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Finexio MCP connector

The Finexio connector brings counterparties, invoices, payments, drawdowns and supplier contacts into Claude, ChatGPT, Cursor, Microsoft Copilot and the Elaichi Agent, so your team can ask about supplier payments and keep Finexio records current from one governed endpoint.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

Show Finexio invoices created for Acme this month.

Working in Finexio with Elaichi

  • List all Finexio counterparties
  • Get single Finexio counterparty by ID
  • List all Finexio invoices
Ask anything…
Governance / Audit log Last 24 hours
Finexio List all Finexio invoices Emily Carter · ChatGPT · 9:41 AM Done
Finexio Get single Finexio counterparty by ID Emily Carter · ChatGPT · 9:41 AM Done
Finexio List all Finexio counterparties Emily Carter · ChatGPT · 9:41 AM Done
Finexio Create a Finexio counterparty Megan Brooks · Claude · 9:38 AM Done
Finexio Update a Finexio counterparty by ID Ryan Hayes · Cursor · 9:35 AM Done

How to connect Finexio to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Finexio MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Finexio MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

Finexio MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

Finexio MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Finexio MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect Finexio to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

What teams do with Finexio through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Finexio is logged.

  • Accounts payable

    Check where a supplier payment stands

    When a supplier calls asking about an invoice, ask which Finexio payments cover it and whether they have gone out, then read the answer back without opening another screen.

  • Accounts payable

    Load a batch of invoices at once

    Hand over the approved invoices from the weekly run and have them created in Finexio in a single pass, then confirm the list matches what was approved.

  • Finance

    Reconcile drawdowns against payments before close

    Pull the drawdowns for the period alongside the payments they funded and spot anything that does not add up while there is still time to fix it.

  • Procurement

    Set up a new supplier as a counterparty

    Create the counterparty in Finexio and add the remittance contact from the onboarding form, so the first payment reaches the right person with the right details.

  • Treasury

    Answer a payment inquiry with the image

    When a supplier says a check never arrived, pull the payment image for that payment and send it along as proof of what was issued and when.

  • Finance operations

    Get told when payment status changes

    Set up a webhook in Finexio so the team hears when payments move, and update or retire it later as your process changes.

Try asking

  • “Show Finexio invoices created for Acme this month.”
  • “List Finexio payments over 10,000 awaiting settlement.”
  • “Which Finexio counterparties have no invoices this quarter?”

See all 26 Finexio tools →

What connecting Finexio gets you

6 screens from Elaichi, each doing one job for your Finexio account.

Elaichi Agent

Ask Elaichi to work across your apps.

Show Finexio invoices created for Acme this month.

List Finexio payments over 10,000 awaiting settlement.

Which Finexio counterparties have no invoices this quarter?

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about Finexio payments, get real answers.

Plain language questions run against live Finexio invoices, payments and counterparties.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot reach Finexio.

One governed MCP endpoint for Finexio, no SDK and no shared API key.

ElaichiTools
Tool Action Description
List all Finexio counterparties List List all Finexio counterparties (buyers and suppliers). Returns: id, name, type, internal_id, created, updated, payment_method, country, address_1, and additional contact, banking, and 12-month spend fields.
Create a Finexio counterparty Create Create a new Finexio counterparty (Supplier). Returns: id, name, type, internal_id, created, updated, payment_method, ineligible_for_conversion, remit_data, and address and contact fields. Required: name, type, internal_id.
Get single Finexio counterparty by ID Get Get a single Finexio counterparty by id. Returns: id, name, type, internal_id, created, updated, address fields, payment_method, contact details, ineligible_for_conversion, and issue_one_disbursement_per_invoice. Required: id.
Update a Finexio counterparty by ID Update Fully replace an existing Finexio counterparty by id. Returns: id, name, type, internal_id, created, updated, address, payment_method, contact details, ineligible_for_conversion, and issue_one_disbursement_per_invoice. Required: id, name, type, internal_id.
Finexio counterparties partial update Update Partially update an existing Finexio counterparty by id; only submitted fields are modified. Returns: id, name, type, internal_id, created, updated, address, payment_method, contact details, ineligible_for_conversion, and issue_one_disbursement_per_invoice. Required: id.

Tool catalog

26 Finexio tools ready without custom code.

Counterparties, invoices, payments, payment images and drawdowns, with every method listed.

