RF
Relaio Finance
All clients

MCP Server

Make

Visual automation with financial data

Connect Relaio Finance to Make.com scenarios via MCP. Use the MCP Client module to access your financial data in visual, no-code automations.

What you can automate

  • •Sync new invoices to Google Sheets automatically
  • •Send Slack notifications for overdue payments
  • •Create Notion tasks for expense approvals
  • •Update Airtable with transaction data

Don't have an API key? Create one in Settings → Developer

Connection details

Use these settings when configuring the MCP Client module in Make:

Server URL: https://api.relaio.io/mcp
Transport: SSE (Server-Sent Events)
Authentication: Bearer Token
Token: YOUR_API_KEY

Setup steps

  1. 1
    Add MCP Client module

    In your Make scenario, click (+) and search for "MCP Client" module

  2. 2
    Configure the connection

    Enter the Server URL: https://api.relaio.io/mcp

    Select "SSE" as the transport method

  3. 3
    Add authentication

    Get an API key from Settings → Developer and add it as a Bearer Token

  4. 4
    Select tools and map inputs

    Browse available Relaio Finance tools, select one, and map the input fields visually in the Make interface

New to Make?

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