Getting Started

Connect AI assistants (MCP) or command-line tools (CLI) to Kick to automate reviews, run checks, and streamline your workflows.

Kick is built with AI at its core, powering how transactions are categorized, reviewed, and closed. Connect MCP or CLI to take it further: query your client data in plain language, automate month-end checks, and build workflows that run across every workspace.

Both connect directly to Kick. The difference is how you interact with your data:

	MCP	CLI
How to use	Your commonly used AI tools: Claude, ChatGPT, Gemini, Copilot, and more	Terminal
What it is	Connect an AI assistant (Claude, ChatGPT) and ask questions about client data in plain language	Run terminal commands and scripts that pull data, check balances, and automate repeatable tasks
Best for	Exploratory work, drafting client messages, investigating issues	Repeatable checks, bulk exports, scheduled month-end automation
Use when	The task is different every time and you want to ask follow-up questions	You want to run the same check every month or hand a command to your team
Example	"Show me Acme's uncategorized transactions from the last 90 days"	kick --workspace acme reports trial-balance
Where to start	MCP Quickstart	CLI Quickstart

Read more about permissions and security when using AI with Kick or other tools.