Finmei Tools
Finmei es una herramienta de facturación diseñada para simplificar los procesos de facturación, permitiendo a los usuarios crear y gestionar facturas y realizar un seguimiento eficiente de los gastos.
Usa Finmei Tools con agentes de IA
Aident Loadout permite que Claude Code, Codex, Cursor y otros agentes compatibles llamen a Finmei Tools. Elige entre 24 Actions compatibles. Revisa cada ejecución en Audit.
Conecta Finmei Tools una vez mediante Aident Vault. Tu agente puede usar las Actions compatibles sin recibir la credencial subyacente.
Categoría
IntegrationPrecios y pago
- Precio
- Gratis en Loadout. El proveedor puede cobrar al usar una cuenta conectada personalmente.
- Pago unificado
- No compatible actualmente. Conecta una cuenta del proveedor cuando sea necesario.
Actions incluidas
- Finmei Create ExpenseTool 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.
- Finmei 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/services with quantities and prices - Invoice type (regular, VAT, preliminary, cre…
- Finmei Delete CustomerTool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
- Finmei Delete InvoiceTool to delete an invoice. Use when you need to remove an existing invoice by its ID.
- Finmei 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 you need to remove incorrect, duplicate, or obsolete payment records.
- Finmei 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 endpoint patterns to maximize compatibility across different Finmei API deploymen…
- Finmei Download Expense FileTool 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.
- Finmei Download Invoice PdfTool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
- Finmei Get ExpenseTool 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.
- Finmei Get InvoiceTool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
- Finmei 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.
- Finmei Get ProductTool to retrieve a product by its ID. Use when you need detailed information about a single product.
- Finmei 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.
- Finmei List CurrenciesTool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
- Finmei List CustomersTool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
- Finmei List ExpensesTool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
- Finmei List InvoicesTool to list invoices. Use when you need a paginated list of invoices with basic details.
- Finmei List PaymentsTool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
- Finmei List ProductsTool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
- Finmei Update CustomerTool to update an existing customer's details. Use after confirming the customer ID to modify their information.
- Finmei 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 endpoint instead.
- Finmei Update Expense FileUpdates 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…
- Finmei 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.
- Finmei 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 least one field to update. The action returns the complete updated product det…
Fuentes del proveedor
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