Model Context Protocol

Let your AI assistant read the real books.

KAPITAH® ships a public MCP server. Connect Claude, ChatGPT, Cursor, Claude Code, or any MCP-capable agent and ask questions against live general ledger, AR, AP, inventory, and financial reports — no exports, no copy-paste, no stale spreadsheets.

https://app.kapitah.com/api/public/mcp

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Connect in one line

Claude Code

claude mcp add --transport http kapitah https://app.kapitah.com/api/public/mcp

Claude.ai / ChatGPT connectors

Add a custom connector with the URL above. You'll be sent through KAPITAH sign-in and an approval screen — OAuth 2.1 with dynamic client registration, so there is nothing to paste.

Cursor / editors (mcp.json)

{
  "mcpServers": {
    "kapitah": {
      "url": "https://app.kapitah.com/api/public/mcp",
      "headers": { "Authorization": "Bearer kpt_live_..." }
    }
  }
}

Create the kpt_live_ token in KAPITAH under Settings → API tokens. Tokens are scoped to a single company and are read-only over MCP.

What the agent can call

30+ read-only tools, every one scoped to the company behind the credential. List tools support pagination and updated_since for incremental sync.

Company & ledger

get_company
list_accounts
list_journal_entries
list_journal_lines

Accounts receivable

list_customers
list_invoices
list_credit_notes
list_customer_receipts

Accounts payable

list_vendors
list_bills
list_vendor_credit_notes
list_vendor_payments

Orders

list_purchase_orders
list_sales_orders

Inventory

list_items
list_item_categories
list_warehouses
list_stock_movements

Financial reports

report_balance_sheet
report_income_statement
report_cash_flow
report_cash_flow_indirect
report_trial_balance
report_trial_balance_by_book
report_pl_by_dimension
report_account_activity
report_budget_vs_actual
report_tax
report_cash_forecast
report_cfo_metrics
report_cfo_trends

Ask it anything

"What is our cash runway as of today?"
"Show the trial balance for last month end and flag anything unusual."
"Which customer invoices are more than 60 days overdue, and how much is at risk?"
"Compare budget vs actual operating expenses for this fiscal year."
"Summarize the balance sheet movement quarter over quarter."

Safe by construction

Read-only: No tool can post, edit, or delete. Agents observe; people approve.
Company-scoped: The token or OAuth grant fixes the company. Cross-company access is rejected.
Auditable: MCP calls run through the same handlers, validation, rate limiting, and audit log as the public REST API.
Revocable: Revoke a token or an OAuth grant and the connection dies immediately.

Security posture

Bring your finance stack into the model context.

Start a 14-day trial, migrate your books, and connect your assistant the same afternoon.

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