Playwright MCP Server
mcp.so:finta/finta
Score: 90/100
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Tools · 74
Purpose: Get setup progress. Returns: status, answers, remaining questions, decision, integrations, sync and next_step (action, message; url/email when relevant). When to use: For setup or after onboa…
Purpose: Sign up a first-time Finta user. Existing accounts get the same response and no email. Not for: Users who already use Finta; call get_onboarding to sign in. Returns: status, email, expires_in…
Purpose: Save onboarding answers (drafts until submitted), ask Finta to decide with submit: true, or set notify_when_synced. Returns: The updated onboarding object, as get_onboarding returns it. Workf…
Purpose: Add one of Finta's standard categories to the company's chart of accounts, the same ones the user can add under Settings > Categories in Finta. Not for: Inventing categories. Never make up a …
Purpose: Get the details of the company this connection is signed in to: its display name, legal name, entity type, incorporation and legal address. Not for: Financial figures, accounts, the team or c…
Purpose: List the company's chart of accounts in Finta, from top-level account types down to detail categories, with their stable cat_ IDs. Not for: Amounts, balances or transactions; categories carry…
Purpose: List the company's departments in Finta, such as Engineering or Sales, with their stable dept_ IDs. Not for: Categories or the chart of accounts, which are a separate list. Departments carry …
Purpose: Tell Finta the user has done what a grant_access inbox item asked: invited Finta as a user in the provider. Finta can't see the invite itself. Not for: Any other inbox item; those close on th…
Purpose: List what Finta needs from the company right now, from its Finta inbox: integrations to connect or reconnect, access to grant, transactions to categorize, and tax steps. Not for: Integration …
Purpose: Invite someone to the company's Finta team with the access they should have. Finta emails them a link to join. Access: Only company Admins can invite teammates. Team & access Manage alone is …
Purpose: List the company's team: active and inactive members, and pending invitations, with each person's access. Not for: Changing anyone's access. Members are managed in the Finta web app; pending …
Purpose: Email a pending invitation again with a fresh link, extending its expiry. Works for expired invitations too. Access: Only company Admins can resend invitations. Team & access Manage alone is …
Purpose: Cancel a pending invitation, so its link no longer lets the person join. Not for: Removing someone who already joined; the API refuses an accepted invitation (resource_missing), and members a…
Purpose: Change the access a pending invitation will give the person once they join. Not for: Changing the invitee's name or email; revoke the invitation and create a new one. Sending the email again …
Purpose: Create a manual bank or credit card account in Finta that transactions can be uploaded to. Not for: Accounts that sync from an integration such as Mercury, Brex or Plaid; those already exist,…
Purpose: List the company's bank, credit card and other transaction-source accounts in Finta, with their stable acct_ IDs. Not for: Chart-of-accounts categories, balances or transactions. An account b…
Purpose: List the company's individual corporate cards from Brex, Ramp, Mercury, Slash and Rho, with their stable card_ IDs. Not for: Bank accounts or card accounts, which list_accounts returns. Plaid…
Purpose: Reconcile one period of a bank or card account: confirm Finta's balance matches the statement's ending balance, and lock the period. Not for: Checking where accounts stand (search_reconciliat…
Purpose: See each bank and card account's reconciliation, period by period: whether the period is reconciled, Finta's balance, the statement balance, and who reconciled it and when. Or retrieve one pe…
Purpose: Undo an account's latest reconciliation, so the transactions in that period can be changed again. Not for: Fixing a difference before reconciling; nothing is locked yet. Returns: The period, …
Purpose: Apply one change to up to 5,000 transactions chosen by txn_ IDs or filters, such as recategorizing AWS charges or shifting accounting dates. Not for: Different changes for different transacti…
Purpose: Get one transaction by its txn_ ID. Not for: Finding transactions by merchant, date or amount; search_transactions does that. The journal entries a transaction created. Returns: id, date, acc…
Purpose: List the company's merchants and counterparties: the distinct names recorded in one category and every category under it, across all time. Not for: Amounts or rankings; get_category_total giv…
Purpose: List the company's spreads, the amounts recognized evenly over several months instead of all at once, as the Spreads page in Finta shows them. This includes spreads on one line of a split tra…
Purpose: List the lines of the company's split transactions: the parts one bank or card transaction was divided into, each with its own amount, category, department and spread. Not for: Splitting a tr…
