Integration

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.

Connect Codat How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Codat.Built from the 37 Codat tools below, on the connection you add once.

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

create_companyCreate companyPOSTCreates a new company in Codat to start the financial data integration process. Returns a company ID and authorization link URL for connecting accounting platforms.
delete_companyDelete companyDELETEPermanently deletes a company from Codat along with all data connections and synced financial data. This action is irreversible.
get_companyGet companyGETRetrieves detailed information about a specific company including all connected platforms, data sync status, and company metadata.
list_companiesList companiesGETLists all companies connected to your Codat instance. Returns paginated results with company details, connection status, and linked platform information.
replace_companyReplace companyPUTReplaces all company properties by overwriting the entire company record. Use update_company (PATCH) for partial updates.
update_companyUpdate companyPATCHUpdates company properties like name, description, and tags using partial update (PATCH). Only included fields are modified.

Connection, 6 operations

create_connectionCreate connectionPOSTCreates a new data connection to a third-party platform for a company. Returns a connection in PendingAuth status with a link URL.
delete_connectionDelete connectionDELETEPermanently deletes a data connection, removing the link to the third-party platform.
get_connectionGet connectionGETRetrieves detailed information about a specific data connection including platform, status, and sync details.
list_connectionsList connectionsGETLists all platform connections for a company. Returns connection details including platform type, status, and last sync information.
unlink_connectionUnlink connectionPATCHUnlinks a data connection, temporarily disabling data synchronization while preserving existing data.
update_connection_authorizationUpdate connection authorizationPUTUpdates authorization credentials for a data connection. Used to provide platform-specific tokens or API keys for direct authentication.

Data sync, 2 operations

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

Sync settings, 2 operations

get_sync_settingsGet sync settingsGETRetrieves the sync settings for a company including which data types are enabled and their fetch-on-first-link configuration.
set_sync_settingsSet sync settingsPOSTUpdates the sync settings for a company to control which data types are fetched and on what schedule.

Access token, 1 operation

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

Account, 1 operation

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

Balance sheet, 1 operation

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

Bank account, 1 operation

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

Bank transaction, 1 operation

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

Bill, 1 operation

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

Bill payment, 1 operation

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

Cash flow statement, 1 operation

get_cash_flow_statementGet cash flow statementGETRetrieves the cash flow statement showing operating, investing, and financing activities. Supports period comparisons.

Credit note, 1 operation

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

Customer, 1 operation

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

Data status, 1 operation

get_data_statusGet data statusGETRetrieves 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

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

Item, 1 operation

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

Journal entry, 1 operation

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

Payment, 1 operation

list_paymentsList paymentsGETLists 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

get_profit_and_lossGet profit and lossGETRetrieves 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

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

Purchase order, 1 operation

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

Supplier, 1 operation

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

Tax rate, 1 operation

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

Tracking category, 1 operation

list_tracking_categoriesList tracking categoriesGETLists 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.