REST API
OAuth 2.0 client credentials, JSON over HTTPS. Sync open items from your ERP, push budgets into plans, scenarios and the forecast, read balances and transactions for your own reporting. Included from the Business Edition.
Build on COMMITLY
Read bank accounts, transactions, plans and forecasts. Write open items and budgets. Connect your own AI through the COMMITLY MCP server.
Two ways in
Section titled “Two ways in”MCP server (AI Connect)
Hosted by COMMITLY. Add it as a connector in Claude, ChatGPT, Cursor or any MCP client and work with your cash flow data in plain language, within the roles and permissions of the signed-in user.
Start here
Section titled “Start here”QuickstartCredentials, access token and your first call in five minutes.
Data modelCompanies, categories, plans, scenarios, forecast and budgets.
API referenceEvery endpoint with parameters, schemas and examples.
API explorerSend requests from the browser with your own credentials.
Use the docs from an AI toolConnect Cursor, Claude Code or VS Code to these docs through a public MCP server.
Use cases
Section titled “Use cases”Sync open items from your ERPKeep receivables and payables in the cash flow plan up to date.
Feed the forecast from your pipelineTurn expected deals into forecast budgets.
Cash data in your BI dashboardBalances and categorised transactions in Power BI, Looker or your warehouse.
Monthly liquidity memo with an AI agentLet an agent read the numbers through MCP and draft the memo.