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Finmei integration for Claude and Codex

Create a Finmei connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Finmei from Claude

Add the Finmei connection to a Space that runs Claude, then use it from every channel in that Space.

Use Finmei from Codex

Add the Finmei connection to a Space that runs Codex, then use it from every channel in that Space.

Use Finmei from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Finance & Accounting

What the Finmei connector can do

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

One connection, many Spaces

Connect Finmei once, then decide which Spaces can use it in threads, skills, automations, 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 use Finmei?

Yes. Add a Finmei connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Finmei through Type?

Yes. Add a Finmei connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Finmei MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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