- MCP Server
- Silverfin
Query and update Silverfin with AI
Connect Silverfin to Claude, ChatGPT, or any MCP client through Peliqan. Ask questions across your client portfolio in plain English, run firm-wide analytics from a SOC 2 Type II warehouse, and update working papers and templates back in Silverfin – no Liquid scripting, no API throttling, no read-only compromises.
Pulling answers across your Silverfin portfolio still takes too many clicks
Silverfin is the structured data hub for your accounting firm – but answering “which clients are at risk this quarter?” still means switching between client files, exporting reports, and stitching numbers in Excel. Partners, managers, and advisory teams lose hours on questions Claude could answer in seconds.
No natural language interface across the portfolio
"Show me clients with declining margins and overdue VAT" still means opening files one by one or building custom Liquid templates
Silverfin API has tight concurrency limits
Only 1 concurrent API call is allowed per integration - heavy AI workloads quickly bottleneck and slow down your other Silverfin integrations
No cross-source joins outside Silverfin
Combining Silverfin client data with Salesforce CRM, billing, time tracking, or marketing data means custom integrations and a separate warehouse
No native Silverfin MCP exists
There is no off-the-shelf MCP server for Silverfin today - DIY routes mean writing REST integrations against the Silverfin API plus building your own MCP wrapper from scratch
- What you get
Query working papers, accounts production, and client files in plain English
Write changes back - update reconciliations, post template values, manage client files
Run portfolio-wide analytics - one query across hundreds of client books
SOC 2 Type II certified – enterprise-grade security
Type
Cloud accounting and compliance for accountancy firms
Markets
850+ firms across 15 countries
Website
- The solution
One MCP server. Read, write, and join across your portfolio.
Peliqan syncs your Silverfin data into a built-in Postgres warehouse, exposes it via MCP for instant AI access, and routes writebacks through Peliqan’s connector layer so your Silverfin environment stays protected from the API concurrency limit and unsafe writes.
Full read + write through MCP
Where DIY REST wrappers stop at read-only or take weeks to build, Peliqan supports full writeback. Update reconciliations, post template values, manage client files, and trigger document workflows - all from Claude, ChatGPT, or n8n. The first managed Silverfin MCP that closes the loop.
Cached warehouse, never the live API
Your AI queries a Postgres warehouse, not Silverfin API directly. The 1-call concurrency limit doesn't slow your AI down. Sync runs incrementally on your schedule (every 15 minutes by default) and your other Silverfin integrations keep their throughput.
Cross-source queries in one SQL statement
Join Silverfin client data with Salesforce CRM, time tracking, billing, marketing, or any other firm tool in a single query. Federated via Trino, all in Peliqan's shared warehouse.
SQL + RAG on accounts and documents
Combine structured SQL queries with semantic search across statutory accounts, corporation tax filings, working paper notes, and client correspondence. The only MCP that answers questions about both your numbers and your firm's documents.
Portfolio of 142 clients scanned. 18 clients show gross margin decline of more than 5 points YoY.
- De Smet BV - 12 reconciliations open
- Antwerp Logistics NV - 9 open, audit risk
- Brussels Tech BVBA - 5 open, deadline this week
- Data access
Key Silverfin data available via MCP
Peliqan syncs Silverfin API data into structured warehouse tables that your AI can query directly across the firm’s client portfolio.
| Entity | What your AI can answer | Writeback |
|---|---|---|
| Companies / Periods | Portfolio overview, period status, fiscal year close progress, client risk flags | ✓ |
| Accounts / TrialBalance | Trial balance, GL drill-down, mapped chart of accounts, period-over-period analysis | ✓ |
| Reconciliations / WorkingPapers | Open vs closed reconciliations, review status, partner queries, audit trail | ✓ |
| AccountsProduction / Filings | Statutory accounts status, filing deadlines, MTD compliance, late submissions | ✓ |
| CorporationTax / VAT | CT600 status, VAT returns, filing readiness, period totals, risk flags | ✓ |
| CustomTemplates / Variables | Custom reconciliation templates, KPIs, firm-specific workflows, advisory metrics | ✓ |
| Users / Permissions | Team capacity, client allocation, who's reviewing what, partner workload | ✓ |
| Documents / Files | Linked PDFs, statutory accounts files, supporting docs, signed-off versions | ✓ |
| Insights / KPIs | Portfolio KPIs, advisory triggers, trend alerts, benchmarking | Read |
| Attachments / Notes | Client correspondence, working paper notes, audit comments – queryable via RAG | Read |
- Use cases
What accounting firms build with Silverfin MCP
Portfolio analytics
Partner dashboards on demand
"Across our 200 clients, who's behind on year-end accounts, who has VAT risk, and who's a candidate for advisory work this quarter?" Claude queries your Silverfin warehouse and returns a Slack-ready summary in seconds.
