# AI2Fin Documentation

- [AI2Fin Documentation](https://docs.ai2fin.com/index.md): Enterprise AI accounting platform with GST automation, digital receipt capture, and global expense intelligence
- [Quick Start Guide](https://docs.ai2fin.com/quickstart.md): Get started with AI2Fin in minutes - complete setup guide
- [AI2Fin Platform Overview: AI Accounting & Expense Automation](https://docs.ai2fin.com/platform-overview.md): AI2Fin turns your bank transactions, receipts, and bills into clean, tax-ready books — with automatic categorisation, GST/VAT, receipt matching, and an AI assistant that handles the busywork for you.
- [Connect a bank, spreadsheet or folder — get transactions in](https://docs.ai2fin.com/data-sources/connections.md): Four ways to bring transactions into AI2Fin: a bank you connect yourself through a SimpleFIN bridge, a Google Sheet that stays in sync, a CSV or PDF statement, or a watched folder. Compare what each one shares and what stays with you.
- [CSV and PDF import — upload bank statements](https://docs.ai2fin.com/data-sources/csv-imports.md): Upload CSV files or PDF bank statements to import transactions into AI2Fin with automatic column mapping and multi-currency support. Any bank format works.
- [Bank feeds — connect a bank you own the key to](https://docs.ai2fin.com/data-sources/bank-connectors.md): Every bank feed AI2Fin supports, by country: SimpleFIN, BankSync, RedBark, Akahu, Up, Starling and Monzo — plus OFX, QIF, CAMT.053 and MT940 statement files. Which ones run in the cloud, on the desktop app and self-hosted, and what each one shares.
- [Email receipt processing](https://docs.ai2fin.com/data-sources/email-processing.md): Forward receipts and bills to AI2Fin and let AI extract the amount, date, merchant, and line items — then match each one to the right transaction automatically.
- [Bank feeds — connect a bank you own the key to](https://docs.ai2fin.com/data-sources/bank-connectors.md): Every bank feed AI2Fin supports, by country: SimpleFIN, BankSync, RedBark, Akahu, Up, Starling and Monzo — plus OFX, QIF, CAMT.053 and MT940 statement files. Which ones run in the cloud, on the desktop app and self-hosted, and what each one shares.
- [SimpleFIN — connect a bank through a bridge you choose](https://docs.ai2fin.com/connectors/simplefin.md): Connect US and Canadian banks to AI2Fin through SimpleFIN Bridge, or any SimpleFIN-compatible provider such as RedBark. One-time setup token, read-only by protocol, revocable at the bridge. Works in the cloud, desktop app and self-hosted.
- [BankSync — one workspace key for banks in ten countries](https://docs.ai2fin.com/connectors/banksync.md): Connect Australian, New Zealand, US, Canadian, UK and European banks to AI2Fin through your own BankSync workspace. Paste a workspace API key or use Connect with BankSync. Read-only, revocable at BankSync. Cloud, desktop and self-hosted.
- [RedBark — Australian CDR, NZ and US banks through your own account](https://docs.ai2fin.com/connectors/redbark.md): Connect RedBark to AI2Fin using its SimpleFIN bridge: Australian banks under the Consumer Data Right, New Zealand banks via Akahu, and US banks via Plaid, all from your own RedBark subscription. Read-only, revocable at RedBark.
- [Akahu — New Zealand banks with a free personal app](https://docs.ai2fin.com/connectors/akahu.md): Connect ASB, BNZ, Kiwibank, ANZ NZ, Westpac NZ and other New Zealand banks to the AI2Fin desktop app through your own Akahu personal app. Two tokens, read-only, free, refreshed daily. Desktop and self-hosted.
- [Up — connect your Up account with a personal access token](https://docs.ai2fin.com/connectors/up.md): Connect Up (Australia) to the AI2Fin desktop app using the personal access token from the Up app's Data Sharing screen. Up's own API, nobody in the middle, read-only. Desktop and self-hosted only, by Up's terms.
