codat

Tools

28 tools: 24 read-only, 0 change data, 4 high risk (delete, pay, send or run code).

No tool name points to sending messages.

read-only

Only reads or looks things up. Safe for an agent to call on its own.

changes data

Creates, edits or sends something. Worth a person's approval the first time.

high risk

Can delete, pay, send on your behalf or run code. Hard or impossible to undo.

Connecting costs an agent about 6,301 tokens of tool definitions and a 476 ms handshake.

• high riskcodat_create_companyMUTATES Codat data - create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes via `fields`. Codat API: POST /companies. Returns the created company (incl. its id).
• high riskcodat_create_connectionMUTATES Codat data - create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned li...
• high riskcodat_refresh_all_dataMUTATES Codat state - queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all.
• high riskcodat_refresh_data_typeMUTATES Codat state - queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}.
• read-onlycodat_get_profileFetch the authenticated Codat account's profile (organization name, redirect URLs, features) - a quick way to verify the API key works. Codat API: GET /profile.
• read-onlycodat_list_companiesList the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }.
• read-onlycodat_get_companyFetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.
• read-onlycodat_list_connectionsList a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Returns the paged envelope.
• read-onlycodat_get_connectionFetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.
• read-onlycodat_get_data_statusGet the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus.
• read-onlycodat_get_data_infoGet a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.
• read-onlycodat_list_integrationsList the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.
• read-onlycodat_list_accountsList a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns the paged envelope.
• read-onlycodat_list_invoicesList a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted&&amountDue>0".
• read-onlycodat_get_invoiceFetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.
• read-onlycodat_list_billsList a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope.
• read-onlycodat_list_bill_paymentsList a company's bill payments (money paid out to suppliers) - id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/billPayments. Returns the paged envelope.
• read-onlycodat_list_credit_notesList a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope.
• read-onlycodat_list_customersList a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.
• read-onlycodat_list_suppliersList a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.
• read-onlycodat_list_paymentsList a company's payments received (money in against invoices) - id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope.
• read-onlycodat_list_journal_entriesList a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope.
• read-onlycodat_get_balance_sheetGet a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/balanceSheet.
• read-onlycodat_get_profit_and_lossGet a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss.
• read-onlycodat_get_cash_flow_statementGet a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/cashFlowStatement.
• read-onlycodat_list_direct_costsList a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope.
• read-onlycodat_list_account_transactionsList a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/accountTransactions. Returns the paged envelope.
• read-onlycodat_requestPower-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY - only GET is allowed. Path starts with a slash (e.g. "/companies/{id}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}.

Levels are automated estimates from each tool's public name, description and annotations, and can be wrong. Descriptions as the server publishes them.

Status

Newest check: answered with tools, from the daily check, 2026-10-05, 476 ms.

From one check a day over the last 2 days. Servers whose owner verified them are checked every 5 minutes. Sign-in and payment answers count as up.

Last 30 days

2026-09-062026-10-05

answered with toolssign-in or payment askednot answeringnot checked

Past outages lasted 1 day before it answered again.

Compare: the most reliable servers in CRM and sales, ranked by days answering.

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Live: status, days reachable, the tokens its tool list costs an agent. For a README:

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For AI agents

Before connecting, an agent can ask 7Maps for this server's full condition, every tool's risk level and what changed since a person approved it: the road_conditions, watch and route tools on https://7it.co.il/7maps/mcp, paid per call in USDC via x402. About 7Maps.