Overview
SumIt helps authorized family office users query their accounting data from Claude. Users can authenticate with SumIt, select an MCP-enabled organization, inspect ledgers, chart of accounts, tags, account codes, journal entries, account balances, balance sheets, and income summaries, and submit product feedback about the MCP connector. The connector uses the user's existing SumIt permissions and is designed for read-only accounting analysis, except for private session organization selection and internal feedback capture.
