> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/ai/getting-started.md).

# Getting Started

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:

<table><thead><tr><th width="100"></th><th>MCP</th><th>CLI</th></tr></thead><tbody><tr><td><strong>How to use</strong></td><td>Your commonly used AI tools: Claude, ChatGPT, Gemini, Copilot, and more</td><td>Terminal</td></tr><tr><td><strong>What it is</strong></td><td>Connect an AI assistant (Claude, ChatGPT) and ask questions about client data in plain language</td><td>Run terminal commands and scripts that pull data, check balances, and automate repeatable tasks</td></tr><tr><td><strong>Best for</strong></td><td>Exploratory work, drafting client messages, investigating issues</td><td>Repeatable checks, bulk exports, scheduled month-end automation</td></tr><tr><td><strong>Use when</strong></td><td>The task is different every time and you want to ask follow-up questions</td><td>You want to run the same check every month or hand a command to your team</td></tr><tr><td><strong>Example</strong></td><td>"Show me Acme's uncategorized transactions from the last 90 days"</td><td><code>kick --workspace acme reports trial-balance</code></td></tr><tr><td><strong>Where to start</strong></td><td><a href="/pages/AZXXSQf8bPmEsmDNSwFh">MCP Quickstart</a></td><td><a href="/pages/aUzBS9MmBz9mhiLICPpK">CLI Quickstart</a></td></tr></tbody></table>

Read more about [permissions and security](/ai/permissions-and-security.md) when using AI with Kick or other tools.


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# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.kick.co/ai/getting-started.md?ask=<question>&goal=<endgoal>
```

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