> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ai2fin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP server — AI assistants for your financial data

> Learn how the AI2Fin MCP server connects AI assistants to your financial data with 65+ tools for expense tracking, tax deductions, and bill management.

# Connect AI Assistants to Your Financial Data

**MCP Server URL:**

```
https://api.ai2fin.com/mcp
```

Use AI2Fin's **Finance MCP Server** to connect ChatGPT, Claude, and other AI assistants directly to your financial data. Ask questions about your expenses, get tax deduction insights, track bills, and analyze spending—all through natural conversation with your AI assistant.

## What Can You Do?

With AI2Fin's finance MCP server, you can:

* **Ask about tax deductions:** "What expenses are tax deductible this year?"
* **Track spending:** "Show me my spending by category this month"
* **Manage bills:** "What bills are due this week?"
* **Analyze expenses:** "Where do I spend the most money?"
* **Process receipts:** "Upload this receipt and categorize it"
* **Get financial insights:** "What's my financial outlook for next month?"

Your AI assistant accesses your financial data securely and answers your questions instantly using **65+ financial tools** for expense tracking, tax deduction analysis, bill management, and financial reporting.

## How It Works

### Connect AI Assistants via OAuth

Connect your AI assistant to AI2Fin using OAuth authentication. Once connected, you can ask questions about your finances:

**Example Conversation:**

```
You: "What are my tax deductible expenses this year?"
ChatGPT: "You have $12,450 in tax deductible expenses across 8 categories. 
         Your top deduction categories are:
         - Office Supplies: $3,245
         - Travel: $2,187
         - Professional Services: $1,890
         ..."
```

Your AI assistant uses AI2Fin's MCP server to access your financial data and provide accurate, real-time answers about your expenses, bills, and tax deductions.

### Use with Other AI Assistants

You can also use AI2Fin's finance MCP server with:

* **Claude** - Connect via API for financial analysis
* **Custom AI Agents** - Build your own financial assistant
* **Automation Tools** - Automate financial workflows and reporting

Want to connect AI assistants (like ChatGPT, Claude, or Cursor) to search and reference AI2Fin's documentation? Use the following MCP URL to enable AI-powered documentation search:

**MCP Documentation URL:**

```
https://docs.ai2fin.com/mcp
```

### How to Connect

1. **In your AI application** (ChatGPT, Claude, Cursor, etc.), add a new MCP server connection
2. **Use the URL:** `https://docs.ai2fin.com/mcp`
3. **Authenticate** using your API key (same as for the financial data MCP server)
4. **Start searching** - Your AI assistant can now search across all AI2Fin documentation

### Available Documentation Tools

Once connected, your AI assistant will have access to:

* **SearchAi2FinDocumentation** - Search across the AI2Fin Documentation knowledge base to find relevant information, code examples, API references, and guides. Use this tool when you need to answer questions about AI2Fin Documentation, find specific documentation, understand how features work, or locate implementation details. The search returns contextual content with titles and direct links to the documentation pages.

### Use Cases

* **Find API examples** - "Show me how to authenticate with the MCP server"
* **Understand features** - "How does smart categorization work?"
* **Get code samples** - "Give me an example of creating a transaction via API"
* **Troubleshoot issues** - "What are common authentication errors?"

<Tip>
  The documentation MCP server is separate from the financial data MCP server. Use `https://docs.ai2fin.com/mcp` for documentation search, and `https://api.ai2fin.com/mcp` for accessing your financial data.
</Tip>

## Key Features

<CardGroup cols={2}>
  <Card title="65+ Financial Tools" icon="wrench">
    Comprehensive tools for transactions, bills, tax deductions, receipts, travel expenses, and financial analysis
  </Card>

  <Card title="Secure & Private" icon="shield">
    Your data is scoped to your account only and encrypted in transit (TLS) and at rest. You control your data and can delete it at any time.
  </Card>

  <Card title="Real-Time Answers" icon="bolt">
    Get instant answers about your finances. No need to manually search through transactions.
  </Card>

  <Card title="Tax Deduction Insights" icon="file-invoice-dollar">
    Automatically identify tax deductible expenses and get financial year summaries
  </Card>

  <Card title="Bill Management" icon="calendar-check">
    Track recurring bills, see what's due, and mark payments
  </Card>

