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Connect Codat Financial Data to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Standardize and query financial data through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Codat.

  1. 01

    Check API health

    Checks the connection status of the Codat API. Use this to ensure your data link is active and responding.

  2. 02

    Register new financial entity

    Creates a new company profile within Codat. This sets up the foundation for pulling data for a new business.

  3. 03

    Get data sync status

    Monitors the progress of a data synchronization task. Use this to see if recent financial records have finished uploading.

  4. 04

    List accounting customers

    Retrieves a list of customers from connected accounting platforms. This helps your agent identify specific client profiles.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Codat.

  1. 05

    List commerce orders

    Fetches order records from connected commerce systems. Use this to pull sales data from platforms like Shopify.

  2. 06

    List commerce transactions

    Lists payment transactions from commerce platforms. This is useful for auditing sales and payment history.

  3. 07

    List data connections

    Shows all active data links for a specific company. Use this to see which platforms are currently synced to a business.

  4. 08

    List financial bank accounts

    Retrieves a list of bank accounts from accounting integrations. This allows your agent to see available cash accounts.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Codat.

  1. 09

    List financial companies

    Lists all business entities currently linked to your Codat account. This provides a directory of all managed companies.

  2. 10

    List supported integrations

    Provides a directory of all available accounting, commerce, and banking integrations. Use this to see which platforms you can connect to.

  3. 11

    List accounting invoices

    Fetches standardized invoice records from accounting software. This is the primary way to pull billing data.

  4. 12

    List banking transactions

    Retrieves transaction history from integrated bank feeds. Use this to analyze cash flow and bank activity.

Real work

What teams actually run

01

Automated Credit Underwriting

An underwriter asks the agent to pull the last six months of bank transactions to assess a business's liquidity.

02

Real-time Sales Auditing

A manager uses the agent to compare Shopify order history against bank deposits to find discrepancies.

03

Multi-Entity Reporting

An analyst queries the agent to get a consolidated view of invoices across several different companies.

04

Sync Status Monitoring

A developer asks the agent to check if the latest accounting data has finished syncing before running a report.

Automate a task

Put Codat to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Codat works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Codat to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

970ms average. Fast in production.

Codat is checked daily against the live service.

Daily averagePeak 1174ms
Oct 3Today
Fastest day
747ms
Slowest day
1174ms
14-day trend
Slowing+23%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Codat, so you can see the experience inside your AI.

It does not authenticate your account with Codat. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Codat Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Codat capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "codat-financial-data-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Codat in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Codat owners hand off.

This MCP is built for professionals who need to interact with diverse financial data sources without writing custom code for every API.

  • 01

    Fintech Developers

    They use the MCP to pull standardized records to build and prototype financial applications quickly.

  • 02

    Financial Analysts

    They hand off the task of aggregating cross-platform accounting and sales data to their agent.

  • 03

    Underwriters

    They use natural language to automate the retrieval of business credit and financial history.

FAQ

Questions Codat owners ask.

  • 01

    How do I connect my Codat account?

    You need to subscribe to the MCP on Vinkius and then provide your Codat API key from your Codat dashboard settings.

  • 02

    Which platforms can this MCP access?

    It accesses data from over 30 platforms, including accounting capabilities like Xero and QuickBooks, and commerce capabilities like Shopify and Stripe.

  • 03

    Do I need to write code to get data?

    No. Once connected, you use your AI client to request data through natural language commands.

  • 04

    Can I manage multiple companies?

    Yes. You can list all linked business entities and register new ones directly through your agent.

  • 05

    Is the data standardized?

    Yes. The MCP uses Codat to ensure that data from different sources is converted into a consistent format for your agent.

  • 06

    How do I find my Codat API Key?

    Log in to your Codat Dashboard, navigate to Settings > API Keys, and copy your unique access token.

  • 07

    Which accounting platforms are supported?

    Codat supports 30+ major platforms including Xero, QuickBooks (Online & Desktop), Sage, FreshBooks, and Dynamics 365.

  • 08

    Can I check data synchronization status via AI?

    Yes! The get_data_sync_status capability allows the agent to monitor the progress of data pulls and pushes for any linked company ID.

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