Integration · Accounting

Connect Claude & ChatGPT to Codat

Ask your AI about the businesses you have connected in Codat and get answers from their accounting data. It can find companies and their connections, check when data was last synced, and read customers, suppliers, invoices, bills, payments, the chart of accounts and bank transactions. It can also pull profit and loss, balance sheet and aged debtors and creditors reports, and create customers and invoices in a company's accounting software.

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Try asking

“Who owes Nordic Foods money, and how overdue is it?”
The AI finds the company and reads its aged debtors report, grouped by customer and age.
“Compare Acme's profit and loss for the last three quarters.”
It pulls the profit and loss report with three-month periods and three periods to compare.
“When were Acme's invoices last synced, and did it work?”
It reads the data status for each data type, with the last sync time and whether it succeeded.

What your AI can do

Companies and connections

Search, create and update companies, list their data connections, check sync status and queue a refresh of any data type.

Accounting data

Read customers, suppliers, invoices, bills, payments, bill payments, the chart of accounts, bank accounts and bank transactions.

Financial reports

Pull profit and loss, balance sheet, aged debtors and aged creditors reports, and create customers and invoices.

“Refresh the bills for Nordic Foods.”
It queues a fresh pull of bills from the company's accounting software.
“Which sales invoices at Acme are still unpaid?”
It searches the company's invoices with a Codat query on status and lists amount due and due date.
“Create a customer called Baker & Co in Acme's accounting software.”
It finds the right connection and creates the customer there. You can check the push operations to see that it arrived.

