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The Dash.fi MCP server lets you connect your AI assistant to your Dash.fi account so you can ask questions about your data in plain language — “what bills are due this week?”, “show my pending approvals”, “how much did Marketing spend last month?” The connection is read-only. Your assistant can look things up and report on them, but it cannot create cards, approve requests, pay bills, or move money.

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What you can ask about

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What it can’t do

  • Read-only — the assistant cannot create a card, approve a request, pay a bill, or move money
  • Can’t filter transactions by date range (planned)
  • Can’t narrow the approvals queue to only those waiting on you specifically (planned)

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Permissions

The assistant signs in as you and inherits your exact Dash.fi permissions — it gives no extra access. If you can’t see something in Dash.fi, the assistant can’t either.

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Connect your assistant

Connector URL: https://mcp.dash.fi/mcp Add Dash.fi as a connector in your AI assistant, then sign in with your Dash.fi account when prompted. You only need to approve it once — you can disconnect at any time from the same settings screen. Verify it’s working. Ask your assistant “Who am I?” or “List my cards” — a sensible answer confirms the connection.
MCP access must be enabled for your organisation before anyone can connect. If you receive an error on first sign-in, contact support@dash.fi to request access.

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Security

  • You sign in with your own Dash.fi login — no separate password, no extra access granted
  • You only ever see your own company’s data
  • Full card numbers and vendor bank account details are never exposed to the assistant
  • Every request is logged for audit
  • The connection is read-only

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Troubleshooting

The assistant uses your exact Dash.fi permissions. If you can’t see it inside Dash.fi directly, the assistant can’t either. Check what you see for the same query inside the app first.
Either your role doesn’t include that data, or there are simply no matching records. Check what you’d see for the same query inside Dash.fi.
Disconnect and reconnect the connector. This refreshes your permissions so the assistant picks up your new role.
Disconnect and reconnect the connector — this refreshes the list of available tools.
Check you’re using the correct connector URL and the correct Dash.fi account. If sign-in still fails, MCP access may not yet be enabled for your organisation — contact support@dash.fi.