Flowlu Finance MCP Server

Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances.

105 tools

SKILL.md

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AI Skill
SKILL.md

Domain knowledge for Flowlu Finance — workflow patterns, data models, and gotchas for your AI agent.

Flowlu Finance

Order-to-cash covers invoices, estimates, ledger transactions, bank accounts, and recurring billing programs, with explicit relations between documents and line items.

Data Model

Invoices — header plus line items and counterpart contacts; line rows always parent off the invoice shell.
Estimates — quoting packages that convert into invoices when deals close.
Transactions — money movement classified as income or spend.
Banking — accounts and grouping metadata for reconciliation.
Recurring programs — subscription-style invoice shells with their own line templates.
Relations — pointers tying invoices, estimates, and line items together.

Gotchas

Invoice items: Always attach lines to an existing invoice header before posting quantities.
Organization: Multi-entity; may be required.
Transaction types: Use type for income vs expense.

Tools in this Server (105)

Flowlu Create Fin Bank Account

Create a new bank account. Returns the created item with assigned ID.

Flowlu Create Fin Bank Account Group

Create a new bank account group. Returns the created item with assigned ID.

Flowlu Create Fin Business Line

Create a new business line. Returns the created item with assigned ID.

Flowlu Create Fin Commitment

Create a new commitment. Returns the created item with assigned ID.

Flowlu Create Fin Customer Payment

Create a new customer payment. Returns the created item with assigned ID.

Flowlu Create Fin Estimate

Create a new estimate. Returns the created item with assigned ID.

Flowlu Create Fin Estimate Contacts

Create a new estimate contacts. Returns the created item with assigned ID.

Flowlu Create Fin Estimate Item

Create a new estimate item. Returns the created item with assigned ID.

Flowlu Create Fin Estimate Template

Create a new estimate template. Returns the created item with assigned ID.

Flowlu Create Fin Invoice

Create a new invoice. Returns the created item with assigned ID.

Flowlu Create Fin Invoice Contacts

Create a new invoice contacts. Returns the created item with assigned ID.

Flowlu Create Fin Invoice Item

Create a new invoice item. Returns the created item with assigned ID.

Flowlu Create Fin Item Relations

Create a new item relations. Returns the created item with assigned ID.

Flowlu Create Fin Organization

Create a new organization. Returns the created item with assigned ID.

Flowlu Create Fin Plan Money

Create a new plan money. Returns the created item with assigned ID.

Flowlu Create Fin Plan Money Payment Log

Create a new plan money payment log. Returns the created item with assigned ID.

Flowlu Create Fin Recurring Invoice

Create a new recurring invoice. Returns the created item with assigned ID.

Flowlu Create Fin Recurring Invoice Item

Create a new recurring invoice item. Returns the created item with assigned ID.

Flowlu Create Fin Relations

Create a new relations. Returns the created item with assigned ID.

Flowlu Create Fin Transaction

Create a new transaction. Returns the created item with assigned ID.

Flowlu Create Fin Transaction Pls

Create a new transaction pls. Returns the created item with assigned ID.

Flowlu Delete Fin Bank Account

Delete a bank account. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Bank Account Group

Delete a bank account group. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Business Line

Delete a business line. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Commitment

Delete a commitment. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Customer Payment

Delete a customer payment. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Estimate

Delete a estimate. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Estimate Contacts

Delete a estimate contacts. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Estimate Item

Delete a estimate item. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Estimate Template

Delete a estimate template. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Invoice

Delete a invoice. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Invoice Contacts

Delete a invoice contacts. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Invoice Item

Delete a invoice item. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Item Relations

Delete a item relations. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Organization

Delete a organization. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Plan Money

Delete a plan money. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Plan Money Payment Log

Delete a plan money payment log. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Recurring Invoice

Delete a recurring invoice. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Recurring Invoice Item

Delete a recurring invoice item. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Relations

Delete a relations. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Transaction

Delete a transaction. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Fin Transaction Pls

Delete a transaction pls. CAUTION: This action is permanent and cannot be undone.

Flowlu Get Fin Bank Account

Get details for a specific bank account by ID. Returns complete information including all fields.

Flowlu Get Fin Bank Account Group

Get details for a specific bank account group by ID. Returns complete information including all fields.

Flowlu Get Fin Business Line

Get details for a specific business line by ID. Returns complete information including all fields.

Flowlu Get Fin Commitment

Get details for a specific commitment by ID. Returns complete information including all fields.

Flowlu Get Fin Customer Payment

Get details for a specific customer payment by ID. Returns complete information including all fields.

Flowlu Get Fin Estimate

Get details for a specific estimate by ID. Returns complete information including all fields.

Flowlu Get Fin Estimate Contacts

Get details for a specific estimate contacts by ID. Returns complete information including all fields.

Flowlu Get Fin Estimate Item

Get details for a specific estimate item by ID. Returns complete information including all fields.