- [Starling — connect with a personal access token](https://docs.ai2fin.com/connectors/starling.md): Connect Starling Bank (UK) to the AI2Fin desktop app with a personal access token from the Starling Developers portal: account:read, transaction:read and balance:read. Starling's own API, read-only, tokens that do not expire. Desktop and self-hosted.
- [Monzo — connect with your own developer client](https://docs.ai2fin.com/connectors/monzo.md): Connect Monzo (UK) to the AI2Fin desktop app by registering your own confidential OAuth client at developers.monzo.com. The redirect URL, in-app approval and the full-history window explained. Desktop and self-hosted.
- [Statement files — OFX, QFX, QIF, CAMT.053 and MT940](https://docs.ai2fin.com/connectors/statement-files.md): Import bank statement files into AI2Fin: OFX and QFX (Quicken/Money), QIF, CAMT.053 (ISO 20022) and MT940 (SWIFT). The highest-coverage way in — many banks export at least one, with no subscription, no consent and no network required.
- [Kraken — import trades and ledgers for capital-gains treatment](https://docs.ai2fin.com/connectors/kraken.md): Bring Kraken trade history into AI2Fin from a CSV export for crypto capital-gains tracking. What to export, how columns map, and why there is no live exchange feed.
- [User Preferences & Settings](https://docs.ai2fin.com/features/user-preferences.md): Control country-specific GST rates, currencies, business rules, and AI personalization for AI2Fin
- [Category management — organize expenses and tags](https://docs.ai2fin.com/features/categories.md): Create, edit, and organize transaction categories in AI2Fin with tax deductibility settings, color coding, and subcategory support for your business.
- [Tax treatment — the GST and VAT code on every category and transaction](https://docs.ai2fin.com/features/tax-treatment.md): What each tax treatment code means, why it is separate from deductibility, how Fin picks one per transaction, and how it feeds your statement and assets.
- [Lenses — switch between views of your money without re-categorising](https://docs.ai2fin.com/features/lenses.md): Lenses let you slice your transactions by Tax, Project, Client, Department, or any custom axis — without ever re-tagging a single transaction. Pick a perspective from the top bar; every page re-pivots.
- [Custom rules — automate categorization by merchant](https://docs.ai2fin.com/features/custom-rules.md): Build automated rules in AI2Fin that categorize, tag, and process transactions based on merchant name, amount, or keyword conditions. Works alongside AI.
- [Auto type detection — classify expenses and income](https://docs.ai2fin.com/features/auto-type-detection.md): Automatically classify imported transactions as expenses, income, or transfers using AI2Fin's pattern recognition and amount analysis. No manual tagging needed.
- [Budget allocations — spending targets by category](https://docs.ai2fin.com/features/allocations.md): Set monthly budget allocations by category in AI2Fin, compare actual spending against your targets in real time, and see where you're tracking ahead or behind at a glance.
- [Transaction Management](https://docs.ai2fin.com/guides/transaction-management.md): Complete guide to navigating and managing transactions in AI2Fin
- [Asset register — track depreciating assets and their written-down value](https://docs.ai2fin.com/features/asset-register.md): Claim a laptop, vehicle or fit-out the right way. Add it once and Fin works out every year's deduction for you, using your country's own depreciation rules.
- [Smart filters — search by date, category and amount](https://docs.ai2fin.com/features/smart-filters.md): Filter transactions by date, category, amount, and tax status on the All Transactions page for targeted financial analysis. Find any expense instantly.
- [AI analysis tools — one-click transaction automation](https://docs.ai2fin.com/features/ai-analysis-tools.md): Use the Smart Categorize, Pattern Analysis, and Auto Type buttons to automate transaction processing on one page. One-click bulk expense workflows.
- [Smart categorization — automatic AI expense classification](https://docs.ai2fin.com/features/smart-categorisation.md): AI2Fin automatically sorts your bank transactions into the right expense categories, learns from your corrections, and gets more accurate over time. Bulk-categorize, review suggestions, and stay in control.
