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AI agent integrationFinmei

Finmei integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Finmei never means pasting credentials into a prompt.

Use Finmei from Claude Code

Bring Finmei context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Finmei with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Finance & Accounting

What the Finmei integration exposes

Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.

One connection, many teammates

Connect Finmei once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Create Expense

    Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and seller information.

  • Create Invoice

    Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantities and prices - Invoice type (regular, VAT, preliminary, credit) - Currency, dates, and custom notes Example: "Create an invoice for Tech Solutions Inc with 3 months of support services at $99.99/month"

  • Delete Customer

    Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.

  • Delete Invoice

    Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.

  • Delete Payment

    Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove incorrect, duplicate, or obsolete payment records.

Connection

API and auth details

Finmei is an invoicing tool for creating and managing invoices and simplifying billing workflows. Public API documentation was not readily discoverable; integrations should treat API and external integration details as account- or vendor-confirmed while focusing public landing content on invoicing, partner/customer management, and billing automation capabilities.

Source
Type catalog metadata
Auth schemes
API key
Official site
https://finmei.com/
FAQ

Questions people ask before connecting Finmei

Can Claude Code use Finmei?

Yes. Type lets an AI teammate use connected Finmei actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Finmei through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Finmei catalog entry includes public integration details and example capabilities where available.

Is this the same as a Finmei MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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