Bring Financial Data
to Claude Desktop
Create your Vinkius account to connect Railz to Claude Desktop and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Railz MCP Server?
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
- Subscribe to this server
- Enter your Railz Client ID and Client Secret
- 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.
Built-in capabilities (12)
Get balance sheet report
Get details for a specific business
Get cash flow statement
Get profit and loss report
List chart of accounts
List bank transactions
List bills for a business
List all businesses in Railz
g., Shopify, BigCommerce). List commerce orders
g., QuickBooks, Xero) for a given business. List connections for a business
List invoices for a business
List journal entries
Why Claude Desktop?
Claude Desktop is the definitive way to connect Railz to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Railz in Claude Desktop
Why run Railz with Vinkius?
The Railz connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Railz using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Railz and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Railz to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Railz for Claude Desktop
Every request between Claude Desktop and Railz is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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