--- title: "Finch MCP server for AI agents - actionlake" description: "Give Claude 50 Finch actions through one MCP server: sandbox, benefits, benefit individuals. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/finch updated: 2026-10-23 --- 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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 ``` - 50 actions in one signed file - 30 read look, never change - 16 write create and update - 4 wait for a yes destructive, 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_token` Finch 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 call check { 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 2026[developer.tryfinch.com](https://developer.tryfinch.com/openapi.json) [developer.tryfinch.com](https://developer.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. - **30** read look, never change - **16** write create and update - **4** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `finch.payments.list` List payroll payments (pay runs) in a date range | List payroll payments (pay runs) in a date range. | read | `hr.pay_run.list` 14 connectors | | `finch.directory.list` List individuals in the company directory | List individuals in the company directory. | read | `hr.employee.list` 61 connectors | | `finch.benefits.list` List company-wide deductions and contributions (benefits) | List company-wide deductions and contributions (benefits). | read | `hr.benefit.list` 5 connectors | | `finch.benefits.create` Create a company-wide deduction or contribution | Create a company-wide deduction or contribution. | write | `hr.benefit.create` 2 connectors | | `finch.company.get` Get the employer's company data | Get the employer's company data. | read | this connector | | `finch.plans.list` List benefit plans | List benefit plans. | read | this connector | | `finch.documents.list` List company and individual documents (W-4s) | List company and individual documents (W-4s). | read | this connector | | `finch.providers.list` List the payroll and HRIS providers Finch supports | List the payroll and HRIS providers Finch supports. | read | this connector | | `finch.pay_groups.list` List pay groups | List pay groups. | read | this connector | | `finch.benefits.register` Register an existing provider benefit with Finch | Register an existing provider benefit with Finch. | write | this connector | | `finch.sandbox.create_job` Sandbox: enqueue a job | Sandbox: enqueue a job. | write | this connector | | `finch.connection.disconnect` Disconnect the connection and revoke the access token | Disconnect the connection and revoke the access token. | destructive | this 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. Read read List the companies in Finch and flag likely duplicates by name or domain. calls `finch.company.get` 2. Write write Create a company-wide deduction or contribution in Finch. Show me exactly what you will send before you save it. calls `finch.benefits.create` 3. Across systems read Which Finch companies have invoices in ConnectWise PSA, and how many each? calls `finch.company.get` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `crm.company` **227** `hr.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 token `finch.connection.disconnect` - Unenroll individuals from a benefit `finch.benefit_individuals.unenroll` - Disconnect one entity from the connection `finch.connection.disconnect_entity` - Delete a pay statement item rule `finch.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. do finch.pay_statement_item_rules.delete confirm_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: "lead@example.com" }, { match: "finch.benefit_individuals.unenroll", approver: "lead@example.com" }, { match: "finch.connection.disconnect_entity", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 50 Finch actions - 50 actions page each page of a long list is one call - 30 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Finch action. 50 actions by area: the id your agent calls, what it does, and its effect. **Sandbox 9** - `finch.sandbox.add_individuals` Sandbox: add individuals to the sandbox directory write - `finch.sandbox.create_job` Sandbox: enqueue a job write - `finch.sandbox.create_payment` Sandbox: create a payment with pay statements write - `finch.sandbox.list_job_configurations` Sandbox: list job configurations read - `finch.sandbox.update_company` Sandbox: update the sandbox company write - `finch.sandbox.update_connection_account` Sandbox: update a connection account's status write - `finch.sandbox.update_employment` Sandbox: update an individual's employment write - `finch.sandbox.update_individual` Sandbox: update an individual