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Connect an AI assistant to 2Fin and it can read your finances and make everyday changes for you: save a receipt against the right transaction, record why a lunch was business, set a budget, work out how much a week a savings goal needs, log a drive to a client, or answer “what can I claim?” with a link to the official tax source. Everything runs over your own data, after you sign in and approve what the assistant may do.

What you can ask

  • “Here’s the receipt from my coffee this morning — save it in 2Fin.”
  • “Lunch with a client from Acme about the Q4 proposal — log it as business.”
  • “Paid $40 cash for parking at a client site.”
  • “How much can I claim so far this financial year?”
  • “Did I miss any deductions last month?”
  • “Is a home-office chair deductible?” — answered with the tax authority’s page as the source.
  • “How am I tracking on eating out this month?”
  • “Set a $600 a month groceries budget.”
  • “Save $5,000 for Japan by June — how much a week?”
  • “Which subscriptions am I paying for?”
  • “What’s due this week?”
  • “I’ve paid the power bill.”
  • “Drove 45 km from home to the Acme office for a client meeting.”
  • “I’m in Sydney for work Monday to Friday — group that spending under the Acme trip.”
  • “What did the Sydney trip cost?”

How it works

  1. Sign in once. Your assistant opens 2Fin’s sign-in page (OAuth 2.1 with PKCE). You approve the access it asked for, or choose Allow read-only access so it can look but not change anything. See Authentication.
  2. The assistant calls tools. There are 44 tools: 23 that only read, 19 that create or update your own records, and 2 sensitive ones (the asset register and tax statements). The full list with what each one does, what it changes and what plan it needs is in the Tools catalog and the Connector reference.
  3. Changes are confirmed. Assistants such as Claude, ChatGPT and Cursor get a confirmation step before each change. Meta Muse asks you itself before every change, so there is no second prompt.
  4. Only your data, all of it. Every call is limited to the signed-in account. If you have connected a bank, those transactions are included alongside manual entries, CSV imports and receipts. Account numbers, card numbers and similar identifiers are stripped before anything leaves 2Fin.

Key features

44 tools

Transactions, receipts, expenses, bills, budgets, savings goals, categories and lenses, trips, assets, places, tax summaries and official tax sources.

Read-only or read-write — your choice

The consent screen shows exactly what an assistant asked for and lets you grant read-only access instead.

Retry-safe

If an assistant sends the same new transaction, expense, trip or goal twice within ten minutes, 2Fin returns the existing record and says nothing new was created.

Sourced tax answers

Tax rules come with the tax authority’s own page as the citation, never a guess.

Built for connector directories

Every tool publishes a title and read / write / destructive annotations, and the catalogue is served as JSON for reviewers.

Works with

Claude, ChatGPT, Meta Muse, Cursor, Cline and any client that supports MCP over Streamable HTTP with OAuth.

Plans

Most tools work on every plan. Receipt capture needs Pro or higher; lenses (saved views), the asset register and tax statements need Elite+ or Auto+. A tool outside your plan returns a clear message with an upgrade link rather than failing silently. The exact gate per tool is listed in the Connector reference.

Free Tax MCP

Want tax rates and calculators without an account? The separate 2Fin Tax MCP at https://taxmcp.ai2fin.com is public and stateless: GST/VAT for 193 countries, US and Canadian sales tax, income, company and capital-gains tax estimates, Australian super and HELP/HECS, each figure cited to the national authority. See ai2fin.com/tools/taxmcp.

Search these docs from your assistant

A separate documentation MCP lets an assistant search this site:
Add it as a connector and ask things like “how do I authenticate with the MCP server?” or “what does process_receipt return?”. It is read-only and separate from the financial-data server above.

Next steps

Quickstart

Connect Claude, ChatGPT or Cursor in a few minutes

Authentication

OAuth sign-in, scopes and the read-only option

Tools catalog

All 44 tools grouped by what they do

Connector reference

Classes, inputs, side effects, errors and rate limits