MCP Integrator · Commerce Finance Ops
Your customer says “I already paid.” Your books say otherwise. Find out why—without piecing together three dashboards.
Give your AI assistant purpose-built finance tools across WooCommerce, Stripe and QuickBooks Online. Trace an order, investigate a balance and review payout differences in the same conversation.
Use your own compatible AI client. One hosted MCP endpoint. No server to deploy.
“She says she paid. Why is there still a balance? And what happened to her refund?”
Separate the invoice from the refund.
A partial payment explains the open invoice. The order refund is a separate record—not proof that the invoice was settled.
Illustrative summary of the seeded demo, not a live account view. Amounts stay in their source currencies; no currency conversion is implied.
More than access to three APIs
An AI client connected to three separate MCP servers can query each platform. But someone still has to connect the dots: choose the records, relate orders to payments, account for fees and refunds, and decide what remains unresolved.
MCP Integrator moves that repeatable finance work into a shared tool layer. Your assistant asks for an order’s financials, a customer view or a payout reconciliation; the server coordinates the supported vendor lookups and returns structured results. The AI explains the evidence instead of having to invent the reconciliation workflow each time.
| What matters | Three separate MCP servers | MCP Integrator |
|---|---|---|
| Starting point | Platform-specific tools and records. | Finance questions: order money trails, customer balances and payout differences. |
| Cross-system work | Your assistant or a custom workflow must coordinate the lookups and interpret each response. | Purpose-built tools coordinate supported lookups and return a shared result structure. |
| Reconciliation logic | Depends on the tools each server exposes and the workflow you build around them. | Server-side matching, variance reporting and proposed balanced journal entries for supported payouts. |
| Following up | You assemble a cross-system history unless your workflow already provides one. | Reconciliation run IDs, step-by-step results and a stored unresolved-variance worklist. |
| Client setup | Configure and authorize each MCP connection. | One MCP endpoint for your assistant; authorize each vendor in your workspace. |
Separate vendor servers still make sense for broad platform administration. MCP Integrator is focused on the money trail between those platforms.
From question to evidence
Start with a WooCommerce order number or ID. Inspect order totals, payment transactions and refunds, including gateway names and transaction references.
Useful for: refund enquiries, payment questions and tracing an order without switching between systems.
Look up a customer by email to bring together commerce activity and invoice standing. Compare paid, partially paid and outstanding amounts before replying to a dispute.
Useful for: accounts receivable and support teams who need context before sending another reminder.
Compare supported Stripe payouts against transaction evidence. Review fees, refunds, matches and variances, with a proposed balanced journal entry.
You stay in control: reconciliation is propose-only. It does not post journal entries to QuickBooks.
Review stored unresolved payout variances for a date range. Use a reconciliation run ID to inspect its steps, outcome and any reported error.
Useful for: following up on prior reconciliation runs, not just starting another investigation from scratch.
Evidence, not forced matches. Results depend on available vendor records and supported payment flows. Unsupported cases are reported explicitly—for example, the demo’s manual Stripe payout is flagged rather than presented as reconciled.
See the investigation in action
A customer says she already paid and asks about a damaged-item refund. Follow an AI assistant as it checks connections, investigates her invoice balance, traces the refund and inspects a payout reconciliation outcome.
The walkthrough uses seeded development/sandbox records, not customer production data. It shows both useful answers and a case that needs manual follow-up.
Read the setup guide and step-by-step walkthrough →Video not playing? Open or download the AR-dispute video, or follow the written walkthrough.
Your assistant. Your accounts.
MCP is the Model Context Protocol—the standard that lets an AI client call external tools. MCP Integrator runs the finance tools for you; your compatible AI client provides the conversation.
OAuth 2.1 for AI-client access. Authorize vendor connections without pasting vendor credentials into a chat.
Vendor credentials encrypted at rest with AES-256 and traffic protected by HTTPS.
Tenant-scoped access keeps your workspace’s vendor connections and finance data separate.
Questions before you connect
Your client must support remote, streamable-HTTP MCP with OAuth. The setup guide includes instructions for Claude Desktop, VS Code / GitHub Copilot and Cursor.
For supported payouts, MCP Integrator compares transaction evidence, reports variances and proposes a balanced journal entry. Unsupported cases are flagged for follow-up.
No. Payout reconciliation is propose-only; it does not post journal entries to QuickBooks.
Premium is available with monthly or annual billing and a 2-week free trial. See the MCP Integrator pricing page for current plans.
Bring your commerce and accounting questions to the AI assistant you already use.
Questions about your workflow? Contact [email protected]