- [Patterns Navigation](https://docs.ai2fin.com/features/pattern-analysis.md): Navigate AI-powered pattern detection and recurring transaction analysis
- [Travel expenses — mileage tracking and trip logging](https://docs.ai2fin.com/guides/travel-expenses.md): Track vehicle trips, log mileage, and claim travel deductions in AI2Fin with step-by-step instructions and global tax compliance tips. Digital logbook included.
- [Insight+ — variance analysis and cash flow forecasts](https://docs.ai2fin.com/features/insight-plus.md): Insight+ brings variance analysis, cash flow forecasting, anomaly detection, and AI-powered financial recommendations to AI2Fin. Turn your transactions into decisions.
- [Tax export — GST, VAT and sales tax reports for your accountant](https://docs.ai2fin.com/features/tax-export.md): Generate clean, well-organised tax export files from your AI2Fin transactions — ready to file or to hand to your accountant. Supports GST, VAT, and sales tax across many countries, with CSV, PDF, and Excel formats.
- [Reports — depreciation schedule, TPAR and Profit & Loss](https://docs.ai2fin.com/features/reports.md): The year-end reports under Tax Filing: a per-asset or per-pool depreciation schedule, the Australian TPAR with readiness checks, and a Profit and Loss.
- [Outbound Destinations — push transactions to Sheets, Excel, Notion or Airtable](https://docs.ai2fin.com/features/destinations.md): Connect your own Google Sheets, Microsoft Excel, Notion or Airtable account and AI2Fin pushes your categorised transactions into it — scheduled daily or on demand. Bank-feed data never leaves this way.
- [AI Assistant (Chat)](https://docs.ai2fin.com/features/ai-assistant.md): Conversational AI assistant for financial insights, actions, and guidance
- [Telegram mini app — mobile expense tracking](https://docs.ai2fin.com/features/telegram-mini-app.md): Add expenses, manage bills, and view your spending dashboard from Telegram using the AI2Fin mini app. Mobile-first tracking without switching apps.
- [Connect AI2Fin to Zapier, Make & your own tools](https://docs.ai2fin.com/data-sources/ipaas-middlewares.md): How-to: create transactions and expenses through the AI2Fin Integration API, and receive signed webhooks in Zapier, Make, n8n or any HTTPS endpoint when new activity is categorised.
- [Dashboard navigation — sidebar and quick actions](https://docs.ai2fin.com/guides/dashboard-navigation.md): Navigate the AI2Fin dashboard sidebar, understand the menu structure, and quickly access transactions, reports, and AI analysis tools from one place.
- [Tax deductions by profile — expense or asset, and how to set it up](https://docs.ai2fin.com/guides/tax-deductions-by-profile.md): For sole traders, freelancers, contractors, creators and more: which purchases are expenses, which are assets, the treatment each takes, and the 2Fin setup.
- [Deployment options — cloud, desktop app, or self-hosted](https://docs.ai2fin.com/guides/deployment-options.md): The three ways to run AI2Fin: hosted at app.ai2fin.com, the desktop app for Windows, macOS and Linux with data in a folder you own, or self-hosted with Docker Compose or an AWS CloudFormation stack. What each one keeps where, and which bank feeds and assistants work in each.
- [Run AI2Fin on your own machine — where your data lives](https://docs.ai2fin.com/guides/desktop-local-data.md): How the AI2Fin desktop app stores your records locally: the exact folder, the SQLite database, encrypted receipts, backups, and how to verify for yourself that nothing leaves your machine.
- [Intelligence on the desktop — how Fin thinks without the cloud seeing your books](https://docs.ai2fin.com/guides/desktop-intelligence.md): How categorising, chat and receipt reading work in the AI2Fin desktop app: what runs locally, what the stateless relay carries, and how to bring your own AI provider key so nothing ever passes through AI2Fin.
- [Connect an assistant to the desktop app (local MCP)](https://docs.ai2fin.com/guides/desktop-assistants-mcp.md): Give Claude Desktop, Cursor or any Model Context Protocol client access to your AI2Fin records on the desktop — over your machine's loopback connection, with nothing leaving the computer.
