Zeni MCP server: what it reads, what it can't change, and how to connect it to Claude and other AI tools

Zeni hosts one read-only MCP server at api.zeni.ai with 20 tools, per Zeni: reports, cash, AR/AP and bills. OAuth sign-in, no local server. Verified 21 Oct 2026.

Official MCP server · read-only (hosted)

Hosting: Remote HTTP, hosted by Zeni: https://api.zeni.ai/zeni-mcp-server/mcp. No local server, no open-source repo and no Claude or ChatGPT directory listing found.
Auth: OAuth sign-in with your Zeni account, scoped to your company. The server's OAuth metadata lists Zeni's own authorisation server and bearer tokens in a header; no scope names are published.
Read / write: Read-only. Zeni says nothing on the server can move money or edit your books. Zeni plans to add write actions but has given no date.
Works with: Claude.ai and Claude Desktop (custom connector), OpenAI Codex and Google Antigravity, per Zeni; any MCP client that supports remote servers with OAuth
Plan requirement: Included at no extra cost with a Zeni Bookkeeping subscription, per Zeni. Your books must be on Zeni.
Last changed: No dated change published; product page carries a New label
Verification: Verified 21 Oct 2026 by theFinanceStack · confidence: high

What can an agent do with Zeni through MCP?

An agent can read your company's Zeni financials through 20 read-only tools, per Zeni, covering reports, cash, receivables and payables, vendors, bills and reimbursements.

Zeni doesn't publish the tool names, only the areas they cover.

What you can ask

Zeni's product page describes:

Questions on the P&L and balance sheet
Vendor spend comparisons
Runway, burn and margin calculations
Forecasts or what-if scenarios built from the data the tools return

Good to know

Every tool reads. None creates, edits, approves or pays anything, per Zeni.
Zeni also says AI can make mistakes and that its dashboard remains the source of truth, so figures an assistant produces should be checked against Zeni's own reports.

Can

Pull the P&L and balance sheet and answer questions about them
Report cash position, burn and runway
Read receivables and payables, open bills and vendor activity
Compare vendor spend across periods
Read reimbursements
Feed figures into forecasts and what-if scenarios the assistant builds in the chat

Cannot

Move money, pay bills or edit the books (per Zeni)
Create or change any record: write actions are planned but not yet available (per Zeni)
Work for companies whose books aren't on Zeni (per Zeni)

What access does it get?

Each connection signs in as one Zeni user and reads only that user's company. It has no write access.

Where	Scopes and permissions (as documented)	Admin requirement
Zeni MCP server (api.zeni.ai/zeni-mcp-server/mcp)	Not documented by the vendor. Zeni says access is OAuth-based, read-only and scoped to your company. The server's published OAuth metadata names no scopes and supports dynamic client registration, so clients don't need a client ID.	Zeni doesn't document which Zeni user roles can connect or how to revoke a connection. Claude Team/Enterprise: an Owner adds custom connectors.

How do I connect it?

Every client uses the same URL, https://api.zeni.ai/zeni-mcp-server/mcp, followed by a Zeni sign-in. Zeni says setup takes about 60 seconds.

Open Customize › Connectors in Claude (Zeni's page says Settings › Connectors), then choose Add custom connector.
Name it Zeni and paste https://api.zeni.ai/zeni-mcp-server/mcp.
Sign in with your Zeni account when prompted.
Start a new conversation. Claude Desktop uses the same connector settings.

Team/Enterprise: an Owner adds custom connectors before members can connect.

What should a finance team watch for?

Nothing can write, per Zeni, so the points to watch are accuracy, who can sign in, what data reaches your AI provider, and what Zeni hasn't documented yet.

Read-only today, per Zeni. Zeni plans to add write actions, and a connection made now could gain new tools later. Re-check the tool list when Zeni ships writes.
Zeni says AI can make mistakes and its dashboard is the source of truth. Tie any figure you circulate back to Zeni's reports.
Zeni doesn't publish tool names, scope names, rate limits or row caps, and doesn't say how to revoke a connection from the Zeni side. Remove the connector in your AI client if you no longer need it.
Zeni's authorisation server supports refresh tokens, so a connection can stay signed in without a fresh Zeni login; Zeni doesn't publish token lifetimes. It also doesn't document revoking access from its side, so remove the connector when someone leaves and ask Zeni whether removing their Zeni user also ends the connection.
Vendor names, bill descriptions and memos come back as free text. An injected instruction there can't trigger a write on this server, but it could steer what the assistant says or does with other connected tools, so review outputs before acting on them.
Zeni says it encrypts data at rest with 256-bit AES, keeps each customer in a separate tenant and is SOC 2 Type II compliant (report on request). Its security page, MCP page and privacy policy (last updated 20 Feb 2025) don't address AI training.

How could finance teams and accounting firms use it?

Every tool reads, so the server suits questions, reporting and preparation work. A person makes any resulting change in Zeni.

Inside a company

Ask for this month's cash position, burn and runway before a leadership meeting.
Compare vendor spend quarter on quarter and list the biggest movers.
Review open bills and payables before planning a payment run in Zeni.
Draft a first pass of board commentary from the P&L and balance sheet, then check it against Zeni's reports.

At an accounting firm

Check with Zeni how access works across several client companies; its page only mentions your company.
Where the client has given you access in Zeni, prepare for a client call by summarising the period's results and unusual movements.
Where the client has given you access in Zeni, build a what-if runway scenario from current cash and burn.
Where the client has given you access in Zeni, list outstanding receivables and draft follow-up notes for a person to send.

Whatever the use, a person makes and approves any change to the books in Zeni, and AI-produced figures stay drafts until they tie to Zeni's dashboard.

Want Zeni connected to Claude for your team?

We configure scoped connections and a review step before anything changes your books. Fixed fee.

Book a 30-minute setup call

Change log

Date	Change	Source
Undated (listed as New when checked on 21 Oct 2026)	Zeni MCP listed as a new product: remote server at api.zeni.ai, 20 read-only tools, OAuth, clients Claude, OpenAI Codex and Google Antigravity. No launch date published.	www.zeni.ai/product/zeni-mcp

FAQ

Is this official?

Yes. Zeni hosts the server on its own API domain and documents it on its product page. It isn't in the Claude or ChatGPT directories, so you add it as a custom connector.

Is it free?

Zeni says it is included at no extra cost with a Zeni Bookkeeping subscription. You need that subscription and books kept on Zeni; your AI client's own plan costs still apply.

Does it change data in Zeni?

No. Zeni says all 20 tools are read-only and nothing can move money or edit your books. Zeni plans to add write actions and hasn't published a date.

Is my data used to train models?

Zeni's MCP page, security page and privacy policy don't address AI training. Ask Zeni and check your AI provider's terms on training and retention before connecting.

Can my accountant use it on my behalf?

Zeni doesn't document this. Its page says each connection is scoped to your company through a Zeni sign-in. Ask Zeni how accountant or multi-company access works before relying on it.

Something wrong or out of date? Tell us and we'll email you when it's fixed.

Sources

Verified by theFinanceStack, 21 Oct 2026. Vendor list on the CFO Software Market Map courtesy of Jason Staats; AI connectivity data by theFinanceStack. Not tax, compliance or financial advice.