Finta knowledge base
Docs
Set up Finta, connect your tools, and get technical support for Aurora and your capital workflows.
MCP installation
Tutorial
Connect Finta MCP to Claude
Add Finta as a trusted remote MCP connector in Claude, authorize your organization, and verify the available CRM and relationship tools.
Claude · Claude Desktop
Tutorial
Connect Finta MCP to ChatGPT
Create a custom Finta app in ChatGPT developer mode, complete OAuth, scan the available tools, and test with a read-only CRM request.
ChatGPT
Tutorial
Connect Finta MCP to Cursor
Add the official Finta remote MCP endpoint to Cursor, complete OAuth, inspect tools, and verify organization-scoped CRM access.
Cursor
Tutorial
Connect Finta MCP to GitHub Copilot
Add Finta's remote MCP endpoint to VS Code, complete OAuth, choose the correct chat harness, and verify CRM access without changing data.
GitHub Copilot in Visual Studio Code · Visual Studio Code Local chat harness
Tutorial
Connect Finta MCP to Google Antigravity
Add Finta's remote MCP endpoint to Antigravity IDE, complete OAuth, keep tool approvals on, and verify the selected Finta organization.
Google Antigravity IDE
Tutorial
Connect Finta MCP to Devin
Add Finta as a custom HTTP MCP server in Devin, choose an appropriate access model, complete OAuth, and verify tools with a read-only CRM request.
Devin
Tutorial
Connect Finta MCP to Grok
Add Finta as a custom MCP connector in Grok, complete Finta authorization, verify the available tools, and keep sensitive relationship actions under review.
Grok · Grok Bot, where connectors are available
Tutorial
Connect Finta MCP to goose on Linux
Install goose on Linux, add Finta as a remote Streamable HTTP extension, complete OAuth, and verify relationship tools with a read-only request.
goose CLI on Linux · goose Desktop on Linux
Tutorial
Connect Finta MCP to Hermes Agent
Add Finta as an OAuth-authenticated remote MCP server in Hermes Agent, inspect the discovered tools, and verify a read-only relationship query.
Hermes Agent by Nous Research · Hermes Agent CLI
Tutorial
Connect Finta MCP to OpenClaw
Add Finta as a remote Streamable HTTP MCP server in OpenClaw, complete OAuth, inspect tools, and verify access with a read-only request.
OpenClaw CLI · OpenClaw Control UI · OpenClaw Gateway
Tutorial
Connect Finta MCP to Microsoft Agent Framework
Use the MCP Python SDK for Finta OAuth, pass the authenticated session into Microsoft Agent Framework, and verify relationship data without making changes.
Microsoft Agent Framework for Python · MCP Python SDK Streamable HTTP client
MCP reference
Reference
Finta MCP Tools Reference
Understand the Finta MCP tool families, what each one can read or change, and which actions require an explicit confirmation step.
Claude · ChatGPT · Cursor
Guide
Finta MCP Security, Permissions, and Human Approval
Review how Finta MCP authenticates users, scopes access to an organization, controls consequential actions, and limits connected clients.
Claude · ChatGPT · Cursor
MCP support
MCP workflows
Guide
Use Finta MCP for Fundraising
Use an MCP-connected assistant to inspect targets, relationship context, deal records, inbox activity, and the next fundraising action in Finta.
Claude · ChatGPT · Cursor
Guide
Use Finta MCP with Your Investor CRM
Search, inspect, and update investor records through an MCP-connected assistant while keeping Finta CRM as the durable source of truth.
Claude · ChatGPT · Cursor
Guide
Use Finta MCP to Find Warm Introduction Paths
Search Finta Networks for credible relationship sources, compare the evidence, and prepare an introduction request without automating trust.
Claude · ChatGPT · Cursor
Guide
Use Finta MCP for Relationship Intelligence
Combine CRM, network, inbox, calendar, deal, and document evidence to understand a relationship and choose the next human action.
Claude · ChatGPT · Cursor