What can you do with the Codat integration?

LiveContext exposes 37 operations on Codat, covering company, connection, data sync and sync settings. Common uses include invoice configuration, payment reconciliation and monitoring connection health.

LiveContext

All integrations

Codat integration

Codat is a universal API for financial data integration that connects to accounting, banking, and commerce platforms. Access real-time financial data from QuickBooks, Xero, Sage, NetSuite, and 40+ other platforms through a single integration. Perfect for lending decisions, spend management, payroll, and financial automation workflows.

37 toolsAPI keyAPI docs

Connect Codat How integrations work

Common Codat use cases

invoice configuration
payment reconciliation
monitoring connection health
AR management
lending decisions
vendor analysis
AP aging analysis
AP reconciliation
AR aging analysis
customer analysis

What you can do with Codat

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Company, 6 operations

POSTcreate_company
Creates a new company in Codat to start the financial data integration process. Returns a company ID and authorization link URL for connecting accounting platforms.
DELETEdelete_company
Permanently deletes a company from Codat along with all data connections and synced financial data. This action is irreversible.
GETget_company
Retrieves detailed information about a specific company including all connected platforms, data sync status, and company metadata.
GETlist_companies
Lists all companies connected to your Codat instance. Returns paginated results with company details, connection status, and linked platform information.
PUTreplace_company
Replaces all company properties by overwriting the entire company record. Use update_company (PATCH) for partial updates.
PATCHupdate_company
Updates company properties like name, description, and tags using partial update (PATCH). Only included fields are modified.

Connection, 6 operations

POSTcreate_connection
Creates a new data connection to a third-party platform for a company. Returns a connection in PendingAuth status with a link URL.
DELETEdelete_connection
Permanently deletes a data connection, removing the link to the third-party platform.
GETget_connection
Retrieves detailed information about a specific data connection including platform, status, and sync details.
GETlist_connections
Lists all platform connections for a company. Returns connection details including platform type, status, and last sync information.
PATCHunlink_connection
Unlinks a data connection, temporarily disabling data synchronization while preserving existing data.
PUTupdate_connection_authorization
Updates authorization credentials for a data connection. Used to provide platform-specific tokens or API keys for direct authentication.

Data sync, 2 operations

POSTrefresh_all_data
Triggers a data refresh for all data types that are configured in your data type settings. Queues sync jobs for all connected platforms.
POSTrefresh_data_type
Triggers a data refresh for a specific data type from the company's connected platform. Initiates an asynchronous sync operation.

Sync settings, 2 operations

GETget_sync_settings
Retrieves the sync settings for a company including which data types are enabled and their fetch-on-first-link configuration.
POSTset_sync_settings
Updates the sync settings for a company to control which data types are fetched and on what schedule.

Access token, 1 operation

GETget_company_access_token
Retrieves a short-lived access token for a company to enable the Codat Link flow for client-side platform authorization.

Account, 1 operation

GETlist_accounts
Lists the chart of accounts from the company's accounting platform. Returns account names, types, statuses, and balances.

Balance sheet, 1 operation

GETget_balance_sheet
Retrieves the balance sheet financial statement showing assets, liabilities, and equity. Supports period comparisons for trend analysis.

Bank account, 1 operation

GETlist_bank_accounts
Lists bank accounts from the company's connected accounting platform. Returns account details including name, type, currency, and current balance.

Bank transaction, 1 operation

GETlist_bank_transactions
Lists bank transactions for a specific account. Returns transaction details including date, description, amount, and running balance.

Bill, 1 operation

GETlist_bills
Lists all bills (accounts payable) from the company's accounting platform. Returns supplier invoices with amounts, dates, and payment status.

Bill payment, 1 operation

GETlist_bill_payments
Lists bill payments (AP payments) from the company's accounting platform. Returns payment details with amounts, dates, and linked bills.

Cash flow statement, 1 operation

GETget_cash_flow_statement
Retrieves the cash flow statement showing operating, investing, and financing activities. Supports period comparisons.

Credit note, 1 operation

GETlist_credit_notes
Lists credit notes from the company's accounting platform. Returns credit note amounts, customer references, and allocation details.

Customer, 1 operation

GETlist_customers
Lists all customers from the company's accounting platform. Returns customer names, contact details, and financial information.

Data status, 1 operation

GETget_data_status
Retrieves data sync status for all data types of a company. Shows last sync timestamps and current sync state for each data type.

Invoice, 1 operation

GETlist_invoices
Lists all invoices from the company's accounting platform. Returns invoice details including customer, amounts, dates, line items, and payment status.

Item, 1 operation

GETlist_items
Lists items (products and services) from the company's accounting platform. Returns item names, types, prices, and account references.

Journal entry, 1 operation

GETlist_journal_entries
Lists journal entries from the company's accounting platform. Returns detailed debit and credit entries for each transaction.

Payment, 1 operation

GETlist_payments
Lists all accounts receivable payments from the company's accounting platform. Returns payment details including amounts, dates, and linked invoices/credit notes.

Profit and loss, 1 operation

GETget_profit_and_loss
Retrieves the profit and loss statement showing revenue, cost of sales, expenses, and net income. Supports multi-period comparison for trend analysis.

Pull operation, 1 operation

GETlist_pull_operations
Lists the history of data pull operations for a company. Shows past sync operations with their status, data type, and timestamps.

Purchase order, 1 operation

GETlist_purchase_orders
Lists purchase orders from the company's accounting platform. Returns PO details including items, quantities, and delivery status.

Supplier, 1 operation

GETlist_suppliers
Lists all suppliers from the company's accounting platform. Returns supplier names, contact details, and account information.

Tax rate, 1 operation

GETlist_tax_rates
Lists tax rates from the company's accounting platform. Returns tax rate names, percentages, and component breakdowns.

Tracking category, 1 operation

GETlist_tracking_categories
Lists tracking categories from the company's accounting platform. Returns categories used for departmental, project, or cost center tracking.

Use Codat from Claude Code, Cursor or Codex

Connect Codat in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Codat operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Codat

Create your workspace
Sign up free. Nothing to install.
Connect Codat once
Add your Codat connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Codat integration FAQ

What can you do with the Codat integration?: LiveContext exposes 37 operations on Codat, covering company, connection, data sync and sync settings. Common uses include invoice configuration, payment reconciliation and monitoring connection health.