generated: '2026-08-14' method: derived status: candidate source: openapi/fintary-open-api-openapi.yml, openapi/fintary-ams-api-openapi.yml notes: No official hosted or local Fintary MCP server was found. Searched the Fintary documentation (api.fintary.com/documentation, /openapi-doc, /api-doc), the marketing site, the Fintary GitHub organization and the npm/PyPI registries; api.fintary.com/mcp and /sse both return 404 and mcp.fintary.com does not resolve. The tool list below is a CANDIDATE derived one-per-operation from the two published OpenAPI documents; Fintary ships no MCP server today. Tool names for the AMS API are synthesised from method+path because that document declares no operationIds - the backing operation is recorded by method and path so nothing is invented. deployment: mode: none auth: unknown verified: searched server: name: fintary transport: http url: null tool_count: 81 tools: - name: agents_get description: Get agent by ID source_operation: openapi/fintary-open-api-openapi.yml#agents.get - name: agents_update description: Update an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.update - name: agents_assignUpline description: Assign upline to an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.assignUpline - name: agents_removeUpline description: Remove upline from an agent (by contact_hierarchy str_id) source_operation: openapi/fintary-open-api-openapi.yml#agents.removeUpline - name: agents_listCommissions description: Get commissions for an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.listCommissions - name: agents_getDashboard description: Get dashboard snapshot for an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.getDashboard - name: agents_listPayouts description: Get payouts for an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.listPayouts - name: agents_listPolicies description: Get policies for an agent source_operation: openapi/fintary-open-api-openapi.yml#agents.listPolicies - name: agents_list description: List agents source_operation: openapi/fintary-open-api-openapi.yml#agents.list - name: agents_create description: Create a new agent source_operation: openapi/fintary-open-api-openapi.yml#agents.create - name: analytics_getDatasetData description: Query an analytics dataset by name source_operation: openapi/fintary-open-api-openapi.yml#analytics.getDatasetData - name: analytics_listDatasets description: List analytics datasets source_operation: openapi/fintary-open-api-openapi.yml#analytics.listDatasets - name: analytics_getReportData description: Fetch data for a specific analytics report source_operation: openapi/fintary-open-api-openapi.yml#analytics.getReportData - name: analytics_listReports description: List published analytics reports source_operation: openapi/fintary-open-api-openapi.yml#analytics.listReports - name: analytics_getExportTaskStatus description: Get analytics export task status source_operation: openapi/fintary-open-api-openapi.yml#analytics.getExportTaskStatus - name: analytics_listDefaultWidgets description: List default analytics dashboard widgets source_operation: openapi/fintary-open-api-openapi.yml#analytics.listDefaultWidgets - name: analytics_restoreDefaultWidget description: Restore a default analytics widget source_operation: openapi/fintary-open-api-openapi.yml#analytics.restoreDefaultWidget - name: analytics_listWidgets description: List analytics dashboard widgets source_operation: openapi/fintary-open-api-openapi.yml#analytics.listWidgets - name: compReports_getData description: Get commission report data source_operation: openapi/fintary-open-api-openapi.yml#compReports.getData - name: documents_convertHtmlToPdf description: Convert HTML to PDF source_operation: openapi/fintary-open-api-openapi.yml#documents.convertHtmlToPdf - name: documents_upload description: Upload a document source_operation: openapi/fintary-open-api-openapi.yml#documents.upload - name: get_agents description: Agent detail source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/{strId} - name: patch_agents description: Update an agent source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/agents/{strId} - name: delete_agents description: Delete an agent source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/agents/{strId} - name: get_agents_contracts description: Contract detail source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/{strId}/contracts/{contractId} - name: patch_agents_contracts description: Update a contract source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/agents/{strId}/contracts/{contractId} - name: delete_agents_contracts description: Delete a contract source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/agents/{strId}/contracts/{contractId} - name: get_agents_contracts description: List agent contracts source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/{strId}/contracts - name: post_agents_contracts description: Create agent contract source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/agents/{strId}/contracts - name: get_agents_hierarchy description: Get agent hierarchy tree (uplines and downlines) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/{strId}/hierarchy - name: get_agents_tree description: Get the full hierarchy tree for an agent (ancestors + descendants) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/{strId}/tree - name: patch_agents_bulk_update description: Bulk update agents source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/agents/bulk-update - name: get_agents description: List agents source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents - name: post_agents description: Create an agent source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/agents - name: get_agents_summary description: Agent summary source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/agents/summary - name: get_configs_custom_fields description: List custom field definitions for the current account source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/configs/custom-fields - name: post_configs_custom_fields description: Create a custom field definition source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/configs/custom-fields - name: get_configs_statuses description: List status configurations source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/configs/statuses - name: get_customers description: Customer detail source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/customers/{strId} - name: