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 like "Why is the reconciliation for Link #123 failing?" or "What is the total TCV for deals in Negotiation?"
Operational Observability
Go beyond static data. Use tools to check Workflow Run Status, trace Data Lineage, and monitor Link Health ratios directly from your chat interface.
Secure by Design
Your data never leaves your control. The MCP server runs via a secure HTTPS connection authenticated with your personal Bearer Token.
Capabilities
The Links MCP Server exposes a rich set of tools divided into functional domains. Your AI agent can dynamically select the right tool for the job.
💰 Financial Intelligence
- Chart of Accounts: Search and audit account hierarchies and usage.
- Subledger Books: Query granular journal entries and balances per book.
- Reconciliation: innovative summaries of reconciliation runs between datasets.
🤝 Deal Hub & Revenue
- Pipeline Analysis: Track deals by Stage or Status.
- Revenue Forecasting: Calculate Total Contract Value (TCV) dynamically based on live contract data.
🛠️ Operational Health
- Data Lineage: Trace a General Ledger journal back to its source transaction or Master Batch.
- Workflow Monitoring: Check the status of batches, link runs, and transaction types.
Getting Started
Ready to connect your AI? Choose your path below.