Finmei for AI agents
Agents read Finmei at once. Changes and sends are held for a person's approval by default.
About Finmei
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
What an agent can do in Finmei
Every Finmei action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Finmei without asking first. 11 actions.
- Get Expense by IDTool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.
- Get Invoice by IDTool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
- Get PaymentTool 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 IDTool to retrieve a product by its ID. Use when you need detailed information about a single product.
- Get ProfileTool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code.
- List CurrenciesTool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
- List CustomersTool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
- List ExpensesTool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
- List InvoicesTool to list invoices. Use when you need a paginated list of invoices with basic details.
- List PaymentsTool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
- List ProductsTool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 9 actions.
- Create InvoiceCreates 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/ser
- Delete CustomerTool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
- Delete InvoiceTool to delete an invoice. Use when you need to remove an existing invoice by its ID.
- Delete PaymentDelete 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 y
- Delete ProductDeletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple en
- Update CustomerTool to update an existing customer's details. Use after confirming the customer ID to modify their information.
- Update ExpenseTool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpo
- Update InvoiceTool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.
- Update ProductUpdates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at
Changes wait in Needs you
Changes and sends in Finmei are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Finmei questions
Can an agent change data in Finmei on its own?
Not by default. Changes and sends in Finmei are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Finmei?
This connector lists 11 read actions. Reads run at once, without waiting for approval.
How does Finmei connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.