MCP

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Overview

The Finch MCP Server makes it simple to integrate Large Language Models (LLMs) with the Finch API using natural language. Rather than writing custom API calls, you can describe your intent, and the LLM will handle the rest by issuing calls to the Finch API to get the information you need or take action on your behalf.

The Finch MCP Server exposes structured tools to LLMs, making it possible to use Finch’s API without understanding its full surface area. This unlocks powerful, intuitive workflows for developers, finance teams, support agents, and more.

MCP stands for Model Context Protocol, a mechanism that defines how LLMs can safely interact with external APIs and tools.

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💾 Installation

Install the MCP Server via npm:

npm install @tryfinch/finch-api-mcp

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⚙️ LLM Configuration

To connect the Finch MCP Server to an MCP Client, you will need to add the appropriate configuration to your client. Below is an example of what that may look like.

{
  "mcpServers": {
    "finch_api": {
      "command": "npx",
      "args": ["-y", "@tryfinch/finch-api-mcp"],
      "env": {
        "FINCH_ACCESS_TOKEN": "<a specific connection's access token>"
      }
    }
  }
}

💡 Replace <a specific connection's access token> with a valid Finch API access token for the connection you want the LLM to access.

🔐 Security Note: Use a token scoped to only the data required for your use case. Read-only tokens are recommended for most applications. Depending on your use case, and due to the sensitive nature of employment data, take extra caution when deciding what LLMs you choose to share your data with and the usage policies of the LLM provider. Finch’s general recommendation is to use a self-hosted LLM for usage with the Finch MCP Server.

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Example Use Cases

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🧮 Employee Contribution Analysis

Sample Prompt:

As a member of my company’s finance team, I’m interested in analyzing our company’s payroll benefits contributions. For each benefit in the system, can you please show me a breakdown of the total amount of contributions that have been made for each individual this year? Please include both the employee deduction amount as well as the employer contribution amount as separate line items in a table. In your analysis, please factor in that Finch’s API returns amount figures in cents.

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✅ Record Keeper Audit

Sample Prompt:

As a retirement benefits record keeper, I’m performing an audit of 401(k) benefit enrollments. Can you please show me in a table format which individuals are currently enrolled into a 401(k) plan, the name of the plan, and what their currently configured enrollments are? In your analysis, please factor in that Finch’s API returns amount figures in cents.

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📋 TPA Census Report

Sample Prompt:

As a third-party administrator, I’m working on preparing a census report. For now, I’m looking to have included each individual’s name, date of birth, hire date, termination date (if applicable), YTD earnings, and YTD benefit contributions. Can you prepare me a census report that captures the year 2025? In your analysis, please factor in that Finch’s API returns amount figures in cents.

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Need Help?

If you run into issues or have questions, reach out to us at support@tryfinch.com.