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FloQast MCP connector

The FloQast connector brings your close checklists, reconciliations, controls, entities and audit trail to Claude, ChatGPT, Cursor and the Elaichi Agent, so each accountant can ask about and update the close inside their own FloQast access.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect FloQast to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect FloQast once

  1. Open Connections, choose Add connection, and pick FloQast.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Paste a FloQast API key. One person generates a token in FloQast and pastes it once. Everyone else works through Share with, and never sees it.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

floqast
FloQast
Acumatica
AngelList
Bexio
BlackLine
Buildium
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

FloQast MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

FloQast MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

FloQast MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect FloQast to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with FloQast through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Accounting

    Find the reconciliations still open

    During close, ask which reconciliations remain unprepared or unreviewed across your entities and who owns each one. Get a list you can act on without clicking through every folder in FloQast.

  • Controllership

    Check close progress by entity

    Pull checklist and reconciliation analytics for each entity and see which ones are tracking to the close calendar and which are slipping. Ask the same question every morning of close and compare.

  • Internal audit

    Pull the audit trail for one control

    Ask for the FloQast audit trail entries behind a specific control or reconciliation and see who changed what and when. Hand the walkthrough evidence to an auditor without a screenshot exercise.

  • Compliance

    Keep the controls library current

    When a process changes, create the new control, update the description and owner on existing controls, and retire the ones that no longer apply. Every edit is recorded against the person who made it.

  • Accounting operations

    Set up next month's checklists

    Create the checklists for the coming period and update owners and due dates when someone is out or a task moves. Do it from a conversation instead of one form at a time.

  • Finance leadership

    Get a close status summary

    Ask for a plain language rundown of programs, processes and open items across all entities before the close review meeting. See where sign-offs are stuck without opening FloQast yourself.

Try asking

  • “List FloQast controls with no owner assigned”
  • “Which close checklists are still open this month”
  • “Show FloQast processes by program and user group”

See all 26 FloQast tools below

Compare

Elaichi vs Zapier MCP vs Composio for FloQast

All three can connect FloQast to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for FloQast, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over FloQast tools Allow or restrict single FloQast tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per FloQast call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price $15 per user per month. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

AI tools

FloQast tools for your AI agents

26 tools are ready to call through Elaichi's MCP endpoint the moment you connect FloQast, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting FloQast gets you

6 screens from the product, each doing one job for your FloQast account.

The agent

Ask about controls, get real answers.

Plain language questions run against live FloQast checklists, controls and processes.

  • controls
  • checklists
  • processes
  • programs

Ask Elaichi to work across your apps.

List FloQast controls with no owner assigned

Which close checklists are still open this month

Show FloQast processes by program and user group

Also runs in Claude, ChatGPT or Cursor

MCP clients

Claude, ChatGPT and Cursor reach FloQast.

One org MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

Tool catalog

26 FloQast tools ready on connect.

Checklists, controls, processes, programs, folders and users, with no custom code.

  • List all FloQast me
  • List all FloQast users
  • List all FloQast user groups
  • List all FloQast processes
ElaichiTools
Tool Action Description
List all FloQast me List Get information about the current user and API token in FloQast. Returns apiKeyId identifying the API key and userId representing the authenticated user.
List all FloQast users List List users in FloQast who have current or historical shared workspace access with the authenticated user. Returns user details including identifiers, names, and access information.
List all FloQast user groups List List all user groups accessible to the current tenant in FloQast. Returns groupId, name, and groupOwner for each user group, along with pagination metadata including totalCount, page, limit, and totalPages.
List all FloQast processes List List processes in FloQast. Returns a collection of processes including key fields such as id, name, and programId. Requires no path parameters.
List all FloQast programs List List compliance programs in FloQast. Returns fields like id, name, startPeriod, endPeriod, and status for each program.

Toolboxes

Every team gets its own toolbox.

Curate separate FloQast toolboxes for controls, close checklists and program owners.

