Finmei
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
Verdict
Common use cases
- Draft invoices during client calls
- Check payment status while troubleshooting billing
- Look up product pricing for proposals
- Delete obsolete customer records from chat
- Verify currency codes before quoting international clients
Integration
- Vendor
- Finmei
- Category
- finance
- Auth
- API_KEY
- Tools
- 14
- Composio slug
finmei
Tools
- Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
- Delete Customerdestructive
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
- Delete Invoicedestructive
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
- Delete Paymentdestructive
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
- Delete Productdestructive
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
- 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.
- 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 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 Product
Tool to update an existing product's details. Use when you need to modify product information after confirming the product ID.
Setup
Setup guide
- 11. In Switchy, open any Space and click the MCP icon in the sidebar, then search for Finmei. 2. Click Connect and you'll see a prompt for your Finmei API key. 3. Log into your Finmei account in a separate tab, navigate to Settings > API Keys, and generate a new key with read and write permissions. 4. Copy the key and paste it into the Switchy dialog, then click Authorize. 5. Switchy will confirm the connection is active. 6. To test, type '@Finmei list all currencies' in the Space chat — you should see a list of supported currency codes appear within seconds. 7. From now on, @mention Finmei in any message to invoke its tools, like creating an invoice or retrieving a customer record.
What teammates see: by default, memories from Finmei are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Create Client Invoice
@Finmei create an invoice for customer ID 12345 with two line items: consulting services for $2000 and software license for $500, due in 30 days.Open in a Space →
Check Payment Details
@Finmei get payment details for payment ID 67890 and confirm the amount, date, and associated invoice.Open in a Space →
Look Up Product Info
@Finmei retrieve product details for product ID 111 including name, price, and currency.Open in a Space →
List Supported Currencies
@Finmei list all supported currencies so I can confirm which codes to use for our European customers.Open in a Space →
Remove Outdated Customer
@Finmei delete customer ID 54321 after confirming it's a duplicate entry we no longer need.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Finmei list all unpaid invoices from the last 30 days and show me the total outstanding amount by customer
Based on Finmei's records, you have 12 unpaid invoices from the past 30 days totaling $47,320. The breakdown by customer: Acme Corp ($18,500 across 4 invoices), BlueSky Ltd ($12,200 across 3 invoices), Vertex Inc ($9,800 across 3 invoices), and two smaller accounts. The oldest unpaid invoice is 28 days overdue from Acme Corp (Invoice #INV-2847, $4,200). All amounts are in USD. This summary reflects invoice statuses as of the last sync with your Finmei account.
This example demonstrates Finmei's read capabilities for invoice tracking and aging analysis. Requires read access to invoices and customers. The MCP retrieves current data but doesn't auto-refresh—if invoices are paid between the query and now, you'll see stale totals. Useful for cash flow monitoring and follow-up prioritization.
@Finmei create an invoice for Vertex Inc: 40 hours of consulting at $150/hour, plus $200 in expenses, due in 15 days
Invoice created successfully in Finmei. Invoice #INV-3104 for Vertex Inc totals $6,200 ($6,000 consulting + $200 expenses). Line items: 'Consulting Services' (40 hrs × $150) and 'Project Expenses' ($200 flat). Payment terms set to Net 15, due date March 28, 2025. Currency: USD. Status: Unpaid. The invoice is now visible in your Finmei dashboard and can be sent to the customer via Finmei's email workflow or exported as PDF.
This write operation creates a permanent invoice record in your Finmei account. Requires write access to invoices and assumes Vertex Inc already exists as a customer (the MCP will error if customer_id is missing). Double-check line item details before issuing—Finmei doesn't version invoices, so corrections require manual edits or deletion.
@Finmei pull all payments received this quarter and draft a short revenue summary for our board update
Finmei shows 87 payments received in Q1 2025, totaling $214,600. Revenue breakdown: January $68,200 (28 payments), February $71,900 (31 payments), March $74,500 (28 payments). Average payment size: $2,467. Largest single payment: $18,500 from Acme Corp on Feb 12. Payment methods: 72% bank transfer, 23% credit card, 5% check. Three payments remain unreconciled pending bank confirmation. Draft summary: 'Q1 revenue reached $214.6K across 87 transactions, up 12% quarter-over-quarter. Payment velocity improved in March with faster bank transfer adoption. Outstanding receivables stand at $47K as of quarter-end.'