177 tools for Codat

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_accountChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Create account.
create_account_paymentChanges dataCreate a new payment for a account. Search payments first to avoid duplicates. API summary: Create bank account transactions.
create_allChanges dataCreate a new all. API summary: Refresh all data.
create_api_keyChanges dataCreate a new api key. API summary: Create API key.
create_bank_accountChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Create bank account.
create_companyChanges dataCreate a company in Codat with a `name`, optional `description` and `tags`, ready to be linked to accounting software.
create_company_connectionChanges dataCreate a new connection for a company. Search connections first to avoid duplicates. API summary: Create connection.
create_company_refresh_company_infoChanges dataCreate a new company. Search companies first to avoid duplicates. API summary: Refresh company info.
create_cors_settingChanges dataCreate a new cors setting. API summary: Set CORS settings.
create_credit_noteChanges dataCreate a new credit note. Required: total amount, total discount, sub total, total tax amount, discount percentage or remaining credit. Search credit notes first to avoid duplicates. API summary: Create credit note.
create_customerChanges dataCreate a customer in the company's accounting software via `connection_id`: `customer_name`, `status`, email, phone, addresses and tax number.
create_direct_costChanges dataCreate a new direct cost. Required: issue date, currency, line items, payment allocations, sub total or tax amount. Search direct costs first to avoid duplicates. API summary: Create direct cost.
create_direct_incomeChanges dataCreate a new direct income. Required: issue date, currency, line items, payment allocations, sub total or tax amount. Search direct incomes first to avoid duplicates. API summary: Create direct income.
create_invoiceChanges dataCreate a sales invoice in the company's accounting software via `connection_id`: `status`, `issue_date`, `total_amount`, `amount_due`, `total_tax_amount`, customer and line items.
create_invoice_2Changes dataCreate a new invoice. Required: issue date, status, sub total, tax amount or total amount. Search invoices first to avoid duplicates. API summary: Create bill.
create_journalChanges dataCreate a new journal. Search journals first to avoid duplicates. API summary: Create journal.
create_journal_entryChanges dataCreate a new journal entry. Search journal entries first to avoid duplicates. API summary: Create journal entry.
create_messageChanges dataCreate a new message. Required: total amount, total discount, sub total, total tax amount, discount percentage or status. Search messages first to avoid duplicates. API summary: Create bill credit note.
create_orderChanges dataCreate a new order. Search orders first to avoid duplicates. API summary: Create purchase order.
create_paymentChanges dataCreate a new payment. Required: date. Search payments first to avoid duplicates. API summary: Create bill payments.
create_payment_create_paymentChanges dataCreate a new payment. Required: date. Search payments first to avoid duplicates. API summary: Create payment.
create_productChanges dataCreate a new product. Required: item status, type, is bill item or is invoice item. Search products first to avoid duplicates. API summary: Create item.
create_supplierChanges dataCreate a new supplier. Required: status. Search suppliers first to avoid duplicates. API summary: Create supplier.
create_transferMoves moneyCreate a new transfer. Search transfers first to avoid duplicates. Financial or irreversible action; may require approval. API summary: Create transfer.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Create webhook consumer.
create_zapierDeletesCreate a new zapier. Destructive action; may require approval. API summary: Rotate Zapier key.
delete_api_keyDeletesPermanently delete a api key by api key id. Destructive action; may require approval. API summary: Delete API key.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
delete_company_connectionDeletesPermanently delete a connection by connection id. Destructive action; may require approval. API summary: Delete connection.
delete_company_productDeletesPermanently delete a product by product identifier. Destructive action; may require approval. API summary: Remove product.
delete_direct_costDeletesPermanently delete a direct cost by direct cost id. Destructive action; may require approval. API summary: Delete direct cost.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete bill.
delete_invoice_delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete invoice.
delete_journal_entryDeletesPermanently delete a journal entry by journal entry id. Destructive action; may require approval. API summary: Delete journal entry.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete bill payment.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete webhook consumer.
detach_connection_to_companyChanges dataDetach a connection (connection id). API summary: Unlink connection.
download_customer_attachmentDownload the document for a document. API summary: Download customer attachment.
download_direct_cost_attachmentDownload the document for a document. API summary: Download direct cost attachment.
download_direct_income_attachmentDownload the document for a document. API summary: Download direct income attachment.
download_documentDownload the document for a document. API summary: Download bill attachment.
download_invoice_attachmentDownload the document for a document. API summary: Download invoice attachment.
download_invoice_pdfDownload the pdf document for a invoice. API summary: Get invoice as PDF.
download_order_pdfDownload the pdf document for a order. API summary: Download purchase order as PDF.
download_purchase_order_attachmentDownload the document for a document. API summary: Download purchase order attachment.
download_supplier_attachmentDownload the document for a document. API summary: Download supplier attachment.
get_accountGet one account by account id. API summary: Get account.
get_aged_creditors_reportGet the aged creditors report (what the company owes suppliers and for how long) by `company_id`, with optional `report_date` and period settings.
get_aged_debtors_reportGet the aged debtors report (who owes the company money and for how long) by `company_id`, with optional `report_date` and period settings.
get_balance_sheetGet a company's balance sheet by `company_id`, with `period_length` (months per period), `periods_to_compare` and optional `start_month`.
get_bank_accountGet one account by account id. API summary: Get bank account.
get_billGet one bill (supplier invoice) by `company_id` and `bill_id`, with lines, amounts and status.
get_bill_paymentGet one payment by payment id. API summary: Get bill payment.
get_categoryGet one category by category id. API summary: Get tracking categories.
get_category_status_categoriesGet the current status of a category by company id. Results are paginated. API summary: List tracking categories.
get_companyGet one company by `company_id`, with its name, description, tags and data connections.
get_company_connectionGet one connection for a company by connection id. API summary: Get connection.
