Run your books without leaving the conversation. Access and create financial records across your ledger, draft revenue recognition contracts with automated billing and recognition schedules, and capitalize fixed assets with full depreciation schedules. Review bank-match suggestions to speed up reconciliation, look up any transaction by number, trace audit trails, and fuzzy-match customers, vendors, and accounts.
Access is governed by your existing DualEntry role and permissions.
Tools
- create_contract
- create_fixed_asset
- get_contract_detail
- get_record_by_number
- get_record_detail
- get_record_history
- get_related_records
- list_bank_match_suggestions
- list_companies
- preview_contract_schedule
- preview_fixed_asset_schedule
- save_entity
- save_record
- search_entities
- search_records
- create_bank_match
- delete_fixed_asset
- get_bank_match_status_counts
- get_bank_transaction
- get_depreciation_book
- get_fixed_asset_schedule
- list_bank_transactions
- list_depreciation_books
- patch_fixed_asset
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Connect AI assistants to live crypto markets, prediction markets, your trading accounts, all through our secure read-only plugin
Build, analyze, and compare portfolios for advisors
Amazon Selling Partner MCP
Payment processing and financial infrastructure tools
Bring Addepar portfolio intelligence into Claude
Business Finances made simple