmei to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

All product names, logos, and brands are property of their respective owners and are used for identification only. ZeroToClaw is not affiliated with or endorsed by Finmei.