AI Integration via Model Context Protocol (MCP)
Connect ChatGPT, Claude, Gemini, & Perplexity to Accounting Seed
More than 20 purpose-built tools let any MCP-compatible AI assistant (Claude, ChatGPT, Perplexity, Gemini, etc.) ask questions and take real accounting action inside Salesforce—governed by the permissions you already trust.
Hosted MCP
trust layer
What is MCP (Model Context Protocol)?
Model Context Protocol (MCP) is an open standard that lets AI assistants connect directly to live business data and take action in it, instead of working from exports, screenshots, or context you copy and paste in by hand. MCP has become the common way ChatGPT, Claude, Gemini, and other assistants reach outside their own chat window into the tools a business already runs on.
Accounting Seed's MCP server is hosted directly on the Salesforce Platform. There's no middleware, no separate integration project, and no extra infrastructure to stand up—your AI assistant reads and acts on the same ledger your team is closing today, not a snapshot from yesterday's export.
What changes with Accounting Seed's hosted MCP?
| Before | After |
|---|---|
| Finance asks for a number, then waits for the report. | Ask in plain language, get an answer from live data. |
| AI works from snapshots, not live data. | AI acts on the same records your team already works in. |
| CRM data manually matched to accounting by hand. | One source of truth spanning pipeline and P&L. |
| Connecting AI means an integration project. | Hosted by Salesforce—no middleware, no development. |
| Collections, coding, and payment proposals are done by hand. | AI drafts the routine work; your team directs and approves. |
Natively connected
Why Accounting Seed's MCP works better
One system of record—no data sync
The opportunity that closes is the invoice that gets generated. No integration layer, no middleware.
Accounting actions with full context
Recommendations that know the customer's pipeline status. A payment proposal informed by the whole vendor relationship.
Your choice of AI, your rules
Works with the AI assistant you already use
Accounting Seed's MCP server works with any MCP-compatible AI assistant, including ChatGPT, Claude, Gemini, and Perplexity. You're not locked into one AI vendor—as the MCP ecosystem grows, Accounting Seed's server works with it. Setup steps vary by assistant; see the Knowledge Base for current connection instructions for your platform.
20+ purpose-built tools across AP, AR, GL, and inventory.
What the tools cover
Accounts receivable
- Create customer billings and recurring billings
- Apply cash to open invoices
- Pull aging summaries by customer
- Draft and send collection notices
Accounts payable
- Code vendor invoices and create payables
- Build payment proposals and route for approval
- Flag duplicate payments before they post
- Create cash disbursements
General ledger & reporting
- Post journal entries
- Run balance sheets and income statements
- Review cash flow and account activity
- Support bank reconciliations
Inventory & operations
- Move inventory between warehouses
- Check quantities and valuation
- Trace a shipment through to its invoice
- Query records across CRM and accounting together
Security inside Salesforce
Every action runs under the authenticated user's Salesforce permissions. The AI sees only what that person is authorized to see.
Every action is recorded in a complete audit trail—the same controls that govern CRM data.
How it works
- Step 1 — Turn it on: Hosted by Salesforce. No custom development, no middleware, no add-on cost.
- Step 2 — Connect your AI: Point ChatGPT, Claude, Gemini, Perplexity, or any MCP-compatible assistant at your org.
- Step 3 — Ask or instruct: Questions answered from live data; tools act across AP, AR, GL, and inventory.
- Step 4 — Review and approve: Your team directs the work. Nothing happens outside your permissions.
Get detailed setup steps from our Knowledge Base.
frequently asked questions
FAQs
What is MCP (Model Context Protocol)?
MCP is an open standard that lets AI assistants connect directly to live business data and systems and take action in them, instead of relying on exports or manually copied context. Accounting Seed hosts its own MCP server on the Salesforce Platform, so any MCP-compatible AI assistant can query and act on live accounting data.
Can I connect ChatGPT to Accounting Seed?
Yes. ChatGPT supports MCP connections through Developer Mode, available on Plus, Pro, and Business plans. Point it at your Accounting Seed org to ask questions and take accounting actions from live data.
Which AI assistants work with Accounting Seed?
Any MCP-compatible AI assistant, including Claude, ChatGPT, Gemini, and Perplexity. Support for remote MCP connections is still expanding on some platforms—check the Knowledge Base for current setup steps for your assistant.
Does connecting an AI assistant to Accounting Seed cost extra?
No. Accounting Seed's MCP server is a $0 add-on—there's no additional license, middleware, or development cost.
Is my accounting data safe if I connect an AI assistant?
Yes. Every action the AI takes runs under the authenticated user's own Salesforce permissions, and every action is recorded in a complete, auditable trail—the same controls that already govern your CRM data.
What can I ask my AI assistant to do in Accounting Seed?
Anything the 20+ MCP tools cover: pull an aging summary, draft a collections notice, code a vendor invoice, build a payment proposal, post a journal entry, run a balance sheet, check inventory across warehouses, or trace a shipment to its invoice—all from live data, with your team reviewing and approving before anything posts.