Money, tax & books

When to use itUse it when you sell online through Stripe and want an agent to look up customers and invoices or build a checkout or subscription flow.

Watch outThe hosted MCP uses OAuth or API keys that can read and change live payment data such as customers, invoices and refunds. Use test mode or restricted keys first, and require a human to approve anything that moves money.

When to use itUse it when your books are in Xero and you want the agent to chase overdue invoices or prepare a monthly numbers summary.

Watch outNeeds a Xero custom connection client ID and secret, which grants the scopes you pick, including creating and editing invoices. Start with read only scopes on the Demo Company, and check any document before it goes to a customer.

When to use itUse it when your finance work runs on QuickBooks Online and you want the agent to answer questions about spending, receivables or monthly results.

Watch outRequires registering an Intuit developer app and OAuth tokens for your company file; the tools can also delete records. Try it on a sandbox company first and keep a human check on any write or delete.

When to use itDuring the weekly cash flow check, when the owner asks who still owes the business money.

Watch outNeeds read access to your accounting and payment accounts plus a mailbox for drafts, and it can send reminders through a connected payment account once approved. It handles real customer and money data, so connect only the accounts it needs and have a person approve every message before it goes out.

When to use itEvery week, or whenever the aging report shows payments slipping past their due date.

Watch outIt reads your receivables file and, if a mail or chat tool is connected, can send messages, but only the ones you approve. It never changes amounts or dates, and tax deadlines stay with your accountant.