Quidwise for AI agents

What an agent can do

• Ask Ada, the business’s AI finance director, a question in plain English. She answers from the business’s own books and lists the tools she used.
• Read the figures the engine computed: cash and the 13-week forecast, profit and loss, who owes and is owed, bills in the post, tax and deadlines, KPIs, risks, reports.
• Push a ledger from any package or spreadsheet, or a value for a KPI of the owner’s own, through the REST API.

Through the MCP server an agent can only read: nothing there can send, pay, chase, approve or change a setting. Ada is not a regulated adviser, and her forecasts are “if nothing changes” projections.

Get an API key

The business owner creates it: sign in, open Settings, go to API access, name the key (for example “Claude”) and press Create key. It starts cij_live_ and is shown once. Revoking it there cuts the agent off at once.

An agent cannot create a key for itself. Without one, every call answers 401 with these steps.

Connect over MCP

Streamable HTTP, stateless, POST only. Send the key as a bearer token.

https://cfo.cijlabs.com/api/mcp

Claude Code

claude mcp add --transport http quidwise https://cfo.cijlabs.com/api/mcp --header "Authorization: Bearer <your key>"

Cursor

In ~/.cursor/mcp.json:

{
  "mcpServers": {
    "quidwise": {
      "url": "https://cfo.cijlabs.com/api/mcp",
      "headers": {
        "Authorization": "Bearer cij_live_…"
      }
    }
  }
}

Claude.ai and ChatGPT

Their custom connectors expect to sign in with OAuth, which Quidwise does not offer yet. If the dialog takes a bearer token, paste the key there; if not, use Claude Code or Cursor. In ChatGPT, a custom GPT can call the REST API instead: import the OpenAPI document below as an Action, with API key authentication of type Bearer.

300 calls an hour per key. ask_ada also counts against 60 questions an hour per business.

The tools

ask_ada and 47 of Ada’s read-only tools. Each result is a one-line summary, then the JSON.

ask_ada

Ask Ada, the business's AI finance director

get_overview

Overview: cash, runway, revenue, alerts

get_decisions

This week's three decisions

get_daily_brief

The Daily: this morning's brief

get_kpis

KPI board against targets

get_leading_indicators

What is drifting before it turns red

get_anomalies

Unusual transactions

get_cash_forecast

13-week cash forecast

get_projection

Monthly cash projection

get_futures

A thousand futures: the odds of running short

get_pnl

Monthly profit and loss

get_margins

Margins by customer or product

get_top_expenses

Biggest costs, business and personal

get_cost_controls

Regular payments, price rises, savings

get_benchmarks

Against sector bands and peers

get_debtors

Who owes the business, and how late

get_collections

Collections: who to chase first

get_customer_concentration

Customer concentration

get_jobs

Jobs ledger: agreed prices, paid, balance to come

get_autopilot

Autopilot: what Ada does by herself

get_creditors

Who the business owes, from the books

get_expected_bills

Bills to pay (from the post)

get_payment_run

This week's payment run

get_accounts

Accounts: everyone the business owes

get_matters

Creditor matters and legal letters

read_matter

Read one creditor matter in depth

get_recovery_plan

Recovery plan: who comes first

get_tax_position

Tax to set aside, and deadlines

get_calendar

Every statutory deadline in date order

get_company

Companies House record and findings

get_self_employed

Sole trader: business or personal, self assessment

get_risks

Risk register

get_capital_structure

Debt capacity and funding routes

get_readiness

Exit and due-diligence readiness

get_worth_to_owner

What the business is worth to the owner

get_moves

Moves: decisions measured

get_investigations

Ada's own investigations

get_macro

Bank Rate and inflation in the business's pounds

get_counterparty

Look up a customer, supplier or payee

list_counterparties

Customers, suppliers and payees, ranked

get_counterparties

Bank payees and their categories

get_timeline

Timeline of money and mail

search_transactions

Search invoices, bills and bank transactions

list_categories

The category list

list_documents

Documents the owner handed over

get_report

Stored reports and their PDFs

get_pack

Management accounts or a lender pack

list_watches

Standing questions being watched

The REST API

Base URL https://cfo.cijlabs.com/api/v1, the same key as Authorization: Bearer cij_live_…. The OpenAPI 3.1 document describes every operation.

curl -H "Authorization: Bearer $QUIDWISE_KEY" https://cfo.cijlabs.com/api/v1/me

curl -H "Authorization: Bearer $QUIDWISE_KEY" "https://cfo.cijlabs.com/api/v1/snapshot?maxAgeHours=6"

curl -H "Authorization: Bearer $QUIDWISE_KEY" https://cfo.cijlabs.com/api/v1/kpis

curl -X POST -H "Authorization: Bearer $QUIDWISE_KEY" -H "Content-Type: application/json" -d '{"key":"conversion_rate","value":3.2,"unit":"pct"}' https://cfo.cijlabs.com/api/v1/kpis

curl -H "Authorization: Bearer $QUIDWISE_KEY" https://cfo.cijlabs.com/api/v1/ledger

curl -X POST -H "Authorization: Bearer $QUIDWISE_KEY" -H "Content-Type: application/json" -d @ledger.json https://cfo.cijlabs.com/api/v1/ledger

curl -H "Authorization: Bearer $QUIDWISE_KEY" "https://cfo.cijlabs.com/api/v1/bankfeed?days=30"

curl -H "Authorization: Bearer $QUIDWISE_KEY" "https://cfo.cijlabs.com/api/v1/reports?cadence=daily"

curl -H "Authorization: Bearer $QUIDWISE_KEY" https://cfo.cijlabs.com/api/v1/reports/<report id>

curl -X POST -H "Authorization: Bearer $QUIDWISE_KEY" https://cfo.cijlabs.com/api/v1/reports/generate

curl -X POST -H "Authorization: Bearer $QUIDWISE_KEY" -H "Content-Type: application/json" -d '{"question":"When is my cash lowest in the next 13 weeks?"}' https://cfo.cijlabs.com/api/v1/ask

Questions