  • Controls
  • Close
  • Compliance
  • Accounting
ElaichiToolboxes
Name Source template Tools Created

Controls toolbox

FloQast · controls and testing

FloQast starter 18 Mar 4, 2026

Close toolbox

FloQast · checklists and processes

— 9 Mar 2, 2026

Compliance toolbox

FloQast · programs and evidence

— 24 Feb 27, 2026

Accounting toolbox

FloQast · folders and reconciliations

FloQast starter 6 Feb 19, 2026

Internal audit toolbox

FloQast · control reviews

— 31 Jan 30, 2026

Finance systems toolbox

FloQast · users and user groups

— 12 Jan 22, 2026

Shared connections

Teammates use FloQast without the credential.

See who connected each account and how many teams and members share it.

  • Controls
  • Month end close
  • Compliance
  • Internal audit
ElaichiConnections
Connection Scope Status Access
FL

FloQast (Controls)

Connected by Emily Carter

Personal • Active 1 team · 6 members
FL

FloQast (Month end close)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
FL

FloQast (Compliance)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
FL

FloQast (Internal audit)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
FL

FloQast (Accounting EMEA)

Connected by Ryan Hayes

Personal • Active Not shared
FL

FloQast (Finance systems)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Audit log

Every control change has a name on it.

When, who, what happened, type and resource for each FloQast call.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

emily.carter@northwind.io

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

jake.morgan@northwind.io

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

megan.brooks@northwind.io

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

tyler.reed@northwind.io

FloQast Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

ryan.hayes@northwind.io

FloQast Controls Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

ashley.parker@northwind.io

FloQast Controls List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule starts the close digest.

Fetch FloQast checklists, group them, draft a digest, approve, post back.

FloQast digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch controls

    FloQast

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    FloQast

    Queued

Collections and dashboards

Close health, counted not summarized.

Four metrics, 14 days of checklists created and a team breakdown, refreshed on schedule.

FloQast health

Refreshed 4 minutes ago · every 15 minutes · from the controls collection

Live

Controls

1,284 ↓ 12%

Checklists

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Controls created

Last 14 days

By team

Share of activity

Controls 34%

Month end close 27%

Compliance 21%

Internal audit 18%

FAQ

Frequently asked questions

How do I connect FloQast to Claude?

Two steps. First, connect FloQast in Elaichi, which means pasting in a FloQast API key from your FloQast account; there is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste the Elaichi endpoint https://api.elaichi.ai/mcp. Claude will ask you to sign in to Elaichi as yourself, and FloQast is ready to use.

Does FloQast work with ChatGPT and Cursor as well as Claude?

Yes. Once FloQast is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect FloQast once and every client you use picks it up.

What can an AI agent actually do with my FloQast data?

An agent can look up your FloQast checklists, reconciliations, controls, entities, programs, processes, users and tags, and read the checklist and reconciliation analytics behind them. It can create and update checklists and controls, update folders, check the status of a transaction, and pull audit trail logs when you need to show who did what. In practice that means asking which reconciliations are still open for an entity, or telling it to set up next month's checklists, and having it done.

Does connecting FloQast give the AI access to everything in my FloQast account?

No. Every call to FloQast through Elaichi runs as the person who signed in, so an agent can only reach the entities, folders and checklists that person can already see in FloQast. Elaichi can narrow that further with restrictions on specific actions, but it can never widen what FloQast itself allows.

Can my team share one FloQast connection?

Yes. One person connects FloQast in Elaichi and shares the connection with a team, and nobody else ever handles the FloQast API key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person behind every FloQast checklist update or control change.

Can I stop an agent from deleting or changing things in FloQast?

Yes. Restrictions in Elaichi work per action, so you can allow reading FloQast reconciliations and checklists while blocking the ability to delete a control or edit a folder. A blocked action is never advertised to Claude, ChatGPT or Cursor at all, so no prompt, however worded, can reach it.

What happens to a FloQast connection when someone leaves?

Offboarding a person in Elaichi ends their access to FloQast through every client at once. If they connected a FloQast account that is shared with a team, the connection keeps working for everyone else. When you do want it gone, disconnecting FloQast once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client together.

Does the FloQast MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. FloQast is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for FloQast?

Yes. Both let Claude, ChatGPT or Cursor use FloQast. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every FloQast call.

How is Elaichi different from Composio for FloQast?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to FloQast: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put FloQast in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.