Purpose: Record money moving between two of the company's own accounts by pairing the outgoing transaction with the incoming one, so neither counts as an expense or income. Not for: Payments to or fro…
Purpose: Undo a split, so the transaction is one transaction again instead of separate lines. Not for: Changing a split's lines; update_transaction_split does that. Department splits and payroll split…
Purpose: Find the company's bank, card and reimbursement transactions in Finta by date, merchant, amount, category, source or status, with their stable txn_ IDs. Not for: Accounting debits and credits…
Purpose: Divide one bank or card transaction into lines, each with its own amount, category, merchant, department and spread, the same as "Split transaction" in Finta. Not for: Changing a split's line…
Purpose: Undo a matched transfer, so its two transactions are no longer paired. Not for: Re-categorizing one side of a correct transfer; a matched transfer is how Finta books money moving between the …
Purpose: Change one transaction's merchant, category, department, tag, accounting date or spread. Not for: Making the same change to many transactions; bulk_update_transactions does that in one call. …
Purpose: Change a split's lines, replacing all of them in one step, the same as editing a split in Finta. Not for: Splitting a transaction that isn't split yet; split_transaction does that. Undoing a …
Purpose: Add bank or credit card transactions from a file or pasted data to one Finta account. Not for: Changing transactions already in Finta, or accounts that sync automatically unless the user conf…
Purpose: Create a transaction tag, as under Settings > Tags. Not for: Creating categories or tagging a transaction in the same call. Returns: The tag with id, object, name, transaction_count, vendor_c…
Purpose: Delete a transaction tag. Remove it from every transaction and rule, deleting rules that only set this tag. Rules with other actions keep them. Categories never change. Not for: Removing a ta…
Purpose: List the company’s transaction tags, with their stable tag_ IDs. Not for: Categories, departments or totals by tag. Returns: Every tag in one response, with id, object, name, transaction_coun…
Purpose: Rename an existing transaction tag. Not for: Changing which transactions carry the tag; use update_transaction. Returns: The tag with id, object, name, transaction_count, vendor_count and top…
Purpose: Generate a downloadable PDF, CSV or XLSX of an income statement, balance sheet or cash flow. For GAAP P&L, use income_statement with group_by.rows=department. For the app's "CSV with breakdow…
Purpose: Get the company's balance sheet as of one date: cash, assets, liabilities and equity. For a downloadable PDF, CSV or XLSX, use create_report_export and get_report_export; this tool returns re…
Purpose: Get the company's cash flow statement for one date range: cash from operating, investing and financing activities, and cash at the start and end. For a downloadable PDF, CSV or XLSX, use crea…
Purpose: Get an exact total in one call: for a category and everything under it, or for one merchant, over an inclusive date range or as of an exact date. Or split that total in one call by merchant, …
Purpose: Get the company's income statement (profit and loss) for one date range: revenue, expenses, operating income, non-operating income, taxes and net income. Use group_by=department for the GAAP …
Purpose: Get the company's key metrics month by month: cash, runway, revenue, revenue growth (MoM and YoY), expenses, gross margin and net income. Net income is the company's burn when negative. Not f…
Purpose: Check a report export created with create_report_export, or get a fresh download link for its completed file. Not for: Creating a new export or regenerating a report from updated books; use c…
Purpose: List the key metrics get_metric_values can return, such as cash, runway, revenue, revenue growth, gross margin and net income (burn). Returns: data, one entry per metric: key (pass it to get_…
Purpose: Find the company's journal entries, the debits and credits behind its reports, by date, category, merchant, department, transaction or source, with their stable je_ IDs. Not for: Bank and car…
Purpose: Create a spreadsheet document with named worksheet tabs, using a blank sheet, a supported template, or custom tables and embedded charts. Statements: Prefer the matching template_id for stand…
Purpose: Permanently delete an entire spreadsheet document and its worksheets. Not for: Clearing cells or removing one tab; use update_sheet for those. This deletes every worksheet in the document. Re…
Purpose: Inspect a spreadsheet document and its worksheets, or read selected A1 ranges. Returns: Document metadata and worksheet IDs/names, row_count and column_count (grid bounds); selected values/fo…
Purpose: List or find the company's spreadsheet documents by name. A sheet is a document; worksheets are its tabs. Returns: A page of document IDs, names, Finta links and revisions. Follow next_cursor…
