MCP For Claude Marketplace
Railz

Railz MCP Connector for Claude

A+

Financial data integration platform — connect accounting, banking, and commerce data via AI.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Empower your AI agent to access normalized financial data from various accounting, banking, and commerce platforms with Railz. By connecting Railz to your agent, you transform complex financial auditing into a natural conversation. Your agent can instantly list businesses, audit invoices, and retrieve deep financial reports like Balance Sheets and P&L statements without you ever touching a dashboard. Whether you are managing multiple client accounts or a single corporate entity, your agent acts as a real-time financial analyst, ensuring your data is always accessible and structured.

What you can do

  • Business Directory — List all registered businesses in your Railz account and inspect their specific metadata.
  • Connection Auditing — Monitor active service provider connections (QuickBooks, Xero, Shopify, etc.) for any business entity.
  • Financial Reporting — Fetch real-time, normalized reports including Balance Sheets, Profit & Loss, and Cash Flow statements.
  • Invoice & Bill Management — Query and analyze accounts receivable (invoices) and accounts payable (bills) across multiple providers.
  • Commerce Insights — Access sales orders and transaction data from connected commerce platforms to track revenue trends.

How it works

  1. Subscribe to this server
  2. Enter your Railz Client ID and Client Secret
  3. Start managing your financial data through Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Accountants & Bookkeepers — instantly retrieve financial statements and audit transactions across different client accounting systems.
  • Financial Analysts — perform rapid health checks on business revenue and cash flow without manual data exports.
  • SaaS Developers — integrate financial data workflows into your applications through an AI-guided interface.
  • Business Owners — monitor your company's financial health and commerce orders through simple natural language queries.
financial-dataaccounting-apibanking-integrationdata-normalizationfinancial-reportingaudit-automation

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

get_balance_sheet

Get balance sheet report

list_bank_transactions

List bank transactions

get_cash_flow

Get cash flow statement

list_commerce_orders

g., Shopify, BigCommerce). List commerce orders

get_business

Get details for a specific business

list_journal_entries

List journal entries

list_accounts

List chart of accounts

list_bills

List bills for a business

list_businesses

List all businesses in Railz

list_connections

g., QuickBooks, Xero) for a given business. List connections for a business

list_invoices

List invoices for a business

get_profit_and_loss

Get profit and loss report

See how to talk to your AI agent using Railz.

List all businesses registered in my Railz account.

I've retrieved your business directory. You currently have 3 registered entities: 'Acme Corp', 'Global Logistics', and 'Retail Ventures'. Which one would you like to inspect?

Show active connections for business 'biz_123'.

Business 'biz_123' has 2 active connections: 'QuickBooks Online' (conn_456) and 'Shopify' (conn_789). I can now pull reports or transaction data from either source.

Get the Profit and Loss report for connection 'conn_456'.

Fetching normalized P&L data... For the current period, your total revenue is $50,000 with operating expenses of $30,000, resulting in a net income of $20,000.

Yes! Railz normalizes data across all supported providers. Use the `list_businesses` and `list_connections` tools to identify the target entity, then query reports which will return in a consistent format regardless of the underlying source.

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