FynOps MCP Server

Ask Claude, ChatGPT or another MCP-capable AI client questions about your companies and get answers from the data already imported into FynOps. The connection is read-only by default and limited to one workspace with your own FynOps account sign in. If you allow it, the client can also propose changes that a person approves in FynOps.

Server address

Enter this address as the server URL when you add a custom connectorhttps://mcp.fynops.com

Inside FynOps you can copy the same address from Settings, then MCP. Any MCP client that supports remote servers with sign-in can connect. You do not register the client with FynOps first.

Connect your AI client

In your AI client, add a custom connector (a remote MCP server) and enter the FynOps server address shown above.
The client sends you to FynOps to sign in. Use your existing FynOps account. This is not a separate MCP account, and you never paste a key, password or token into the client.
On the consent screen, confirm the client name and the permission to read, choose the one workspace you authorize, and decide whether to tick "Let it make changes to the books". It is unticked by default, and with it unticked the client can only read. Only workspaces you can currently access are offered.
Approve. The client receives a short-lived access token that it renews itself for as long as the connection stays approved. Deny, and no connection is created.
Ask a question about your companies. Ask the client to state the coverage and freshness of any number it reports from FynOps data.

Setup by client

Claude

Settings > Connectors > Add custom connector

Paste the FynOps server address and complete the FynOps sign-in and consent screen. This path is verified end to end.

ChatGPT

Settings > Connectors > Add or create a custom connector

Paste the FynOps server address and complete the sign-in and consent screen. Custom connectors are a paid-plan feature in ChatGPT and, for some accounts, an administrator must enable them for the workspace. If no option to add a custom connector appears, that is an OpenAI-side setting, not a FynOps error.

What your AI client can do

The server offers these tools. Your client chooses them for you, so you only ask in plain language. Tools that propose changes work only if you allowed changes when you connected.

list_companies

Lists the companies you can currently see in the authorized workspace, worded for your industry, such as Firm and Client for accountancy.

list_integrations

Lists one company's connected systems with the records and fields you can query, how fresh each is and how much history was imported.

get_integration_data

Returns a bounded set of records, or totals computed by FynOps, from one connected system, such as QuickBooks Online or HighLevel.

search and fetch

Find pages, companies, people, files and records you are allowed to see, then fetch one result. These are the standard names ChatGPT deep research and company knowledge look for.

Read the books

get_company_profile, get_transactions, get_master_data, run_report, get_bank_feed, list_files, get_file, books_glance and list_changes read the accounting system's records and reports, the bank feed, files, and the changes already proposed.

Propose changes (opt in)

record_bill, record_invoice and the other record_ tools, manage_master_data, categorize_bank_transactions, attach_document, send_document, void_transaction and undo_change propose changes to the accounting system. Each is held in FynOps for a person with approval rights to apply. They work only on a connection where you ticked "Let it make changes to the books".

Close, tasks and memory

close_run, reconciliation, tasks, memory, saved_reports and manage_categorization_rules work with FynOps itself: month-end close readiness, bank reconciliations, the shared task list, lessons your firm keeps, saved report definitions and categorization rules. They do not write to your accounting system.

Example questions

Which companies can I report on, and how current is the data for each?
How much do customers currently owe us, grouped by currency?
What bills are due in the next 30 days, and how much do we owe?
Who are our top ten customers by payments received?
How is our welcome email automation performing? Opens, clicks and unsubscribes.

When a question could mean more than one thing, such as revenue, calls or hours spent, the client is instructed to ask you what you mean instead of guessing. Call durations are scheduled calendar time, not proof of attendance or actual talk time.

What is shared and what is not

Read-only by default. A connection that you approve without ticking "Let it make changes to the books" can only read records already imported into FynOps. It makes no live request to QuickBooks or another provider, starts no import and runs no AI model.
If you allow changes, the client proposes and a person approves. A proposed change is held in FynOps under Audit & Approvals, then Changes, and is not sent to your accounting system until someone with approval rights applies it. Voiding or emailing a document needs your explicit confirmation first, and a workspace administrator can turn changes off for any member.
One workspace per connection, chosen by you at consent. Your access is checked again on every request, so a change to your workspace membership or company permissions takes effect on the next request.
Provider credentials are never exposed. The AI client never receives your QuickBooks, HighLevel or other provider tokens.
Contact details such as name, company, email, phone, source and tags can be returned for contact-based reports. Notes, message bodies, conversations and email recipients are never exposed.
FynOps records which tool was called and how many results came back in your workspace audit trail. It never copies the filters you used or the values returned. A change the client proposes is stored with its content for review, attributed to the client.
The AI client you connect has its own terms and privacy practices for what you ask and for the answers it receives. Connect only clients your organization approves.
Requests are rate limited to protect the service: 60 per minute per person, 300 per minute per workspace and 10 in flight at once per workspace.

Read the full details in the FynOps Privacy Policy.

Disconnect and revoke access

All three take effect immediately. The client stops working on its very next request.

In FynOps, open Settings, then MCP. It lists every client connected to the workspace. Disconnect revokes that connection and every token under it. Everyone can disconnect their own connections, and workspace administrators can disconnect anyone's.
In your AI client, remove or disconnect the FynOps connector in its connector settings. This revokes the connection in FynOps too.
Change access. Removing the connecting person from the workspace, or removing the permission a tool needs, stops the client on its next request.

Troubleshooting

The client can't finish setup

Confirm you entered exactly https://mcp.fynops.com as the server address, then add the connector again.

Asked to reconnect again and again

The access token expired mid-session or the connection was revoked. Reconnect the connector. If it recurs right away, an administrator may have removed your workspace membership or permission.

A company or system I expect isn't there

Check that you authorized the right workspace at consent and that you still have access to that company in FynOps. FynOps does not distinguish between something that does not exist and something you cannot see.

The result looks incomplete or old

Ask the client for the coverage and freshness of the data. A stale result is still returned, but marked. FynOps answers from imported data and never starts an import when you ask a question.

A field or filter was rejected

The name is not available for that record type. Ask the client to check the published tool schema. An unsupported name fails before any query runs and is never silently ignored.

The client says this connection can read only

You approved it without "Let it make changes to the books", or an administrator turned changes off for you. Disconnect it in FynOps under Settings, then MCP, and connect again with the box ticked, or ask your administrator.

Too many calls

A rate limit was reached. Wait for the time given in the response before retrying.

Contact support

Email support@fynops.com. Tell us which AI client you use and what it showed. Please do not send client financial data unless we ask for it.

Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI, Inc. FynOps, Inc. is not affiliated with, endorsed by or sponsored by either company.