Purpose: Find authored cell contents or formula text with case-insensitive exact or contains matching (contains by default). This does not search calculated results. Returns: A page of worksheet IDs/n…
Purpose: Rename a spreadsheet document or atomically edit its ranges, structure, worksheets and embedded charts. Provide name or at least one operation. Returns: Document ID/link/revision and operatio…
Purpose: Create an automation rule, so transactions that match its conditions get a merchant, category, department, tag, spread or accounting-date offset automatically. Not for: A one-off change to tr…
Purpose: Delete an automation rule so it stops applying to new transactions. Not for: Undoing everything the rule did. Transactions the rule categorized can have their categories reset to the default,…
Purpose: List the company's automation rules, which match incoming transactions by their conditions and set a merchant, category, department, tag, spread or accounting date, with their stable rule_ ID…
Purpose: Change an automation rule's conditions or actions. Not for: Fixing transactions the rule already touched. An update affects only transactions matched from now on; it never re-runs the rule on…
Purpose: Start connecting a bank or card provider to Finta, or reconnecting one whose status is requires_reconnect, by getting the link the user opens to approve access. Not for: Integration methods w…
Purpose: Check how a connection started with connect_integration is going. Not for: Starting a connection; use connect_integration. The status of integrations in general; list_integrations returns tha…
Purpose: List the integrations Finta offers this company, such as banks, cards, payroll and cap table providers, and whether each is connected. Not for: The accounts or cards an integration brings in;…
Purpose: Record an invoice the company already sent a customer, which books its revenue: Accounts Receivable for the total, and revenue for each line item. Not for: Sending an invoice; Finta doesn't s…
Purpose: Get one invoice by its inv_ ID, with the bank deposit that paid it. Not for: Finding invoices by customer, status or amount; list_invoices does that. Returns: invoice, the same object list_in…
Purpose: Find the company's invoices: ones it sent its customers and recorded in Finta so their revenue is booked, with their inv_ IDs. Not for: Sending invoices or reminders; Finta doesn't send anyth…
Purpose: Record a bank deposit as the payment for one open invoice (invoice_id) or 2–100 open invoices (invoice_ids), marking them paid together. With unmatch: true and one invoice_id, every invoice o…
Purpose: Void an open invoice, removing the revenue and Accounts Receivable it booked. It can't be undone. Not for: A paid invoice; the API refuses it (invoice_not_open), so unmatch its payment with m…
Purpose: Get a one-time URL to upload a PDF, and the file_id it becomes: a tax return or Delaware franchise tax report the company already filed, or a bank or card statement to attach when reconciling…
Purpose: Search the company's tracked vendor 1099 filing records, or retrieve one by its f1099_ ID, including available W-9 and 1099 documents. Not for: Generating or filing forms, sending W-9 request…
Purpose: Search the company's tracked federal R&D credits by tax year and claim status, or retrieve one by its tcred_ ID. Not for: Determining eligibility, calculating or claiming credits, submitting …
Purpose: Search the company's income and Delaware franchise tax filings by filters, or retrieve one by its public ID. Not for: 1099s (use search_1099s), R&D credits (use search_tax_credits), calculati…
Purpose: Record a Delaware franchise tax and annual report the company already filed outside Finta, with its PDF, exactly as uploading it on the Taxes page does. Not for: Income tax returns (use uploa…
Purpose: Record an income tax return the company already filed outside Finta, with its PDF, exactly as uploading it on the Taxes page does. Not for: Delaware franchise tax reports (use upload_delaware…
Purpose: Get the Finta plan this company is on and what it pays for it, laid out like an invoice. Not for: Other plans or their prices, usage against limits, invoices, payment methods or billing conta…
Purpose: Get how much of each Finta limit this company has used: automatic categorizations, stored transactions, AI credits, API calls and MCP tool calls. Not for: What the company pays or which plan …
Purpose: Load the steps of one of Finta's skills: playbooks for tasks you carry out for the user with Finta's tools, their browser, or steps you give them. Returns: The skill's name, description and i…
Purpose: Send a question, feedback or bug report to Finta support, either for the user or on your own about these Finta tools. It arrives as an email from the user, and support replies to them by emai…
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://mcp.finta.com/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"playwright_mcp_server": {
"url": "https://mcp.finta.com/mcp",
"transport": "http"
}
}
}