patch_customers description: Update a customer source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/customers/{strId} - name: delete_customers description: Delete a customer source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/customers/{strId} - name: get_customers_policies description: List policies for a customer source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/customers/{strId}/policies - name: patch_customers_bulk_update description: Bulk update customers source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/customers/bulk-update - name: get_customers description: List customers source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/customers - name: post_customers description: Create a customer source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/customers - name: get_customers_summary description: Customer summary source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/customers/summary - name: patch_policies_case_manager description: Update policy case manager source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/{strId}/case-manager - name: get_policies_commission description: Get policy commission info (receivables, payouts by role, statement totals) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/commission - name: get_policies_customers description: List customers associated with a policy source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/customers - name: delete_policies_documents description: Delete policy document source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/policies/{strId}/documents/{documentStrId} - name: get_policies_documents_download description: Short-lived signed download URL for a policy document source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/documents/{documentStrId}/download - name: post_policies_documents_finalize description: Finalize a policy document upload (phase 2 of two) source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies/{strId}/documents/finalize - name: get_policies_documents description: List policy documents (Document Repository Service) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/documents - name: post_policies_documents description: Start a policy document upload (phase 1 of two) source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies/{strId}/documents - name: get_policies description: Policy detail source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId} - name: patch_policies description: Update policy source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/{strId} - name: delete_policies description: Delete policy source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/policies/{strId} - name: patch_policies_status description: Change policy status source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/{strId}/status - name: patch_policies_tasks description: Update policy task source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/{strId}/tasks/{taskId} - name: delete_policies_tasks description: Delete policy task source_operation: openapi/fintary-ams-api-openapi.yml#DELETE /api/ams/policies/{strId}/tasks/{taskId} - name: get_policies_tasks description: List policy tasks source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/tasks - name: post_policies_tasks description: Create policy task source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies/{strId}/tasks - name: get_policies_team description: Get policy team source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/{strId}/team - name: patch_policies_team description: Update policy team source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/{strId}/team - name: patch_policies_bulk_update description: Bulk update policies source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/policies/bulk-update - name: post_policies_filter_options description: Get filter option values for the policy list source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies/filter-options - name: get_policies_filters description: Get policy list filter metadata source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/filters - name: post_policies description: Create a policy source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies - name: post_policies_list description: List policies with basic info source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/policies/list - name: get_policies_summary description: Policy summary grouped by status source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/policies/summary - name: get_registry_capabilities description: Get the AI/wire manifest (bindable fields, widget vocabulary, endpoint allowlist, limits) for an AMS entity source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/registry/capabilities - name: put_registry_page_config_default description: Make one of the calling account's saved page-config variants its active default source_operation: openapi/fintary-ams-api-openapi.yml#PUT /api/ams/registry/page-config-default - name: put_registry_page_config_save description: Save a named page-config variant for the calling account source_operation: openapi/fintary-ams-api-openapi.yml#PUT /api/ams/registry/page-config-save - name: get_registry_page_config description: Get the wire page config for an AMS entity source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/registry/page-config - name: get_registry_page_configs description: List the calling account's saved page-config variants for an AMS entity (excludes the account's active default) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/registry/page-configs - name: patch_tasks description: Update a task source_operation: openapi/fintary-ams-api-openapi.yml#PATCH /api/ams/tasks/{taskId} - name: post_tasks_escalate description: Escalate a task source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/tasks/{taskId}/escalate - name: get_tasks description: List the current user's tasks source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/tasks - name: post_tasks description: Create a task source_operation: openapi/fintary-ams-api-openapi.yml#POST /api/ams/tasks - name: get_tasks_scope description: Get the current user's agent scope (self + downline contacts) source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/tasks/scope - name: get_tasks_summary description: Get a summary of the current user's tasks source_operation: openapi/fintary-ams-api-openapi.yml#GET /api/ams/tasks/summary