Structured tools
Expose supported invoice, customer, transaction, reporting and document operations as explicit tools rather than unstructured browser actions.
The Relaio Finance MCP layer exposes structured finance context and actions through a standards-based interface while preserving workspace permissions and review controls.
Expose supported invoice, customer, transaction, reporting and document operations as explicit tools rather than unstructured browser actions.
Keep each AI client constrained to the workspace and permissions granted by the authenticated user.
Let finance questions stay lightweight while sensitive writes remain reviewable or confirmation-gated.
Use one controlled integration surface across compatible AI clients instead of rebuilding finance access for every interface.
How it works
Authenticate an approved client
Resolve workspace permissions
Expose the allowed finance tools
Return results with clear action context
Relaio Finance makes financial context usable by AI without turning the underlying data into an uncontrolled interface. MCP provides a common path for compatible AI clients to use approved finance tools.
Exact connector URLs, credentials and tool availability are workspace-specific and should be taken from Developer settings rather than hard-coded into a public marketing page.
Status: Live. Supported clients, tools and permissions can vary by workspace and enabled developer access.
Open Relaio Finance and bring the parts of your finance workflow together at your own pace.
Open Relaio Finance