- [Use 2Fin on several devices](https://docs.ai2fin.com/guides/sync-across-devices.md): Keep a laptop, a desktop and a phone in step by sharing one source you already own — and why the database itself must stay local.
- [Enabling Google Sheets in a desktop build (operator setup)](https://docs.ai2fin.com/guides/desktop-google-sheets-setup.md): How to register a Google OAuth client so the AI2Fin desktop app can offer live Google Sheet sync. A one-time setup for whoever packages the build.
- [REST API reference — authentication and endpoints](https://docs.ai2fin.com/api-reference/introduction.md): Get started with the AI2Fin REST API for transaction management, bill automation, and AI-powered tax analysis using OAuth and API key authentication.
- [Register new user](https://docs.ai2fin.com/api-reference/authentication/register-new-user.md): Create a new user account with email and password. (Legacy path /api/auth/register returns HTTP 410 — use this path instead.)
- [Login user](https://docs.ai2fin.com/api-reference/authentication/login-user.md): Authenticate user and receive JWT token. (Legacy path /api/auth/login returns HTTP 410 — use this path instead.)
- [Get current user profile](https://docs.ai2fin.com/api-reference/authentication/get-current-user-profile.md): Retrieve authenticated user information
- [List User API Keys](https://docs.ai2fin.com/api-reference/authentication/list-user-api-keys.md): List all API keys for the authenticated user
- [Create API Key (User)](https://docs.ai2fin.com/api-reference/authentication/create-api-key-user.md): Create a new API key for the authenticated user. Users can create keys for themselves with safe default scopes. Defaults to mcp:full scope if not specified. API key is only shown once - save it immediately.
- [List API Keys](https://docs.ai2fin.com/api-reference/authentication/list-api-keys.md): List all API keys for the authenticated user (admin access required)
- [Generate API Key](https://docs.ai2fin.com/api-reference/authentication/generate-api-key.md): Generate an API key for the MCP Inspector endpoint (/mcp/inspector). Requires admin authentication. API keys carry mcp:* scopes and are not accepted on the REST API. API key is only shown once - save it immediately.
- [List your bank transactions](https://docs.ai2fin.com/api-reference/bank-transactions/list-your-bank-transactions.md): Retrieve a paginated list of your own transactions, with filtering options. This is a first-party endpoint: it returns only the transactions belonging to your authenticated account, using your own session (bearer token or session cookie). Data from connected bank feeds (open-banking / CDR data) is y…
- [Create bank transaction](https://docs.ai2fin.com/api-reference/bank-transactions/create-bank-transaction.md): Manually add a new bank transaction
- [Get transaction by ID](https://docs.ai2fin.com/api-reference/bank-transactions/get-transaction-by-id.md)
- [Update transaction](https://docs.ai2fin.com/api-reference/bank-transactions/update-transaction.md)
- [Delete transaction](https://docs.ai2fin.com/api-reference/bank-transactions/delete-transaction.md)
- [Upload bank statement CSV](https://docs.ai2fin.com/api-reference/bank-transactions/upload-bank-statement-csv.md): Upload and parse bank statement CSV file with intelligent categorization
- [List bills](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/list-bills.md): Retrieve all bills with filtering and pagination
- [Create bill](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/create-bill.md)
- [List bill patterns](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/list-bill-patterns.md): Get all recurring bill patterns with automatic occurrence generation
- [Create bill pattern](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/create-bill-pattern.md): Create recurring bill pattern with automatic occurrence generation
- [List expenses](https://docs.ai2fin.com/api-reference/expenses/list-expenses.md): Retrieve expenses with tax deduction information
- [Classify transaction](https://docs.ai2fin.com/api-reference/ai-services/classify-transaction.md): AI-powered transaction categorization with tax deduction analysis
