Starter stack
The AI plugin stack for finance and accounting
Accounting, payments and spreadsheets your assistant can read, so month-end questions get quick answers.
Accounting
Invoices, bills and reports from your books.
MCP server for QuickBooks Online (Intuit) — customers, invoices, payments, items, accounts, P&L
Read QuickBooks Desktop data and, if enabled, make safe changes. Windows only.
MCP server for Xero — global cloud accounting: contacts, invoices, payments, items, reports
A Model Context Protocol server allows Clients to interact with Xero
Payments and banking
Transactions, payouts and balances.
MCP server integrating with Stripe - tools for customers, products, payments, and more.
A command line tool for setting up Stripe MCP server
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices.
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices...
Spreadsheets
Models and reports in the files you already use.
Create and edit Excel files with AI: charts, PivotTables, formulas. No Excel needed.
Excel automation for AI - Sheets, Power Query, DAX, VBA, Tables, Ranges and more. Windows only.
MCP server for Google Sheets API — read, write, format, batch operations.
Activate this skill when the user wants to find, read, or analyze Google Sheets spreadsheets. Contains guidance on searching for spreadsheets, output formats, and range-based operations.