Finance & Accounting · Quiltt + Claude
Quiltt MCP with Claude: Centralise Financial Data Through Natural Language
The short answer
Claude works with Quiltt through the Model Context Protocol, an open standard that lets Claude securely read and act within the tool using permissions your organisation controls. Once connected, staff can ask for profiles, linked accounts, transactions or statements in plain English, while your rules decide what Claude can see and do.
What is Quiltt?
Quiltt is a financial data aggregation API. It brings together profiles, accounts, transactions, statements and webhook events from multiple sources into one normalised interface. Finance teams, product builders and fintech operations staff use it when they need consistent financial data across many connections without building each integration by hand.
How Claude connects to Quiltt through MCP
The Model Context Protocol, or MCP, is an open standard that acts as a universal adapter between Claude and other software. It lets Claude use a tool such as Quiltt to read information and take actions, with access that you define. Instead of copying data into a chat window, Claude asks Quiltt directly for what it needs.
Once connected with an API key, Claude can typically aggregate profiles, link accounts, list transactions and retrieve statements. A team member might ask for the last month of transactions for a given profile, and Claude returns a clear summary. The same request types can be used inside internal dashboards or customer-facing chatbots built by your team.
Permissions and approvals keep people in charge. We set up least-privilege access so Claude only reaches the operations you approve, and consequential actions can require a person to confirm first. Audit logs record what was requested and returned, so your team can review activity at any time.
What you can automate
Monthly reconciliation support
Finance staff ask Claude to pull transactions for a set of accounts over a closing period. Claude groups the results, flags unusual entries and prepares a list for review. Accountants spend less time exporting files and more time checking figures that matter.
Statement retrieval for audits
When auditors request bank or card statements, an operations analyst can ask Claude to retrieve the relevant statements by profile and date range. Claude lists what is available and summarises any gaps, so the response to the auditor is faster and better organised.
Customer account onboarding
A product team can use a chatbot connected to Quiltt to guide new users through linking their accounts. Claude checks which accounts are already linked, explains the next step in plain language and records progress for the support team.
Spending summaries for customer support
Support agents handling a query about a charge can ask Claude to find the matching transaction across linked accounts. Claude returns the details quickly, helping agents answer questions without asking the customer to search their own statements.
Webhook-driven exception alerts
When Quiltt sends webhook events about new or changed data, Claude can help triage them. It summarises what changed and routes items that need attention to the right team, so operations staff focus on exceptions rather than routine updates.
An end-to-end workflow: Month-end expense review
TriggerEach month-end, a finance manager asks Claude to review expenses across linked company accounts.
Claude retrieves linked accounts and recent transactions for the company profiles through Quiltt.
Claude matches transactions against expense categories and flags items missing a receipt.
Claude pulls the matching statements and checks totals against the figures recorded in Microsoft 365 workbooks.
Claude creates a review list in the finance ticketing system for items needing explanation.
The finance manager reviews the list and approves any corrections before anything is posted.
OutcomeA typical result is a faster month-end close, with a clear, reviewed list of exceptions instead of manual line-by-line checking. Results vary by organisation and data quality.
How we set it up
Free automation audit
We review your finance and operations workflows with you and identify where Quiltt data would save the most time or reduce manual work.
Secure connection
We connect Claude to Quiltt using the API key sign-in method, stored in a secure secrets manager and never shared in chat. Access is limited to the operations your workflow needs.
Workflow design
We design the end-to-end process across Quiltt and your other systems, such as Microsoft 365, your CRM, ERP or ticketing tool, and agree which actions need human approval.
Testing with real cases
We test the workflow against past transactions and statements from your own records, checking accuracy and adjusting prompts and permissions before anything goes live.
Launch, monitoring and training
We launch with audit logs and monitoring in place, then train your team on how to use Claude with Quiltt and how to review its outputs.
Who benefits
- Finance director
- Faster month-end closes and clearer, reviewed exception lists.
- Operations manager
- Quicker access to statements and transactions without manual exports.
- Product lead in fintech
- A chatbot or dashboard that answers account questions using consistent, normalised data.
- IT or compliance head
- Least-privilege access, audit logs and clear human approval points.
Security and control
- API key access is stored securely and scoped to the operations each workflow needs.
- Read and write actions are separated, with write actions requiring human approval.
- Audit logs record requests and responses so activity can be reviewed.
- Test environments are used before any workflow touches live financial records.
- Outputs are reviewed by staff, and Claude does not replace your own financial controls.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can use Claude with Quiltt under their own data protection and financial governance requirements. In India, workflows are designed to meet the Digital Personal Data Protection Act, 2023. Organisations in the UAE and Saudi Arabia are supported under local data protection laws. We choose the hosting region for each deployment, in India, the United States, the United Kingdom or the European Union, to meet your specific requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Quiltt MCP server do?
The Quiltt MCP server lets Claude use Quiltt through a standard connection. Once set up, Claude can aggregate profiles, link accounts, list transactions and retrieve statements in response to plain-language requests. It acts as a secure bridge, so your team does not need to write code for every query.
Is connecting Claude to Quiltt secure?
Security depends on the setup. We use the API key sign-in method, store the key in a secure secrets manager, and limit access to only the operations each workflow needs. Audit logs and human approval for consequential actions add further control. We never guarantee compliance, but we design with your requirements in mind.
What can Claude do with Quiltt once it is connected?
Typically, Claude can aggregate profiles, link accounts, list transactions and retrieve statements through natural language. It can summarise results, flag unusual items and prepare lists for review. The exact actions available depend on how we configure permissions for your organisation.
How long does setup take?
Timelines vary with the number of workflows and systems involved. A focused single workflow often takes a few weeks from the free audit to launch, including testing and team training. More complex, multi-system projects take longer. We confirm the timeline during the audit.
What access or plan do I need?
You need a Quiltt account with an API key that allows access to the data your workflows require. The exact access level depends on your Quiltt arrangement and your internal policies. We confirm the requirements during the free audit so there are no surprises.