--- title: "AI Agents for Fintech | Connect to 200+ Financial Apps via MCP" description: "Build AI-powered fintech agents that connect to QuickBooks, Xero, NetSuite, and 200+ financial apps. One MCP server, 360+ tools, managed auth. Works with LangChain, OpenAI Agents SDK, CrewAI, and more." url: "https://www.apideck.com/ai-agents-fintech" section: "AI & developer tools" --- # AI Agents for Fintech | Connect to 200+ Financial Apps via MCP Build AI-powered fintech agents that connect to QuickBooks, Xero, NetSuite, and 200+ financial apps. One MCP server, 360+ tools, managed auth. Works with LangChain, OpenAI Agents SDK, CrewAI, and more. AI Agents for Fintech ## Give 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 360+ tools ready to use. 200+ Connectors 360+ MCP Tools 5 Unified APIs 34 Accounting Resources [View MCP docs](https://github.com/apideck-libraries/mcp) ## Trusted by fast-moving product & engineering teams ![Bonsai by Zoom](https://www.apideck.com/_next/image?url=%2Flogos%2Fclients%2Fbonsai-zoom.png\&w=384\&q=75) ![JobNimbus](https://www.apideck.com/_next/image?url=%2Flogos%2Fclients%2Fjobnimbus.png\&w=384\&q=75) ![Blue Zinc](https://www.apideck.com/_next/image?url=%2Flogos%2Fclients%2Fbluezinc.webp\&w=384\&q=75) ![Exact](https://www.apideck.com/_next/image?url=%2Flogos%2Fclients%2Fexact.png\&w=384\&q=75) ![Drata](https://www.apideck.com/_next/image?url=%2Flogos%2Fclients%2Fdrata.png\&w=384\&q=75) Connects to [![QuickBooks](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1529456366%2Fcatalog%2Fquickbooks%2Ficon128x128.png\&w=48\&q=75)QuickBooks](https://www.apideck.com/mcp-server/quickbooks)[![Xero](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1529456372%2Fcatalog%2Fxero%2Ficon128x128.png\&w=48\&q=75)Xero](https://www.apideck.com/mcp-server/xero)[![NetSuite](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1531056077%2Fcatalog%2Fnetsuite%2Ficon128x128.png\&w=48\&q=75)NetSuite](https://www.apideck.com/mcp-server/netsuite)[![Sage Intacct](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1733775250%2Ficons%2Fsage-intacct.png\&w=48\&q=75)Sage Intacct](https://www.apideck.com/mcp-server/sage-intacct)[![FreshBooks](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1529456019%2Fcatalog%2Ffreshbooks%2Ficon128x128.png\&w=48\&q=75)FreshBooks](https://www.apideck.com/mcp-server/freshbooks)[![Zoho Books](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1529456378%2Fcatalog%2Fzoho-books%2Ficon128x128.png\&w=48\&q=75)Zoho Books](https://www.apideck.com/mcp-server/zoho-books)[![Workday](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1531056085%2Fcatalog%2Fworkday%2Ficon128x128.png\&w=48\&q=75)Workday](https://www.apideck.com/mcp-server/workday)[![Stripe](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1529456138%2Fcatalog%2Fstripe%2Ficon128x128.png\&w=48\&q=75)Stripe](https://www.apideck.com/integrations/stripe)[![Dynamics 365](https://www.apideck.com/_next/image?url=https%3A%2F%2Fres.cloudinary.com%2Fapideck%2Fimage%2Fupload%2Fv1539711468%2Fcatalog%2Fmicrosoft-dynamics-365-business-central%2Ficon128x128.png\&w=48\&q=75)Dynamics 365](https://www.apideck.com/mcp-server/microsoft-dynamics-365-business-central)[+200 more](https://www.apideck.com/integrations) ## 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 360+ 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](https://www.apideck.com/mcp-server/ap-automation) [Accounting](https://www.apideck.com/mcp-server/ap-automation) [Ingest vendor bills, extract line items with AI, match to purchase orders, and post to any connected accounting system.](https://www.apideck.com/mcp-server/ap-automation) [BillsPurchase OrdersSuppliersPayments](https://www.apideck.com/mcp-server/ap-automation) ### [AR Collections](https://www.apideck.com/mcp-server/ar-collections) [Accounting](https://www.apideck.com/mcp-server/ar-collections) [Pull open receivables, score accounts by risk, send dunning emails, and reconcile incoming payments against invoices.](https://www.apideck.com/mcp-server/ar-collections) [InvoicesPaymentsCustomersCredit Notes](https://www.apideck.com/mcp-server/ar-collections) ### [Bank Reconciliation](https://www.apideck.com/mcp-server/bank-reconciliation) [Accounting](https://www.apideck.com/mcp-server/bank-reconciliation) [Match bank feed transactions to invoices and bills, flag discrepancies, and auto-reconcile to accelerate month-end close.](https://www.apideck.com/mcp-server/bank-reconciliation) [Bank Feed StatementsJournal EntriesInvoicesBills](https://www.apideck.com/mcp-server/bank-reconciliation) ### [Pre-Accounting](https://www.apideck.com/mcp-server/pre-accounting) [Accounting](https://www.apideck.com/mcp-server/pre-accounting) [Ingest raw transactions from bank feeds and expense tools, enrich and categorize them, assign GL codes, and stage journal entries.](https://www.apideck.com/mcp-server/pre-accounting) [Journal EntriesLedger AccountsTracking CategoriesTax Rates](https://www.apideck.com/mcp-server/pre-accounting) ### [Employee Onboarding](https://www.apideck.com/mcp-server/employee-onboarding) [HRIS](https://www.apideck.com/mcp-server/employee-onboarding) [Read new hire data from any HRIS, provision accounts, assign equipment, and sync employee records across systems.](https://www.apideck.com/mcp-server/employee-onboarding) [EmployeesDepartmentsTime Off RequestsPayrolls](https://www.apideck.com/mcp-server/employee-onboarding) ### [Document Filing](https://www.apideck.com/mcp-server/document-filing) [File StorageAccounting](https://www.apideck.com/mcp-server/document-filing) [Monitor file storage for new uploads, extract metadata with AI, auto-categorize into folders, and update linked records.](https://www.apideck.com/mcp-server/document-filing) [FilesFoldersShared LinksAttachments](https://www.apideck.com/mcp-server/document-filing) ## 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. [![OpenAI Agents SDK](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Fopenai.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)OpenAI Agents SDK](https://www.apideck.com/mcp-server/openai-agents-sdk)[![LangChain](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Flangchain.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)LangChain](https://www.apideck.com/mcp-server/langchain)[![Google ADK](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Fgoogle.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)Google ADK](https://www.apideck.com/mcp-server/google-adk)[![Vercel AI SDK](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Fvercel.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)Vercel AI SDK](https://www.apideck.com/mcp-server/vercel-ai-sdk)[![Claude Desktop](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Fanthropic.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)Claude Desktop](https://www.apideck.com/mcp-server/claude-desktop)[![Cursor](https://www.apideck.com/_next/image?url=https%3A%2F%2Fimg.logo.dev%2Fcursor.com%3Ftoken%3Dpk_X-1ZO13GSgeOoUrIuJ6GMQ%26size%3D128\&w=32\&q=75)Cursor](https://www.apideck.com/mcp-server/cursor) Connect in minutes MCP LangChainOpenAI AgentsVercel AI SDKClaude / Cursor ``` 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 Type II certified. 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. [How zero data retention keeps agent data out of a third-party store](https://www.apideck.com/zero-data-retention) SOC 2 Type II Scoped permissions Data isolation Managed OAuth Last updated October 16, 2026