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Operate As

Integration

Finage

Realtime and historical stock, forex and crypto data. Your client pastes their Finage key once, and your agent or your code works with their access.

Accounting

About Finage

Through Operate As, your agent, n8n workflow or code works in Finage with your client's own access. Your client pastes their API key from Finage once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Finage's API through the request tool, with the client's access attached.

Common uses in Accounting

  • Create invoices and record payments
  • Match transactions and chase overdue bills
  • Pull numbers for a monthly report

Finage

Finage · Accounting

API key

Realtime and historical stock, forex and crypto data

The client pastes their API key from Finage's settings. We store it encrypted.

Tested against Finage's live API.

Building with Finage? The docs have setup steps and code for every tool.

Open the Finage docs

Tools

Your agent calls any endpoint of Finage's API with the request tool, with the client's access attached.

Base URL for request

https://api.finage.co.uk

  • request

    HTTPS ANY /v1/clients/{clientId}/finage/{path}

    Any endpoint of Finage's own API, with the client's access attached.

    servicestringrequired
    This service: finage
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.finage.co.uk
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Finage key you paste, with only the access you gave that key

Related

More in Accounting

Browse every service

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