# Codat Financial Data MCP

> Codat Financial Data MCP pulls standardized accounting, banking, and commerce records from dozens of platforms into one API. Use your AI agent to query unified business data—get order history, invoice details, bank balances, and customer lists without logging into multiple financial systems.

## Overview
- **Category:** data-management
- **Price:** Free
- **Tags:** financial-data, api-standardization, accounting-sync, commerce-data, banking-api, data-aggregation

## Description

This MCP connects directly to Codat's network, letting your AI agent handle all the messy work of gathering corporate financial data. You don't have to manually map fields or jump between QuickBooks, Shopify, and Stripe just to build a simple report. Your agent acts like an expert financial analyst, accessing standardized records across 30+ platforms.

Need to know if a client paid their invoice? Ask your AI client directly. Need to see the total sales for Q2 from all channels? Query it in natural language. This means you can build powerful data workflows using your agent's conversation, making complex financial monitoring routine. Vinkius hosts this MCP so that whether you use Claude, Cursor, or any other compatible client, your access to standardized global business data is always consistent and reliable.

## Tools

### check_api_health
Verifies the current connectivity status of the Codat API service.

### register_new_financial_entity
Creates a new business entity record within your Codat profile.

### get_data_sync_status
Checks the specific progress status of data synchronization for a company.

### list_financial_bank_accounts
Retrieves all bank accounts linked through your connected accounting service.

### list_banking_transactions
Gets a list of transactions recorded in the integrated bank feeds.

### list_commerce_orders
Lists all orders collected from commerce systems like Shopify or Stripe.

### list_commerce_transactions
Retrieves payment transaction details from your commerce platform.

### list_financial_companies
Lists every business entity linked to the Codat account.

### list_data_connections
Shows all active data links set up for a specific company ID.

### list_accounting_customers
Retrieves the list of customers recorded in your accounting system.

### list_supported_integrations
Displays a directory of all financial platforms and services supported by Codat.

### list_accounting_invoices
Pulls standardized invoice records from your accounting system.

## Prompt Examples

**Prompt:** 
```
List all business entities (companies) in my Codat account.
```

**Response:** 
```
I've retrieved your company directory. You have 3 active entities: 'Acme Corp' (ID: abc-123), 'Main St Cafe', and 'Global Logistics'. Which one should we check for data connections?
```

**Prompt:** 
```
Show the latest standardized invoices for company 'abc-123'.
```

**Response:** 
```
Fetching accounting data... For Acme Corp (abc-123), I found 5 recent invoices totaling $12,500. Most are from their Xero connection. Would you like the detailed line items for the largest one?
```

**Prompt:** 
```
What is the data sync status for 'Acme Corp'?
```

**Response:** 
```
Scanning progress... Data synchronization for Acme Corp is 85% complete. Accounting invoices are fully synced, while Banking transactions are currently being processed. Shall I alert you once it's finished?
```

## Capabilities

### Audit Business Entities
List all active company records (entities) connected to Codat for oversight.

### Check Data Connectivity
Verify if the overall API connection is healthy and working.

### Manage Company Records
Create a new company profile within the Codat system.

### Monitor Data Sync Status
Check the current progress of data synchronization across connected platforms.

### Gather Customer Accounts
Get a list of customers directly from accounting records.

### List Bank Details
Retrieve the bank accounts linked through your accounting data.

### Access Banking Transactions
Pull specific transaction details from connected bank feeds.

## Use Cases

### Assessing a potential client's financial stability
An underwriter needs to assess Acme Corp. Instead of requesting PDFs from three different departments, they ask their agent to list all linked business entities and then pull the latest invoices using list_accounting_invoices to get an immediate assessment.

### Reconciling a large quarterly sales report
A financial analyst needs total revenue for Q2. They ask their agent to combine data from list_commerce_orders and list_commerce_transactions, instantly generating a unified record that crosses multiple payment methods.

### Debugging an integration failure
A developer suspects a sync issue. They use get_data_sync_status to see exactly which data streams are behind schedule and then use list_data_connections to verify the status of the specific link.

### Quickly identifying all active customers
A sales manager needs a master roster. They ask their agent to run list_accounting_customers, immediately getting a comprehensive directory that doesn't rely on outdated CRM data.

## Benefits

- Stop manually logging into accounting, banking, and sales dashboards. Your agent handles the data pulling for you, giving you a single source of truth on your company's financial health.
- Build deep compliance checks instantly. Ask your agent to list all linked business entities or check if specific accounts are fully synced using get_data_sync_status.
- Get comprehensive sales records by combining order details and payment transactions. You can combine results from list_commerce_orders and list_commerce_transactions in one query.
- Analyze customer relationships across systems. Easily use list_accounting_customers to build a master list of clients, regardless of which platform they paid through.
- Avoid data silos by unifying banking information. Use list_financial_bank_accounts and list_banking_transactions to see the full financial picture without leaving your chat window.

## How It Works

The bottom line is, you get a single conversational interface to all your disparate financial data sources.

1. Subscribe to this MCP and get your API Key from the Codat dashboard.
2. Connect your AI agent using that key in any MCP-compatible client.
3. Ask your agent a question—like 'What are Acme Corp's latest invoices?'—and it pulls the standardized financial data.

## Frequently Asked Questions

**How does Codat Financial Data MCP standardize my data?**
The MCP standardizes records from dozens of systems (Xero, Shopify, etc.) into a common format. Your agent doesn't see 'Shopify Order ID'; it sees a standardized 'Order ID,' allowing you to compare apples-to-apples across all platforms.

**Can I use Codat Financial Data MCP for banking data?**
Yes. You can list bank accounts using list_financial_bank_accounts and then pull transaction details with list_banking_transactions, giving you a clear picture of cash flow.

**Do I need to know which platform generates the data?**
No. The MCP handles that complexity. You just ask for 'the latest invoices,' and it pulls them using list_accounting_invoices, regardless of whether they came from Xero or QuickBooks.

**Is Codat Financial Data MCP better than a traditional BI tool?**
It's different. A BI tool requires you to build the data model first. This MCP lets your agent *query* the live, standardized data instantly via conversation, making it faster for ad-hoc analysis.

**What if I want to add a new financial platform later?**
You'll need to connect that integration within the Codat dashboard. The MCP will then make that newly supported data available to your agent through standardized tools.