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Connectors · Accounting & finance

Basiq MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Basiq and the rest of your systems. It gives your agent 71 Basiq actions (45 reads, 19 writes and 7 that wait for a confirmation) and holds the Basiq credential itself, so the agent never does. It paces Basiq's limits and records every call.

Connect Basiq freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "basiq.events.list",  intent: "check which Basiq account is connected"}# List all events · read · 1 upstream call
  • 71actionsin one signed file
  • 45readlook, never change
  • 19writecreate and update
  • 7wait for a yesdestructive, confirmed first

Set up

Connect Basiq in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Basiq.

    Session login. actionlake opens the session and renews it when it expires. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_keyBasiq API key
    account { op: "connections.requirements", service: "basiq" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "basiq.events.list" }# list all events · read · 1 upstream callcheck { action: "basiq.users.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Basiq at a glance

Sign-in
Session login. actionlake opens the session and renews it when it expires.
You provide
api_key
Limits we pace to
10 calls a second, per connection
API covered
Basiq API v3.0 (OpenAPI 3.0, basiqio-oss/Basiq-docs branch v3.0)au-api.basiq.io
Built from
Basiq's documentation, read 23 October 2026GitHubapi.basiq.io
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
43 of 45 reads, for up to 5 minutes; a write clears what it affects
Shared entities
2, so ask can line Basiq up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Basiq.

71 actions in 24 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 45readlook, never change
  • 19writecreate and update
  • 7destructivewait for a confirmation

  1. Insights

    8

    2 read · 6 write · 0 destructive

    Create an Insight · Expense Ratio Insights · List all Insights · Account Insights

  2. Connections

    6

    2 read · 2 write · 2 destructive

    List all connections · Retrieve a connection · Refresh a connection · Refresh all connections

  3. Webhooks

    6

    3 read · 2 write · 1 destructive

    Create a webhook · List all webhooks · Retrieve a webhook · Get webhook delivery statistics

  4. Reports

    5

    3 read · 1 write · 1 destructive

    Create a report · List all reports · Retrieve Report transactions · Retrieve a report

  5. Affordability

    4

    3 read · 1 write · 0 destructive

    Create an affordability summaries · List affordability summaries · List affordability summary transactions · Retrieve an affordability summary

  6. Users

    4

    1 read · 2 write · 1 destructive

    Create a user · Retrieve a user · Update a user · Delete a user

  7. Auth links

    3

    1 read · 1 write · 1 destructive

    Create an auth_link · Retrieve an auth_link · Delete an auth_link

  8. Jobs

    3

    2 read · 1 write · 0 destructive

    Get user jobs · Create MFA response · Retrieve a job

16 more areas · 32 actions
  • Webhook messages 3
  • Accounts 2
  • Analytics 2
  • Connectors 2
  • Consents 2
  • Event types 2
  • Events 2
  • Expenses 2
  • Identities 2
  • Income 2
  • Insight types 2
  • Merchants 2
  • Payees 2
  • Report types 2
  • Transactions 2
  • Enrich 1

Top actions

The Basiq API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 4 of Basiq's 4 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
basiq.accounts.listList all accountsList all accounts.readfinance.bank_account.list35 connectors
basiq.transactions.listList all transactionsList all transactions.readfinance.bank_transaction.list23 connectors
basiq.accounts.getRetrieve an accountRetrieve an account.readfinance.bank_account.get30 connectors
basiq.transactions.getRetrieve a transactionRetrieve a transaction.readfinance.bank_transaction.get21 connectors
basiq.jobs.listGet user jobsGet user jobs.readthis connector
basiq.events.listList all eventsList all events.readthis connector
basiq.reports.listList all reportsList all reports.readthis connector
basiq.users.createCreate a userCreate a user.writethis connector
basiq.consents.listRetrieve consentsRetrieve consents.readthis connector
basiq.reports.createCreate a reportCreate a report.writethis connector
basiq.insights.createCreate an InsightCreate an Insight.writethis connector
basiq.users.deleteDelete a userDelete a user.destructivethis connector

Try it

Prompts to paste into Claude.

Each one names the Basiq actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    List all events in Basiq and tell me what stands out.

    callsbasiq.events.list

  2. Writewrite

    Create a user in Basiq. Show me exactly what you will send before you save it.

    callsbasiq.users.create

Governance for Basiq

Destructive actions wait for a yes.

7 Basiq actions are destructive. These are all of them:

  • Delete a userbasiq.users.delete
  • Delete a reportbasiq.reports.delete
  • Delete a consentbasiq.consents.delete
  • Delete a webhookbasiq.webhooks.delete
  • Delete an auth_linkbasiq.auth_links.delete
  • Delete a connectionbasiq.connections.delete
  • Purge connection databasiq.connections.purge_data

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dobasiq.users.deleteconfirm_policy: human

Delete a user?

intent: the user asked me to delete a user

run suspended · waiting for a named person · key basiq-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "basiq-agent",  allowed_actions: ["basiq.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "basiq.users.delete", approver: "[email protected]" },    { match: "basiq.reports.delete", approver: "[email protected]" },    { match: "basiq.consents.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Basiq only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Basiq costs on actionlake.

Every Basiq action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Basiq refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 71 Basiq actions
  • 71actions pageeach page of a long list is one call
  • 43reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Basiq action.

71 actions by area: the id your agent calls, what it does, and its effect.

