AI2Fin

AI2Fin MCP Server API

Model Context Protocol endpoints for AI integrations. Finance MCP server with 65+ tools for expense tracking, tax deductions, bill management, and financial analysis. Supports OAuth (JWT) and API key authentication.

Documentation GitHub OpenAPI

Operations 3

POST /mcp MCP Server - OAuth Integration #

POST /mcp/inspector MCP Inspector Endpoint #

GET /mcp/inspector MCP Inspector Health Check #

Specifications

⚙

OpenAPI

https://artifacts.apis.io/ai2fin-com/openapi/ai2fin-com-mcp-server-api-openapi.yml

Schemas & Data

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-transaction-field-history-schema.json

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-category-set-schema.json

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-custom-rule-input-schema.json

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-transaction-category-schema.json

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-bank-transaction-schema.json

📊

JSONSchema

https://artifacts.apis.io/ai2fin-com/json-schema/ai2fin-com-bill-pattern-input-schema.json

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OpenAPI Specification

openapi: 3.2.0
info:
  title: AI2Fin Financial Management MCP Server API
  description: Financial management platform with AI-powered categorization, tax optimization, and bill management.
  version: 1.0.0
  contact:
    name: AI2Fin Support
    url: https://ai2fin.com
  license:
    name: Proprietary
servers:
- url: https://api.ai2fin.com
  description: Production
- url: http://localhost:3001
  description: Local Development
security:
- bearerAuth: []
- cookieAuth: []
tags:
- name: MCP Server
  description: Model Context Protocol endpoints for AI integrations. Finance MCP server with 65+ tools for expense tracking, tax deductions, bill management, and financial analysis. Supports OAuth (JWT) and API key authentication.
paths:
  /mcp:
    post:
      tags:
      - MCP Server
      summary: MCP Server - OAuth Integration
      description: 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.
      security:
      - bearerAuth: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - jsonrpc
              - method
              properties:
                jsonrpc:
                  type: string
                  enum:
                  - '2.0'
                  example: '2.0'
                id:
                  oneOf:
                  - type: string
                  - type: number
                  - type: 'null'
                  example: 1
                method:
                  type: string
                  enum:
                  - initialize
                  - tools/list
                  - tools/call
                  - resources/list
                  - resources/templates/list
                  - resources/read
                  - prompts/list
                  - ping
                  example: tools/list
                params:
                  type: object
                  description: Method-specific parameters
      responses:
        '200':
          description: MCP response
          content:
            application/json:
              schema:
                type: object
                properties:
                  jsonrpc:
                    type: string
                    enum:
                    - '2.0'
                  id:
                    oneOf:
                    - type: string
                    - type: number
                    - type: 'null'
                  result:
                    type: object
                  error:
                    type: object
                    properties:
                      code:
                        type: integer
                      message:
                        type: string
                      data:
                        type: object
        '401':
          description: Unauthorized - Invalid or missing JWT token
        '429':
          description: Rate limit exceeded - 200 requests per 15 minutes per user
      operationId: postMcp
      x-operation-id-source: derived
  /mcp/inspector:
    post:
      tags:
      - MCP Server
      summary: MCP Inspector Endpoint
      description: '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.'
      security:
      - apiKeyAuth: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - jsonrpc
              - method
              properties:
                jsonrpc:
                  type: string
                  enum:
                  - '2.0'
                  example: '2.0'
                id:
                  oneOf:
                  - type: string
                  - type: number
                  - type: 'null'
                  example: 1
                method:
                  type: string
                  enum:
                  - initialize
                  - tools/list
                  - tools/call
                  - resources/list
                  - resources/templates/list
                  - resources/read
                  - prompts/list
                  - ping
                  example: tools/list
                params:
                  type: object
                  description: Method-specific parameters
      responses:
        '200':
          description: MCP response
          content:
            application/json:
              schema:
                type: object
                properties:
                  jsonrpc:
                    type: string
                    enum:
                    - '2.0'
                  id:
                    oneOf:
                    - type: string
                    - type: number
                    - type: 'null'
                  result:
                    type: object
                  error:
                    type: object
                    properties:
                      code:
                        type: integer
                      message:
                        type: string
                      data:
                        type: object
        '401':
          description: Unauthorized - Invalid or missing API key
        '403':
          description: Forbidden - Insufficient scope or write operation attempted
        '429':
          description: Rate limit exceeded - 50 requests per 15 minutes per API key
      operationId: postMcpInspector
      x-operation-id-source: derived
    get:
      tags:
      - MCP Server
      summary: MCP Inspector Health Check
      description: Health check endpoint for MCP Inspector (no authentication required)
      security: []
      responses:
        '200':
          description: Server health status
          content:
            application/json:
              schema:
                type: object
                properties:
                  ok:
                    type: boolean
                  tools:
                    type: integer
                  ts:
                    type: string
                  mode:
                    type: string
                    example: inspector
      operationId: getMcpInspector
      x-operation-id-source: derived
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: First-party access token for your own signed-in session, obtained from the /api/enterprise-auth/login endpoint. The REST API returns your own account data to you — it is a first-party consumer surface, not a third-party integration channel. Data from connected bank feeds (open-banking / CDR data) is your own data, returned only to you in your own authenticated session.
    cookieAuth:
      type: apiKey
      in: cookie
      name: ai2_sess
      description: Session cookie for web applications
    apiKeyAuth:
      type: apiKey
      in: header
      name: X-API-Key
      description: 'API key for the MCP Inspector endpoint (/mcp/inspector) only. Generate your own key via /api/api-keys. Format: mcp_<64 hex characters>. API keys carry mcp:* scopes and authenticate MCP Inspector operations — they are not accepted on the REST API (/api/...) or the main MCP endpoint (/mcp), which use OAuth bearer tokens.'