Connect Finmei to your AI agent
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
We set up the connection using your own Finmei account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Finmei
Each one is a real action the agent can take on its own, the same things a person clicking around Finmei could do. Read-only by default; write actions are confirmed against your policy.
- Create Expense Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and sel…
- Create Invoice Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantiti…
- Delete Customer Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
- Delete Invoice Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
- Delete Payment Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove i…
- Delete Product Deletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple endpoint patterns to…
- Download Expense File Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense.
- Download Invoice PDF Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
- Get Expense by ID Tool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.
- Get Invoice by ID Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
- Get Payment Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
- Get Product by ID Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
- Get Profile Tool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code.
- List Currencies Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
- List Customers Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
- List Expenses Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
- List Invoices Tool to list invoices. Use when you need a paginated list of invoices with basic details.
- List Payments Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
- List Products Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
- Update Customer Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
- Update Expense Tool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpoint instead.
- Update Expense File Updates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the file only - use the…
- Update Invoice Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.
- Update Product Updates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at least one field to…
Setup
How we connect it
- 1
Connect your account
You create a key in Finmei, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Finmei questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Finmei's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Finmei to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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