Flowlu Get Fin Estimate Template

Get details for a specific estimate template by ID. Returns complete information including all fields.

Flowlu Get Fin Invoice

Get details for a specific invoice by ID. Returns complete information including all fields.

Flowlu Get Fin Invoice Contacts

Get details for a specific invoice contacts by ID. Returns complete information including all fields.

Flowlu Get Fin Invoice Item

Get details for a specific invoice item by ID. Returns complete information including all fields.

Flowlu Get Fin Item Relations

Get details for a specific item relations by ID. Returns complete information including all fields.

Flowlu Get Fin Organization

Get details for a specific organization by ID. Returns complete information including all fields.

Flowlu Get Fin Plan Money

Get details for a specific plan money by ID. Returns complete information including all fields.

Flowlu Get Fin Plan Money Payment Log

Get details for a specific plan money payment log by ID. Returns complete information including all fields.

Flowlu Get Fin Recurring Invoice

Get details for a specific recurring invoice by ID. Returns complete information including all fields.

Flowlu Get Fin Recurring Invoice Item

Get details for a specific recurring invoice item by ID. Returns complete information including all fields.

Flowlu Get Fin Relations

Get details for a specific relations by ID. Returns complete information including all fields.

Flowlu Get Fin Transaction

Get details for a specific transaction by ID. Returns complete information including all fields.

Flowlu Get Fin Transaction Pls

Get details for a specific transaction pls by ID. Returns complete information including all fields.

Flowlu List Fin Bank Account

List all bank account items. Returns paginated results with essential details.

Flowlu List Fin Bank Account Group

List all bank account group items. Returns paginated results with essential details.

Flowlu List Fin Business Line

List all business line items. Returns paginated results with essential details.

Flowlu List Fin Commitment

List all commitment items. Returns paginated results with essential details.

Flowlu List Fin Customer Payment

List all customer payment items. Returns paginated results with essential details.

Flowlu List Fin Estimate

List all estimate items. Returns paginated results with essential details.

Flowlu List Fin Estimate Contacts

List all estimate contacts items. Returns paginated results with essential details.

Flowlu List Fin Estimate Item

List all estimate item items. Returns paginated results with essential details.

Flowlu List Fin Estimate Template

List all estimate template items. Returns paginated results with essential details.

Flowlu List Fin Invoice

List all invoice items. Returns paginated results with essential details.

Flowlu List Fin Invoice Contacts

List all invoice contacts items. Returns paginated results with essential details.

Flowlu List Fin Invoice Item

List all invoice item items. Returns paginated results with essential details.

Flowlu List Fin Item Relations

List all item relations items. Returns paginated results with essential details.

Flowlu List Fin Organization

List all organization items. Returns paginated results with essential details.

Flowlu List Fin Plan Money

List all plan money items. Returns paginated results with essential details.

Flowlu List Fin Plan Money Payment Log

List all plan money payment log items. Returns paginated results with essential details.

Flowlu List Fin Recurring Invoice

List all recurring invoice items. Returns paginated results with essential details.

Flowlu List Fin Recurring Invoice Item

List all recurring invoice item items. Returns paginated results with essential details.

Flowlu List Fin Relations

List all relations items. Returns paginated results with essential details.

Flowlu List Fin Transaction

List all transaction items. Returns paginated results with essential details.

Flowlu List Fin Transaction Pls

List all transaction pls items. Returns paginated results with essential details.

Flowlu Update Fin Bank Account

Update an existing bank account. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Bank Account Group

Update an existing bank account group. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Business Line

Update an existing business line. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Commitment

Update an existing commitment. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Customer Payment

Update an existing customer payment. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Estimate

Update an existing estimate. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Estimate Contacts

Update an existing estimate contacts. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Estimate Item

Update an existing estimate item. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Estimate Template

Update an existing estimate template. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Invoice

Update an existing invoice. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Invoice Contacts

Update an existing invoice contacts. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Invoice Item

Update an existing invoice item. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Item Relations

Update an existing item relations. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Organization

Update an existing organization. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Plan Money

Update an existing plan money. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Plan Money Payment Log

Update an existing plan money payment log. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Recurring Invoice

Update an existing recurring invoice. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Recurring Invoice Item

Update an existing recurring invoice item. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Relations

Update an existing relations. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Transaction

Update an existing transaction. Supports partial updates - only provided fields will be updated.

Flowlu Update Fin Transaction Pls

Update an existing transaction pls. Supports partial updates - only provided fields will be updated.

Integration Details

Authentication

API Key

One-click sign in

Official Website

Frequently Asked Questions

What is the Flowlu Finance MCP server?

Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances. It provides 105 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Flowlu Finance to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/flowlu-finance. Authentication is handled automatically.

How many tools does Flowlu Finance provide?

Flowlu Finance provides 105 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Flowlu Finance require?

Flowlu Finance uses API Key or One-click sign in. Flowlu requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Flowlu Finance to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/flowlu-finance

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.