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Connectors · Accounting & finance

Finch MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Finch and the rest of your systems. It gives your agent 50 Finch actions (30 reads, 16 writes and 4 that wait for a confirmation) and holds the Finch credential itself, so the agent never does. It paces Finch's limits and records every call.

Connect Finch freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "finch.directory.list",  intent: "check which Finch account is connected"}# List individuals in the company directory · read · 1 upstream call
  • 50actionsin one signed file
  • 30readlook, never change
  • 16writecreate and update
  • 4wait for a yesdestructive, confirmed first

Set up

Connect Finch in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Finch.

    Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • access_tokenFinch employer access token: the token your Finch application received for this employer from Finch Connect (POST…
    account { op: "connections.requirements", service: "finch" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "finch.directory.list" }# list individuals in the company directory · read · 1 upstream callcheck { action: "finch.benefits.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Finch at a glance

Sign-in
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
access_token
Limits we pace to
20 calls a minute, per connection
API covered
Finch API 2020-09-17 (OpenAPI 3.1.0)api.tryfinch.com
Built from
Finch's documentation, read 23 October 2026developer.tryfinch.comdeveloper.tryfinch.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
30 of 30 reads, for up to 5 minutes; a write clears what it affects
Shared entities
2, so ask can line Finch up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Finch.

50 actions in 21 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 30readlook, never change
  • 16writecreate and update
  • 4destructivewait for a confirmation

  1. Sandbox

    9

    1 read · 8 write · 0 destructive

    Sandbox: add individuals to the sandbox directory · Sandbox: enqueue a job · Sandbox: create a payment with pay statements · Sandbox: list job configurations

  2. Benefits

    6

    3 read · 3 write · 0 destructive

    List company-wide deductions and contributions (benefits) · Create a company-wide deduction or contribution · Get a company-wide deduction or contribution · Update a company-wide deduction or contribution

  3. Benefit individuals

    4

    2 read · 1 write · 1 destructive

    Get individuals' enrollment details for a benefit · List the individuals enrolled in a benefit · Unenroll individuals from a benefit · Enroll individuals in a benefit, or update their enrollment

  4. Jobs

    4

    3 read · 1 write · 0 destructive

    Enqueue an automated job (data sync refresh or W-4 retrieval) · List automated (data sync) jobs · Get an automated job · Get a manual (assisted) job

  5. Pay statement item rules

    4

    1 read · 2 write · 1 destructive

    Create a pay statement item rule · List pay statement item rules · Update a pay statement item rule · Delete a pay statement item rule

  6. Connection

    3

    1 read · 0 write · 2 destructive

    Introspect the access token (connection, company, products, status) · Disconnect the connection and revoke the access token · Disconnect one entity from the connection

  7. Documents

    2

    2 read · 0 write · 0 destructive

    List company and individual documents (W-4s) · Get a document's data

  8. Pay groups

    2

    2 read · 0 write · 0 destructive

    List pay groups · Get a pay group

13 more areas · 16 actions
  • Plan dependents 2
  • Plan enrollments 2
  • Plans 2
  • Company 1
  • Directory 1
  • Employments 1
  • Individuals 1
  • Ledger items 1
  • Pay statement items 1
  • Pay statements 1
  • Payments 1
  • Providers 1
  • Request forwarding 1

Top actions

The Finch API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 6 of Finch's 6 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
finch.payments.listList payroll payments (pay runs) in a date rangeList payroll payments (pay runs) in a date range.readhr.pay_run.list14 connectors
finch.directory.listList individuals in the company directoryList individuals in the company directory.readhr.employee.list61 connectors
finch.benefits.listList company-wide deductions and contributions (benefits)List company-wide deductions and contributions (benefits).readhr.benefit.list5 connectors
finch.benefits.createCreate a company-wide deduction or contributionCreate a company-wide deduction or contribution.writehr.benefit.create2 connectors
finch.company.getGet the employer's company dataGet the employer's company data.readthis connector
finch.plans.listList benefit plansList benefit plans.readthis connector
finch.documents.listList company and individual documents (W-4s)List company and individual documents (W-4s).readthis connector
finch.providers.listList the payroll and HRIS providers Finch supportsList the payroll and HRIS providers Finch supports.readthis connector
finch.pay_groups.listList pay groupsList pay groups.readthis connector
finch.benefits.registerRegister an existing provider benefit with FinchRegister an existing provider benefit with Finch.writethis connector
finch.sandbox.create_jobSandbox: enqueue a jobSandbox: enqueue a job.writethis connector
finch.connection.disconnectDisconnect the connection and revoke the access tokenDisconnect the connection and revoke the access token.destructivethis connector

Try it

Prompts to paste into Claude.