- [List custom rules](https://docs.ai2fin.com/api-reference/automation/list-custom-rules.md): Get all user-defined automation rules for transactions, bills, and expenses
- [Create custom rule](https://docs.ai2fin.com/api-reference/automation/create-custom-rule.md): Create automation rule with conditions and actions
- [Execute custom rule](https://docs.ai2fin.com/api-reference/automation/execute-custom-rule.md): Manually execute a custom rule on matching transactions
- [List categories](https://docs.ai2fin.com/api-reference/categories/list-categories.md): Get all transaction/expense categories with tax settings
- [Create category](https://docs.ai2fin.com/api-reference/categories/create-category.md)
- [Get financial summary](https://docs.ai2fin.com/api-reference/analytics-&-reports/get-financial-summary.md): Retrieve comprehensive financial analytics and insights
- [Export ATO tax report](https://docs.ai2fin.com/api-reference/analytics-&-reports/export-ato-tax-report.md): Generate ATO-compliant tax deduction report
- [Get subscription status](https://docs.ai2fin.com/api-reference/subscription/get-subscription-status.md): Retrieve user subscription tier and usage quotas
- [List vehicles](https://docs.ai2fin.com/api-reference/travel-&-vehicles/list-vehicles.md): Get registered vehicles for travel expense tracking
- [Register vehicle](https://docs.ai2fin.com/api-reference/travel-&-vehicles/register-vehicle.md): Add vehicle for ATO logbook and travel deductions
- [List trips](https://docs.ai2fin.com/api-reference/travel-&-vehicles/list-trips.md): Get recorded business trips for tax deductions
- [Record trip](https://docs.ai2fin.com/api-reference/travel-&-vehicles/record-trip.md): Log business trip for ATO travel expense claims
- [Unified search](https://docs.ai2fin.com/api-reference/search/unified-search.md): AI-powered search across transactions, bills, and expenses
- [List conversations](https://docs.ai2fin.com/api-reference/ai-assistant/list-conversations.md): Retrieve chat conversations for the authenticated user
- [Create conversation](https://docs.ai2fin.com/api-reference/ai-assistant/create-conversation.md): Create a new chat conversation thread
- [Get conversation](https://docs.ai2fin.com/api-reference/ai-assistant/get-conversation.md): Fetch a conversation with full message history
- [Send chat message](https://docs.ai2fin.com/api-reference/ai-assistant/send-chat-message.md): Send a user message and receive the AI assistant response
- [Upload chat files](https://docs.ai2fin.com/api-reference/ai-assistant/upload-chat-files.md): Upload one or more files (receipts, invoices, documents) for assistant processing
- [Stream assistant response](https://docs.ai2fin.com/api-reference/ai-assistant/stream-assistant-response.md): Initiate a streaming assistant response using Server-Sent Events (SSE)
- [Test streaming endpoint](https://docs.ai2fin.com/api-reference/ai-assistant/test-streaming-endpoint.md): Verify SSE streaming connectivity
- [Download chat file](https://docs.ai2fin.com/api-reference/ai-assistant/download-chat-file.md): Retrieve a previously uploaded file if the user is authorized
- [Analyze receipt asset](https://docs.ai2fin.com/api-reference/receipts-&-attachments/analyze-receipt-asset.md): Extract structured data from an uploaded receipt or invoice
- [Commit receipt](https://docs.ai2fin.com/api-reference/receipts-&-attachments/commit-receipt.md): Link an analyzed receipt to an existing entity or create a new expense
- [MCP Server - OAuth Integration](https://docs.ai2fin.com/api-reference/mcp-server/mcp-server--oauth-integration.md): Model Context Protocol endpoint for OAuth-based integrations. Supports OAuth (JWT) authentication. Provides 65+ financial tools for expense tracking, tax deductions, bill management, and financial analysis.
- [MCP Inspector Health Check](https://docs.ai2fin.com/api-reference/mcp-server/mcp-inspector-health-check.md): Health check endpoint for MCP Inspector (no authentication required)
- [MCP Inspector Endpoint](https://docs.ai2fin.com/api-reference/mcp-server/mcp-inspector-endpoint.md): Model Context Protocol endpoint for MCP Inspector tool and custom integrations. Supports API key authentication (X-API-Key header). Read-only by default. Rate limit: 50 requests per 15 minutes per API key.