Insights8
  • basiq.insights.createCreate an Insightwrite
  • basiq.insights.expense_ratioExpense Ratio Insightswrite
  • basiq.insights.getRetrieve an Insightread
  • basiq.insights.listList all Insightsread
  • basiq.insights.verify_accountAccount Insightswrite
  • basiq.insights.verify_balanceAccount Balance Insightswrite
  • basiq.insights.verify_identityIdentity Insightswrite
  • basiq.insights.verify_incomeIncome Insightswrite
Connections6
  • basiq.connections.deleteDelete a connectiondestructive
  • basiq.connections.getRetrieve a connectionread
  • basiq.connections.listList all connectionsread
  • basiq.connections.purge_dataPurge connection datadestructive
  • basiq.connections.refreshRefresh a connectionwrite
  • basiq.connections.refresh_allRefresh all connectionswrite
Webhooks6
  • basiq.webhooks.createCreate a webhookwrite
  • basiq.webhooks.deleteDelete a webhookdestructive
  • basiq.webhooks.getRetrieve a webhookread
  • basiq.webhooks.get_statsGet webhook delivery statisticsread
  • basiq.webhooks.listList all webhooksread
  • basiq.webhooks.updateUpdate a webhookwrite
Reports5
  • basiq.reports.createCreate a reportwrite
  • basiq.reports.deleteDelete a reportdestructive
  • basiq.reports.getRetrieve a reportread
  • basiq.reports.listList all reportsread
  • basiq.reports.list_transactionsRetrieve Report transactionsread
Affordability4
  • basiq.affordability.createCreate an affordability summarieswrite
  • basiq.affordability.getRetrieve an affordability summaryread
  • basiq.affordability.listList affordability summariesread
  • basiq.affordability.list_transactionsList affordability summary transactionsread
Users4
  • basiq.users.createCreate a userwrite
  • basiq.users.deleteDelete a userdestructive
  • basiq.users.getRetrieve a userread
  • basiq.users.updateUpdate a userwrite
Auth links3
  • basiq.auth_links.createCreate an auth_linkwrite
  • basiq.auth_links.deleteDelete an auth_linkdestructive
  • basiq.auth_links.getRetrieve an auth_linkread
Jobs3
  • basiq.jobs.getRetrieve a jobread
  • basiq.jobs.listGet user jobsread
  • basiq.jobs.submit_mfaCreate MFA responsewrite
Webhook messages3
  • basiq.webhook_messages.getRetrieve a messageread
  • basiq.webhook_messages.listList all messagesread
  • basiq.webhook_messages.send_testPost a test messagewrite
Accounts2
  • basiq.accounts.getRetrieve an accountread
  • basiq.accounts.listList all accountsread
Analytics2
  • basiq.analytics.connectionsConnection Analyticsread
  • basiq.analytics.usersUser Analyticsread
Connectors2
  • basiq.connectors.getRetrieve a connectorread
  • basiq.connectors.listRetrieve connectorsread
Consents2
  • basiq.consents.deleteDelete a consentdestructive
  • basiq.consents.listRetrieve consentsread
Event types2
  • basiq.event_types.getRetrieve an event typeread
  • basiq.event_types.listList event typesread
Events2
  • basiq.events.getRetrieve an eventread
  • basiq.events.listList all eventsread
Expenses2
  • basiq.expenses.createCreate an expense summarywrite
  • basiq.expenses.getRetrieve an expense summaryread
Identities2
  • basiq.identities.getRetrieve an identityread
  • basiq.identities.listRetrieve identitiesread
Income2
  • basiq.income.createCreate an income summarywrite
  • basiq.income.getRetrieve an income summaryread
Insight types2
  • basiq.insight_types.getRetrieve Insight Typeread
  • basiq.insight_types.listList Insight Typesread
Merchants2
  • basiq.merchants.getRetrieve a merchantread
  • basiq.merchants.searchSearch Merchantsread
Payees2
  • basiq.payees.getGet Payee Detailsread
  • basiq.payees.listList Payeesread
Report types2
  • basiq.report_types.getRetrieve a report typeread
  • basiq.report_types.listList report typesread
Transactions2
  • basiq.transactions.getRetrieve a transactionread
  • basiq.transactions.listList all transactionsread
Enrich1
  • basiq.enrich.transactionEnrichread

Questions

The Basiq MCP server, answered.

Is there a Basiq MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 71 Basiq actions across insights, connections, webhooks and reports, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Basiq.

What do I need to connect Basiq?

Basiq API key. The free call account { op: "connections.requirements", service: "basiq" } lists exactly what to paste.

Can an AI agent delete or change things in Basiq?

Only if its key allows it, and only with an explicit confirmation. 7 Basiq actions are destructive, including delete a user, delete a report and delete a consent. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Basiq API limit?

actionlake paces every call to the limits in the Basiq service file: 10 calls a second per connection. Repeated reads are answered from cache (43 Basiq actions can be), which never reaches Basiq.

What does a Basiq action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (71 Basiq actions page). Cache hits, searches, dry runs and calls Basiq refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Basiq API does it cover?

The Basiq API v3.0 (OpenAPI 3.0, basiqio-oss/Basiq-docs branch v3.0) at au-api.basiq.io. It is built from Basiq's documentation as read on 23 October 2026. 71 actions in 24 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my Basiq data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Basiq credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

More connectors like Basiq

Shares the most action names with

Joins with, on shared entities

Browse

actionlake is independent. It is not made or endorsed by Basiq; the name is the vendor's own. Counts are from the Basiq service file, version 1.0.0.

Give your agent Basiq today.

Connect Basiq freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.