How to Use the Codat Financial Data MCP in Vercel AI SDK

Stream real-time accounting and commerce data directly into your Vercel AI SDK frontends for live financial insights.

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Connect Codat Financial Data MCP to Vercel AI SDK

Create your Vinkius account to connect Codat Financial Data to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Codat Financial Data with Vercel AI SDK

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Live Financial Data in Vercel AI SDK

Feed your UI with live records by calling `list_accounting_invoices` or `list_banking_transactions` directly within your streaming responses. Your users watch the data populate as the agent works. This MCP server pushes raw JSON into your edge functions. You avoid the lag of traditional API polling and keep the interface snappy for your customers.

Manage Companies Through Vercel AI SDK

Create and track entities using `register_new_financial_entity` from within your Next.js components. It handles the backend heavy lifting while you focus on the view. Use `list_financial_companies` to verify that your data links are active before firing off secondary requests. You get a clean state every time you run your logic.

Check Integration Health in Vercel AI SDK

Run `check_api_health` during your application boot sequence to ensure the connection is ready. Stop your process early if the service isn't responding. Use `list_supported_integrations` to show your users which accounting or commerce platforms they can connect to. It keeps your setup flow transparent and user-friendly.

Setup guide

Set up Codat Financial Data MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Codat Financial Data tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Codat Financial Data transactions",
});

console.log(text);
await mcpClient.close();

Get your connection token →

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Why Choose Vinkius

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Codat Financial Data MCP in Vercel AI SDK

Initialize the client using the Vercel AI SDK MCP package and pass the tools to your streamText function. You'll call the specific tool, like `list_commerce_orders`, and the SDK will handle the data stream back to your component.

Yes, you manage pagination by iterating through the tool calls in your loop. You'll receive the array results from `list_banking_transactions` and can update your state as each chunk arrives.

Your credentials never hit the client-side. The MCP server acts as a proxy, ensuring that only your server-side edge functions handle the sensitive financial records.

You handle the error in your standard try-catch block within your route handler. The AI SDK will return the error state to your UI, allowing you to show a custom message to the user.

This server uses scoped tokens to limit access to specific company IDs. Your data remains isolated within the Vinkius sandbox, and we never store your raw financial information on our disk.

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