  <Card title="Receipt Processing" icon="receipt">
    Upload receipts and automatically extract data, categorize expenses, and link to transactions
  </Card>
</CardGroup>

## Tool Categories

<CardGroup cols={3}>
  <Card title="Transactions" icon="list">
    **9 tools** - Query, create, analyze spending
  </Card>

  <Card title="Bills" icon="calendar">
    **10 tools** - Recurring patterns, payments, FY analysis
  </Card>

  <Card title="Custom Rules" icon="wand-magic-sparkles">
    **6 tools** - Low-code automation
  </Card>

  <Card title="Travel" icon="car">
    **6 tools** - Vehicle registry, trip logging, deduction summaries
  </Card>

  <Card title="AI Analysis" icon="brain">
    **3 tools** - Categorization, tax analysis
  </Card>

  <Card title="Receipts" icon="file-image">
    **2 tools** - Receipt ingestion, AI extraction
  </Card>

  <Card title="Expenses" icon="receipt">
    **1 tool** - Manual expense entry
  </Card>

  <Card title="User Profile" icon="user">
    **2 tools** - Preferences, locale
  </Card>

  <Card title="Subscription" icon="credit-card">
    **2 tools** - Plan status, feature gates
  </Card>

  <Card title="Spending Outlook" icon="chart-line">
    **1 tool** - Blend actual + projected
  </Card>

  <Card title="Budgets" icon="piggy-bank">
    **Coming soon** - Budget creation, tracking, and alerts
  </Card>

  <Card title="Enhanced Workflows" icon="sitemap">
    **4 tools** - Link transactions to bills, suggest patterns, auto-linking
  </Card>

  <Card title="Bulk Operations Enhanced" icon="layer-group">
    **3 tools** - Bulk tax analysis, bulk bill marking, bulk trip linking
  </Card>

  <Card title="Smart Suggestions" icon="lightbulb">
    **3 tools** - Budget suggestions, rule suggestions, tax deduction suggestions
  </Card>

  <Card title="Relationships" icon="sitemap">
    **4 tools** - Transaction relationships, bill transactions, trip transactions, receipts
  </Card>

  <Card title="Smart Receipt Processor" icon="file-image">
    **1 tool** - One-call receipt processing workflow
  </Card>

  <Card title="File Upload" icon="upload">
    **1 tool** - CSV/Excel file upload and processing
  </Card>

  <Card title="Bulk Operations" icon="tasks">
    **3 tools** - Bulk categorization, bulk updates, duplicate detection
  </Card>
</CardGroup>

## What Questions Can You Ask?

Here are real examples of questions you can ask your AI assistant:

<AccordionGroup>
  <Accordion title="Tax & Deduction Questions" icon="file-invoice-dollar">
    Ask your AI assistant about tax deductions:

    * "Show me all tax deductible expenses this financial year"
    * "What percentage of my expenses are tax deductible?"
    * "Which categories have the most tax deductions?"
    * "Am I missing any potential tax deductions?"
    * "How much can I claim for travel expenses?"
  </Accordion>

  <Accordion title="Spending & Expense Questions" icon="chart-line">
    Understand where your money goes:

    * "What's my biggest expense category this month?"
    * "How much did I spend on groceries vs dining out?"
    * "Did I spend more this month than last month?"
    * "Where do I spend the most money?"
    * "Show me my top 10 merchants by spending"
  </Accordion>

  <Accordion title="Bill Management Questions" icon="calendar-check">
    Track and manage your bills:

    * "What bills are due this week?"
    * "Do I have any overdue bills?"
    * "How much do I spend on bills monthly?"
    * "Mark Netflix as paid for this month"
    * "What's my total bill spending this year?"
  </Accordion>

  <Accordion title="Transaction Organization" icon="tags">
    Organize and categorize transactions:

    * "Categorize all my uncategorized transactions"
    * "Categorize all Uber rides as Transport"
    * "What category should this transaction be?"
    * "Update all Woolworths transactions to Groceries"
    * "Find duplicate transactions"
  </Accordion>

  <Accordion title="Receipt & Expense Tracking" icon="receipt">
    Process receipts and track expenses:

    * "Upload this receipt and create an expense"
    * "Link this receipt to my transaction"
    * "Extract data from this receipt image"
    * "Create an expense for office supplies \$45.67"
    * "Show me expenses missing receipts"
  </Accordion>

  <Accordion title="Financial Reports & Insights" icon="chart-bar">
    Get financial insights and reports:

    * "Give me a spending report for this quarter"
    * "What's my financial outlook for next month?"
    * "Show me my travel expense deductions"
    * "What tax deductions am I eligible for?"
    * "Compare my spending this month vs last month"
  </Accordion>
</AccordionGroup>

## Connect AI Assistants via OAuth

Connect your AI assistant to AI2Fin using OAuth authentication. This lets you ask questions about your finances and get real-time answers from your actual financial data.

