Now in early access
Ask AI about your books.
SumIt's MCP server connects your ledgers, balances, and journal entries to the AI tools your team already uses — so you can ask questions in plain English and get answers grounded in your real numbers.
Your AI assistant queries SumIt directly, and only sees what you let it see.
A read-only window from your AI into SumIt.
MCP — the Model Context Protocol — is the new open standard for connecting AI assistants to live data. SumIt was built for it.
For your team
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.
For your data
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.
Set up the connection in only 3 minutes.
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.
Claude
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.
ChatGPT
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.
Any MCP client
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.
Security and auditability are not extras.
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.
Read-only
The current tools surface read access. The AI cannot create, edit, post, or delete entries.
Full audit trail
Every tool call is logged — which tool, who asked, when, and what data was provided.
Your existing permissions
Every query runs as the authorizing user. If they can't see an entity in SumIt, neither can the AI.
Revoke any time
Disconnect the AI from your account in one click. All access tokens are immediately invalidated.
Ready to put your books on the other side of an AI prompt?
The MCP server is in early access for SumIt customers. Talk to your account team to enable it for your organization.
