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
Show Finexio invoices created for Acme this month.
Working in Finexio with Elaichi
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List all Finexio counterparties
-
Get single Finexio counterparty by ID
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List all Finexio invoices
How to connect Finexio to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
Finexio MCP connector for Claude
-
1
Open Customize, then Connectors.
-
2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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
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1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
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
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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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
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
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
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1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
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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
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
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.
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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.
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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.
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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.
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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.
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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.
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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?”
What connecting Finexio gets you
6 screens from Elaichi, each doing one job for your Finexio account.
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.
Copy the endpoint
AI apps
Claude, ChatGPT, Cursor and Microsoft Copilot reach Finexio.
One governed MCP endpoint for Finexio, no SDK and no shared API key.
Tool catalog
26 Finexio tools ready without custom code.
Counterparties, invoices, payments, payment images and drawdowns, with every method listed.
Toolboxes
Every team gets its own Finexio toolbox.
Curate one toolbox per team so each sees only relevant Finexio tools.
Shared connections
Teammates pay through Finexio without a credential.
See who connected each Finexio account and which teams and members use it.
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
-
✓
Schedule
Every weekday at 8:00 AM
0.2s -
✓
Fetch counterparties
Finexio
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Jake Morgan
Approve Deny -
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
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.
| 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.
No tools match your search.
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 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