Codat Financial Data Connector for AI agents.
12 live capabilities
Standardize accounting, banking, and commerce records into a single feed.
Waiting for input…
Why people use Codat Financial Data
Codat Financial Data: Stop Mapping Fragmented Accounting Records
This Connector kills that cycle. Your agent pulls from all three sources at once and gives you the summary in one chat. You get a clean, unified view of the business's health without ever leaving your workspace.
What Vinkius changes
You get a unified financial data feed without building a single custom API integration.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Lending App Prototype
A developer asks the agent to list bank accounts for a specific company to see if they qualify for a small business loan.
- Real-world use case 02
E-commerce Sales Audit
An analyst asks for commerce transactions from Shopify to find discrepancies in last month's total sales volume.
- Real-world use case 03
Credit Risk Assessment
An underwriter asks for a list of accounting invoices to check if a business pays its suppliers on time.
Complete set · 12capabilities
The complete Codat Financial Data capability set.
These are the exact actions your AI can choose when you ask it to work with Codat Financial Data.
01—04
4 capabilities in this set.
Part of 12 available through Codat Financial Data.
- 01 Capability
Check api health
Verify that your connection to the Codat API is active and working. This ensures your agent can reach the data.
- 02 Capability
Register new financial entity
Add a new company to your dashboard to start tracking its financial data. This automates the onboarding of new clients.
- 03 Capability
Get data sync status
Check how far along the data synchronization is for a specific business. Use this to see if your latest records are ready.
- 04 Capability
List financial bank accounts
See all bank accounts linked to an accounting platform. This helps you get a full view of a company's cash positions.
05—08
4 capabilities in this set.
Part of 12 available through Codat Financial Data.
- 05 Capability
List banking transactions
Pull a list of transactions from your connected bank feeds. It gives you a clean history of all money movement.
- 06 Capability
List commerce orders
Get a history of orders from e-commerce platforms like Shopify or Stripe. This unifies your sales records.
- 07 Capability
List commerce transactions
View specific payment transactions from your commerce systems. It helps you track individual sales and payments.
- 08 Capability
List financial companies
See a list of all business entities currently in your account. This is the quickest way to see your full client list.
09—12
4 capabilities in this set.
Part of 12 available through Codat Financial Data.
- 09 Capability
List data connections
See all active data links for a specific company ID. Use this to audit what data is flowing into your system.
- 10 Capability
List accounting customers
Get a list of customers from your connected accounting software. This helps you identify who owes you money.
- 11 Capability
List supported integrations
See every accounting, commerce, and banking platform the service supports. Use this to check if a specific bank is covered.
- 12 Capability
List accounting invoices
Get a list of standardized invoices from your accounting connections. This provides a single view of your accounts receivable.
Set up in minutes
One URL. Then ask Codat Financial Data to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Codat Financial Data from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Codat Financial Data, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Codat Financial Data for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Codat Financial Data URL.
- Step 03
Save and start
Save the connection and enable Codat Financial Data in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"codat-financial-data": {
"url": "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Codat Financial Data
Open Agent mode in chat and ask: "Using Codat Financial Data, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"codat-financial-data": {
"url": "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Codat Financial Data
Ask Copilot: "Using Codat Financial Data, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"codat-financial-data": {
"url": "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Codat Financial Data
Open Cascade and ask: "Using Codat Financial Data, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"codat-financial-data": {
"url": "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Codat Financial Data
Ask Cline: "Using Codat Financial Data, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add codat-financial-data --transport http "https://edge.vinkius.com/vk_preview_oIYfaAtWvjwtxDsQeWMDlJ6r9SAD8ijIOa2YSpdH/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Codat Financial Data
Ask Claude: "Using Codat Financial Data, show me...". 12 tools are ready
Where the request belongs
Work Codat can move forward.
This is for the fintech developer tired of manual data mapping, the financial analyst drowning in spreadsheets, and the credit underwriter trying to verify a business's health in real time.
Fintech Developer
Building a lending app and needing to pull bank data from dozens of different sources quickly.
Financial Analyst
Summarizing a client's monthly revenue across multiple sales channels in seconds without switching tabs.
Credit Underwriter
Verifying a business's creditworthiness by pulling historical invoice data and bank balances for assessment.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsRailz
Financial data integration platform. connect accounting, banking, and commerce data via AI.
PreciseFP
Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms.
Dext
Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.
Flinks
Connect to financial institutions to aggregate banking data, verify income, and perform deep transaction analysis via Flinks.
Wave Financial
Manage your accounting via Wave Financial. query businesses, invoices, customers, and transactions directly from any AI agent.
Belvo
Access financial data across Latin America via Belvo. list links, accounts, and transactions directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Codat connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Codat.
The practical details behind the request, access and result.
Can Codat Financial Data connect to my QuickBooks account?
Yes, it pulls standardized data from over 30 platforms, including QuickBooks, Xero, and Sage, into one unified view.
How does this Connector help with e-commerce data?
It pulls orders and payment transactions from systems like Shopify, Stripe, and Square so you can see your sales in one place.
Can I use this to check my bank balances?
Yes, it retrieves bank balances and transactions from integrated banking feeds, giving you a clear view of your cash flow.
Is this good for credit underwriting?
It's a great fit for underwriters who need to quickly pull historical invoice data and bank records for business credit assessments.
Does this work for multiple companies?
Yes, you can list and manage multiple business entities and their specific data links within a single account.
How do I see which platforms are supported?
You can ask your agent to list all supported integrations to see the full range of accounting, commerce, and banking capabilities available.
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.
Which accounting platforms are supported?
Codat supports 30+ major platforms including Xero, QuickBooks (Online & Desktop), Sage, FreshBooks, and Dynamics 365.
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.
One connection away
Give your agent a direct line to Codat.
Connect Codat once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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