Connect your AI assistant

sakto runs an MCP server (Model Context Protocol). An AI assistant connected to it reads sakto's checked figures with their sources, and sakto checks the figures it writes against the books.

AI assistants are off for a new team. Only the team's owner can turn them on or off, for the whole team: Home → Team, “Allow AI assistants”.

The server's address

https://sakto.ai/api/mcp

How to connect

claude.ai: Settings → Connectors → Add custom connector, with this address. You sign in to sakto and approve the connection there; no token needed.

Claude Code, Claude Desktop or another assistant that sends a token: create one in sakto under Home → Connect AI assistant. sakto shows it only once.

Claude Code, with the token in place of <TOKEN>:

claude mcp add --transport http sakto https://sakto.ai/api/mcp --header "Authorization: Bearer <TOKEN>"

A token or a connection can be limited to one mandate, and to reading only. You can revoke it at any time.

Its tools

The tools the server lists to an assistant:

Reading

  • check_net_debt_definition Check an SPA's net debt definition
  • compare_with_earlier_mandates Compare with the team's other mandates
  • explain_change Explain a change between two periods
  • explain_figure Explain a figure
  • get_account Account detail
  • get_balance_sheet Balance sheet
  • get_business_plan Business plan and plan vs actual
  • get_buyer_issues What a buyer's due diligence will raise
  • get_cash_flow Cash flow
  • get_completion_accounts Completion accounts
  • get_customers Customers
  • get_data_checks Data checks and export blockers
  • get_data_request What to ask the client for
  • get_ebitda_bridge EBITDA bridge
  • get_equity_value_sensitivity Equity value sensitivity
  • get_financial_analysis Overview
  • get_forecast Forecast drivers and snapshots
  • get_leakage Locked-box leakage
  • get_nwc_net_debt Net working capital and net debt
  • get_profit_and_loss Profit and loss
  • get_sector_bands Sector benchmarks
  • get_security_overview Security and data protection
  • get_trading_update Trading update against the plan shown to buyers
  • list_mandates List mandates and entities
  • list_net_debt_categories Net debt categories
  • list_proposals List proposed adjustments
  • list_scenarios List saved scenarios
  • verify_figures Check stated figures against the books

Writing, refused for a token or connection limited to reading

  • create_deal Create a mandate or entity
  • export_databook Export the databook
  • mark_data_request Tick off the data request
  • propose_adjustment Propose an EBITDA adjustment
  • propose_reclass Propose a reclass
  • propose_register_item Propose a register item
  • upload_trial_balance Upload a file