Apideck Accounting MCP connector

Apideck Accounting is a unified API that normalizes accounting data across multiple platforms like QuickBooks, Xero, and Sage. The Apideck Accounting MCP connector allows AI agents to retrieve financial reports like balance sheets, manage bills and credit notes, and access company information. It also supports creating, updating, and deleting accounting records across connected accounting systems.

Authentication type

• API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Apideck Accounting MCP connector to perform the following actions:

• Reconcile bank statements against accounting records across multiple platforms
• Generate balance sheets and financial reports from unified accounting data
• Automate invoice creation and tracking across customer accounts
• Monitor bill payments and manage accounts payable workflows
• Sync customer and vendor information across accounting systems
• Track journal entries and ensure accurate financial record-keeping
• Create credit notes for returns and adjustments automatically

Example prompts

Use the following example prompts to invoke Apideck Accounting MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all unpaid invoices in Apideck Accounting from the last 30 days.
• Create a new customer record in Apideck Accounting with the details I provide.
• Pull the balance sheet for this month from Apideck Accounting.
• List all bills due next week in Apideck Accounting and mark them as reviewed.
• Generate a credit note in Apideck Accounting for order 12345.
• What is the total outstanding amount for customer ABC in Apideck Accounting?
• Sync all journal entries from Apideck Accounting to my financial records.
• Delete the duplicate invoice I created in Apideck Accounting yesterday.
• Update the payment terms for all customers in Apideck Accounting to net 30.
• Show me the company information stored in Apideck Accounting.

Apideck Accounting MCP connector tools

The Apideck Accounting MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
balanceSheetOne	Retrieves the balance sheet showing assets, liabilities, and equity.
billsAll	Lists all bills in the accounting system.
billsAdd	Creates a new bill in the accounting system.
billsDelete	Deletes a bill from the accounting system.
billsOne	Retrieves details for a specific bill.
billsUpdate	Updates an existing bill with new information.
companyInfoOne	Retrieves general information about the company.
creditNotesAll	Lists all credit notes in the accounting system.
creditNotesAdd	Creates a new credit note in the accounting system.
creditNotesDelete	Deletes a credit note from the accounting system.
creditNotesOne	Retrieves details for a specific credit note.
creditNotesUpdate	Updates an existing credit note with new information.
customersAll	Lists all customers in the accounting system.
customersAdd	Creates a new customer in the accounting system.
customersDelete	Deletes a customer from the accounting system.
customersOne	Retrieves details for a specific customer.
customersUpdate	Updates an existing customer with new information.
invoiceItemsAll	Lists all invoice line items in the accounting system.
invoiceItemsAdd	Creates a new invoice line item in the accounting system.
invoiceItemsDelete	Deletes an invoice line item from the accounting system.
invoiceItemsOne	Retrieves details for a specific invoice line item.
invoiceItemsUpdate	Updates an existing invoice line item with new information.
invoicesAll	Lists all invoices in the accounting system.
invoicesAdd	Creates a new invoice in the accounting system.
invoicesDelete	Deletes an invoice from the accounting system.
invoicesOne	Retrieves details for a specific invoice.
invoicesUpdate	Updates an existing invoice with new information.
journalEntriesAll	Lists all journal entries in the accounting system.
journalEntriesAdd	Creates a new journal entry in the accounting system.
journalEntriesDelete	Deletes a journal entry from the accounting system.
journalEntriesOne	Get Journal Entry.
journalEntriesUpdate	Update Journal Entry.
ledgerAccountsAll	List Ledger Accounts.
ledgerAccountsAdd	Create Ledger Account.
ledgerAccountsDelete	Delete Ledger Account.
ledgerAccountsOne	Get Ledger Account.
ledgerAccountsUpdate	Update Ledger Account.
paymentsAll	List Payments.
paymentsAdd	Create Payment.
paymentsDelete	Delete Payment.
paymentsOne	Get Payment.
paymentsUpdate	Update Payment.
profitAndLossOne	Get Profit and Loss.
suppliersAll	List Suppliers.
suppliersAdd	Create Supplier.
suppliersDelete	Delete Supplier.
suppliersOne	Get Supplier.
suppliersUpdate	Update Supplier.
taxRatesAll	List Tax Rates.
taxRatesAdd	Create Tax Rate.
taxRatesDelete	Delete Tax Rate.
taxRatesOne	Get Tax Rate.
taxRatesUpdate	Update Tax Rate.