MCP for Family Office Accounting · Early Access
Your team asks an AI assistant about balances, transactions and entities, and gets answers from the live books. Access is read-only, runs with each user's permissions and leaves a log of every query.
Your AI assistant queries SumIt directly, and only sees what you let it see.
MCP — the Model Context Protocol — is the new open standard for connecting AI assistants to live data. SumIt was built for it.
Controllers, accountants, family members, and family office principals ask questions the way they'd ask a junior analyst. "What's the trial balance for the trust as of last quarter?" "Show me all entries tagged 'Q1 capital call.'" The AI runs the lookup against SumIt and answers in seconds.
Read-only access, scoped to the organizations you authorize. Every query runs through SumIt's permission system — the AI can see exactly what the connecting user can see, and nothing more. Every tool call is logged.
The Model Context Protocol is an open standard that connects AI assistants to outside data. Your assistant is the client. SumIt publishes the MCP server, so the assistant reads your general ledger directly instead of working from exports or copied spreadsheets.
You'll sign in once to authorize the connection — exactly the same login you use for SumIt today. The AI assistant takes care of the rest.
Custom Connectors · Pro & Team plans
Open Settings, then Connectors, and click Add custom connector.
Paste the SumIt MCP URL:
https://app.getsumit.com/mcp
Sign in to SumIt to authorize and approve the requested scopes.
Start a new chat — the SumIt tools appear in the connector menu.
Connectors · Business, Enterprise, Edu
Open Settings, then Connectors, and choose Add connector.
Select Add via URL and paste the SumIt MCP URL.
https://app.getsumit.com/mcp
Sign in to SumIt to authorize. Confirm the scopes you want to grant.
In any chat, enable the SumIt connector and ask away.
Open standard · OAuth 2.1 + PKCE
Point your client at the SumIt MCP server:
https://app.getsumit.com/mcp
Dynamic Client Registration (RFC 7591) is supported — clients self-register.
A family office's books are some of the most sensitive data in any organization. The MCP server was built with that as the starting constraint.
The current tools surface read access. The AI cannot create, edit, post, or delete entries. We are building write access with our clients now.
We are building write access with a group of SumIt clients. We will release it once it meets the same permission and audit controls that cover read access today.
What can a family office ask its AI assistant?
Most questions a family office team asks every day are about its own books. These are the use cases clients run most:
Balances by entity
Cash, investments and due-to/due-from balances for any entity as of any date.
Transaction detail
Who paid what, from which entity, and how each transaction was coded.
Reconciliation and tie-out
Open items by account and differences between the bank data and the ledger.
Close and reporting
Income statements, balance sheets and trial balances across entities, ready to check before the close.
Partnership allocations
The assistant reads the live capital balances and prepares allocation entries from your schedule. Your team reviews them and records them in SumIt.
FAQ about our MCP for Family Offices
Do we need to build our own MCP server?
Can the AI change our books?
Will SumIt add write access?
Which AI assistants work with it?
Who can use it today?
The MCP server is in early access for SumIt customers. Talk to your account team to enable it for your organization.
