SumIt
Claude connectorCommunitySumIt helps authorized family office users query their family office accounting data.
SumIt helps authorized family office users query their accounting data from Claude. Users can authenticate with SumIt, select an MCP-enabled organization, inspect ledgers, chart of accounts, tags, account codes, journal entries, account balances, balance sheets, and income summaries, and submit product feedback about the MCP connector. The connector uses the user's existing SumIt permissions and is designed for read-only accounting analysis, except for private session organization selection and internal feedback capture.
- Tools
- 14
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services279th of 1,227 by popularity · 298th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 277 | 8,969 | 17,885 #272 | 67places down | |
| 278 |  Schwab Advisor Services | 8,916 | 355,610 #4 | — |
| 279 | 8,916 | 16,930 #298 | 134places down | |
| 280 |  Lev for Claude | 8,904 | 11,855 #403 | 122places down |
| 281 | 8,889 | — | 107places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 296 | 17,012 | 12,633 #111 | 291places down | |
| 297 |  Finhay | 16,948 | 8,209 #330 | 325places down |
| 298 | 16,930 | 8,916 #279 | 561places up | |
| 299 |  Chariot | 16,907 | 12,005 #135 | 1,134places down |
| 300 | 16,901 | 4,585 #700 | 893places down |
Tools
- get_account_balance
- get_balance_sheet_summary
- get_income_summary
- get_transaction
- get_trial_balance
- list_organizations
- list_ledgers
- list_accounts
- list_account_codes
- list_tags
- list_transactions
- list_bank_transactions
- submit_feedback
- set_organization
- Categories
- Made by
- SumIt Software · Website
- Sign-in
- Required
- Connector URL
- https://app.getsumit.com/mcp
- Transport
- Streamable HTTP
- Permissions
- This connector can read accounting data you are already permitted to view in MCP-enabled SumIt organizations, including ledgers, accounts, tags, account codes, journal entries, balances, and financial summaries. It cannot change records or read documents/attachments.
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Handles
- financial records
- Acts on
- Finances
- Department
- Finance
- Industry
- Financial services
- Added
- June 20, 2026
- More info
- Sponsorship
- Promote this connector