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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
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Use Codat with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Pull financial data from your customers accounting, banking, and commerce platforms through a single standardized API.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 12 capabilities

The complete Codat capability set.

These are the exact actions your AI can choose when you ask it to work with Codat.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Codat.

  1. 01

    Check API health

    Io service API. Verify Codat API connectivity

  2. 02

    Register new financial entity

    Create a new company in Codat

  3. 03

    Get data sync status

    Check synchronization progress

  4. 04

    List accounting customers

    List customers from accounting data

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Codat.

  1. 05

    List commerce orders

    ). List orders from commerce systems

  2. 06

    List commerce transactions

    List commerce payment transactions

  3. 07

    List data connections

    ) for a specific company ID. List active data links for a company

  4. 08

    List financial bank accounts

    List bank accounts from accounting

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Codat.

  1. 09

    List financial companies

    List all linked business entities

  2. 10

    List supported integrations

    List all available integrations

  3. 11

    List accounting invoices

    List standardized invoices

  4. 12

    List banking transactions

    List transactions from bank feeds

Observed, not estimated

910ms average. Fast in production.

Codat is checked daily against the live service.

Daily averagePeak 1081ms
Aug 20Today
Fastest day
721ms
Slowest day
1081ms
14-day trend
Slowing+16%

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

FAQ

Questions Codat owners ask.

  • 01

    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.

  • 02

    Which accounting platforms are supported?

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

  • 03

    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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