Finmei

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.

Untrusted display-only summary

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…

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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 you need to: - Permane…

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.

Untrusted display-only summary

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

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.

Untrusted display-only summary

Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.

Untrusted display-only summary

Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.

Untrusted display-only summary

Tool to list invoices. Use when you need a paginated list of invoices with basic details.

Untrusted display-only summary

Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.

Untrusted display-only summary

Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.

Untrusted display-only summary

Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.

Untrusted display-only summary

Tool 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 endpoint instead.

Untrusted display-only summary

Updates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the file only - use the Update Expense action for updating other expense fields like amount, date, or description. The file…

Untrusted display-only summary

Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.

Untrusted display-only summary

Updates 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 least one field to update. The action returns the complete updated product details. Prerequisites: - The product must…

Untrusted display-only summary