- [List country tax rates](https://docs.ai2fin.com/api-reference/gst-&-tax/list-country-tax-rates.md): Fetch all active tax rates grouped by country
- [Get country tax rates](https://docs.ai2fin.com/api-reference/gst-&-tax/get-country-tax-rates.md): Retrieve active tax rates for a specific country
- [Calculate GST/VAT](https://docs.ai2fin.com/api-reference/gst-&-tax/calculate-gstvat.md): Calculate GST/VAT amounts for tax-inclusive or tax-exclusive inputs
- [Categorize transactions with AI](https://docs.ai2fin.com/api-reference/ai-analysis/categorize-transactions-with-ai.md): Analyze one or more transactions and return suggested categories with confidence and reasoning.
- [Analyze transactions for tax deductions](https://docs.ai2fin.com/api-reference/ai-analysis/analyze-transactions-for-tax-deductions.md): Return tax deductibility analysis, documentation requirements, and GST considerations for each transaction.
- [Analyze single transaction for tax deductibility](https://docs.ai2fin.com/api-reference/ai-analysis/analyze-single-transaction-for-tax-deductibility.md): Evaluate a single transaction using the intelligent tax deduction engine.
- [Apply tax analysis results](https://docs.ai2fin.com/api-reference/ai-analysis/apply-tax-analysis-results.md): Persist AI tax analysis decisions (deductibility, business use, GST metadata) back to transactions.
- [List category sets](https://docs.ai2fin.com/api-reference/smart-categories/list-category-sets.md): Get all category sets for the authenticated user. Elite+ subscription required.
- [Create category set](https://docs.ai2fin.com/api-reference/smart-categories/create-category-set.md): Create a new category set. Elite+ subscription required.
- [Get active category set](https://docs.ai2fin.com/api-reference/smart-categories/get-active-category-set.md): Get the currently active category set for the user.
- [Get category set by ID](https://docs.ai2fin.com/api-reference/smart-categories/get-category-set-by-id.md): Get a specific category set with its categories.
- [Update category set](https://docs.ai2fin.com/api-reference/smart-categories/update-category-set.md): Update an existing category set.
- [Delete category set](https://docs.ai2fin.com/api-reference/smart-categories/delete-category-set.md): Delete a category set. Categories will be moved to the default set. Default sets cannot be deleted.
- [Activate category set](https://docs.ai2fin.com/api-reference/smart-categories/activate-category-set.md): Set a category set as the active set for the user.
- [Duplicate category set](https://docs.ai2fin.com/api-reference/smart-categories/duplicate-category-set.md): Create a copy of a category set with all its categories.
- [Move category to set](https://docs.ai2fin.com/api-reference/smart-categories/move-category-to-set.md): Move a category from one set to another.
- [Get categories from sets](https://docs.ai2fin.com/api-reference/smart-categories/get-categories-from-sets.md): Get categories from specific sets, grouped by set ID. Useful for dropdowns and filtering.
- [Get categories for multiple transactions](https://docs.ai2fin.com/api-reference/smart-categories/get-categories-for-multiple-transactions.md): Fetch category assignments for many transactions in a single request. Use this instead of calling GET /api/transaction-categories/{transactionId} once per transaction; it collapses what would be N requests into one. Accepts up to 500 transaction IDs per call. Unknown or not-yet-categorized IDs are r…
- [Get transaction categories](https://docs.ai2fin.com/api-reference/smart-categories/get-transaction-categories.md): Get all categories assigned to a transaction.
- [Replace transaction categories](https://docs.ai2fin.com/api-reference/smart-categories/replace-transaction-categories.md): Replace all categories on a transaction with a new set of categories.
- [Assign category to transaction](https://docs.ai2fin.com/api-reference/smart-categories/assign-category-to-transaction.md): Assign a category to a transaction. Transactions can have multiple categories.
- [Assign multiple categories](https://docs.ai2fin.com/api-reference/smart-categories/assign-multiple-categories.md): Assign multiple categories to a transaction at once.