get_company_infoGet a company's business details as held in its accounting software (legal name, addresses, registration and tax numbers, base currency) by `company_id`.
get_company_pushGet one push for a company by push operation key. API summary: Get push operation.
get_company_settingsGet one company by company id. API summary: Get company sync settings.
get_connection_optionGet one option for a connection by data type. API summary: Get push options.
get_create_payment_modelList payments. API summary: Get create payment model.
get_create_update_bank_account_modelList accounts. API summary: Get create/update bank account model.
get_create_update_invoice_modelList invoices. API summary: Get create/update invoice model.
get_credit_noteGet one credit note by credit note id. API summary: Get credit note.
get_customGet one custom by custom data identifier. API summary: Get custom data configuration.
get_customerGet one customer by `company_id` and `customer_id`, with contact details, addresses and status.
get_customer_documentGet one document for a customer by document id. API summary: Get customer attachment.
get_data_statusShow when each data type (invoices, customers, etc.) was last synced for a company, by `company_id`, and whether the sync succeeded.
get_direct_costGet one direct cost by direct cost id. API summary: Get direct cost.
get_direct_cost_documentGet one document for a direct cost by document id. API summary: Get direct cost attachment.
get_direct_incomeGet one direct income by direct income id. API summary: Get direct income.
get_direct_income_documentGet one document for a direct income by document id. API summary: Get direct income attachment.
get_historyGet one history by dataset id. API summary: Get pull operation.
get_integrationGet one integration by platform key. API summary: Get integration.
get_invoiceGet one sales invoice by `company_id` and `invoice_id`, with lines, amounts, due date and status.
get_invoice_attachmentGet one document for a invoice by document id. API summary: Get invoice attachment.
get_invoice_documentGet one document for a invoice by document id. API summary: Get bill attachment.
get_itemGet one product by product id. API summary: Get item.
get_journalGet one journal by journal id. API summary: Get journal.
get_journal_entryGet one journal entry by journal entry id. API summary: Get journal entry.
get_messageGet one message by message id. API summary: Get bill credit note.
get_orderGet one order by order id. API summary: Get purchase order.
get_order_documentGet one document for a order by document id. API summary: Get purchase order attachment.
get_paymentGet one payment by payment id. API summary: Get account transaction.
get_payment_get_paymentGet one payment by payment id. API summary: Get payment.
get_payment_methodGet one payment by payment id. API summary: Get payment method.
get_productGet one product by product id. API summary: Get item receipt.
get_profile_settingsGet one profile. API summary: Get sync settings.
get_profit_and_lossGet a company's profit and loss report by `company_id`, with `period_length` (months per period), `periods_to_compare` and optional `start_month`.
get_sales_orderGet one order by order id. API summary: Get sales order.
get_supplierGet one supplier by `company_id` and `supplier_id`, with contact details and status.
get_supplier_documentGet one document for a supplier by document id. API summary: Get supplier attachment.
get_tax_rateGet one tax rate by tax rate id. API summary: Get tax rate.
get_transferGet one transfer by transfer id. API summary: Get transfer.
list_account_paymentsList payments for a account. API summary: Get create bank account transactions model.
list_accountsList accounts. API summary: Get create account model.
list_api_keysList api keys.
list_availablesList availables. API summary: Aged debtors report available.
list_availables_is_aged_creditors_report_availableList availables. API summary: Aged creditors report available.
list_bank_accountsList a company's bank accounts on one connection, by `company_id` and `connection_id`, with balances.
list_bank_transactionsList the transactions on one bank account by `company_id`, `connection_id` and `account_id`.
list_cash_flow_statementsList cash flow statements. Optional filters: period length, periods to compare or start month. API summary: Get cash flow statement.
list_companiesList companies for a company. API summary: Get company access token.
list_connectionsList a company's data connections (linked accounting, banking or commerce platforms) by `company_id`, with status. Use to find a `connection_id`.
list_cors_settingsList cors settings. API summary: Get CORS settings.
list_credit_notesList credit notes. API summary: Get create/update credit note model.
list_custom_data_type_recordsGet one custom by custom data identifier. Results are paginated. API summary: List custom data type records.
list_customer_documentsList documents for a customer. API summary: List customer attachments.
list_customersList customers. API summary: Get create/update customer model.
list_data_type_supplemental_data_configsList supplemental data configs for a data type. API summary: Get configuration.
list_direct_cost_documentsList documents for a direct cost. API summary: List direct cost attachments.
list_direct_costsList direct costs. API summary: Get create direct cost model.
list_direct_income_documentsList documents for a direct income. API summary: List direct income attachments.
list_direct_incomesList direct incomes. API summary: Get create direct income model.
list_integration_brandingsList brandings for a integration. API summary: Get branding.
list_invoice_attachmentsList documents for a invoice. API summary: List invoice attachments.
list_invoice_documentsList documents for a invoice. API summary: List bill attachments.
list_invoicesList invoices. API summary: Get create/update bill model.
list_itemsSearch products by query or order by. Use this to find existing products before creating a new product. Results are paginated. API summary: List items.
list_journal_entriesList journal entries. API summary: Get create journal entry model.
list_journalsList journals. API summary: Get create journal model.
list_messagesList messages. API summary: Get create/update bill credit note model.
list_order_documentsList documents for a order. API summary: List purchase order attachments.
list_ordersList orders. API summary: Get create/update purchase order model.
list_payment_methodsSearch payments by query or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List payment methods.
list_paymentsList payments. API summary: Get create bill payment model.
list_productsList products. API summary: Get create item model.
list_profilesList profiles. API summary: Get profile.
list_push_operationsList a company's push (write) operations by `company_id`, to check whether created or updated records reached the accounting software.
list_sales_ordersSearch orders by query or order by. Use this to find existing orders before creating a new order. Results are paginated. API summary: List sales orders.
list_supplier_documentsList documents for a supplier. API summary: List supplier attachments.
list_suppliersList suppliers. API summary: Get create/update supplier model.
