Connect Claude & ChatGPT to Finmap

89 tools for Finmap

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• create_categoryChanges dataCreate a new category. Required: label, vendor edit lock url or parent id.
• create_category_categories_expense_controller_createChanges dataCreate a new category. Required: label, vendor edit lock url or parent id.
• create_companyChanges dataCreate a new company. Required: label.
• create_customChanges dataCreate a new custom. Required: from, to or rate. API summary: Create or update custom currency exchange rate.
• create_debitorChanges dataCreate a debitor with a `label` (its name). List debitors first to avoid duplicates.
• create_employeeChanges dataCreate a new employee. Required: label.
• create_expenseChanges dataRecord an expense operation: `amount`, `account_from_id` (the account it leaves), `date` (Unix time in milliseconds), plus optional `category_id`, `supplier_id` or `counterparty_id`, `project_id`, `tag_ids` and `comment`. This only records it in Finmap; no money moves.
• create_incomeChanges dataRecord an income operation: `amount`, `account_to_id` (the account it lands in), `date` (Unix time in milliseconds), plus optional `category_id`, `customer_id` or `counterparty_id`, `project_id`, `tag_ids` and `comment`. This only records it in Finmap; no money moves.
• create_investorChanges dataCreate a new investor. Required: label.
• create_invoiceChanges dataCreate an invoice: `invoice_number`, `invoice_currency`, `goods` (line items, each an existing good id or a label), the client (`supplier_id` plus `supplier_details` text) and your own issuing company (`invoice_company_id` plus `invoice_company_details` text). Optional discount, shipping and payment date.
• create_new_invoice_companiesChanges dataCreate a new company. Required: label. API summary: Create new invoice companies.
• create_new_invoice_goodChanges dataCreate a new invoice. Required: label. API summary: Create new invoice good.
• create_ownerChanges dataCreate a new owner. Required: label.
• create_projectChanges dataCreate a project with a `label` (its name). List projects first to avoid duplicates.
• create_supplierChanges dataCreate a supplier with a `label` (its name). List suppliers first to avoid duplicates.
• create_supplier_2Changes dataCreate a new supplier. Required: label.
• create_tagChanges dataCreate a new tag. Required: label.
• create_webhookDeletesCreate a new webhook. Required: name or url. Destructive action; may require approval.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval.
• delete_category_categories_expense_controller_deleteDeletesPermanently delete a category by category id. Destructive action; may require approval.
• delete_category_exclude_filter_by_dashboardDeletesPermanently delete a exclude filter by dashboard by dashboard id. Destructive action; may require approval.
• delete_category_exclude_filter_by_dashboard_categories_expense_cDeletesPermanently delete a exclude filter by dashboard by dashboard id. Destructive action; may require approval.
• delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
• delete_customDeletesPermanently delete a custom by to. Destructive action; may require approval. API summary: Delete custom currency exchange rate.
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete one attachment.
• delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval.
• delete_expenseDeletesPermanently delete an expense operation by its Finmap ID (passed as `category_id`). This cannot be undone.
• delete_incomeDeletesPermanently delete an income operation by its Finmap ID (passed as `category_id`). This cannot be undone.
• delete_investorDeletesPermanently delete a investor by investor id. Destructive action; may require approval.
• delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete operation by externalId.
• delete_invoice_invoice_controller_delete_by_external_idDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete operation by externalId.
• delete_invoice_invoice_controller_delete_by_idDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete operation by id.
• delete_one_invoice_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete one invoice company.
• delete_one_invoice_goodDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete one invoice good.
• delete_operation_by_externalidDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete operation by externalId.
• delete_ownerDeletesPermanently delete a owner by owner id. Destructive action; may require approval.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
• delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval.
• delete_supplier_suppliers_controller_deleteDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval.
• delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
• delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