This synthesis example pairs Finmei's payment data with AI reasoning to generate executive-ready insights. The MCP fetches raw payment records; the AI aggregates and interprets trends. Useful for board decks or investor updates, but verify unreconciled payments manually before publishing—Finmei's sync timing can lag real bank activity by 1-2 business days.
Use-case deep-dives
When Finmei wins for solo consultants billing clients
A freelance designer working with 8-12 active clients needs to generate invoices mid-conversation without switching to QuickBooks or Stripe. Finmei's Create Invoice tool lets you draft the invoice in chat, confirm line items with the client over Slack or email, then push it live with one command. The 14-tool scope covers the full invoice lifecycle—create, retrieve, delete if you fat-finger the amount. This works until you hit ~30 invoices a month or need multi-currency reconciliation; at that scale, you're better off with a dedicated accounting MCP that syncs to your ledger. If you bill sporadically and want invoicing inside your AI workspace, Finmei is the fastest path from chat to paid.
When Finmei handles SaaS support ticket payment checks
A 6-person SaaS support team fields 40-50 tickets daily, many asking "did my payment go through?" or "can you refund this charge?" Finmei's Get Payment and List Currencies tools let support reps pull payment status without leaving the chat thread or pinging finance. The API key auth means you control access at the team level, not per-seat. This breaks down if your payment volume exceeds 500 transactions a month—Finmei doesn't expose batch queries or webhook history, so you'll spend more time searching than answering. For early-stage teams where payment questions are ad-hoc and low-volume, Finmei keeps support moving without a Stripe dashboard tab open.
When Finmei speeds up seasonal SKU pruning
A 3-person Shopify store runs seasonal drops and needs to archive old products every quarter to keep the catalog current. Finmei's Delete Product and Get Product by ID tools let the ops lead review SKUs in chat, confirm which ones sold zero units last season, then bulk-delete without logging into Finmei's web UI. The 14-tool set also covers invoice and customer cleanup, so you can run end-of-quarter hygiene in one session. This stops working if your catalog exceeds 200 SKUs—Finmei doesn't support filtered list queries, so you're manually checking IDs one by one. For small catalogs with predictable churn, Finmei turns quarterly cleanup from a two-hour admin slog into a 20-minute chat task.
Frequently asked
What does the Finmei MCP do in Switchy?
It connects your Finmei account so AI agents can create invoices, manage customers, retrieve payment details, and handle product catalogs without leaving the chat. Instead of switching to Finmei's dashboard to log an invoice or check a payment status, you ask the agent and it executes the action directly through the MCP's 14 tools.
Do I need admin access to connect Finmei MCP?
You need an API key from your Finmei account, which typically requires admin or billing-level permissions to generate. Check your Finmei settings under API or Integrations to create the key. If you're not an admin, ask whoever manages your Finmei subscription to provision it for you.
Can the Finmei MCP update existing invoices?
No. The MCP can create new invoices and delete invoices by ID, but it doesn't expose an update or edit tool. If you need to change an invoice after creation, you'll either delete and recreate it via the agent or log into Finmei directly to make the edit.
Why use the MCP instead of Finmei's web dashboard?
The MCP lets you handle invoicing and payment lookups inside the same chat where you're already discussing customer issues or project budgets. You skip context-switching and can chain actions—like creating an invoice, then immediately sending the details to Slack—without copying data between tabs. For one-off edits, the dashboard is still faster.
Who on the team should connect the Finmei MCP?
Whoever owns your Finmei account and has API key access should set it up in Switchy. Once connected, any team member with workspace access can invoke the tools, so limit workspace invites to people you trust with invoice creation and deletion permissions. The MCP doesn't enforce role-based access beyond what Finmei's API key allows.