--- title: "Basiq MCP server for AI agents - actionlake" description: "Give Claude 71 Basiq actions through one MCP server: insights, connections, webhooks. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/basiq updated: 2026-10-23 --- 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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 ``` - 71 actions in one signed file - 45 read look, never change - 19 write create and update - 7 wait for a yes destructive, 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_key` Basiq 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 call check { 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 2026[GitHub](https://github.com/basiqio-oss/Basiq-docs/tree/v3.0/reference%20(merged:%20affordability,%20connect,%20enrich,%20identity,%20insights,%20platform,%20reporting,%20webhooks)) [api.basiq.io](https://api.basiq.io/reference) **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. - **45** read look, never change - **19** write create and update - **7** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `basiq.accounts.list` List all accounts | List all accounts. | read | `finance.bank_account.list` 35 connectors | | `basiq.transactions.list` List all transactions | List all transactions. | read | `finance.bank_transaction.list` 23 connectors | | `basiq.accounts.get` Retrieve an account | Retrieve an account. | read | `finance.bank_account.get` 30 connectors | | `basiq.transactions.get` Retrieve a transaction | Retrieve a transaction. | read | `finance.bank_transaction.get` 21 connectors | | `basiq.jobs.list` Get user jobs | Get user jobs. | read | this connector | | `basiq.events.list` List all events | List all events. | read | this connector | | `basiq.reports.list` List all reports | List all reports. | read | this connector | | `basiq.users.create` Create a user | Create a user. | write | this connector | | `basiq.consents.list` Retrieve consents | Retrieve consents. | read | this connector | | `basiq.reports.create` Create a report | Create a report. | write | this connector | | `basiq.insights.create` Create an Insight | Create an Insight. | write | this connector | | `basiq.users.delete` Delete a user | Delete a user. | destructive | this 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. Read read List all events in Basiq and tell me what stands out. calls `basiq.events.list` 2. Write write Create a user in Basiq. Show me exactly what you will send before you save it. calls `basiq.users.create` Governance for Basiq ## Destructive actions wait for a yes. 7 Basiq actions are destructive. These are all of them: - Delete a user `basiq.users.delete` - Delete a report `basiq.reports.delete` - Delete a consent `basiq.consents.delete` - Delete a webhook `basiq.webhooks.delete` - Delete an auth_link `basiq.auth_links.delete` - Delete a connection `basiq.connections.delete` - Purge connection data `basiq.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. do basiq.users.delete confirm_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: "lead@example.com" }, { match: "basiq.reports.delete", approver: "lead@example.com" }, { match: "basiq.consents.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 71 Basiq actions - 71 actions page each page of a long list is one call - 43 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Basiq action. 71 actions by area: the id your agent calls, what it does, and its effect. **Insights 8** - `basiq.insights.create` Create an Insight write - `basiq.insights.expense_ratio` Expense Ratio Insights write - `basiq.insights.get` Retrieve an Insight read - `basiq.insights.list` List all Insights read - `basiq.insights.verify_account` Account Insights write - `basiq.insights.verify_balance` Account Balance Insights write - `basiq.insights.verify_identity` Identity Insights write - `basiq.insights.verify_income` Income Insights write **Connections 6** - `basiq.connections.delete` Delete a connection destructive - `basiq.connections.get` Retrieve a connection read - `basiq.connections.list` List all connections read - `basiq.connections.purge_data` Purge connection data destructive - `basiq.connections.refresh` Refresh a connection write - `basiq.connections.refresh_all` Refresh all connections write **Webhooks 6** - `basiq.webhooks.create` Create a webhook write - `basiq.webhooks.delete` Delete a webhook destructive - `basiq.webhooks.get` Retrieve a webhook read - `basiq.webhooks.get_stats` Get webhook delivery statistics read - `basiq.webhooks.list` List all webhooks read - `basiq.webhooks.update` Update a webhook write **Reports 5** - `basiq.reports.create` Create a report write - `basiq.reports.delete` Delete a report destructive - `basiq.reports.get` Retrieve a report read - `basiq.reports.list` List all reports read - `basiq.reports.list_transactions` Retrieve Report transactions read **Affordability 4** - `basiq.affordability.create` Create an affordability summaries write - `basiq.affordability.get` Retrieve an affordability summary read - `basiq.affordability.list` List affordability summaries read - `basiq.affordability.list_transactions` List affordability summary transactions read **Users 4** - `basiq.users.create` Create a user write - `basiq.users.delete` Delete a user destructive - `basiq.users.get` Retrieve a user read - `basiq.users.update` Update a user write **Auth links 3** - `basiq.auth_links.create` Create an auth_link write - `basiq.auth_links.delete` Delete an auth_link destructive - `basiq.auth_links.get` Retrieve an auth_link read **Jobs 3** - `basiq.jobs.get` Retrieve a job read - `basiq.jobs.list` Get user jobs read - `basiq.jobs.submit_mfa` Create MFA response write **Webhook messages 3** - `basiq.webhook_messages.get` Retrieve a message read - `basiq.webhook_messages.list` List all messages read - `basiq.webhook_messages.send_test` Post a test message write **Accounts 2** - `basiq.accounts.get` Retrieve an account read - `basiq.accounts.list` List all accounts read **Analytics 2** - `basiq.analytics.connections` Connection Analytics read - `basiq.analytics.users` User Analytics read **Connectors 2** - `basiq.connectors.get` Retrieve a connector read - `basiq.connectors.list` Retrieve connectors read **Consents 2** - `basiq.consents.delete` Delete a consent destructive - `basiq.consents.list` Retrieve consents read **Event types 2** - `basiq.event_types.get` Retrieve an event type read - `basiq.event_types.list` List event types read **Events 2** - `basiq.events.get` Retrieve an event read - `basiq.events.list` List all events read **Expenses 2** - `basiq.expenses.create` Create an expense summary write - `basiq.expenses.get` Retrieve an expense summary read **Identities 2** - `basiq.identities.get` Retrieve an identity read - `basiq.identities.list` Retrieve identities read **Income 2** - `basiq.income.create` Create an income summary write - `basiq.income.get` Retrieve an income summary read **Insight types 2** - `basiq.insight_types.get` Retrieve Insight Type read - `basiq.insight_types.list` List Insight Types read **Merchants 2** - `basiq.merchants.get` Retrieve a merchant read - `basiq.merchants.search` Search Merchants read **Payees 2** - `basiq.payees.get` Get Payee Details read - `basiq.payees.list` List Payees read **Report types 2** - `basiq.report_types.get` Retrieve a report type read - `basiq.report_types.list` List report types read **Transactions 2** - `basiq.transactions.get` Retrieve a transaction read - `basiq.transactions.list` List all transactions read **Enrich 1** - `basiq.enrich.transaction` Enrich read 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 - [Akahu 4](https://actionlake.com/connectors/akahu) - [Increase 4](https://actionlake.com/connectors/increase) - [Modern Treasury 4](https://actionlake.com/connectors/modern-treasury) - [sevdesk 4](https://actionlake.com/connectors/sevdesk) - [Mercury 3](https://actionlake.com/connectors/mercury) - [Plaid 2](https://actionlake.com/connectors/plaid) Joins with, on shared entities - [Cin7 Core 1](https://actionlake.com/connectors/cin7-core) - [eBay Sell APIs 1](https://actionlake.com/connectors/ebay-sell-apis) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/basiq More: https://actionlake.com/llms.txt