• get_category_exclude_filter_by_dashboardGet one exclude filter by dashboard for a category by dashboard id.
• get_category_exclude_filter_by_dashboard_categories_expense_contGet one exclude filter by dashboard for a category by dashboard id.
• get_invoiceGet the full details of one invoice by its Finmap `id` or its `external_id`.
• get_invoice_pdfGet the PDF of an invoice by its ID (`pdf_id`), with optional `language` (en, es, pl, pt-BR, uk and others).
• get_operationGet the full details of one operation by its Finmap `id` or its `external_id`.
• list_accountsList your Finmap money accounts (bank accounts, cash, cards). Set `with_balances` to "true" to include current balances.
• list_allsList alls. API summary: Get custom currency exchange rate.
• list_companiesList companies.
• list_currenciesList the currencies available in Finmap.
• list_debitorsList debitors (counterparties who owe you money).
• list_documentsList documents. API summary: Get all attachments.
• list_employeesList employees.
• list_expense_categoriesList expense categories. Use to find a `category_id` before recording an expense.
• list_income_categoriesList income categories. Use to find a `category_id` before recording income.
• list_investorsList investors.
• list_invoice_companiesList your issuing companies (your own business details shown on invoices), to find an `invoice_company_id`.
• list_invoice_goodsList the saved goods and services used as invoice line items.
• list_invoicesChanges dataList invoices, filtered by `invoice_status` (overdue, payed, notPayed, all), `start_date`/`end_date` (Unix time in milliseconds) or `counterparty_ids`; page with `limit` and `offset`.
• list_ownersList owners.
• list_projectsList projects, to find a `project_id` for operations.
• list_suppliersList suppliers, to find a `supplier_id` for expenses.
• list_suppliers_2List suppliers.
• list_tagsList tags, to find `tag_ids` for operations.
• list_webhooksList webhooks.
• patch_one_invoice_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Patch one invoice company.
• patch_one_invoice_goodChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Patch one invoice good.
• pay_invoiceMoves moneyPay a invoice (invoice id). Financial or irreversible action; may require approval. API summary: Delete operation by externalId.
• pay_operationMoves moneyTransfer a operation. Financial or irreversible action; may require approval. API summary: Create transfer operation.
• pay_transferMoves moneyPay a transfer (transfer id). Financial or irreversible action; may require approval. API summary: Delete operation by id.
• search_operationsChanges dataSearch income, expense and transfer operations. Filter by `types`, `start_date`/`end_date` (Unix time in milliseconds), `account_ids`, `category_ids`, `project_ids`, `counterparty_ids`, `tag_ids`, amount range or `search` text; page with `limit` and `offset`.
• update_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed.
• update_category_categories_expense_controller_updateChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed.
• update_category_exclude_filter_by_dashboardChanges dataUpdate an existing exclude filter by dashboard identified by dashboard id.
• update_category_exclude_filter_by_dashboard_categories_expense_cChanges dataUpdate an existing exclude filter by dashboard identified by dashboard id.
• update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed.
• update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed.
• update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Patch one attachment.
• update_employeeChanges dataUpdate an existing employee identified by employee id. Only the fields you pass are changed.
• update_incomeChanges dataUpdate an income operation identified by its external ID (`invoice_id`). Only the fields you pass (amount, date, category, counterparty, project, tags, comment) change.
• update_investorChanges dataUpdate an existing investor identified by investor id. Only the fields you pass are changed.
• update_invoiceChanges dataUpdate an invoice by `invoice_id`. The API expects the full invoice again: goods, invoice number, currency, client and issuing company fields.
• update_ownerChanges dataUpdate an existing owner identified by owner id. Only the fields you pass are changed.
• update_projectChanges dataRename a project by `project_id` with a new `label`.
• update_supplierChanges dataUpdate an existing supplier identified by supplier id. Only the fields you pass are changed.
• update_supplier_suppliers_controller_updateChanges dataUpdate an existing supplier identified by supplier id. Only the fields you pass are changed.
• update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed.
• update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval.

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