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Balances
ClaudeCommunityby Balances, Inc
You run the business. Balances runs the finances. Get paid, track the work, know where you stand, and stay ready for tax time, without four different tools. With this connector, Claude is your way in. Ask what came in this month, who still owes you, or what a payment was for. Send an invoice, log a bill, file a receipt, or match up your bank statement, all by saying what you want. Claude shows you each change before it goes in. Sign in with your Balances account and you're connected.
Details
Productivity
Listed Oct 30, 2026
by Balances, Inc
MCP endpoint:
https://app-api.balances.ai/mcp · streamable-httpAvailable tools (92)
apply_proposalask_for_helpattach_fileaudit_statement_historycheck_balance_reconciliationcheck_reconciliation_lockcreate_firm_taskdelete_vendor_rulediagnose_reconciliation_differencediscard_proposaldownload_reportexplain_books_vs_registerexplain_feed_connectionexplain_import_coverageexplain_opening_balance_equityexplain_register_vs_bankexplain_suggestionfetch_tool_resultfinalize_uploadfind_capture_bank_matchesfind_ledger_duplicatesforce_sync_bank_accountforecast_cash_flowgenerate_1099_nec_reportgenerate_reportget_account_balancesget_balancesget_categorization_progressget_entitiesget_financial_metricsget_inbound_email_addressget_notification_settingsget_payment_collection_statusget_pending_suggestion_inventoryget_schemaget_transaction_detail_postingget_transaction_precedentget_wave_import_statusget_workspace_infoinvite_userlist_bank_accounts_overviewlist_bank_importslist_categorization_ruleslist_duplicate_bank_account_suspectslist_firm_taskslist_invoice_milestoneslist_learned_patternslist_online_paymentslist_opening_credit_noteslist_optionslist_pending_captureslist_playbooklist_recent_inbound_emailslist_reconcile_candidateslist_recurringlist_service_itemslist_statement_reconciliationslist_tax_rateslist_trade_nameslist_vendor_ruleslist_workspaceslookup_knowledgemanage_invoice_deliverypost_firm_task_messagepreview_bank_account_mergepreview_statement_reconciliationprocess_filepromote_capturequery_transaction_detailread_bank_registerread_documentresolve_firm_taskreview_financial_statementssearch_billable_expensessearch_entitiessearch_filessearch_postable_accountssend_estimate_preview_to_mesend_invoice_copy_to_mesend_to_customerset_vendor_rulestage_apply_proposalstage_bulk_excludestage_categorize_proposalstage_exclude_importstage_prior_system_codingstart_uploadsuggest_featureswitch_workspacetell_playbookupdate_notification_settingsupdate_workspace_branding