list_sync_validationsList validations for a sync. API summary: Get validation results.
list_transfersList transfers. API summary: Get create transfer model.
list_webhooksList webhooks. API summary: List webhook consumers.
refresh_data_typeChanges dataQueue a fresh pull of one `data_type` (e.g. invoices, customers, bills) for a company by `company_id`, optionally for one `connection_id`.
search_accountsList or search a company's chart of accounts by `company_id`, with an optional Codat `query` string.
search_bill_paymentsList or search payments a company made against bills, by `company_id`, with an optional Codat `query` string.
search_billsList or search a company's bills (supplier invoices) by `company_id`, with an optional Codat `query` string.
search_companiesList or search the companies (your customers' businesses) in Codat, with an optional Codat `query` string. Use to find a company's ID.
search_credit_notesSearch credit notes by query or order by. Use this to find existing credit notes before creating a new credit note. Results are paginated. API summary: List credit notes.
search_customersList or search a company's customers by `company_id`, with an optional Codat `query` string.
search_direct_costsSearch direct costs by query or order by. Use this to find existing direct costs before creating a new direct cost. Results are paginated. API summary: List direct costs.
search_direct_incomesSearch direct incomes by query or order by. Use this to find existing direct incomes before creating a new direct income. Results are paginated. API summary: List direct incomes.
search_historiesSearch histories by query or order by. Use this to find existing histories before creating a new history. Results are paginated. API summary: List pull operations.
search_integrationsSearch integrations by query or order by. Use this to find existing integrations before creating a new integration. Results are paginated. API summary: List integrations.
search_invoicesList or search a company's sales invoices by `company_id`, with an optional Codat `query` string (e.g. by status or date).
search_journal_entriesSearch journal entries by query or order by. Use this to find existing journal entries before creating a new journal entry. Results are paginated. API summary: List journal entries.
search_journalsSearch journals by query or order by. Use this to find existing journals before creating a new journal. Results are paginated. API summary: List journals.
search_messagesSearch messages by query or order by. Use this to find existing messages before creating a new message. Results are paginated. API summary: List bill credit notes.
search_ordersSearch orders by query or order by. Use this to find existing orders before creating a new order. Results are paginated. API summary: List purchase orders.
search_paymentsList or search customer payments received by a company, by `company_id`, with an optional Codat `query` string.
search_payments_2Search payments by query or order by. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List account transactions.
search_payments_paymentsSearch payments by link type or query. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List payments.
search_productsSearch products by query or order by. Use this to find existing products before creating a new product. Results are paginated. API summary: List item receipts.
search_suppliersList or search a company's suppliers by `company_id`, with an optional Codat `query` string.
search_tax_ratesSearch tax rates by query or order by. Use this to find existing tax rates before creating a new tax rate. Results are paginated. API summary: List all tax rates.
search_transfersSearch transfers by query or order by. Use this to find existing transfers before creating a new transfer. Results are paginated. API summary: List transfers.
submit_company_settingsVisible to othersSync a company (company id). Has effects visible outside this system. API summary: Set company sync settings.
submit_productVisible to othersRefresh a product (product identifier). Has effects visible outside this system. API summary: Refresh product data.
submit_profile_settingsVisible to othersSync a profile. Has effects visible outside this system. API summary: Update all sync settings.
update_accountChanges dataUpdate an existing account identified by account id. API summary: Update bank account.
update_companyChanges dataUpdate a company's name, description or tags by `company_id`.
update_company_productChanges dataUpdate an existing product identified by product identifier. API summary: Add product.
update_connection_authorizationsVisible to othersUpdate an existing authorization identified by connection id. Has effects visible outside this system. API summary: Update authorization.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update credit note.
update_customChanges dataUpdate an existing custom identified by custom data identifier. API summary: Configure custom data type.
update_custom_refresh_custom_data_typeChanges dataUpdate an existing custom identified by custom data identifier. API summary: Refresh custom data type.
update_customerChanges dataUpdate an existing customer identified by customer id. API summary: Update customer.
update_data_type_supplemental_data_configsVisible to othersUpdate an existing supplemental data config identified by data type. Has effects visible outside this system. API summary: Configure.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update bill.
update_invoice_update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update invoice.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update bill credit note.
update_orderChanges dataUpdate an existing order identified by order id. API summary: Update purchase order.
update_profilesVisible to othersUpdate an existing profile. Has effects visible outside this system. API summary: Update profile.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Update supplier.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Codat from the app list.
2
Paste your key
Paste your Codat API key in its Base64-encoded form. In the Codat Portal click Developers > API keys. Copy the value from the authorization header column, which is your API key already Base64-encoded, and paste it without the leading word 'Basic'.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Codat?

It can search and read companies, their connections, data status, company info, customers, suppliers, invoices, bills, payments, bill payments, accounts, bank accounts and bank transactions. It can pull profit and loss, balance sheet, aged debtors and aged creditors reports. It can create and update companies, queue a data refresh, and create customers and invoices in a company's accounting software.

Does the AI see my Codat API key?

No. You paste your Codat API key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating customers and invoices writes to your client's real accounting software, and these tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Codat account.

Whose data does the AI see?

The AI works with the companies in your own Codat account, which are the businesses that have linked their accounting, banking or commerce platforms to you. It reads the data Codat has synced for them and names each company by its ID, so you can point it at one business at a time.