Each one names the Finch actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    List the companies in Finch and flag likely duplicates by name or domain.

    callsfinch.company.get

  2. Writewrite

    Create a company-wide deduction or contribution in Finch. Show me exactly what you will send before you save it.

    callsfinch.benefits.create

  3. Across systemsread

    Which Finch companies have invoices in ConnectWise PSA, and how many each?

    callsfinch.company.getconnectwise_manage.invoices.list

Across your systems

Finch, joined to the rest of your business.

One ask fetches from Finch and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Finch companies have invoices in ConnectWise PSA, and how many each?

    finch.company.get + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which Finch companies have tickets in HubSpot CRM, and how many each?

    finch.company.get + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227hr.pay_run 2
ask
ask {  intent: "which Finch companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "finch.company.get", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Finch

Destructive actions wait for a yes.

4 Finch actions are destructive. These are all of them:

  • Disconnect the connection and revoke the access tokenfinch.connection.disconnect
  • Unenroll individuals from a benefitfinch.benefit_individuals.unenroll
  • Disconnect one entity from the connectionfinch.connection.disconnect_entity
  • Delete a pay statement item rulefinch.pay_statement_item_rules.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dofinch.pay_statement_item_rules.deleteconfirm_policy: human

Delete a pay statement item rule?

intent: the user asked me to delete a pay statement item rule

run suspended · waiting for a named person · key finch-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "finch-agent",  allowed_actions: ["finch.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "finch.connection.disconnect", approver: "[email protected]" },    { match: "finch.benefit_individuals.unenroll", approver: "[email protected]" },    { match: "finch.connection.disconnect_entity", approver: "[email protected]" }  ]}
Illustrative. Scoped to Finch only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Finch costs on actionlake.

Every Finch action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Finch refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 50 Finch actions
  • 50actions pageeach page of a long list is one call
  • 30reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Finch action.

50 actions by area: the id your agent calls, what it does, and its effect.

