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Treinta App MCP. Run full bookkeeping and audit inventory from chat.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

Treinta App MCP on Cursor AI Code Editor MCP Client Treinta App MCP on Claude Desktop App MCP Integration Treinta App MCP on OpenAI Agents SDK MCP Compatible Treinta App MCP on Visual Studio Code MCP Extension Client Treinta App MCP on GitHub Copilot AI Agent MCP Integration Treinta App MCP on Google Gemini AI MCP Integration Treinta App MCP on Lovable AI Development MCP Client Treinta App MCP on Mistral AI Agents MCP Compatible Treinta App MCP on Amazon AWS Bedrock MCP Support

Just plug in your AI agents and start using Vinkius.

Treinta App MCP Server connects your small business ledger directly to any AI agent. Automate bookkeeping by writing transactions, checking client debt status (`get_client`), and auditing inventory from chat—no need to open the mobile app or spreadsheet.

What your AI agents can do

Create client

Adds a new customer record to the ledger system.

Create product

Registers a brand-new product into the store's inventory list.

Create transaction

Writes a new business transaction (income or expense) to your accounting books.

+ 9 more capabilities included
Record and modify transactions

Write new income/expense records using create_transaction, or reverse a mistake with delete_transaction.

Manage client accounts

List all registered clients (list_clients) and fetch specific debt profiles for any individual customer using get_client.

Audit product inventory

Get the full business catalog with list_products, check a single item's details via get_product, or manually correct stock levels with update_product_stock.

Run financial reports

Generate macro Profit & Loss statements (get_business_stats) and list consolidated sales records (list_sales).

Set up new data entities

Add a completely new client record using create_client or register a product that isn't yet in the system via create_product.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

Treinta App: 12 Tools for Finance & Inventory Management

These tools let you create clients, track debt, manage inventory counts, and generate full financial reports—all through your AI agent.

create019d8491

create client

Adds a new customer record to the ledger system.

create019d8491

create product

Registers a brand-new product into the store's inventory list.

create019d8491

create transaction

Writes a new business transaction (income or expense) to your accounting books.

delete019d8491

delete transaction

Reverses an incorrect or erroneous financial entry from the ledger.

get019d8491

get business stats

Retrieves a summary of your overall Profit & Loss operations dashboard.

get019d8491

get client

Fetches the specific debt profile and transaction history for one client.

get019d8491

get product

Retrieves detailed information about a single product SKU in your inventory.

list019d8491

list clients

Gathers a list of all active clients and their basic details.

list019d8491

list products

Retrieves the complete, current inventory catalog for your store.

list019d8491

list sales

Lists all recorded sales transactions over a specified period.

list019d8491

list transactions

Retrieves a full, chronological list of every movement in the general ledger.

update019d8491

update product stock

Adjusts the physical quantity count for an existing product SKU.

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.

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Start building

Make Your AI Do More

Start with Treinta App, 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
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  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week

What you can do with this MCP connector

Treinta App connects your small business ledger straight into your AI agent. You don't gotta open the mobile app or mess with spreadsheets to run your bookkeeping; your agent handles it all.

Managing Transactions and Books:
When you need to log a sale or an expense, use create_transaction to write a new income or expense record right into your accounting books. If you make a mistake—say, you entered the wrong amount or recorded something that never happened—you can hit delete_transaction to reverse that bad entry and keep your ledger clean.

Client Accounts:
You gotta know who owes you dough. You'll use list_clients to get a full rundown of every active client in the system, giving you their basic details at a glance. If you need specifics on one person—like checking out Joe’s exact unpaid balance and seeing his whole transaction history—you run get_client.

For setting up shop with new folks, you use create_client to add a brand-new customer record directly into the ledger.

Inventory and Product Tracking:
Keeping track of stock is crucial. To get a comprehensive view of what you've got on hand, run list_products to pull up your entire current inventory catalog. If you only care about one item—maybe checking how much Model X costs or its current specs—you use get_product. And if someone misplaced some widgets and you gotta update the count, you call update_product_stock to adjust the physical quantity for an existing product SKU.

