Railz MCP. Audit accounts and pull reports from any source.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Railz connects your AI agent directly to normalized accounting, banking, and commerce records from platforms like QuickBooks, Xero, and Shopify.
Your agent can list businesses, pull Balance Sheets, audit invoices, and analyze transactions—all through natural conversation.
What your AI agents can do
Get balance sheet
Retrieves a full balance sheet report for a specified business entity.
Get business
Gets detailed metadata and information for a single registered business.
Get cash flow
Fetches the comprehensive cash flow statement data.
Fetch normalized reports including Balance Sheets, Profit & Loss statements, and Cash Flow data for any business.
List all businesses in your directory and check the active service provider links (QuickBooks, Xero, etc.) for each one.
Pull detailed lists of invoices, bills, bank transactions, or sales orders from connected platforms.
Access and list journal entries and view the chart of accounts to track underlying financial activity.
Ask AI about this MCP
Supported MCP Clients
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Railz: 12 Tools for Financial Data Management
Use these 12 tools to pull everything from the general ledger to top-line sales orders, giving your agent a full view of any business's finances.
019d8474get balance sheet
Retrieves a full balance sheet report for a specified business entity.
019d8474get business
Gets detailed metadata and information for a single registered business.
019d8474get cash flow
Fetches the comprehensive cash flow statement data.
019d8474get profit and loss
Retrieves the profit and loss report for a specified period.
019d8474list accounts
Lists the complete chart of accounts used by the business's accounting system.
019d8474list bank transactions
Pulls a list of raw bank transactions for any given account connection.
019d8474list bills
Lists outstanding bills (accounts payable) due for a specific business.
019d8474list businesses
Provides a directory listing of all registered businesses within your Railz account.
019d8474list commerce orders
Gathers sales order and transaction data from connected commerce platforms (Shopify, etc.).
019d8474list connections
Lists all active third-party service connections (QuickBooks, Xero) for a given business.
019d8474list invoices
Retrieves a list of invoices and accounts receivable for a specific business.
019d8474list journal entries
Lists the underlying journal entries used to track financial movements.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Railz, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
This server gives your AI agent direct read access to normalized accounting, banking, and commerce data pulled from sources like QuickBooks, Xero, and Shopify. You don't gotta manually log into dashboards or export CSVs; your agent pulls clean reports the second you ask for 'em.
Auditing Businesses and Connections
You can start by listing every business registered in your account using list_businesses. If you need deep background on a specific client, running get_business gets all the metadata associated with that entity. To audit the system itself, your agent lists every active third-party service link via list_connections, letting you check exactly which providers (like Xero or QuickBooks) are connected for any given company.
Generating Core Financial Statements
When it comes to high-level reporting, your agent runs the numbers fast. You can get a complete picture of a business's financial health by calling get_balance_sheet, which retrieves the full balance sheet report. For profitability over time, get_profit_and_loss pulls the P&L statement for any period you specify. Need to know where the money actually came from? Use get_cash_flow; it fetches the comprehensive cash flow data.
Drilling Down into Transactions and Ledgers
If those big reports aren't enough, your agent handles the details. To see all outstanding bills (accounts payable), just run list_bills for a specific business. If you need to check what money is owed to the company, list_invoices pulls the list of accounts receivable and active invoices. For raw spending data, list_bank_transactions pulls the full list of bank transactions from any linked account.
You can also track sales activity by having your agent gather sales order and transaction details using list_commerce_orders, which connects to platforms like Shopify.
To understand how the numbers are tracked behind the scenes, you've got two critical tools. First, list_accounts gives you the full chart of accounts used in the business’s main accounting system—it’s your directory of financial categories. Second, and maybe most important for deep dives, list_journal_entries lists the underlying journal entries.
This lets your agent track every single movement through the general ledger, showing exactly how assets changed hands or why an account balance shifted. It's where you go when you gotta know why the numbers are what they are.
How Railz MCP Works
- 1 Subscribe to this server and enter your Railz Client ID and Secret.
- 2 Instruct your AI client (Claude, Cursor, etc.) to run a specific task, like 'Show the P&L for Acme Corp'.
- 3 The agent calls the necessary tool (
get_profit_and_loss) which retrieves the normalized data and presents the summary back to you.
The bottom line is that your AI client handles all the API calling, data normalization, and presentation logic for you. You just ask the question.
Who Is Railz MCP For?
Accountants who hate logging into 15 different client portals. Financial Analysts needing rapid health checks on multiple companies without manual exports. Business Owners who want to monitor cash flow and commerce orders via simple chat queries.
Retrieves financial statements and audits transactions across different client accounting systems in minutes, not hours.
Performs rapid health checks on business revenue and cash flow by calling tools like get_cash_flow directly from the chat interface.
Monitors company financial health and recent commerce orders using simple, natural language queries to understand immediate trends.
