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Railz MCP Server

Name: Railz
Availability: InStock
Author: Vinkius

railz.ai

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Financial data integration platform — connect accounting, banking, and commerce data via AI.

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What is the Railz MCP Server?

The Railz MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Railz via 12 tools. Financial data integration platform — connect accounting, banking, and commerce data via AI. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (12)

get_balance_sheetget_businessget_cash_flowget_profit_and_losslist_accountslist_bank_transactionslist_billslist_businesseslist_commerce_orderslist_connectionslist_invoiceslist_journal_entries

Tools for your AI Agents to operate Railz

Ask your AI agent "List all businesses registered in my Railz account." and get the answer without opening a single dashboard. With 12 tools connected to real Railz data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

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Railz MCP Server capabilities

12 tools

get_balance_sheet

Get balance sheet report

get_business

Get details for a specific business

get_cash_flow

Get cash flow statement

get_profit_and_loss

Get profit and loss report

list_accounts

List chart of accounts

list_bank_transactions

List bank transactions

list_bills

List bills for a business

list_businesses

List all businesses in Railz

list_commerce_orders

g., Shopify, BigCommerce). List commerce orders

list_connections

g., QuickBooks, Xero) for a given business. List connections for a business

list_invoices

List invoices for a business

list_journal_entries

List journal entries

What the Railz MCP Server unlocks

Empower your AI agent to access normalized financial data from various accounting, banking, and commerce platforms with Railz. By connecting Railz to your agent, you transform complex financial auditing into a natural conversation. Your agent can instantly list businesses, audit invoices, and retrieve deep financial reports like Balance Sheets and P&L statements without you ever touching a dashboard. Whether you are managing multiple client accounts or a single corporate entity, your agent acts as a real-time financial analyst, ensuring your data is always accessible and structured.

What you can do

Business Directory — List all registered businesses in your Railz account and inspect their specific metadata.
Connection Auditing — Monitor active service provider connections (QuickBooks, Xero, Shopify, etc.) for any business entity.
Financial Reporting — Fetch real-time, normalized reports including Balance Sheets, Profit & Loss, and Cash Flow statements.
Invoice & Bill Management — Query and analyze accounts receivable (invoices) and accounts payable (bills) across multiple providers.
Commerce Insights — Access sales orders and transaction data from connected commerce platforms to track revenue trends.

How it works

1. Subscribe to this server
2. Enter your Railz Client ID and Client Secret
3. Start managing your financial data through Claude, Cursor, or any MCP-compatible client

Who is this for?

Accountants & Bookkeepers — instantly retrieve financial statements and audit transactions across different client accounting systems.
Financial Analysts — perform rapid health checks on business revenue and cash flow without manual data exports.
SaaS Developers — integrate financial data workflows into your applications through an AI-guided interface.
Business Owners — monitor your company's financial health and commerce orders through simple natural language queries.

Frequently asked questions about the Railz MCP Server

Can I access data from multiple accounting platforms like QuickBooks and Xero simultaneously?

Yes! Railz normalizes data across all supported providers. Use the list_businesses and list_connections tools to identify the target entity, then query reports which will return in a consistent format regardless of the underlying source.

How do I retrieve a Balance Sheet for a specific company connection?

First, find the relevant connection_id for the business using list_connections. Then, use the get_balance_sheet tool with that ID to fetch the snapshot of assets and liabilities.

Does this integration allow creating new invoices or only reading them?

The current toolset focuses on read-only operations for auditing and analysis, such as list_invoices, list_bills, and list_accounts. This ensures safe exploration of financial data without accidental modifications.