19 available actions
What your AI agent can do in Finmo
Finmo provides payment collection, payouts, wallets, foreign exchange, virtual accounts, and transaction management for businesses. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 19 actions.
Common starting points
- Get PaymentGet one payin, payout, or refund by its Finmo reference ID.
- Get Payin Method RequirementsReturn the dynamic required fields, validation regexes, limits, instructions, and capabilities for one Finmo payin method.
- Create CustomerCreate a real production Finmo customer profile containing personal or company identity data.
- Create PayinCreate a real production payin that can collect money from a customer and credit a customer or merchant wallet.
- Transfer Wallet FundsMove real production funds immediately between two Finmo wallets.
Browse all 19 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 13 actions
- Get Payin Method RequirementsReturn the dynamic required fields, validation regexes, limits, instructions, and capabilities for one Finmo payin method.
- Get PaymentGet one payin, payout, or refund by its Finmo reference ID.
- Get Payout Method RequirementsReturn the dynamic payout, beneficiary, and sender field requirements for one Finmo payout method.
- Get WalletGet one wallet and its currency accounts, including actual and available balances.
- List CustomersList one page of individual or company customer profiles and wallet-readiness state.
- List Payin MethodsList one page of enabled ways to collect money for a country and currency, with a continuation cursor when more results exist.
- List PayinsList inbound payment attempts with status, method, customer, wallet, and time filters.
- List Payout BeneficiariesList one page of stored payout beneficiaries and their destination details.
- List Payout MethodsList one page of enabled payout rails for a sender and beneficiary country/currency pair.
- List PayoutsList one page of outbound payments with status, payout method, and time filters.
- List RefundsList one page of refunds with status, originating payin, amount, and time filters.
- List TransactionsList organization-level financial transactions for reconciliation, filtered by customer, event type, settlement, reconciliation, or time.
- List WalletsList one page of Finmo wallets available to the connected organization or a customer.
Create & communicateCreate records or send supported messagesView 5 actions
- Create CustomerCreate a real production Finmo customer profile containing personal or company identity data.
- Create PayinCreate a real production payin that can collect money from a customer and credit a customer or merchant wallet.
- Create PayoutSend real production funds from a Finmo wallet to a beneficiary.
- Create Payout BeneficiaryCreate a real payout beneficiary in the connected Finmo production account.
- Create RefundIssue a real production full refund for a completed Finmo payin.
Other actionsSpecialist and administrative actions.View 1 action
- Transfer Wallet FundsMove real production funds immediately between two Finmo wallets.
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 Finmo
How does the agent connect to Finmo?
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 Finmo?
The page above lists the 19 actions currently available through the Finmo connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Finmo 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 Finmo 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 Finmo to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.