Useful for: Partners, practice managers
Year-end automation
Working paper triage agent
Build an AI agent that runs daily, scans Silverfin reconciliations across the portfolio, flags overdue or risky working papers, and updates review status. Peliqan writeback updates the file in Silverfin automatically.
Powered by: n8n + Peliqan MCP
Advisory services
Trend-spotting across clients
"Find clients whose working capital has dropped more than 20% YoY, and draft an advisory talking-points note for each one." Joins Silverfin trial balances, accounts, and KPI templates in one query.
Useful for: Advisory partners, client managers
Compliance and filings
Filing deadline manager
Ask Claude to surface clients with statutory accounts or corporation tax filings due in the next 30 days, ranked by readiness and partner workload. Useful for MTD-compliant practices in the UK and statutory close cycles in BE/NL.
Useful for: Compliance leads, ops managers
- How it works
Always-fresh copy, never the live API
Peliqan keeps a working copy of your Silverfin data in a Postgres warehouse, refreshed on your schedule. AI queries the warehouse for speed and safety. When AI needs to make a change, Peliqan routes the writeback through its connector layer – never letting AI hit the live Silverfin API directly.
AI never hits the Silverfin API directly
All queries route through Peliqan's warehouse. Writebacks route through Peliqan's connector. Your live Silverfin environment never sees a raw AI request.
No concurrency bottleneck
Silverfin's 1-concurrent-call API limit doesn't slow your AI down. The warehouse absorbs query load - even when partners and managers run portfolio-wide reports at the same time.
Always fresh, on your schedule
Incremental syncs run as often as every 5 minutes. You decide the cadence based on how fresh your partners, advisory team, and compliance leads need the data.
Full data, every client
Every company, every working paper, every reconciliation, every period. Ready for cross-source joins, Text-to-SQL, and RAG on attached documents.
- Setup guide
How to set up the Silverfin MCP server
1
Connect Silverfin in Peliqan
Click the Silverfin connector in Peliqan and authorise via OAuth2 – using your Silverfin client_id and client_secret. Peliqan handles token refresh and rotation. Works with Silverfin API v4 across all supported countries. Setup guide →
2
Select and materialize tables
Choose which Silverfin entities to sync – companies, accounts, reconciliations, working papers, accounts production, custom templates, users. Peliqan materializes them into Postgres on your schedule (default: every 15 minutes). Stay well clear of Silverfin’s 1-call concurrency limit. Materializing tables →
3
Create your MCP API handler
Use Peliqan’s built-in MCP template to expose the Silverfin tables and operations your AI agents need. Set role-based permissions per partner team or client portfolio – column-level masking for sensitive client financial data supported. AI agents docs →
4
Connect Claude or ChatGPT
Run pip install mcp-server-peliqan, add your Peliqan API credentials, and start querying Silverfin with natural language. Open source on GitHub.
Enable MCP for Silverfin
Learn how to enable the MCP server for Silverfin in Peliqan. See how to connect AI assistants like Claude to your live Silverfin working papers, accounts production, and client portfolio data in just a few steps.
Peliqan vs other Silverfin MCP options
There is no off-the-shelf Silverfin MCP server today – so most firms either build their own REST integration or piece together Liquid templates and Excel exports. Here’s how the options compare.
| DIY REST wrapper | Liquid + BI exports | Peliqan MCP | |
|---|---|---|---|
| Writeback to Silverfin | Custom code | ✗ Read-only | ✓ Audited writeback |
| Cached warehouse | ✗ Live API | Manual | ✓ Postgres + Trino |
| Cross-source queries | ✗ | ✗ | ✓ 250+ sources |
| RAG on accounts and notes | ✗ | ✗ | ✓ SQL + RAG combined |
| Setup time | Weeks | Days | ✓ Under 30 minutes |
| Portfolio-wide queries | Manual | Manual | ✓ Automatic |
| EU data residency | Self-hosted | Varies | ✓ EU-hosted |
| BI + ETL + reverse ETL | ✗ MCP only | ✗ Read-only | ✓ Full data platform |
- Beyond MCP
The full Peliqan Silverfin integration
MCP is one part of what Peliqan offers for Silverfin. The full integration gives you a complete data platform for portfolio analytics, advisory automation, and AI-powered firm reporting.
