MCP For Claude Marketplace
Codat Financial Data

Codat Financial Data MCP Connector for Claude

A+

Pull financial data from your customers accounting, banking, and commerce platforms through a single standardized API.

12 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Codat.io account to any AI agent and take full control of your business data standardization and financial monitoring workflows through natural conversation.

What you can do

  • Accounting Orchestration — Retrieve standardized invoices, customers, and bank accounts from 30+ platforms (Xero, QuickBooks, Sage, etc.) programmatically
  • Commerce Intelligence — Access unified order history and payment transactions from systems like Shopify, Stripe, and Square to maintain high-fidelity sales records
  • Banking Connectivity — Monitor bank statement transactions and account balances via integrated banking aggregators directly through your agent
  • Entity & Sync Management — Programmatically create new business entities (companies) and monitor data synchronization progress across all connected platforms
  • Integration Oversight — Access complete directories of supported accounting, commerce, and banking integrations to perfectly coordinate your data strategy

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your Codat dashboard (Settings > API Keys)
  3. Start querying standardized financial data from Claude, Cursor, or any MCP client

No more manual data mapping between fragmented financial systems. Your AI acts as your dedicated financial data engineer and standardization coordinator.

Who is this for?

  • Fintech Developers — instantly retrieve standardized financial records and prototype apps using natural language commands
  • Financial Analysts — quickly summarize cross-platform accounting and commerce data without leaving your workspace
  • Underwriters — automate the retrieval of financial history for business credit assessment through simple AI queries
financial-dataapi-standardizationaccounting-synccommerce-databanking-apidata-aggregation

12 tools expose this connector's capabilities to your AI agent.

check_api_health

io service API. Verify Codat API connectivity

register_new_financial_entity

Create a new company in Codat

get_data_sync_status

Check synchronization progress

list_accounting_customers

List customers from accounting data

list_commerce_orders

). List orders from commerce systems

list_commerce_transactions

List commerce payment transactions

list_data_connections

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

list_financial_bank_accounts

List bank accounts from accounting

list_financial_companies

List all linked business entities

list_supported_integrations

List all available integrations

list_accounting_invoices

List standardized invoices

list_banking_transactions

List transactions from bank feeds

See how to talk to your AI agent using Codat Financial Data.

List all business entities (companies) in my Codat account.

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?

Show the latest standardized invoices for company 'abc-123'.

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?

What is the data sync status for 'Acme Corp'?

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?

Log in to your [**Codat Dashboard**](https://app.codat.io/), navigate to **Settings** > **API Keys**, and copy your unique access token.

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