When you're starting out and haven't registered a new line of goods yet, you run create_product to add that brand-new item into the store’s inventory list.

Running Financial Reports:
Want to know if the business is making money? You call get_business_stats to pull up a summary of your overall Profit & Loss operations dashboard. For checking out sales over time, you use list_sales to get all recorded sale transactions within a specific timeframe. To see every single movement that's ever happened in the books—from deposits to write-offs—you run list_transactions, which gives you a full, chronological list of everything in the general ledger.

For tracking overall sales activity, list_sales lets you review all recorded transactions over a set period.

How It Works:
Your agent treats this server like an extension cord for your bookkeeping. You tell it what to do—'Check out Acme Corp’s debt,' or 'Log $50 in supplies paid cash'—and the agent executes the corresponding tool call (get_client or create_transaction). It keeps everything synchronized without you having to navigate multiple apps or spreadsheets.

This gives you a single chat interface for managing your money, clients, and stock.

How Treinta App MCP Works

  1. 1 Append the node and integrate the official bearer Dev Token, which Treinta exports privately.
  2. 2 Instruct your agent to act like a hands-on business manager. You're not just asking questions; you're assigning it tasks.
  3. 3 The agent uses the available tools (like list_transactions or get_client) and reports back with the calculated result, updating your ledger in real time.

The bottom line is: Your AI client talks to this server, which then executes specific commands against Treinta's core database, giving you immediate accounting data without leaving your chat window.

Who Is Treinta App MCP For?

This is for micro-business owners and retail accountants who hate having to switch between multiple apps (the point-of-sale system, the ledger app, and the inventory sheet). If you're tired of manually cross-referencing debt reports or running P&L by exporting CSVs, this server does the heavy lifting.

Micro Business Owner

Runs daily audits and needs to check cash flow against outstanding client debt without logging into multiple systems.

Retail Accountant

Handles month-end closing by pulling consolidated sales data (list_sales) and generating Profit & Loss summaries from various sources.

Store Operations Manager

Manages stock discrepancies, running list_products to audit inventory and using update_product_stock when a physical count is off.

What Changes When You Connect

  • Stop manually tracking debt. Use get_client or list_clients to instantly pull up who owes money, seeing the precise unpaid balance without opening a separate client portal.
  • Never lose track of cash flow again. Running list_transactions lets your agent pull every single entry—income and expense—into one view for easy reconciliation.
  • Inventory counts are always current. When you run update_product_stock, the system changes the physical count record immediately, making sure your sales reports match reality.
  • Get instant financial summaries. The get_business_stats tool runs a macro P&L report that tells you if your month's operations were profitable in seconds.
  • Streamline data entry. You can use create_transaction to formalize any cash sale or expense right from the chat, logging it against the correct ledger codes.

Real-World Use Cases

01

The End-of-Day Reconciliation

It's 5 PM and you need to close books. Instead of manually gathering sales reports from three different sources, you tell your agent: 'Audit the store today.' The agent runs list_sales and then uses get_business_stats to give you a single P&L summary, confirming if you hit your margin target.

02

Finding Out Who Owes Money

You suspect Client X is late paying. You tell your agent: 'Check Client X's debt.' The agent runs get_client and immediately returns the exact balance owed, along with a list of all previous transactions to back it up.

03

Correcting Stock Mistakes

You notice 10 units of Product B are missing from the shelf. You tell your agent: 'Update product stock for SKU 456.' The agent runs update_product_stock, changing the official count and updating all related inventory records.

04

Cleaning Up Mistakes

You accidentally logged a transaction twice. You tell your agent: 'Delete transaction ID ABC-123.' The agent runs delete_transaction and removes the duplicate entry, keeping your books clean instantly.

The Tradeoffs

Manually cross-referencing debt reports

Having to download a client list CSV, open the accounting app, then manually compare two separate spreadsheets to see who is late.

Just ask your agent: 'List all clients with unpaid debt.' The agent uses list_clients and filters the results automatically using the underlying data tools.

