Model Context Protocol
Developer Preview

Bring Finwaise into your AI workspace

MCP turns Finwaise into a set of tools your AI assistant can use. Ask Claude, or any MCP-compatible client, to find an invoice, approve a payment, or answer questions about your documents.

Connect a clientSee available tools
Claude · finwaise

You

Approve any pending invoices from Telefónica under ARS 50.000.

Claude

Sure, let me check what's waiting for your approval and apply that filter.

→ finwaise_list_pending_approvals()
→ finwaise_approve_document(id, comment)

How MCP works

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external systems through a shared interface.

Think of MCP as a USB-C port for AI: one cable, every app.

AI client

Claude, ChatGPT, Cursor, VS Code. Anything that speaks MCP.

MCP protocol

A standard format for describing tools and exchanging requests.

Finwaise MCP server

Translates MCP tool calls into authenticated Finwaise API requests.

Your Finwaise data

Documents, providers, approvals. Scoped to your company and your user.

What you can do from any AI chat

Four examples that work today, in any MCP-compatible client.

“List my pending approvals and approve the ones from vendor X under €1.000.”

Process approvals from chat

Claude lists what's waiting, you confirm, and approvals happen one by one with full audit trail.

“Find the last 5 invoices from CUIT 30-71925926-6.”

Search documents and providers

Filter by provider, date range, status, without leaving your editor or chat.

“How much did we spend on Telefónica last month?”

Ask your documents anything

RAG over the company's processed invoices and receipts, with citations to the source documents.

“Upload this PDF and tell me what's in it.”

Send a PDF to be processed

Hand Claude a file, the MCP server stores it in Finwaise, and OCR runs asynchronously.

Available tools

Twenty-two tools, grouped by what they touch.

Tool
Category
What it does
finwaise_list_companies
Account
List every company you have access to. Use the returned ids as company_id on other tools to scope queries to a specific tenant.
finwaise_list_documents
Documents
List your company's documents with filters by provider, status, and date.
finwaise_get_document
Documents
Fetch the full record for one document, including line items and taxes.
finwaise_upload_document
Documents
Upload a PDF for OCR and classification. Processing is asynchronous.
finwaise_search_providers
Providers
Search providers by CUIT (tax id) or name.
finwaise_get_provider
Providers
Fetch a provider's details, including tax authority lookups.
finwaise_list_pending_approvals
Approvals
List documents waiting on the caller's approval.
finwaise_approve_document
Approvals
Approve a document at its current approval level, optionally with a comment.
finwaise_reject_document
Approvals
Reject a document and halt its approval workflow. A reason is required.
finwaise_ask
Q&A
Ask a natural-language question about your processed documents. Returns the answer with citations.
finwaise_list_reports
Reports
List the accounting reports available to your company (VAT ledger, payables aging and more), with category and country.
finwaise_generate_report
Reports
Generate an accounting report for a period and get download links in PDF, XLSX or HTML.
finwaise_list_report_runs
Reports
List past runs of a report, with status, totals and download links.
finwaise_get_financial_statements
Ledger
Get financial statements computed live from posted journal entries: trial balance, income statement, balance sheet or per-account balances.
finwaise_list_sales_invoices
Sales
List your sales invoices (including credit/debit notes) with their collection status.
finwaise_search_customers
Sales
Search customers by name or tax ID.
finwaise_get_customer_account
Sales
Get a customer's account: balance, open invoices and movements.
finwaise_list_payment_orders
Payments
List payment orders with status, provider and totals. Read-only.
finwaise_get_payment_order
Payments
Get one payment order in detail: applied documents, withholdings and payment method. Read-only.
finwaise_get_exchange_rates
Indicators
Query daily USD/ARS exchange-rate series (Banco Nación, wholesale, MEP, CCL, blue, tarjeta).
finwaise_get_inflation
Indicators
Query monthly IPC inflation (month-over-month and year-over-year) from BCRA.
finwaise_openapi_spec
Developer
Fetch the live Finwaise OpenAPI 3.0 spec. Use this when generating client code or writing integrations. Beats stale cached knowledge.

Every tool runs through the same authenticated Finwaise API: the same permissions and audit trail apply.

Connect your favorite client

Hosted MCP server with OAuth. Pick your client, paste one URL, sign in once. No tokens to copy, nothing to install locally.

Sign in with your Finwaise account

When you connect, your MCP client opens your browser for sign-in. No tokens to copy, no config files to edit by hand. OAuth via Cognito: the same account you use for the web app.

MCP server URL
https://mcp.finwaise.io/mcp

Production endpoint. This is the URL to use for real integrations.

  1. Open Claude Desktop → Settings → Connectors.
  2. Click + and choose Add custom connector.
  3. Paste the MCP server URL above into the URL field, give it a name (e.g. Finwaise), and click Add.
  4. The first time you use a finwaise tool, Claude opens a browser window for Finwaise sign-in.

Available on Claude Free (1 connector limit), Pro, Max, Team, and Enterprise. On Team / Enterprise, Connectors live under Organization settings and only Owners can add them. Claude reaches your MCP server from Anthropic's cloud, so the server must be on the public internet, which stage-mcp.finwaise.io is.

Already using Finwaise?

Connect from the app: guided instructions and live connection verification.

Connect from the app

Frequently asked questions

The questions we hear most about Finwaise MCP.

Want early access?

MCP is in developer preview. Talk to us about your use case and we'll help you get connected.