Skip to content

Connect ChatGPT to Finix MCP

OpenAI Logo

This guide walks you through connecting ChatGPT to the Finix MCP server. After setup, you can ask ChatGPT questions about Finix and get accurate, up-to-date answers sourced directly from our documentation.

Prerequisites

Before you begin, make sure you have:

  • ChatGPT Pro, Team, Enterprise, or Edu plan: MCP (via the Connectors feature) requires one of these paid plans
  • Developer Mode enabled: Required to add custom MCP connectors
  • Internet connection: Required to reach docs.finix.com

Enable Developer Mode

MCP connector support in ChatGPT requires enabling Developer Mode first.

  1. Open ChatGPT and click your profile icon in the top-left corner.
  2. Click Settings.
  3. Navigate to Apps & Connectors.
  4. Scroll to Advanced Settings.
  5. Toggle Developer Mode to On.

Add the Finix MCP Connector

After enabling Developer Mode, add the Finix MCP server as a connector.

  1. In Settings, go to Connectors.
  2. Click Create.
  3. Fill in the connector details:
    • Connector name: Finix API Docs
    • Description: Access Finix API reference and documentation. Use this connector when answering questions about Finix APIs, endpoints, authentication, payments, or integrations.
    • Connector URL: https://docs.finix.com/mcp
    • Authentication: None
  4. Click Create.

If the connection succeeds, ChatGPT shows the list of tools provided by the Finix MCP server (such as search, get-endpoints, get-endpoint-info).

Your ChatGPT workspace must have access to the Connectors feature. If you don't see Connectors in your Settings, your plan may not support it yet.

Use the Connector in a Chat

After creating the connector, activate it in your chat:

  1. Open a new ChatGPT conversation.
  2. Click the + button next to the message composer, then select More.
  3. Find and select Finix API Docs from the list of available connectors.
  4. Ask your question - ChatGPT will use the MCP tools to search Finix documentation.

The Finix MCP server's search tool finds results in both the API Reference and Guides. Detailed retrieval tools (get-endpoint-info, get-endpoints, get-full-spec-document) are only available in the API Reference. See Enhancing Guide Access to configure the agent for full access to the Finix documentation.

Enhancing Guide Access

To get the most from both API documentation and guides, add the following to your ChatGPT system prompt or at the start of your conversation:


When answering questions about Finix:

1. Use the Finix MCP connector tools (`search`, `get-endpoint-info`, `get-endpoints`) to find relevant API reference content.
2. For guide/tutorial content: after using the MCP search tool to find relevant guide pages, fetch the full content by appending .md to the guide URL. For example:
   - https://docs.finix.com/guides/getting-started/developer-quickstart.md
   - https://docs.finix.com/guides/online-payments/payment-tokenization/tokenization-forms.md
   - https://docs.finix.com/guides/payouts/adding-funds.md
3. Always check both the API Reference and Guides for a complete answer.

This lets ChatGPT access Markdown guides and API references via MCP, ensuring complete access to Finix docs.

Check the Connection

Try these prompts after activating the connector to confirm it works.

API Reference Test

"What authentication method does the Finix API use?"

If ChatGPT responds with precise information about Finix API authentication (Basic Auth with API credentials), the connection is working.

Guide Access Test

"How do I onboard a seller on Finix?"

If ChatGPT responds with details from the seller onboarding guide (not just API endpoint info), guide access is working correctly.

Example Prompts

Once configured, use the connector by asking Finix-related questions naturally in chat conversations.

API Questions:

"What fields are required to create a Transfer?" "How do I tokenize a card with Finix.js?" "What's the difference between a Transfer and an Authorization?"

Integration Help:

"Show me an example of processing a refund." "How do I set up webhooks for payment status updates?" "What are the steps to onboard a seller?"

Troubleshooting:

"What does error code 402 mean?" "What does the RETURNED state mean for a Transfer?" "How do I handle declined payments?"

Best Practices

For best results, follow these tips:

  1. Be specific - "How do I create a card Authorization?" is better than "How do payments work?".
  2. Reference API resources - Utilize terms like "Transfer", "Authorization", "Identity", "Merchant" when relevant.
  3. Ask for examples - "Show me an example of..." prompts ChatGPT to pull code samples from documentation.
  4. Mention the environment - Specify "Sandbox" or "Production" if it matters for your question.
  5. Activate the connector each session - Select the Finix connector each time you start a new conversation.

Troubleshooting Tips

Connector Creation Fails

If ChatGPT reports an error when creating the connector:

  1. Verify you can reach docs.finix.com in a browser.
  2. Check that Developer Mode is enabled in Settings → Apps & Connectors → Advanced Settings.
  3. Confirm your plan supports Connectors (Pro, Team, Enterprise, or Edu required).

Connector Not Listed in Chat

If the Finix connector does not appear after clicking + in the chat composer:

  1. Ensure the connector was created successfully in Settings → Connectors.
  2. Try clicking + → More to see the full list of available connectors.
  3. Reload the page and try again.

ChatGPT Not Using Finix Documentation

If ChatGPT answers from general knowledge instead of searching Finix documentation:

  1. Be explicit - Try "Search the Finix documentation for..." in the prompt.
  2. Check the connector is active - Click + → More to confirm the Finix connector is selected for this chat.
  3. Start a new conversation - Activate the connector before asking your first question.

Only Seeing API Reference Without Guide Content

If ChatGPT answers with only API endpoint details and misses relevant guide content:

  1. Add the system prompt - See Enhancing Guide Access above to instruct ChatGPT to fetch guide Markdown pages.
  2. Ask explicitly - Try "Check the Finix guides for how to..." to direct ChatGPT toward guide content.

Outdated Information

The MCP server uses Finix's published documentation. If you find any outdated information:

  • Check docs.finix.com for the latest published documentation.
  • If you notice a discrepancy, contact the Finix Support Team or your Finix representative for a definitive answer.

The MCP server always shows the latest information from docs.finix.com, which is updated regularly.