The Cash Flow Frog AI Connector bridges your favorite AI tools, such as Claude, ChatGPT, and others, directly with your Cash Flow Frog account. Instead of switching back and forth between apps, you can now ask your AI assistant questions, run forecasts, build scenarios, and manage projections using plain, everyday language. No spreadsheets, no manual exports, no technical know-how required.
What Is the Cash Flow Frog AI Connector?
Think of the AI Connector as a secure, real-time bridge between your AI assistant and your Cash Flow Frog data. Once connected, your AI can read your cash flow information, create and update projections, run scenario analysis, and retrieve forecasts, all on your behalf, in a single conversation.
You don't need to copy-paste numbers, download reports, or learn any new interface. Just describe what you need in plain language, and your AI does the work inside Cash Flow Frog for you.
What Can You Do With It?
Here are some of the things you can ask your AI assistant to do today, and this list will keep growing as more capabilities are added:
View your companies and scenarios - Ask your AI to list all the companies and forecast scenarios in your account.
Get cash flow forecasts - Request a weekly, monthly, or quarterly cash flow breakdown for any date range. Your AI retrieves the live forecast directly from Cash Flow Frog.
Check projected bank balances - Ask "What will our bank balance be on June 30?" and get an instant answer based on your actual bank data and current projections.
Create and manage projections - Add new income or expense projections, one-time or recurring, without opening the app. Just tell your AI the amount, frequency, and dates.
Build and rename scenarios - Create new what-if scenarios (e.g. "What if we hire two new staff?") or rename existing ones, all through a simple conversation.
Update or remove projections - Change an amount, adjust an end date, or delete a projection that's no longer relevant - your AI handles it instantly.
Organize by customer, vendor, or department Tag projections to specific customers, vendors, or departments so your forecasts stay accurate and easy to filter.
How to Get Started
Setting up the Cash Flow Frog AI Connector takes just a few minutes. The exact steps vary depending on the AI tool you use.
In general, the setup involves adding the Cash Flow Frog connector to your AI tool and pointing it to the following address:
Connector URL: https://mcp.cashflowfrog.com/mcp
Once connected, you may be asked to sign in with your Cash Flow Frog credentials. After that, you're ready to start chatting with your AI assistant about your cash flow.
Privacy & Security
Your data never leaves the secure connection between your AI tool and Cash Flow Frog. The connector only accesses data within your authorized Cash Flow Frog account, and only performs actions that you explicitly request in your conversation. You remain fully in control at all times.