What you can ask about
| Area | What you can ask |
|---|---|
| Cards | Card status, spend vs. limit, restrictions, and cardholders |
| Transactions | Amounts, merchants, dates, status, and decline reasons |
| Bills | Vendor bills — amounts, due dates, and payment status |
| Approvals | Pending card requests, expenses, bill payments, and vendor changes |
| Teams & people | Team members, emails, and roles |
| Spend insights | Account credit position and spend summaries by card or team |
| Your profile | Who you’re signed in as and what role you hold |
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)
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.| Role | What the assistant can access |
|---|---|
| Administrator | The whole company |
| Manager | Yourself, plus the people and teams you manage |
| Employee | Your own cards, transactions, and expenses |
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.
| Assistant | How to add it |
|---|---|
| Claude (web & desktop) | Settings → Connectors → Add custom connector → paste the URL |
| Claude Code | claude mcp add --transport http dashfi https://mcp.dash.fi/mcp, then /mcp to sign in |
| ChatGPT | Settings → Apps & Connectors → add by URL |
| Cursor | Settings → MCP → add the server URL |
| Other MCP-compatible tools | Use the connector URL above and follow that tool’s MCP setup docs |
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.
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
Troubleshooting
The assistant can't see something I expect
The assistant can't see something I expect
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.
The assistant returns nothing or an empty list
The assistant returns nothing or an empty list
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.
My role changed recently and the assistant is showing wrong data
My role changed recently and the assistant is showing wrong data
Disconnect and reconnect the connector. This refreshes your permissions so the assistant picks up your new role.
A tool is missing or behaving oddly
A tool is missing or behaving oddly
Disconnect and reconnect the connector — this refreshes the list of available tools.
I can't connect or sign-in fails
I can't connect or sign-in fails
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.