What Changes When You Connect
- Stop manually switching between dashboards. Your agent uses
list_businessesto list all clients, then runs specific tools—likeget_balance_sheet—without you lifting a finger. - You get full visibility into transactions by running
list_bank_transactionsand comparing it against invoices usinglist_invoices. It's instant reconciliation in chat. - Never miss a revenue trend. Running
list_commerce_orderspulls sales data from Shopify or BigCommerce, letting you track cash flow without needing raw export files. - Need to know if the numbers add up? By listing transactions (
list_journal_entries) and comparing them to your P&L report (get_profit_and_loss), you validate the entire ledger immediately. - It keeps everything structured. You can run
list_connectionsfirst, confirming all data sources are active before attempting to generate a complex financial statement likeget_cash_flow.
Real-World Use Cases
Client onboarding audit
A new bookkeeper needs to verify if a client has connected all necessary services. They run the agent, asking it to 'Show active service connections for biz_456.' The agent uses list_connections and tells them exactly what's linked (QuickBooks, Xero). This saves an entire onboarding meeting.
Quarterly performance review
A financial analyst needs to compare last quarter's revenue against projected expenses. They ask the agent to run get_profit_and_loss for Q3, then follow up with list_commerce_orders data to ensure sales matches the report.
Invoice discrepancy check
A business owner notices a missing payment. They ask their agent: 'Did we send an invoice for this?' The agent runs list_invoices and can confirm if it was sent, or run list_bills to see if someone owed money.
Quick status check
A manager needs a quick snapshot of company health. They simply ask for the 'Balance Sheet.' The agent uses get_balance_sheet, pulling assets and liabilities in one conversation turn, eliminating spreadsheet setup time.
The Tradeoffs
Trying to cross-reference data manually
Downloading a CSV of invoices, opening a separate sheet for bank transactions, and trying to match them row by row. It's tedious, error-prone work.
→
Let your agent handle it. Ask the agent to compare list_invoices against list_bank_transactions. The agent does the matching logic in the background.
Assuming a single tool covers everything
Thinking that just calling 'Get Financial Report' will work, when in reality, you need specific inputs like date ranges or connection IDs.
→
Use the granular tools. If you want P&L data, explicitly run get_profit_and_loss. Don't assume a general tool call is enough.
Ignoring foundational accounts
Only looking at top-line revenue figures from commerce platforms and ignoring the underlying ledger activity.
→
Always check the source. Use list_journal_entries to see exactly how every single transaction was coded, giving you the full audit trail.
When It Fits, When It Doesn't
Use this server if your core need is connecting multiple, siloed financial systems (QuickBooks, Shopify, etc.) and having an AI agent act as a conversational wrapper around that data. It's best for auditing, reconciliation, and generating standardized reports across disparate sources.
Don't use it if you only need to analyze one system's native reporting features—you could just log into QuickBooks. Also, don't rely on this server for complex business logic (e.g., 'If X happens, then send Y'). It provides data; your agent writes the workflow. If your task requires multi-step authorization or state management beyond simple API calls, you'll need a dedicated backend service layer built on top of Railz.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Railz. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually compiling financial reports is a nightmare.
Think about the current process. You open QuickBooks for client A, download the P&L CSV. Then you switch to Xero for client B and export their balance sheet. Next, you go to Shopify's dashboard just to pull sales data. Now you have three files, all needing copy-pasting into one master spreadsheet. It takes hours.
With this MCP server, that vanishes. You tell your agent: 'Give me the full financial picture for these three clients.' The agent calls `get_balance_sheet`, `list_invoices`, and `list_commerce_orders` in sequence, pulls all the data, normalizes it, and presents a clean summary back to you—all within the chat window.
Railz MCP Server: Get financial statements from any source
The manual steps that go away are logging into every portal, downloading multiple CSVs, and manually reconciling date ranges. You never have to deal with the messy data exports again.
This means you're not just getting data; you're getting a unified analysis. Your agent doesn't just list records; it interprets them against known accounting principles.
Common Questions About Railz MCP
How do I use the get_balance_sheet tool? +
You tell your agent to run get_balance_sheet and specify which business entity you want data for. It returns a normalized view of Assets, Liabilities, and Equity.
Can I check multiple client connections with list_connections? +
Yes. You first use list_businesses to get the IDs, then pass those IDs to your agent which can loop through them and run list_connections for every entity.
What is the difference between list_invoices and list_commerce_orders? +
Use list_invoices when you need formal, accounting-tracked bills (accounts receivable). Use list_commerce_orders for raw sales data straight from a storefront platform like Shopify.
Is get_cash_flow the same as getting P&L? +
No. The agent distinguishes between them. get_profit_and_loss shows profitability (Revenue minus Expenses), while get_cash_flow tracks actual cash movement in and out of the bank.
What happens to my data if I use `get_business` with an outdated API key? +
The agent will return a specific authentication error code. Your AI client handles this by telling you exactly which credential needs updating, so you don't lose any work.
Is there a limit to how often I can run `list_bank_transactions`? +
Yes, we enforce standard API rate limits per minute. If your agent calls the tool too frequently, it receives a 429 error. Wait sixty seconds and try again.
How does `get_profit_and_loss` handle data coming from different source accounting systems? +
It normalizes the output structure regardless of the original platform's format. You always receive standardized fields, so you don't have to write custom parsing logic.
When I run `list_journal_entries`, can I filter by specific account codes? +
Yes, the tool accepts parameters for filtering by account code or date range. This lets your agent narrow down complex entries quickly without manual review.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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