Connect your favourite BI tool, write data transformations in SQL or Python, and set up data quality checks – all on the same platform.
ELT connector
Full sync into built-in warehouse
MCP server
Claude, ChatGPT, n8n, Make
Text-to-SQL
Plain English financial queries
Reverse ETL
Push data back to Silverfin
RAG + Graph RAG
Semantic search on documents
Data quality
SQL checks + Slack/email alerts
- FAQ
Silverfin MCP, answered
What is the Silverfin MCP server?
The Silverfin MCP server is a Model Context Protocol endpoint that exposes your Silverfin data to AI agents like Claude, ChatGPT, and Cursor. Peliqan’s Silverfin MCP server lets AI query working papers, accounts production, reconciliations, custom templates, and client portfolio data in plain English, and write updates back to Silverfin – without writing custom REST integrations or building your own MCP wrapper.
How do I connect Silverfin to Claude or ChatGPT?
Authenticate Silverfin in Peliqan via OAuth2 with your client_id and client_secret, pick the entities to sync, and add the Peliqan MCP endpoint to Claude Desktop, ChatGPT, Cursor, or n8n. Most firms go from Silverfin authentication to first AI query in under 30 minutes. Full setup steps are in the guide above.
Will AI queries hit Silverfin's 1-concurrent-call API limit?
No. Peliqan caches your Silverfin data in a built-in Postgres warehouse and AI queries hit the cache, not the live Silverfin API. Your other Silverfin integrations – sign-off tools, document automation, analytics dashboards – never compete with AI for that single concurrent slot. Sync runs incrementally on your schedule (every 15 minutes by default) and respects Silverfin’s API limits.
Does the Silverfin MCP support writeback, or is it read-only?
Peliqan supports both read and write. Your AI agent can query Silverfin data and also update reconciliation values, post template variables, manage client files, and trigger document workflows, with full audit logging. Writebacks route through Peliqan’s connector layer for safety – so AI never accidentally posts malformed updates to your live Silverfin environment or interferes with year-end close.
Does it work across the whole client portfolio, or one client at a time?
Across the whole portfolio. Peliqan syncs every client company and period under your Silverfin firm into one warehouse, so your AI agent can run queries like “compare gross margin across all 200 clients last year” or “find clients with overdue working papers” in a single prompt. No per-client logins, no manual file-switching – particularly useful for partners, practice managers, and advisory teams covering large client books.
Is Silverfin client data secure with AI agents?
Peliqan is EU-hosted, SOC 2 Type II certified, and GDPR-compliant. Row-level and column-level access control let you mask or exclude sensitive client financial data, partner-only fields, or restricted templates from AI agents while still allowing portfolio-level queries. Every AI query and writeback is logged with full audit trail – relevant for ICAEW, IBR-IRE, NBA, and similar professional body requirements.
How is Peliqan different from a custom Liquid template or REST integration?
Liquid templates work for in-Silverfin reporting but they don’t talk to AI agents and they can’t join Silverfin data with external systems like Salesforce or time tracking. A custom REST integration takes weeks to build, requires ongoing maintenance, and still hits Silverfin’s 1-concurrent-call API ceiling. Peliqan is the only managed Silverfin MCP that pairs a cached Postgres + Trino warehouse with audited writebacks, joins Silverfin with 250+ other connectors, and is EU-hosted with SOC 2 Type II.
Do I need a data warehouse to use Silverfin MCP?
No. Peliqan includes a built-in Postgres + Trino warehouse. Your Silverfin data lands there automatically – no Snowflake, BigQuery, or dbt project required. If your firm already has a warehouse, Peliqan can sync to it as well, so your existing BI dashboards and reporting stay intact.
Unify, Automate & Activate Your Data
Connect all your SaaS apps, databases, and spreadsheets into one workspace. Build automations, analytics pipelines, and data apps – all in one place.
Peliqan is secure
Security, compliance, trust, privacy and availability are our highest priority. If you want more details, if you require a certificate or a copy of Peliqan’s operating procedures, contact us now.
SOC 2 Type 2 validates our security controls, ensuring your data is protected by independently audited security measures.
ISO 27001 certification ensures enterprise-grade information security, protecting your business with globally recognized standards.
GDPR compliance guarantees EU data protection compliance, keeping PII data secure within EU boundaries.
Skip the REST wrapper. Skip the Excel exports. Start writing back from day one.
Connect Silverfin, publish your MCP server, and let Claude (or ChatGPT, or n8n) answer portfolio, compliance, and advisory questions and update working papers – in minutes.
No credit card required · SOC 2 Type II certified · 2 weeks custom connector SLA