COMMITLY is a cash flow and liquidity management platform for SMEs and groups. The COMMITLY MCP Server connects Claude to your company's financial data so you can analyze and plan liquidity and cash flows in plain language.
What you can do:
- Get an instant view of bank balances, accounts and credit lines
- Search, total and re-categorize transactions by category
- Review invoices (receivables and payables) and create or update them
- Analyze your liquidity forecast, plans and scenarios, including daily or weekly balance curves to spot tight periods
- Create, update and delete forecast, plan and scenario budgets
- Get a one-shot financial health check: cash burn, runway, health score and recommendations
- Comment on invoices, transactions, budgets and plans and @mention colleagues
Security: sign-in uses OAuth with short-lived access tokens. Each connection is bound to one company, and access ends when the add-on is disconnected.
Requirements: an active COMMITLY subscription with the MCP Server add-on activated under Setup → Integrations.