Forgetting to log cash sales

Making a $50 sale in cash at the counter but forgetting to enter it into the POS system, meaning your books are wrong.

Tell your agent: 'Create a transaction for $50 income.' The agent executes create_transaction and logs it immediately against the correct revenue stream.

Guessing inventory levels

Relying on memory or rough counts to determine how many units of a product you actually have left before placing an order.

Run list_products or check a specific item using get_product. The system gives you the real, tracked number.

When It Fits, When It Doesn't

Use this server if your business requires deep integration between physical operations (stock counts, cash sales) and digital accounting records. You need to perform complex bookkeeping actions—like running P&L or reconciling debt—using natural language commands rather than navigating multiple UIs.

Don't use it if you simply need a basic mobile app to check current stock levels (use dedicated inventory apps). Don't use it if your only goal is simple messaging or task reminders; this server handles financial data, which requires specific authorization and context. This tool is for the accountant who wants their AI agent to act as a junior bookkeeper.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Treinta App. 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.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on every call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

How we secure it →

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

create_client create_product create_transaction delete_transaction get_business_stats get_client get_product list_clients list_products list_sales list_transactions update_product_stock

Closing books usually means switching between four different apps.

Right now, closing out your accounts requires a painful dance: You pull sales data from the POS system. Then you export the client ledger to check debt. Next, you open the inventory sheet just to audit stock levels. Finally, you copy-paste figures into a spreadsheet program to generate one final P&L report.

With this MCP server, it's all in chat. You tell your agent: 'Audit everything for me.' The system runs `list_sales` and `get_business_stats`, giving you the full financial picture—debt, sales totals, profit margin—all summarized instantly.

Using Treinta App MCP Server: Manage finances, debt & inventory

The tedious work of generating macro reports used to mean hours of spreadsheet manipulation. You'd spend time joining data sets from clients, products, and transactions just to see a green line for profit.

Now, you simply ask your agent to 'Get the monthly P&L.' It runs `get_business_stats` and gives you the result. The complex, manual labor of bookkeeping is done in two seconds.

Common Questions About Treinta App MCP

How do I list all clients with Treinta App MCP Server? +

Run list_clients. This tool gathers a comprehensive list of every client registered in the ledger, letting you see who needs attention.

Can I record an income sale using create_transaction? +

Yep. Just ask your agent to 'create transaction' and specify the amount and reason (e.g., $50 for surplus goods). It logs it instantly.

What is list_transactions used for in Treinta App MCP Server? +

list_transactions pulls a complete chronological record of every financial movement—the whole book flow. Use this when you need to audit or verify past activity.

Does update_product_stock affect my sales reports? +

It updates the core inventory count, which is critical for accurate reporting. When you run get_business_stats, it uses the most current stock data available.

How is my data secure when I run the `get_business_stats` tool? +

The connection uses the official Treinta Bearer Token, which encrypts all transmitted data end-to-end. Your AI client never sees your raw credentials; it only sends calls to a protected endpoint.

What happens if I call `delete_transaction` with an ID that doesn't exist? +

The system returns a clear status code indicating the ID was not found. You’ll get a specific error message, allowing your agent to immediately retry or alert you manually.

When I use `list_products`, am I seeing the live inventory count? +

Yes, list_products queries the active store database in real time. This means any recent stock updates or sales recorded through other tools are reflected instantly.

Is there a limit if I use `create_transaction` many times quickly? +

Yes, the API enforces standard rate limits to maintain system stability. For high-volume processing, we recommend breaking large transaction batches into smaller, sequential calls.

Can I effectively add a transaction manually into my Treinta log via chat? +

Absolutely. Target the create_transaction pipeline expressing clearly if it is 'income' or 'expense' plus the numeral amount, and the AI correctly syncs your local digital accountant book over to proper state.

Is the Treinta token key shielded visually so employees cannot read it out? +

Yes. Following protocol standard, all credentials marked within the SMB Accounting group carry underlying sensitive: true parameters natively wiping the true key from console displays.

Are operations retroactive? +

Yes, if you fetch the right dates.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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