COUNT MCP Community by COUNT Financial Inc.
COUNT combines practice management and a full accounting ledger in a single platform built for accounting firms and the businesses they serve. The COUNT connector gives Claude direct, read and write access to your COUNT workspaces so you can run your books and your practice without switching tabs or systems.
Ask Claude to pull a P&L, balance sheet, trial balance, or aged receivables and payables report for any period. Search and categorize bank transactions, split or exclude them, and apply them as payments against invoices and bills. Create, approve, and send invoices, estimates, and credit memos, or record vendor bills and apply credits. Start and complete bank reconciliations, connect new bank feeds, and set opening balances.
On the practice side, manage customers, vendors, products, projects, tasks, and time entries, and build or update P&L budgets version by version. Payroll tools cover people, pay periods, pay stubs, and journal reports. For firms managing many clients, consolidated P&L, balance sheet, and account transaction reports run across multiple client workspaces in one call.
Every action is scoped to the workspace you authorize, and Claude can resolve plain-English names for accounts, customers, vendors, and projects before writing anything. Built-in playbooks and FAQs guide end-to-end workflows like month-end close, AR follow-up, and bill pay so you get consistent results whether you are a solo bookkeeper or a multi-partner firm.
Details Financial Services Productivity Data Analytics
Listed Oct 6, 2026
MCP endpoint: https://api.getcount.com/mcp · streamable-http
Available tools (190) COUNT_add_invoice_attachments_from_urls COUNT_apply_multiple_credits_to_single_invoice COUNT_apply_single_credit_to_multiple_invoices COUNT_apply_vendor_memos_to_bill COUNT_approve_bill COUNT_approve_invoice COUNT_archive_budget COUNT_assign_transaction_to_bills_invoices COUNT_auth_status COUNT_bulk_change_transaction_category COUNT_bulk_create_accounts COUNT_bulk_create_customers COUNT_bulk_create_journal_entries COUNT_bulk_create_projects COUNT_bulk_create_transactions COUNT_bulk_exclude_transactions COUNT_bulk_review_transactions COUNT_bulk_update_budget_cells COUNT_bulk_update_customers COUNT_change_transaction_category COUNT_complete_connect_link COUNT_complete_reconciliation COUNT_create_account COUNT_create_bill COUNT_create_budget COUNT_create_budget_version COUNT_create_connect_link COUNT_create_customer COUNT_create_customer_address COUNT_create_customer_contact COUNT_create_customer_note COUNT_create_expense_receipt COUNT_create_invoice COUNT_create_journal_entry COUNT_create_person COUNT_create_product COUNT_create_project COUNT_create_reconciliation COUNT_create_reconnect_link COUNT_create_recurring_invoice_template COUNT_create_tag COUNT_create_tag_group COUNT_create_task COUNT_create_time_entry COUNT_create_transaction COUNT_create_vendor COUNT_delete_account COUNT_delete_bill COUNT_delete_budget COUNT_delete_customer COUNT_delete_customer_address COUNT_delete_customer_contact COUNT_delete_customer_note COUNT_delete_expense_receipt COUNT_delete_invoice COUNT_delete_journal_entry COUNT_delete_product COUNT_delete_project COUNT_delete_recurring_invoice_template COUNT_delete_tag COUNT_delete_tag_group COUNT_delete_task COUNT_delete_time_entry COUNT_delete_transaction COUNT_delete_vendor COUNT_describe_endpoint COUNT_duplicate_budget COUNT_find_tool COUNT_firm_account_transactions COUNT_firm_balance_sheet COUNT_firm_profit_and_loss COUNT_forget COUNT_generate_account_transactions_report COUNT_generate_aged_payables_report COUNT_generate_aged_receivables_report COUNT_generate_balance_sheet COUNT_generate_customer_activity_report COUNT_generate_payroll_journal_report COUNT_generate_profit_and_loss COUNT_generate_sales_by_customer_report COUNT_generate_sales_by_product_service_report COUNT_generate_trial_balance COUNT_get_all_locations COUNT_get_all_pay_periods COUNT_get_all_people COUNT_get_bill COUNT_get_budget COUNT_get_budget_grid COUNT_get_bulk_task_status COUNT_get_connection COUNT_get_customer COUNT_get_customer_revenue_overview COUNT_get_invoice COUNT_get_invoice_audit_log COUNT_get_invoice_public_link COUNT_get_invoice_send_history COUNT_get_next_invoice_number COUNT_get_opening_balance COUNT_get_overall_budget COUNT_get_pay_period_by_id COUNT_get_pay_stub_by_ref COUNT_get_person COUNT_get_person_by_ref COUNT_get_person_pay_stubs COUNT_get_product COUNT_get_project COUNT_get_recurring_invoice_template COUNT_get_tag COUNT_get_tag_group COUNT_get_task COUNT_get_time_entry COUNT_get_transaction COUNT_get_workspace_gst_settings COUNT_get_workspace_stats COUNT_knowledge COUNT_list_account_sub_types COUNT_list_accounts COUNT_list_bills COUNT_list_budget_versions COUNT_list_budgets COUNT_list_connections COUNT_list_customer_addresses COUNT_list_customer_contacts COUNT_list_customer_notes COUNT_list_customers COUNT_list_expense_receipts COUNT_list_invoices COUNT_list_journal_entries COUNT_list_people COUNT_list_products COUNT_list_project_statuses COUNT_list_project_tasks COUNT_list_projects COUNT_list_recurring_invoice_templates COUNT_list_tag_groups COUNT_list_tags COUNT_list_tasks COUNT_list_time_entries COUNT_list_transactions COUNT_list_unmatched_expense_receipts COUNT_list_vendors COUNT_list_workspaces COUNT_manage_location COUNT_match_expense_receipt_manually COUNT_merge_customers COUNT_pause_recurring_invoice_template COUNT_playbooks COUNT_preview_merge_customers COUNT_publish_budget COUNT_recall COUNT_refresh_access_token COUNT_remember COUNT_remove_invoice_credit COUNT_resolve_references COUNT_resume_recurring_invoice_template COUNT_revoke_connection COUNT_send_invoice COUNT_set_active_workspace COUNT_set_opening_balance COUNT_split_transaction COUNT_unassign_bill_transaction COUNT_unassign_invoice_transaction COUNT_unmatch_expense_receipt COUNT_update_account COUNT_update_bill COUNT_update_budget COUNT_update_budget_cells COUNT_update_customer COUNT_update_customer_address COUNT_update_customer_contact COUNT_update_customer_note COUNT_update_expense_receipt COUNT_update_invoice COUNT_update_journal_entry COUNT_update_pay_period COUNT_update_person COUNT_update_person_recurring_payroll_items COUNT_update_product COUNT_update_project COUNT_update_pto_accrual_caps COUNT_update_recurring_invoice_template COUNT_update_tag COUNT_update_tag_group COUNT_update_task COUNT_update_time_entry COUNT_update_transaction COUNT_update_vendor COUNT_update_workspace COUNT_update_workspace_gst_settings COUNT_validate_payload