write - `finch.sandbox.update_job_configuration` Sandbox: update a job configuration write **Benefits 6** - `finch.benefits.create` Create a company-wide deduction or contribution write - `finch.benefits.get` Get a company-wide deduction or contribution read - `finch.benefits.list` List company-wide deductions and contributions (benefits) read - `finch.benefits.list_meta` List benefit types and features supported by the provider read - `finch.benefits.register` Register an existing provider benefit with Finch write - `finch.benefits.update` Update a company-wide deduction or contribution write **Benefit individuals 4** - `finch.benefit_individuals.enroll` Enroll individuals in a benefit, or update their enrollment write - `finch.benefit_individuals.list` Get individuals' enrollment details for a benefit read - `finch.benefit_individuals.list_enrolled` List the individuals enrolled in a benefit read - `finch.benefit_individuals.unenroll` Unenroll individuals from a benefit destructive **Jobs 4** - `finch.jobs.create_automated` Enqueue an automated job (data sync refresh or W-4 retrieval) write - `finch.jobs.get_automated` Get an automated job read - `finch.jobs.get_manual` Get a manual (assisted) job read - `finch.jobs.list_automated` List automated (data sync) jobs read **Pay statement item rules 4** - `finch.pay_statement_item_rules.create` Create a pay statement item rule write - `finch.pay_statement_item_rules.delete` Delete a pay statement item rule destructive - `finch.pay_statement_item_rules.list` List pay statement item rules read - `finch.pay_statement_item_rules.update` Update a pay statement item rule write **Connection 3** - `finch.connection.disconnect` Disconnect the connection and revoke the access token destructive - `finch.connection.disconnect_entity` Disconnect one entity from the connection destructive - `finch.connection.introspect` Introspect the access token (connection, company, products, status) read **Documents 2** - `finch.documents.get` Get a document's data read - `finch.documents.list` List company and individual documents (W-4s) read **Pay groups 2** - `finch.pay_groups.get` Get a pay group read - `finch.pay_groups.list` List pay groups read **Plan dependents 2** - `finch.plan_dependents.list` List plan dependents read - `finch.plan_dependents.retrieve` Retrieve plan dependents for individuals in a batch read **Plan enrollments 2** - `finch.plan_enrollments.list` List plan enrollments read - `finch.plan_enrollments.retrieve` Retrieve plan enrollments for individuals in a batch read **Plans 2** - `finch.plans.get` Get a benefit plan read - `finch.plans.list` List benefit plans read **Company 1** - `finch.company.get` Get the employer's company data read **Directory 1** - `finch.directory.list` List individuals in the company directory read **Employments 1** - `finch.employments.retrieve` Retrieve individuals' employment data in a batch read **Individuals 1** - `finch.individuals.retrieve` Retrieve individuals' personal data in a batch read **Ledger items 1** - `finch.ledger_items.retrieve` Retrieve general ledger items for payments in a batch read **Pay statement items 1** - `finch.pay_statement_items.list` List pay statement items (earnings, taxes, deductions, contributions) read **Pay statements 1** - `finch.pay_statements.retrieve` Retrieve pay statements for payments in a batch read **Payments 1** - `finch.payments.list` List payroll payments (pay runs) in a date range read **Providers 1** - `finch.providers.list` List the payroll and HRIS providers Finch supports read **Request forwarding 1** - `finch.request_forwarding.forward` Forward a raw request to the underlying provider's API write 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 - [Merge HRIS 4](https://actionlake.com/connectors/merge-hris) - [Leapsome 2](https://actionlake.com/connectors/leapsome) - [Employment Hero Payroll 2](https://actionlake.com/connectors/employment-hero-payroll) - [Kombo 2](https://actionlake.com/connectors/kombo) - [UKG Pro 1](https://actionlake.com/connectors/ukg-pro) - [G-P (Globalization Partners) 1](https://actionlake.com/connectors/g-p-globalization-partners) Joins with, on shared entities - [ConnectWise PSA 1](https://actionlake.com/connectors/connectwise-psa) - [HaloPSA 1](https://actionlake.com/connectors/halopsa) - [HubSpot CRM 1](https://actionlake.com/connectors/hubspot-crm) - [NinjaOne 1](https://actionlake.com/connectors/ninjaone) - [Salesforce Sales Cloud 1](https://actionlake.com/connectors/salesforce-sales-cloud) - [ServiceNow 1](https://actionlake.com/connectors/servicenow) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/finch More: https://actionlake.com/llms.txt