Sandbox9
  • finch.sandbox.add_individualsSandbox: add individuals to the sandbox directorywrite
  • finch.sandbox.create_jobSandbox: enqueue a jobwrite
  • finch.sandbox.create_paymentSandbox: create a payment with pay statementswrite
  • finch.sandbox.list_job_configurationsSandbox: list job configurationsread
  • finch.sandbox.update_companySandbox: update the sandbox companywrite
  • finch.sandbox.update_connection_accountSandbox: update a connection account's statuswrite
  • finch.sandbox.update_employmentSandbox: update an individual's employmentwrite
  • finch.sandbox.update_individualSandbox: update an individualwrite
  • finch.sandbox.update_job_configurationSandbox: update a job configurationwrite
Benefits6
  • finch.benefits.createCreate a company-wide deduction or contributionwrite
  • finch.benefits.getGet a company-wide deduction or contributionread
  • finch.benefits.listList company-wide deductions and contributions (benefits)read
  • finch.benefits.list_metaList benefit types and features supported by the providerread
  • finch.benefits.registerRegister an existing provider benefit with Finchwrite
  • finch.benefits.updateUpdate a company-wide deduction or contributionwrite
Benefit individuals4
  • finch.benefit_individuals.enrollEnroll individuals in a benefit, or update their enrollmentwrite
  • finch.benefit_individuals.listGet individuals' enrollment details for a benefitread
  • finch.benefit_individuals.list_enrolledList the individuals enrolled in a benefitread
  • finch.benefit_individuals.unenrollUnenroll individuals from a benefitdestructive
Jobs4
  • finch.jobs.create_automatedEnqueue an automated job (data sync refresh or W-4 retrieval)write
  • finch.jobs.get_automatedGet an automated jobread
  • finch.jobs.get_manualGet a manual (assisted) jobread
  • finch.jobs.list_automatedList automated (data sync) jobsread
Pay statement item rules4
  • finch.pay_statement_item_rules.createCreate a pay statement item rulewrite
  • finch.pay_statement_item_rules.deleteDelete a pay statement item ruledestructive
  • finch.pay_statement_item_rules.listList pay statement item rulesread
  • finch.pay_statement_item_rules.updateUpdate a pay statement item rulewrite
Connection3
  • finch.connection.disconnectDisconnect the connection and revoke the access tokendestructive
  • finch.connection.disconnect_entityDisconnect one entity from the connectiondestructive
  • finch.connection.introspectIntrospect the access token (connection, company, products, status)read
Documents2
  • finch.documents.getGet a document's dataread
  • finch.documents.listList company and individual documents (W-4s)read
Pay groups2
  • finch.pay_groups.getGet a pay groupread
  • finch.pay_groups.listList pay groupsread
Plan dependents2
  • finch.plan_dependents.listList plan dependentsread
  • finch.plan_dependents.retrieveRetrieve plan dependents for individuals in a batchread
Plan enrollments2
  • finch.plan_enrollments.listList plan enrollmentsread
  • finch.plan_enrollments.retrieveRetrieve plan enrollments for individuals in a batchread
Plans2
  • finch.plans.getGet a benefit planread
  • finch.plans.listList benefit plansread
Company1
  • finch.company.getGet the employer's company dataread
Directory1
  • finch.directory.listList individuals in the company directoryread
Employments1
  • finch.employments.retrieveRetrieve individuals' employment data in a batchread
Individuals1
  • finch.individuals.retrieveRetrieve individuals' personal data in a batchread
Ledger items1
  • finch.ledger_items.retrieveRetrieve general ledger items for payments in a batchread
Pay statement items1
  • finch.pay_statement_items.listList pay statement items (earnings, taxes, deductions, contributions)read
Pay statements1
  • finch.pay_statements.retrieveRetrieve pay statements for payments in a batchread
Payments1
  • finch.payments.listList payroll payments (pay runs) in a date rangeread
Providers1
  • finch.providers.listList the payroll and HRIS providers Finch supportsread
Request forwarding1
  • finch.request_forwarding.forwardForward a raw request to the underlying provider's APIwrite

Questions

The Finch MCP server, answered.

Is there a Finch MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 50 Finch actions across sandbox, benefits, benefit individuals and jobs, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Finch.

What do I need to connect Finch?

Finch employer access token: the token your Finch application received for this employer from Finch Connect (POST…. The free call account { op: "connections.requirements", service: "finch" } lists exactly what to paste.

Can an AI agent delete or change things in Finch?

Only if its key allows it, and only with an explicit confirmation. 4 Finch actions are destructive, including disconnect the connection and revoke the access token, unenroll individuals from a benefit and disconnect one entity from the connection. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Finch API limit?

actionlake paces every call to the limits in the Finch service file: 20 calls a minute per connection. Repeated reads are answered from cache (30 Finch actions can be), which never reaches Finch.

What does a Finch action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (50 Finch actions page). Cache hits, searches, dry runs and calls Finch refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Finch API does it cover?

The Finch API 2020-09-17 (OpenAPI 3.1.0) at api.tryfinch.com. It is built from Finch's documentation as read on 23 October 2026. 50 actions in 21 areas, each one in the signed service file (version 1.0.0).

Can I combine Finch with my other systems?

Yes. ask joins Finch to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Finch maps crm.company, which 227 other connectors also map.

Does actionlake keep my Finch data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Finch credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

More connectors like Finch

Shares the most action names with

Joins with, on shared entities

Browse

actionlake is independent. It is not made or endorsed by Finch; the name is the vendor's own. Counts are from the Finch service file, version 1.0.0.

Give your agent Finch today.

Connect Finch freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.