Personal finance: expenses, incomes, budgets and accounts. Your client pastes their Toshl Finance key once, and your agent or your code works with their access.
Banking and investing
About Toshl Finance
Through Operate As, your agent, n8n workflow or code works in Toshl Finance with your client's own access. Your client pastes their personal token from Toshl Finance once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Toshl Finance's API through the request tool, with the client's access attached.
Common uses in Banking and investing
Pull balances and transactions into a report
Match payments to invoices
Flag unusual activity
Toshl Finance
Toshl Finance · Banking and investing
API key
Personal finance: expenses, incomes, budgets and accounts
The client pastes their personal token from Toshl Finance's settings. We store it encrypted.
Tested against Toshl Finance's live API.
Building with Toshl Finance? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.