**How to Connect:**

1. Set up AI2Fin MCP server with OAuth authentication
2. Authenticate via OAuth
3. Start asking your AI assistant questions about your finances

**Example Conversation:**

```
You: "What are my tax deductible expenses this year?"
AI Assistant: "You have $12,450 in tax deductible expenses across 8 categories. 
         Your top deduction categories are:
         - Office Supplies: $3,245
         - Travel: $2,187
         - Professional Services: $1,890
         ..."
```

Your AI assistant uses AI2Fin's finance MCP server to access your financial data securely and provide accurate answers about your expenses, bills, and tax deductions.

## Use with Other AI Assistants

You can also use AI2Fin's finance MCP server with other AI assistants and tools:

* **Claude** - Connect via API for financial analysis and insights
* **Custom AI Agents** - Build your own financial assistant for your business
* **Automation Tools** - Automate financial workflows, reporting, and data processing

## Getting Started

To use AI2Fin's finance MCP server, you'll need to authenticate. We support two methods:

* **OAuth** - For OAuth-based integrations
* **API Key** - For custom integrations and automation

<Warning>
  Your financial data is private and access is scoped to your account only. Data is encrypted in transit (TLS) and at rest, and you can export or delete your data at any time.
</Warning>

## Need Help?

<AccordionGroup>
  <Accordion title="Can't Connect to My Financial Data" icon="key">
    If you're having trouble connecting:

    * Make sure you're logged into your AI2Fin account
    * Check that your authentication token is valid
    * Try re-authenticating if your token has expired
    * For API keys, verify the key hasn't been revoked
  </Accordion>

  <Accordion title="Getting Rate Limit Errors" icon="gauge">
    If you see rate limit messages:

    * Wait a few minutes and try again
    * Requests are rate limited to keep the service fast and fair for everyone
    * For heavy usage, consider upgrading your plan
  </Accordion>

  <Accordion title="No Results Found" icon="search">
    If you're not seeing expected data:

    * Check that you have transactions in the date range you're asking about
    * Try asking about a broader time period
    * Make sure your filters aren't too restrictive
    * Verify you have data imported into AI2Fin
  </Accordion>

  <Accordion title="Slow Responses" icon="clock">
    If responses are taking too long:

    * Try asking for summaries instead of all transactions
    * Narrow your date range
    * Ask more specific questions
    * Check your internet connection
  </Accordion>
</AccordionGroup>

## Popular Use Cases

People use AI2Fin's finance MCP server for:

* **Tax Preparation** - Get tax deduction summaries and financial year reports
* **Expense Tracking** - Understand spending patterns and identify top expense categories
* **Bill Management** - Track recurring bills and never miss a payment
* **Receipt Processing** - Automatically extract data from receipts and categorize expenses
* **Financial Analysis** - Get insights into spending trends and financial outlook
* **ChatGPT Integration** - Connect ChatGPT to your financial data for natural language queries

## Next Steps

<CardGroup cols={2}>
  <Card title="Quickstart Guide" icon="rocket" href="/mcp/quickstart">
    Get started in 5 minutes with real examples
  </Card>

  <Card title="Authentication" icon="key" href="/mcp/authentication">
    OAuth and API key setup guide
  </Card>

  <Card title="Tools Reference" icon="wrench" href="/mcp/tools-overview">
    Explore all 65+ financial tools
  </Card>

  <Card title="Code Examples" icon="code" href="/mcp/examples">
    Production-ready integration code
  </Card>

  <Card title="Use Cases" icon="lightbulb" href="/mcp/examples">
    Real-world financial automation examples
  </Card>

  <Card title="API Reference" icon="server" href="/api-reference/introduction">
    Complete API documentation
  </Card>
</CardGroup>