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Docyt

Claude connectorCommunity

Ask about your business finances in Claude: P&L, balance sheets, KPIs, bank transactions and review status from your Docyt account. Read-on…

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#5,013#5,116#5,219#5,322Sep 18Sep 24Sep 30Oct 6Oct 12Oct 17

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1,585Sep 18Sep 24Sep 30Oct 6Oct 12Oct 17

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Financial services737th of 822 by popularity · not ranked by trending score
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Ask about your business. Get answers from Docyt.

Connect Docyt to Claude and get the financial information you need, simply by asking. No switching between apps or searching through reports.

What can you do?

  • Explore your financials: profit and loss, balance sheets and cash flow for any business or period.
  • Track performance: compare results across months or years and monitor hospitality KPIs like occupancy, ADR and RevPAR.
  • See the bigger picture: a consolidated view across your businesses and properties.
  • Find transactions: check how much you paid a vendor or look up bank transactions.
  • Stay on top of your accounting: see missing bank statements and how many transactions need review.

Your data stays under your control. Claude can only access what your Docyt account can access, and your existing permissions always apply.

The connector is read-only. Categorizing transactions, uploading documents and month-end close still happen in Docyt. Answers reflect the latest data in Docyt; if reports are still refreshing, Claude will say the numbers may change.

Sign in with your Docyt account and approve access. You can disconnect at any time in Claude or in Docyt settings.

Tools

  • about_docyt
  • get_account_summary
  • get_business_kpis
  • get_metric_values
  • get_portfolio_summary
  • get_report_data
  • get_statement_status
  • get_transaction_summary
  • list_businesses
  • list_metrics
  • list_reports
  • list_transactions
Categories
Made by
Docyt · Website
Sign-in
Required
Connector URL
https://api.docyt.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 8, 2026
More info
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