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Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.

MCP for AI agents

Institution, in your AI agent.

Connect your AI agents to Institution through the Model Context Protocol. Work with your company’s records from your preferred assistant, with the access you choose.

Remote MCP server

https://mcp.institutionhq.com/mcp

For AI agents that support remote MCP and OAuth.

Try asking your agent

“Review my latest delivered statement and explain what changed.”

Your company context, wherever you work

Ask about financial statements, find a document, or review open tasks without leaving your AI conversation.

Connected to your records
Give your agent access to delivered statements, bank activity, invoices, documents, company details, tasks and compliance records for the company you approve.
Permissions you control
Choose read and write permissions by capability. Review each connection’s company, access, expiry and activity, and revoke it when you need to. Access stays within your Institution role.
Accounting approvals stay in Institution
Agents can propose accounting changes. Your team reviews and approves them through the existing dashboard workflow.

Connect your AI agent

Use an assistant with support for remote MCP servers and OAuth. Setup labels vary between agents.

  1. Add Institution to your agent

    Open your agent’s integrations or custom MCP server settings. Add the server URL above and select OAuth authentication.

  2. Choose your company and access

    Sign in with your Institution account, choose one company, and review the requested permissions before authorizing the connection.

  3. Start with a question

    Ask about a delivered statement or your overdue tasks. Your agent works with the records and capabilities you have approved.