# Codat Financial Data MCP for AI Agents AI Agent Connect > Codat Financial Data lets you pull standardized financial records from accounting, banking, and commerce platforms into a single stream. Instead of building custom integrations for every different bank or ERP, you can use this Connector to give your agent a unified view of a business's money. It handles the heavy lifting of normalizing data from places like QuickBooks, Xero, and Shopify so you can focus on the analysis. ## Overview - **Category:** data-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/ai-agent-connect - **Tags:** financial-data, api-standardization, accounting-sync, commerce-data, banking-api, data-aggregation ## Description Managing financial data across a dozen different platforms usually feels like a mess of copy-pasting and manual mapping. You might have one system for invoices, another for bank feeds, and a third for e-commerce sales. This Connector changes that by letting your agent talk to Codat to get everything in one place. You can ask your agent to summarize a company's recent spending, check if their invoices are paid, or see how many orders came through Shopify last month without ever switching tabs. It acts like a bridge that turns fragmented data into a clean, usable feed. When you use this through the Vinkius catalog, you're essentially giving your AI a dedicated financial data engineer. It handles the weird quirks of different accounting softwares and gives you back a standard set of numbers you can actually use to make decisions. It's about moving from where is that receipt to what's the current burn rate in a single conversation. This connection removes the friction of data silos. You no longer have to worry about how the data is formatted or whether the bank's API changed last week. You just get the information you need to make moves. It turns a complex data engineering task into a simple conversation with your agent, letting you focus on the actual strategy of your business instead of the plumbing of your finances. ## Tools ### check_api_health Verify that your connection to the Codat API is active and working. This ensures your agent can reach the data. ### register_new_financial_entity Add a new company to your dashboard to start tracking its financial data. This automates the onboarding of new clients. ### get_data_sync_status Check how far along the data synchronization is for a specific business. Use this to see if your latest records are ready. ### list_financial_bank_accounts See all bank accounts linked to an accounting platform. This helps you get a full view of a company's cash positions. ### list_banking_transactions Pull a list of transactions from your connected bank feeds. It gives you a clean history of all money movement. ### list_commerce_orders Get a history of orders from e-commerce platforms like Shopify or Stripe. This unifies your sales records. ### list_commerce_transactions View specific payment transactions from your commerce systems. It helps you track individual sales and payments. ### list_financial_companies See a list of all business entities currently in your account. This is the quickest way to see your full client list. ### list_data_connections See all active data links for a specific company ID. Use this to audit what data is flowing into your system. ### list_accounting_customers Get a list of customers from your connected accounting software. This helps you identify who owes you money. ### list_supported_integrations See every accounting, commerce, and banking platform the service supports. Use this to check if a specific bank is covered. ### list_accounting_invoices Get a list of standardized invoices from your accounting connections. This provides a single view of your accounts receivable. ## Prompt Examples **Prompt:** ``` List all business entities in my account. ``` **Response:** ``` I've retrieved your company directory. You have 3 active entities: * **Acme Corp** (ID: abc-123) * **Main St Cafe** * **Global Logistics** Which one should we check for data connections? ``` **Prompt:** ``` What is the data sync status for 'Acme Corp'? ``` **Response:** ``` Scanning progress... Data synchronization for **Acme Corp** is **85% complete**. * **Accounting invoices**: Fully synced * **Banking transactions**: Currently being processed Shall I alert you once it's finished? ``` **Prompt:** ``` Show the latest standardized invoices for company 'abc-123'. ``` **Response:** ``` Fetching accounting data... For **Acme Corp (abc-123)**, I found **5 recent invoices** totaling **$12,500**. Most are from their Xero connection. Would you like the detailed line items for the largest one? ``` ## Capabilities ### Pull invoices from 30+ platforms Get standardized invoice records from systems like Xero and QuickBooks in one go. ### Track real-time bank transactions Monitor bank statement transactions and balances via integrated banking aggregators. ### Fetch e-commerce order history Access unified order history and payment records from Shopify, Stripe, and Square. ### Create new business entities Programmatically add new companies to your dashboard to start monitoring their data. ### Monitor data sync progress Check the status of data synchronization across all your connected platforms. ### List active data links See every active connection for a specific company to manage your data strategy. ## Use Cases ### Lending App Prototype A developer asks the agent to list bank accounts for a specific company to see if they qualify for a small business loan. ### E-commerce Sales Audit An analyst asks for commerce transactions from Shopify to find discrepancies in last month's total sales volume. ### Credit Risk Assessment An underwriter asks for a list of accounting invoices to check if a business pays its suppliers on time. ### Data Onboarding Automation A manager asks the agent to register a new company and then list its data connections to ensure the sync started correctly. ## Benefits - Stop building custom connectors for every bank and ERP by using list_supported_integrations to see what is already available. - Get a unified view of sales by pulling data from Shopify and Stripe using list_commerce_orders. - Simplify credit checks by using list_accounting_invoices to see a company's payment history in one place. - Monitor your data pipeline in real-time with get_data_sync_status to ensure your records are always up to date. - Automate entity management by using register_new_financial_entity to onboard new clients without manual data entry. - Reduce manual data mapping by pulling standardized records from over 30 different platforms into your agent. ## How It Works The bottom line is you get a unified financial data feed without building a single custom API integration. 1. Grab your API key from your Codat dashboard under the settings menu. 2. Connect this Connector to your AI client through the Vinkius platform. 3. Ask your agent to pull specific records like bank balances or invoice lists. ## Frequently Asked Questions **Can Codat Financial Data connect to my QuickBooks account?** Yes, it pulls standardized data from over 30 platforms, including QuickBooks, Xero, and Sage, into one unified view. **How does this Connector help with e-commerce data?** It pulls orders and payment transactions from systems like Shopify, Stripe, and Square so you can see your sales in one place. **Can I use this to check my bank balances?** Yes, it retrieves bank balances and transactions from integrated banking feeds, giving you a clear view of your cash flow. **Is this good for credit underwriting?** It's a great fit for underwriters who need to quickly pull historical invoice data and bank records for business credit assessments. **Does this work for multiple companies?** Yes, you can list and manage multiple business entities and their specific data links within a single account. **How do I see which platforms are supported?** You can ask your agent to list all supported integrations to see the full range of accounting, commerce, and banking tools available. **How do I find my Codat API Key?** Log in to your [**Codat Dashboard**](https://app.codat.io/), navigate to **Settings** > **API Keys**, and copy your unique access token. **Which accounting platforms are supported?** Codat supports 30+ major platforms including Xero, QuickBooks (Online & Desktop), Sage, FreshBooks, and Dynamics 365. **Can I check data synchronization status via AI?** Yes! The `get_data_sync_status` tool allows the agent to monitor the progress of data pulls and pushes for any linked company ID.