Finmei integration

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, dat…

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.

Delete Product

Deletes 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 endpoint patterns to maximize compatibility across different Finmei API deployments. Use this when yo…

Download Expense File

Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense.

Download Invoice PDF

Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.

Get Expense by ID

Tool 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 ID

Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.

Get Payment

Tool 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 ID

Tool to retrieve a product by its ID. Use when you need detailed information about a single product.