> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP server

> Connect Claude, ChatGPT, Cursor, or any MCP-compatible AI assistant to your Dash.fi account.

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.

## 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                        |

**Verify it's working.** Ask your assistant *"Who am I?"* or *"List my cards"* — a sensible answer confirms the connection.

<Note>
  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](mailto:support@dash.fi) to request access.
</Note>

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="A tool is missing or behaving oddly">
    Disconnect and reconnect the connector — this refreshes the list of available tools.
  </Accordion>

  <Accordion title="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](mailto:support@dash.fi).
  </Accordion>
</AccordionGroup>