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AI2Fin MCP Server

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What is MCP?

The Model Context Protocol (MCP) allows AI models to interact with your AI2Fin financial data securely through standardized function calling.
Think of it as an API specifically designed for AI assistants like ChatGPT, Claude, or custom agents.

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Quick Overview

Your AI Model → MCP Server → Your AI2Fin Data
  • AI Model asks question in natural language
  • MCP Server translates to function calls
  • Your Data returns (user-isolated, secure)
  • AI Model formats answer conversationally

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Key Features

9 Powerful Tools

Access transactions, bills, subscriptions via simple function calls

User Isolated

Each request scoped to authenticated user - zero data leakage

AI Powered

Intelligent AI assistant for natural language financial queries

Conversation Memory

Chat history retained - AI remembers context across messages

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Available Tools

Transaction Management:
  • Get filtered transactions with AI analysis
  • Create new transactions
  • Get tax deduction summaries
  • Trigger AI categorization
Bill Management:
  • Get recurring bill patterns
  • View upcoming bill due dates
  • Calculate monthly bill totals
Subscription:
  • Check user’s subscription plan
  • Verify feature access

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Use Cases

  • Built-in Chat
  • Custom AI Agents
  • AI Integrations
AI2Fin’s chat window (bottom-right) uses MCP internally to answer your questions about finances.

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Authentication Required

All MCP requests require JWT authentication. Each user’s token only accesses their own data. 
POST /api/chat/message
Authorization: Bearer eyJhbGciOiJIUzI1NiIs...
MCP is currently private - used only by AI2Fin’s built-in assistant. External access requires enterprise authentication.

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Quick Example

curl -X POST https://app.ai2fin.com/api/chat/message \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "Show my tax deductible transactions"
  }'
Response: 
{
  "success": true,
  "data": {
    "message": {
      "content": "You have 23 tax deductible transactions totaling $4,532..."
    },
    "toolsUsed": ["get_transactions"]
  }
}

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Next Steps

Quickstart Guide

Get started in 5 minutes

Authentication

Learn how to authenticate

Tools Reference

Explore all available tools

Code Examples

Ready-to-use integration code