Financial Cents' MCP server, announced October 20, 2026, connects a firm's Financial Cents account (practice management for accounting, bookkeeping and tax firms) to AI assistants such as Claude, ChatGPT and Gemini. Staff can ask plain-English questions about invoices and work status, and take actions like logging time and creating tasks.
practice managementaccounting firmstime trackingtasksinvoices
Provides data. A read-only feed from one provider; it answers questions, doesn't act, and doesn't expect other servers alongside it. More on Source servers →All seven roles →
Not read-only. The server can log time and create tasks. The vendor states the assistant must confirm before changes, actions are audited, access is revocable, and no delete actions are exposed; none of this has been independently tested.
OAuth 2.1, scoped to one firm account, per the vendor.
Adjacent to wealth management rather than advisor-specific: it serves accounting, bookkeeping and tax firms.
Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
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How to connect Financial Cents MCP
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Read-only: review my P&L and balance sheet for <period> from the accounting system and reconcile them against the bank and account-aggregation feeds for the same period. List items a buyer would question, personal expenses run through the business, uncategorised transactions, owner compensation treatment, one-off items, plus any transaction visible in the bank feed with no matching entry in the books. Output Item / Amount / Where it appears / Why a buyer asks. Do not post, edit or reclassify anything.
Guardrail · Read-only. Any adjustment goes through your accountant, not a chat tool.
Build a diligence readiness checklist across client, financial, custody and compliance records. For each item say whether it exists today, where it lives, and what work is needed. Use read-only access, keep client identities out of the output, and do not create or share a data room or upload any document.
Guardrail · Read-only. Never let a tool export client data to an external destination.
Read-only, in three passes. First gather my practice's own figures: households, AUM, recurring vs. one-time revenue, fee mix, client age distribution and top-10 concentration from CRM and custody, and revenue, expenses, owner compensation and margin from the accounting system, record where each figure came from and mark anything you could not source rather than estimating it. Second, run those inputs through ValuationMCP's guided valuation workflow, keeping the source note attached to every input you pass in and showing the methods, the range and the assumptions behind it. Third, pull the filed peer distribution for my state and AUM band from ADVmcp and use it to sanity-check the gathered inputs, client counts, account counts, custody arrangement, disclosure history, and to place my result in context. Output the valuation range, the inputs table with sources, and where the practice sits against filed peers. No client names or account numbers anywhere in the output, and do not write, export or share anything.
Guardrail · Read-only, no client identities in the output. The valuation is a modeled estimate, not an appraisal, and peer percentiles are positions rather than grades: Form ADV carries no revenue, EBITDA or margin figures, so peer data contextualises the number and never moves it.
