Connecting external AI apps (MCP)
You can query Fintag’s company financial data directly from external AI apps such as Claude, ChatGPT, and Cursor. Without opening Fintag, questions like “Summarize our card spending this month” are answered with your real data.
Server URL
Section titled “Server URL”https://app.fintag.kr/api/mcpWho can use it
Section titled “Who can use it”- Company admins can use it right away.
- Members can use it once an admin allows External Connections (MCP) in their role or member settings.
How to connect
Section titled “How to connect”Menu names differ by app, but the steps are the same.
- Register the server URL above in your AI app’s connector (or MCP) settings.
- When your browser opens, log in with your usual Fintag account.
- Review the permissions and allow the connection.
You never enter an API key or password into the AI app.
| App | Where to set it up |
|---|---|
| Claude desktop and web | Settings → Connectors → Add custom connector |
| ChatGPT | Settings → Connectors → turn on Developer Mode under Advanced, then Create |
| Cursor | Settings → MCP → Add new MCP server (HTTP) |
Detailed steps and configuration examples for each app are available in Fintag under Agent Settings → External Connections (MCP).
What can be accessed
Section titled “What can be accessed”Only the items you allow on the connection screen are used.
| Permission | Details |
|---|---|
| View assets | Lists and balances of accounts, cards, loans, and assets |
| View transactions | Card and account transactions, spending by tag, spending summaries |
| View events / create and edit events | Financial calendar |
| View library / create documents | Search and read uploaded documents |
| View market indicators | KRX indices, bonds, commodities |
| Web search | External web search |
Security
Section titled “Security”- Only your own company’s data can be accessed. Other companies’ data can never be retrieved under any circumstances.
- Changes such as creating or editing events require an extra confirmation. The AI cannot execute them on its own.
- Sensitive information such as digital certificates and account passwords is excluded, and account and card numbers are masked.
- Results delivered to an external AI app are handled under that app provider’s policies.
Disconnecting
Section titled “Disconnecting”Review and disconnect connected apps in the Agent Settings → External Connections (MCP) tab. Access for that app is revoked immediately upon disconnection.