Finmei

24 tools available

Finmei is an invoicing tool designed to simplify billing processes, allowing users to create and manage invoices and track expenses efficiently.

accounting proposal & invoice management

Connect Finmei Visit Finmei ↗

Connect Finmei to Definable to auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas call Finmei's 24 tools directly from chat or scheduled flows. Pair with a finance persona to keep books current and surface what needs human review.

Common workflows with Finmei

Auto-categorise

New transaction lands
Agent classifies based on history + memo
Writes the category back

Invoice from event

Triggered by a closed deal
Persona drafts the invoice
Sends with the right terms

Cash-flow digest

Pull this week's ins/outs
Highlight unusual entries
Email a one-pager

Finmei actions 24

Every Finmei action below is a callable tool any Definable persona can invoke.

Create Expense

Tool to create a new expense with file upload (receipt or invoice). Use when you need to record an expense with supporting documentation. Requires multipart/form-data submission with file, date, total, currency, and seller information.

Create Invoice

Creates a new invoice in Finmei with buyer information and line items. Use this when you need to generate an invoice for a customer. You can specify: - Buyer details (person or company) - Products/services with quantities and prices - Invoice type (regular, VAT, preliminary, credit) - Currency, dates, and custom notes Example: "Create an invoice for Tech Solutions Inc with 3 months of support services at $99.99/month"

Delete Customer

Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.

Delete Invoice

Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.

Delete Payment

Delete a payment record by its unique identifier. This action permanently removes the payment from the system. Returns success even if the payment doesn't exist (idempotent operation). Use this when you need to remove incorrect, duplicate, or obsolete payment records.

Delete Product

Deletes a product from the Finmei catalog by its unique identifier. This operation is idempotent - calling it multiple times with the same product_id will return success. The tool attempts multiple endpoint patterns to maximize compatibility across different Finmei API deployments. Use this when you need to: - Permanently remove a product from the catalog - Clean up discontinued or obsolete products - Remove test or duplicate product entries Note: If all API endpoints return 404, the action will succeed with a message explaining that the product doesn't exist or the API doesn't support deletion. This follows idempotent DELETE semantics.

Download Expense File

Tool to download the file associated with an expense. Returns the expense document file (PDF or image). Use when you need to retrieve the actual file content for an expense.

Download Invoice PDF

Tool to download an invoice as a PDF file. Use when you need to retrieve the PDF version of an invoice.

Get Expense by ID

Tool to retrieve a single expense by its ID. Use when you need to get details about a specific expense including date, total, currency, and seller information.

Get Invoice by ID

Tool to retrieve a single invoice by its ID. Use when you need full invoice details including buyer, seller, items, amounts, and payment options.

Get Payment

Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.

Get Product by ID

Tool to retrieve a product by its ID. Use when you need detailed information about a single product.

Get Profile

Tool to retrieve main information about the business to which the API token is assigned. Use when needing business ID, title, type, address, VAT code, company name, or company code.

List Currencies

Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.

List Customers

Tool to list all customers with optional filters and pagination. Use when needing to browse or search customer records.

List Expenses

Tool to list all expenses for the business. Use when you need a paginated list of expenses with metadata.

List Invoices

Tool to list invoices. Use when you need a paginated list of invoices with basic details.

List Payments

Tool to retrieve a list of payments. Use when you need to view past payment records with optional filters and pagination.

List Products

Tool to retrieve a list of products with optional filters and pagination. Use when you need to browse or filter the product catalog.

Update Customer

Tool to update an existing customer's details. Use after confirming the customer ID to modify their information.

Update Expense

Tool to update an existing expense's fields including date, total, currency, and seller. Use when you need to modify expense details. To update the invoice/bill file, use the Update Expense File endpoint instead.

Update Expense File

Updates the file attachment of an existing expense in Finmei. Use this action when you need to attach or replace a receipt/invoice file for an expense. This endpoint is specifically for updating the file only - use the Update Expense action for updating other expense fields like amount, date, or description. The file is uploaded using multipart/form-data content type and typically should be a PDF or image file of the bill/receipt.

Update Invoice

Tool to update an existing invoice in Finmei. Use when you need to modify invoice details such as buyer information, products, dates, or currency.

Update Product

Updates an existing product in the Finmei product catalog. Use this action when you need to modify product details such as name, description, price, or currency. You must provide the product ID and at least one field to update. The action returns the complete updated product details. Prerequisites: - The product must already exist in the system (obtain product_id from List Products action) - At least one update field (name, description, price, or currency) must be provided Note: This action will fail if the product doesn't exist or if the Finmei API instance doesn't support product management endpoints.

Frequently asked questions

What can I automate with Finmei on Definable?

Anything Finmei exposes through its API. Common accounting workflows on Definable include auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas can call any of the 24 Finmei tools directly, then chain the result into another integration without you writing code.

How does Finmei authentication work?

Finmei uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Finmei integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 24 Finmei tools. You only need a separate Finmei subscription if Finmei itself charges per seat or per API call.

Is using Finmei through Definable secure?

Every call from a persona to Finmei is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Finmei on Definable?

Sign up for Definable, open the integrations page, find Finmei, and connect via OAuth or API key. You can immediately attach Finmei to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Finmei actions does Definable expose?

Definable exposes all 24 Finmei actions as callable tools — including `Create Expense`, `Create Invoice`, `Delete Customer`, plus 21 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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