ElaichiToolboxes
Name Source template Tools Created

Accounts payable toolbox

Finexio · invoices and payments

Finexio starter 18 Mar 4, 2026

Treasury toolbox

Finexio · drawdowns and balances

— 9 Mar 2, 2026

Vendor management toolbox

Finexio · counterparties and onboarding

— 24 Feb 27, 2026

Controllers toolbox

Finexio · payment images and reconciliation

Finexio starter 6 Feb 19, 2026

Procurement toolbox

Finexio · supplier invoices

— 31 Jan 30, 2026

Internal audit toolbox

Finexio · payment history reviews

— 12 Jan 22, 2026

Toolboxes

Every team gets its own Finexio toolbox.

Curate one toolbox per team so each sees only relevant Finexio tools.

ElaichiConnections
Connection Scope Status Access
FI

Finexio (Payables US)

Connected by Emily Carter

Personal • Active 1 team · 6 members
FI

Finexio (Treasury)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
FI

Finexio (Vendor onboarding)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
FI

Finexio (Controllers)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
FI

Finexio (Procurement EMEA)

Connected by Ryan Hayes

Personal • Active Not shared
FI

Finexio (Shared services)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates pay through Finexio without a credential.

See who connected each Finexio account and which teams and members use it.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Finexio Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Finexio Counterparties Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Finexio Counterparties List Toolbox

Audit log

Answer who touched which Finexio payment.

Every Finexio call is logged with time, person, action, type and resource.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

Finexio digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch counterparties

    Finexio

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    Finexio

    Queued

Automations

A schedule drafts your Finexio payment digest.

Finexio payments are fetched, grouped, drafted, approved by a person, then posted back.

Finexio health

Refreshed 4 minutes ago · every 15 minutes · from the counterparties collection

Live

Counterparties

1,284 ↓ 12%

Invoices

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Counterparties created

Last 14 days

By team

Share of activity

Payables US 34%

Treasury 27%

Vendor onboarding 21%

Controllers 18%

Collections and dashboards

Finexio invoice numbers land before anyone asks.

Four metrics, 14 days of records created and a team breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Finexio

All three can connect Finexio to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Finexio, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over Finexio tools Allow or restrict single Finexio tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per Finexio call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

Finexio tools for your AI agents

26 tools are ready to call through Elaichi's MCP endpoint the moment you connect Finexio, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

How do I connect Finexio to Claude?

Connect Finexio in Elaichi first, which asks for your Finexio API key and nothing else, so there is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Sign in as yourself and Finexio counterparties, invoices and payments are available in the conversation.

Does Finexio work with ChatGPT and Cursor as well as Claude?

Yes. Once Finexio is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client and the Elaichi Agent. You connect Finexio once and every client picks it up.

What can an AI agent actually do with my Finexio data?

With Finexio connected, an agent can look up counterparties, invoices, payments, payment images and drawdowns and answer questions like which supplier payments went out this week or which invoices are still open. It can also create and update counterparties, load invoices in bulk, add or change supplier contacts, and manage the webhooks that tell your other systems when something in Finexio changes.

Does connecting Finexio give the AI access to all of our payments?

An agent working through Finexio sees only what the Finexio API key you connected can see, and Elaichi can narrow that further but never widen it. Restrictions decide which actions on counterparties, invoices, payments and contacts are allowed at all, and every request is made in the name of the person who signed in. Nothing about connecting Finexio grants access that did not already exist.

Can my team share one Finexio connection?

Yes. One person connects Finexio in Elaichi with the API key and shares the connection with a team, and nobody else on that team ever sees or handles the key. Each teammate still signs in to Elaichi as themselves, so the audit log records exactly who looked up a payment or created a counterparty in Finexio.

Can I stop an agent from deleting or changing things in Finexio?

Yes. Restrictions in Elaichi apply per action, so you can allow reading Finexio invoices and payments while restricting the creation or updating of counterparties, the removal of supplier contacts, or any change to webhooks. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT or any other client cannot run it, whatever the prompt says.

What happens to a Finexio connection when someone leaves?

When you offboard someone in Elaichi, their access to Finexio through the endpoint ends at once, in every client they had set up. A shared Finexio connection keeps working for everyone else on the team, because the API key was held by Elaichi rather than by the person leaving. If you ever want to remove Finexio entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot and every other client together.

Does the Finexio MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Finexio is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Finexio?

Yes. Both let Claude, ChatGPT or Cursor use Finexio. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Finexio call.

How is Elaichi different from Composio for Finexio?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Finexio: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Finexio in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot