Money and stock

Ask AI about your money and stock

Link FreeAgent or wFirma for your books and Linnworks for your stock to ChatGPT or Claude, then ask who hasn't paid, what's in the bank and what needs reordering. The AI matches invoices, payments and stock for you.

Start free, no card needed. Your account keys never go into the chat.

ChatGPT · Claude
● FreeAgent● Linnworks
You: Which customers are more than 30 days overdue?
AI: Three invoices are more than 30 days past due:
CustomerOwedOverdue
Harbour & Co£4,80047 days
M. Novak Design£1,25038 days
Greenway Foods£96033 days

Email each of them their invoice again from FreeAgent?

You: Yes. And which products will run out before the next purchase order arrives?
Example chat
How it works

Three steps, a couple of minutes

1

Add us to ChatGPT or Claude

Once, in your AI's settings. Below is where to click.

2

Say what to connect

Write in the chat: “Connect my FreeAgent account”. The AI does the rest.

3

Paste the key from your account

You get the key in the service's account and paste it on our page, not in the chat. That's it, ask away.

Step 1 in ChatGPT · on a computer, chatgpt.com

In ChatGPT, adding APIUniCon takes a Business, Enterprise or Edu plan, and on Business an admin or owner does it. On Pro, OpenAI allows reading data only, and Plus and Free can't add it at all. If that's your plan, use Claude: it works on every plan, the free one included.

  1. Open Plugins: chatgpt.com/plugins
  2. Click + and choose Add custom MCP server
  3. Name: APIUniCon, server address: https://apiunicon.online/mcp, sign-in: OAuth
  4. Accept the warning with I understand and want to continue, then click Create as a plugin
  5. Install the plugin and sign in to APIUniCon: our sign-in page opens
  6. In a chat, type @ and pick APIUniCon from the list, then write “Connect my FreeAgent account”

If your ChatGPT is in another language, the buttons have other names but sit in the same places.

Step 1 in Claude · claude.ai or the app

Works on every Claude plan, the free one included. On Team and Enterprise, an owner adds it for everyone.

  1. Open Customize → Connectors: claude.ai/customize/connectors
  2. Click + Add and choose Add custom connector
  3. Name: APIUniCon, address: https://apiunicon.online/mcp, then click Continue
  4. Claude shows the sign-in settings it found: click Continue again. Sign-in: Sign in now, client: keep Use Claude's published identity, as Claude suggests, then click Add
  5. Sign in to APIUniCon: our sign-in page opens
  6. In a chat, click + → Connectors, turn on APIUniCon and write “Connect my FreeAgent account”
What to ask

A question in the chat instead of a spreadsheet

Overdue invoices

Who owes what, and for how long.

Who owes us more than £1,000, and since when?

Cash

Money in and out across your bank accounts.

What came in and went out this week, and on what?

Stock

What runs low, what doesn't move, what to reorder.

Which products will run out before the next delivery?

Purchases

Open purchase orders, suppliers and what's still to arrive.

Which purchase orders are late?
It can act too

It can act, too

Before each change in your books or your stock, the AI shows exactly what it will do and waits for your “yes”.

Changes are on the Pro and Business plans; reading is on every plan.

  • Create an invoice for a customer
  • Raise a purchase order to a supplier
  • Adjust stock levels after a count
  • Record a payment against an invoice

Free to start, no card needed

Try it free
Services

What to connect

Don't see yours? The AI (ChatGPT or Claude) can connect almost any service that has a guide for developers: give it the link and it will do the rest.

  • FreeAgentInvoices, bills, bank transactions and what customers still owe
  • wFirmaInvoices, contractors, payments and goods from your wFirma account
  • LinnworksStock levels, orders and listings across all your sales channels
  • sevdeskInvoices, vouchers, contacts and bank transactions
  • Cin7Stock, purchase orders, sales orders and suppliers
Blog

Step-by-step guides

Questions

The short version

Do I need a developer?

No. You add APIUniCon to ChatGPT or Claude with the steps above, write “Connect my FreeAgent account” in the chat and paste the key on our page. Then you just ask questions in plain words.

Does it work with ChatGPT and Claude?

Yes, with both. The steps for each are above, under “In ChatGPT” and “In Claude”. There's more on the setup page.

Is it safe to share the keys to my accounts?

You paste a key only on our page; it never goes into the chat. We store it encrypted and decrypt it only to run your requests. The AI sees what your accounts return, not the keys themselves.

Can I connect my books and my stock together?

Yes. Each service is connected on its own, with its own key, and the AI brings them together in one answer: say, unpaid invoices next to the orders those customers placed. How many services your plan includes is on the Pricing page.

How much does it cost?

You can start free, no card needed. What each plan includes is on the Pricing page.

Free to start, no card needed

Try it free