Finmei MCP integration
Raises invoices with line items, files expenses with receipts attached, reports on payments, and corrects customer and product records.
24actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create invoice
Lyro generates a new invoice in Finmei with buyer information and line items for immediate sending. Customers receive invoices from support chat without accounting staff having to re-enter data.
Create expense
Lyro records an expense with an attached receipt or invoice in Finmei for instant accounting. Business owners stop managing receipts in email when Lyro files them automatically during support.
Download invoice PDF
Lyro downloads an invoice as a PDF to share directly with the customer in chat. Support teams respond faster when they can attach the file immediately instead of asking customers to request it.
How businesses use Finmei + Lyro
Each card is one request a support team gets, and the Finmei actions Lyro runs to close it.
Raise an invoice from what the customer described
Lyro checks the supported currency codes, creates the invoice with buyer details, line items, and type - regular, VAT, preliminary, or credit - and returns the PDF for sending.
List CurrenciesCreate InvoiceDownload Invoice PDFFile an expense with its receipt attached
Lyro records the expense with its date, total, currency, and seller alongside the uploaded receipt, replaces the file when a better copy arrives, and reads the record back to confirm it.
Create ExpenseUpdate Expense FileGet Expense By IDAnswer where a payment or invoice stands
Lyro filters the payment records, opens the one in question for its detail, and cross-checks it against the invoice list, so a customer asking whether their payment landed gets a real answer.
List PaymentsGet PaymentList InvoicesCorrect the records behind the paperwork
Lyro updates a customer whose billing details changed, adjusts a product's name, description, or price in the catalog, and removes the duplicate record that keeps causing confusion.
Update CustomerUpdate ProductDelete Customer
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Finmei actions it has and picks the ones a request needs.
Connect Finmei
Authorize the Finmei account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Finmei actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Finmei · Lyro
What can you do in Finmei without me setting anything up?
These, right away:
- Create expense
- Get expense by ID
- Delete customer
Great, let's start with the first one.
FAQ
Everything else about Finmei
Setup, permissions, and the limits of what Lyro can do inside Finmei.
Not directly. The toolkit exposes create actions for invoices and expenses only - customers, products, and payments can be listed, read, updated, and deleted, but not created. Buyer details go in through Create Invoice instead, which accepts a person or a company inline with the line items.
Every action available in Finmei
All 24 actions your agent can call on Finmei, straight from the live MCP connection.
Create expense
Create a new expense with file upload (receipt or invoice).
Create invoice
Creates a new invoice in Finmei with buyer information and line items.
Delete customer
Delete a specific customer by their ID.
Delete invoice
Delete an invoice.
Delete payment
Delete a payment record by its unique identifier.
Delete product
Deletes a product from the Finmei catalog by its unique identifier.
Download expense file
Download the file associated with an expense.
Download invoice PDF
Download an invoice as a PDF file.
Get expense by ID
Retrieve a single expense by its ID.
Get invoice by ID
Retrieve a single invoice by its ID.
Get payment
Retrieve details of a specific payment by its ID.
Get product by ID
Retrieve a product by its ID.
Get profile
Retrieve main information about the business to which the API token is assigned.
List currencies
List all currencies supported by Finmei.
List customers
List all customers with optional filters and pagination.
List expenses
List all expenses for the business.
List invoices
List invoices.
List payments
Retrieve a list of payments.
List products
Retrieve a list of products with optional filters and pagination.
Update customer
Update an existing customer's details.
Update expense
Update an existing expense's fields including date, total, currency, and seller.
Update expense file
Updates the file attachment of an existing expense in Finmei.
Update invoice
Update an existing invoice in Finmei.
Update product
Updates an existing product in the Finmei product catalog.
The tools Finmei sits next to
Same connection, same setup. Pick the next one your team already uses.
Brex
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Eodhd apis
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Givebutter
Givebutter is a fundraising platform with a free, open API for managing campaigns and donations.
Payhere
Reads payment and subscription history, creates and edits plans, and registers the webhooks that announce a payment or a cancellation.
Ramp
Reads transactions and statements, issues and suspends cards, processes reimbursements with receipts, and subscribes to Ramp events.
Xero
Opens invoices with line items and status, records payments and bank transactions, pulls P&L and Balance Sheet reports, and maintains contacts.
Ready to connect Finmei?
Authorize the account and your agent has all 24 actions from the first conversation.