Build native integrations through our scalable Unified APIs
Showcase integrations, partners, and apps to your customers
Kintsugi
Octa
Optimizely
PraizGive your AI agents access to every financial app
Connect your AI agents to QuickBooks, Xero, NetSuite, and 200+ more through one secure MCP server. Managed auth, normalized schemas, and 229 tools ready to use.
Trusted by fast-moving product & engineering teams
Purpose-built for fintech AI
One secure integration layer between your AI agents and every financial app your customers use.
Normalized data models
Same schema whether your customer uses QuickBooks, Xero, or NetSuite. Build once, work everywhere.
Secure by design
SOC 2 certified. Scoped permissions with read, write, and destructive controls. Your agents only access what you allow.
Progressive discovery
4 meta-tools keep context lean at ~1,300 tokens. Agents discover and execute 229 tools on demand.
Managed OAuth
Vault handles all authentication flows and token refresh. Your agents never touch credentials.
Framework agnostic
Works with LangChain, OpenAI Agents SDK, CrewAI, Vercel AI SDK, Claude, Cursor, and more.
Add connectors, not code
Enable a new SaaS app in Vault. Your agent can use it immediately with the same tools and schemas.
What you can build
From AP automation to bank reconciliation, your agents can handle the full spectrum of fintech workflows.
AP Automation
AccountingIngest vendor bills, extract line items with AI, match to purchase orders, and post to any connected accounting system.
AR Collections
AccountingPull open receivables, score accounts by risk, send dunning emails, and reconcile incoming payments against invoices.
Bank Reconciliation
AccountingMatch bank feed transactions to invoices and bills, flag discrepancies, and auto-reconcile to accelerate month-end close.
Pre-Accounting
AccountingIngest raw transactions from bank feeds and expense tools, enrich and categorize them, assign GL codes, and stage journal entries.
Employee Onboarding
HRISRead new hire data from any HRIS, provision accounts, assign equipment, and sync employee records across systems.
Document Filing
File StorageAccountingMonitor file storage for new uploads, extract metadata with AI, auto-categorize into folders, and update linked records.
Works with every agent framework
Connect to the Apideck MCP Server from any framework that supports the Model Context Protocol. Pick your stack, paste the config, and your agent is live.
from langchain_mcp_adapters.client import MultiServerMCPClient
async with MultiServerMCPClient({
"apideck": {
"url": "https://mcp.apideck.dev/mcp",
"transport": "streamable_http",
"headers": {
"x-apideck-api-key": "YOUR_API_KEY",
"x-apideck-app-id": "YOUR_APP_ID",
"x-apideck-consumer-id": "YOUR_CONSUMER_ID",
},
}
}) as client:
tools = client.get_tools()Secure by design
SOC 2 certified. ISO 27001 compliant. Scoped permissions ensure your agents only access the data you allow. Vault manages all OAuth flows and token refresh. Your customers' financial data is protected at every layer.