COMMITLY MCP server

Run your liquidity with your AI
— COMMITLY does the rest

Not a chatbot — your agent: connect Claude, ChatGPT or your own model to COMMITLY, and your AI enters scenarios, assigns payments and builds dashboards, with the same permissions as in the app. Nothing is applied until you approve it.
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  • COMMITLY ISO 27001:2022 certification
  • GDPR compliant
  • Made in EU, hosted in Germany
  • OMR Reviews
Run your liquidity with your AI — COMMITLY does the rest

Your AI asks the COMMITLY MCP server directly.

MCP (Model Context Protocol) is an open standard that lets AI tools query systems directly instead of working with exports and copies. Your AI tool asks the question, the COMMITLY MCP Server answers from your real numbers.

And COMMITLY runs the server: hosted, permanently available, monitored and updated. Nothing to install, nothing to maintain.

Your AI tool

Claude, ChatGPT, Mistral or a model of your own

You ask in plain language

COMMITLY MCP Server

Hosted and operated by COMMITLY

Checks permissions and approvals on every request

COMMITLY

Accounts, plan values, forecasts

Your real numbers, up to date daily

What your AI takes care of

You say what should happen —
the AI gets it done in COMMITLY

Five tasks users hand over first with AI Connect — each with a prompt you can copy word for word. Changes land as drafts and wait for your approval.

Plan by chat
COMMITLY AI ConnectMCP
In the worst-case scenario, enter that our biggest customer pays two months late.
Entered: the EUR 58,000 payment moves from October to December in the worst-case scenario. The gap grows to about EUR 47,000 in CW 44. The change is waiting as a draft for your approval in COMMITLY.
Ask your financial data …
Maintain your data
COMMITLY AI ConnectMCP
Assign last week's open bookings to the right categories.
14 bookings assigned — 9 by known business partners, 5 as suggestions: for example the EUR 1,240 to Nordform AG as purchase of goods. The suggestions are ready for your approval in COMMITLY.
Ask your financial data …
Build your own dashboards
COMMITLY AI ConnectMCP
Build me a dashboard with our liquidity for the next 13 weeks.
Done — 13 weeks, actual balances plus forecast from your three accounts, in the COMMITLY design. The low point is in week 7 (CW 46) at about EUR 41,000. Shall I add open items as a separate line?
Ask your financial data …
Bring in your team
COMMITLY AI ConnectMCP
Comment on the booking and mention accounting.
Comment added: “@Accounting — please attach the receipt for the payment to Meridian GmbH (60-day terms).” The team sees it right on the booking in COMMITLY.
Ask your financial data …
Ask your numbers
COMMITLY AI ConnectMCP
Will the money last until the end of Q4?
Yes, with a buffer: according to the forecast the balance at the end of December is about EUR 86,000, the lowest point is mid-November at about EUR 32,000. Based on today's bank data and the plan values in the base scenario.
Ask your financial data …

“I had built a cashflow forecast from my bank data with my own model. At first almost everything was wrong and I had to step in again and again. Since Claude has been connected to my COMMITLY account via MCP, the answers are right from the start — and whenever I want, I check everything in COMMITLY with a couple of clicks.”

Managing director of a COMMITLY customer

from a customer conversation, September 2026

Your finance agent via MCP ...

Through the MCP Server your language model works directly with your COMMITLY data — model-independent, whether Claude, ChatGPT, Mistral or a model of your own, local or hosted.

Say in plain language what should happen: analyse, plan, assign, comment — based on your real numbers.

User access rights and approvals are managed through COMMITLY.

... and the language model only sees what the person is allowed to see

The first question shows why that matters: you want to analyse personnel costs, but not show them to everyone. That is why the COMMITLY MCP Server hangs off an access with a role:

  • The model sees exactly what the person whose access it uses is allowed to see — down to category level.
  • Write actions pass through the same roles and approvals as in the app.
  • Every access lands in the audit trail, and access can be revoked at any time.
  • A shared file knows no such line: it is always the whole file — for a language model, too.

To be transparent: the queried data is processed by the AI tool you have chosen. If you want to stay in the EU, use an EU-hosted or self-hosted model. The built-in COMMITLY AI processes exclusively in the EU regardless.

Ready in three steps

Step 1

Activate AI Connect

AI Connect is included in the Professional Edition; in Basis and Business you book it as an add-on.

Step 2

Add COMMITLY as a connector

Add COMMITLY as a connector in your AI tool — once, with no installation and no server of your own.

Step 3

Sign in and get going

Sign in with your COMMITLY account and ask your first question. From now on your roles and approvals apply in chat, too.

Works with Claude, ChatGPT, Mistral and your own models — the MCP Server is model-independent.

AI Connect is included in the Professional Edition and available as an add-on in Basis and Business — details on the pricing page.

Technical setup for developers: MCP server developer docs.

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And the other way round: the AI already working for you in COMMITLY

Built-in AI

AI in COMMITLY

AI Insights, Smart Mapping, Smart Planning and COMMITLY Advisory work right in the app — processing exclusively in the EU; the AI proposes, you approve.

To the AI in COMMITLY

For self-builders

Building your own cashflow tool?

Rolling your own solution? Get bank data, forecast and permissions from COMMITLY via API and MCP — and build only what makes your app special.

To the comparison: self-build

For developers

Set up the MCP server

The technical guide for Claude, ChatGPT, Cursor and Claude Code, every tool with its permissions — and the REST API for your own integrations.

To the developer docs

Ready for your cash flow platform?

Questions and answers
about AI Connect

MCP (Model Context Protocol) is an open standard through which language models access external data sources and functions. An MCP Server provides that connection: instead of exporting or copying data, your AI tool asks the system directly. At COMMITLY that means — your language model (Claude, ChatGPT or one of your own) accesses your accounts, plan figures and forecasts through the COMMITLY MCP Server. Access rights, approvals and the audit trail stay in COMMITLY.