Introduction
Connect your AI agents directly to your Financial & Operational data.
Links MCP Server
The Links MCP Server implements the Model Context Protocol (MCP), an open standard that enables AI assistants (like Claude, Cursor, and custom Agents) to securely connect to your real-world financial data.
Instead of manually exporting CSVs or pasting code snippets into ChatGPT, you can connect your AI directly to the Links Platform. This allows your AI to "see" your live subledgers, analyze active deals, and trace data lineage in real-time.
Why use the Links MCP?
Context-Aware AI
Give your AI the context it needs. It can now answer complex questions based on your actual live data, rather than relying on outdated static context.
Dynamic Data Ingestion
Go beyond static APIs. Generate tools on the fly by connecting your external SaaS platforms, uploading CSVs, or parsing contract PDFs.
Secure by Design
Your data never leaves your control. The MCP server runs via a secure HTTPS connection authenticated with your personal Bearer Token.
Dynamic Capabilities
Unlike traditional integrations that provide a hardcoded set of tools, the Links MCP Server generates dynamic tools based on the data sources you connect and authorize. Your AI agent can read, search, and analyze data across four main system types:
🔌 External Systems
Seamlessly connect to third-party platforms via OAuth (including Hubspot, Stripe Connect, Salesforce, and Chargebee). Expose specific tables and objects for your AI to query directly.
📊 Excel & CSV Files
Upload flat files to automatically extract schemas and ingest data into the Links ecosystem. Your AI can instantly query and aggregate this data.
🗄️ JSON Data
Provide raw JSON payloads to automatically map schemas and save structured data, immediately making it available for AI analysis.
📄 Contract Documents (PDF)
Upload PDF contracts. The AI engine automatically extracts key financial data (like TCV and billing terms) using a predefined schema, turning unstructured documents into structured, queryable MCP tools.
Getting Started
Ready to connect your AI? Choose your path below.