- [Remove category from transaction](https://docs.ai2fin.com/api-reference/smart-categories/remove-category-from-transaction.md): Remove a specific category assignment from a transaction.
- [Get entity history](https://docs.ai2fin.com/api-reference/smart-categories/get-entity-history.md): Get full change history for a transaction, expense, bill, or bill pattern.
- [Get field history](https://docs.ai2fin.com/api-reference/smart-categories/get-field-history.md): Get change history for a specific field of an entity. Maximum 11 changes are retained.
- [Get recent changes](https://docs.ai2fin.com/api-reference/smart-categories/get-recent-changes.md): Get recent field changes for the authenticated user.
- [MCP server — connect AI assistants to your 2Fin data](https://docs.ai2fin.com/mcp/introduction.md): The 2Fin MCP server gives Claude, ChatGPT, Meta Muse, Cursor and other assistants 44 tools over your transactions, receipts, bills, budgets, savings goals, trips and tax position, behind OAuth sign-in.
- [MCP quickstart — connect Claude or Cursor to AI2Fin](https://docs.ai2fin.com/mcp/quickstart.md): Connect AI assistants like Claude and Cursor to your AI2Fin financial data in minutes using OAuth or API key authentication methods.
- [MCP authentication — OAuth sign-in, scopes and the read-only option](https://docs.ai2fin.com/mcp/authentication.md): How assistants sign in to the 2Fin MCP server: OAuth 2.1 with PKCE, dynamic client registration, scopes and what each unlocks, the read-only consent option, and API keys for MCP Inspector.
- [MCP tools catalog — 44 tools by what they do](https://docs.ai2fin.com/mcp/tools-overview.md): All 44 2Fin MCP tools grouped by area and by class (read, write, sensitive write), with the plan each needs and the question each one answers.
- [MCP tools reference — parameters and responses](https://docs.ai2fin.com/mcp/tools.md): Complete parameter and response reference for the 44 AI2Fin MCP tools: transactions, bills, categories, tax filing, receipts, travel, budgets, assets, places, expected income, and more.
- [MCP connector reference — tools, classes, permissions, errors](https://docs.ai2fin.com/mcp/connector-reference.md): Reference for connector reviewers and integrators: every 2Fin MCP tool with its Read / Write / Sensitive write class, inputs, side effects, confirmation, plan requirement, rate limit, outcome shapes and errors.
- [Transaction tools for AI assistants](https://docs.ai2fin.com/mcp/transaction-tools.md): The AI2Fin MCP transaction tools: query and search transactions, analyse spending by category, merchant and period, summarise tax deductions, add and bulk-edit transactions, get AI categorisation and tax suggestions, and save receipts — from ChatGPT, Claude or Cursor.
- [Bill tools for AI assistants](https://docs.ai2fin.com/mcp/bill-tools.md): The AI2Fin MCP bill tools: see upcoming and overdue bills, monthly and financial-year totals, create and pause recurring bills, record payments, attach receipts, link transactions to bills, and see what money is coming in and out next — from ChatGPT, Claude or Cursor.
- [Account, plans and feature access](https://docs.ai2fin.com/mcp/subscription-tools.md): How an AI assistant reads your AI2Fin plan, profile and feature access through MCP (get_user_info, set_user_preferences), and which of the 44 tools each plan unlocks.
- [Connect AI2Fin MCP to Cursor IDE](https://docs.ai2fin.com/mcp/cursor-integration.md): Step-by-step guide to connecting the AI2Fin Finance MCP server to Cursor IDE so you can query expenses, tax deductions, bills and spending in natural language, right from your editor.
- [AI2Fin MCP integration code examples](https://docs.ai2fin.com/mcp/examples.md): Production-ready Python and TypeScript examples for the AI2Fin Finance MCP server: expense tracking, tax-deduction analysis, bill automation, spending insights, and connecting ChatGPT, Claude or custom AI agents to your financial data.

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)

## Optional

- [AI2Fin](https://ai2fin.com)
- [Platform](https://app.ai2fin.com)
- [Blog](https://ai2fin.com/blog)


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