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Connect your AI assistant to Dash.fi

The Dash.fi MCP server lets Claude, ChatGPT, Cursor, or any assistant that speaks the Model Context Protocol answer questions about your live spend data.

What your assistant can look up

Connecting the MCP server gives your assistant access to 13 tools, all of them reads. Between them they cover your own profile, the users and teams in your company, your cards individually or as a list, transactions individually or as a list, bills and approval requests, and spend summaries at account, card, and team level.

The data comes live from your account each time you ask, so nothing depends on you having pasted an export into the chat first.

Read-only, on purpose

Your assistant cannot create a card, approve a request, pay a bill, or move money. There's no setting that changes that, because the tools to do any of it were never built into the server.

The constraint is the feature. An assistant that can read your finance data saves you real time. An assistant that can move your money is a different category of risk, and connecting one shouldn't be the price of being able to ask questions about your spend. Full card numbers and vendor bank details are never exposed through the connection either.

It sees exactly what you see

The token your assistant receives carries your own permissions and nothing more. An administrator asking about company spend gets company spend. A manager gets themselves plus the people and teams they manage. An employee gets their own cards, transactions, and expenses. Connecting an assistant never widens someone's access.

If a person's role changes, their assistant's permissions narrow when it next reconnects. If they're removed from Dash.fi, access ends with their account.

Connecting it

Setup takes a couple of minutes and doesn't need a developer. The connector URL is https://mcp.dash.fi/mcp.

  • Claude, web or desktop: Settings > Connectors > Add custom connector, then paste the URL.
  • Claude Code: run claude mcp add --transport http dashfi https://mcp.dash.fi/mcp, then /mcp to sign in.
  • ChatGPT: Settings > Apps & Connectors, then add by URL.
  • Cursor: Settings > MCP, then add the server URL.
  • Anything else that speaks MCP: use the same URL with that tool's own setup instructions.

You'll be sent to Dash.fi to sign in and approve the connection once. After that your assistant holds an access token that lasts 60 minutes and renews itself in the background. Your password never reaches the MCP server, and the server stores no credentials of its own.

Per-client setup, the full tool reference, and troubleshooting all live in the developer docs.

Get started

Company administrators can enable or disable the MCP server under Company > Products. After that anyone in your company can connect their own assistant using the URL above, and their access follows the role they already have, so there's nothing to configure per person. The developer docs have the rest.

New to Dash.fi? Get started here or book a demo with one of our product experts.