Team
Shared credential for production and unattended runs.
Connect Finmei with Hookshot™ and your stack
Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.
Tools and triggers
What Agents can do in Finmei
Available tools and events after Finmei is connected.
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Create Expense
Tool 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…
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Create Invoice
Creates 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…
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Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
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Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
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Delete Payment
Delete 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…
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Delete Product
Deletes 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…
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Download Expense File
Tool 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.
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Download Invoice PDF
Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.
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Get Expense by ID
Tool 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.
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Get Invoice by ID
Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.
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Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
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Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
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Get Profile
Tool 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.
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List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
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List Customers
Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.
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List Expenses
Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.
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List Invoices
Tool to list invoices. Use when you need a paginated list of invoices with basic details.
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List Payments
Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.
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List Products
Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.
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Update Customer
Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.
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Update Expense
Tool 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.
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Update Expense File
Updates 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…
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Update Invoice
Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.
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Update Product
Updates 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…
Setup
Connect Finmei in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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