This guide walks you through connecting ChatGPT to the Finix MCP server. After setup, you can ask ChatGPT questions about Finix APIs and get accurate, up-to-date answers sourced directly from our documentation.
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
MCP connector support in ChatGPT requires Developer Mode to be turned on first.
- Open ChatGPT and click your profile icon in the top-left corner
- Select Settings
- Navigate to Apps & Connectors
- Scroll to Advanced Settings
- Toggle Developer Mode to On
Once Developer Mode is enabled, you can add the Finix MCP server as a connector.
- In Settings, go to Connectors
- Click Create
- 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
- Connector name:
- Click Create
If the connection succeeds, ChatGPT will display the list of tools provided by the Finix MCP server (such as search, get-endpoints, get-endpoint-info).
Note: 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.
After creating the connector, you need to activate it in your chat session:
- Open a new ChatGPT conversation
- Click the + button next to the message composer, then select More
- Find and select Finix API Docs from the list of available connectors
- Ask your question — ChatGPT will use the MCP tools to search Finix documentation
Note: The MCP server's
searchtool returns results from both the API Reference and Guides. However, the detailed retrieval tools (get-endpoint-info,get-endpoints,get-full-spec-document) only work with the API Reference. For full guide content, you can ask ChatGPT to fetch the markdown version of any guide page directly by appending.mdto the guide URL (e.g.,https://docs.finix.com/guides/getting-started/developer-quickstart.md).
To get the most out of both API documentation and guides, include the following in 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 tells ChatGPT to combine MCP tools (for structured API reference lookups) with direct markdown fetching (for full guide content).
Try the following prompts after activating the connector to confirm it's working.
API Reference test:
"What authentication method does the Finix API use?"
If ChatGPT responds with specific details 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.
Once configured, use the connector by asking Finix-related questions naturally in your chat.
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?"
"Why would a Transfer be in PENDING state?"
"How do I handle declined payments?"
For the best results:
Be specific — "How do I create a card Authorization?" is better than "How do payments work?"
Reference API resources — Use terms like "Transfer", "Authorization", "Identity", "Merchant" when relevant
Ask for examples — "Show me an example of..." prompts ChatGPT to pull code samples from documentation
Mention the environment — Specify "Sandbox" or "Production" if it matters for your question
Activate the connector each session — You'll need to select the Finix connector each time you start a new conversation
If ChatGPT reports an error when you try to create the connector:
- Verify you can reach
docs.finix.comin a browser - Check that Developer Mode is enabled in Settings → Apps & Connectors → Advanced Settings
- Confirm your plan supports Connectors (Pro, Team, Enterprise, or Edu required)
If the Finix connector doesn't appear when you click + in the chat composer:
- Ensure the connector was created successfully in Settings → Connectors
- Try clicking + → More to see the full list of available connectors
- Reload the page and try again
If ChatGPT seems to be answering from general knowledge instead of searching Finix docs:
- Be explicit — Try "Search the Finix documentation for..." in your prompt
- Check the connector is active — Click + → More to confirm the Finix connector is selected for this chat
- Start a new conversation — Activate the connector before asking your first question
If ChatGPT answers with only API endpoint details and misses relevant guide content:
- Add the system prompt — See Enhancing Guide Access above to instruct ChatGPT to fetch guide markdown pages
- Ask explicitly — Try "Check the Finix guides for how to..." to direct ChatGPT toward guide content
The MCP server queries Finix's published documentation. If you notice outdated information:
- Check docs.finix.com directly to verify current documentation
- The MCP server reflects published docs, which are updated regularly