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AI

Build with COUNT's AI toolkit

Most partners start with the Prompt Generator to ship a Partner API integration with an AI coding assistant. Use MCP or the CLI when you want workspace automation inside an agent.

Integration-first workflow
Recommended

Prompt Generator

Most partners start here to scaffold OAuth, HMAC, and REST code in Cursor or Claude Code. Compose detailed prompts for bank feeds and REST endpoints against the Partner API.

  • OAuth & token refresh
  • Signed HTTP examples
  • Bank connection flows
Open Prompt Generator
Local agent setup

COUNT CLI

OAuth login on your machine and a stdio MCP server for Claude Code, Cursor, and other agent runtimes.

  • Local credentials
  • MCP config export
  • Workspace login
Set up the CLI
Workspace automation

MCP Server

0 typed tools for workspace data, over stdio locally or OAuth remotely for Claude.ai connectors and ChatGPT plugins.

  • COUNT_* tool catalog
  • Remote OAuth
  • Same API paths
Explore MCP tools
Ready-made copy

Prompt Library

Browse copy-paste prompts by category and difficulty. Integration prompts include REST snippets; MCP prompts target COUNT_* tools.

  • 17 categories
  • Difficulty tags
  • Code snippets
Browse prompts

Which surface should I use?

Match the tool to your build target. You can use more than one — many teams generate integration prompts first, then wire MCP for internal ops automation.

Your product on the Partner API

OAuth, HMAC, REST. Build COUNT into your own app or backend.

Prompt Generator

A coding agent on your laptop

Claude Code, Cursor, or Windsurf with local login and stdio MCP.

COUNT CLI

A hosted AI connector

Claude.ai or ChatGPT calling COUNT over remote OAuth MCP.

Remote MCP

Remote MCP endpoint

https://api.getcount.com/mcpSetup guide

Give your assistant the docs

Before you install anything: if your AI tool accepts a documentation URL, point it at one of these. Both are generated from this site on every deploy, so an assistant reading them is never working from a stale copy of the reference.

/llms.txt

An index of every page — guides, endpoints, and tools — one line each. Small enough to hand to an assistant up front so it knows what exists before it starts guessing.

/llms-full.txt

The entire documentation set inlined as markdown in a single file. One fetch instead of crawling every link — best when the tool has a large context window.

Grounding beats guessing

The Partner API's HMAC signing scheme is specific to COUNT, and a model without the docs in context will confidently invent a plausible-looking one. Giving it llms.txt first is the cheapest fix for wrong generated code.

Connect an MCP client

Install the remote MCP server to let an agent read and write real workspace data. Full tool catalog and local (stdio) setup on the MCP Server page.

VS Code

Install in VS Code
Or add this to .vscode/mcp.json in your workspace:
.vscode/mcp.json
{
  "servers": {
    "count": {
      "type": "http",
      "url": "https://api.getcount.com/mcp"
    }
  }
}

Cursor

Install in Cursor
Or add this to ~/.cursor/mcp.json:
~/.cursor/mcp.json
{
  "mcpServers": {
    "count": {
      "url": "https://api.getcount.com/mcp"
    }
  }
}

Claude Code

Terminal
claude mcp add --transport http count https://api.getcount.com/mcp
Run it in your project directory. Claude Code opens the browser for OAuth on the first tool call; check the connection with /mcp.

Claude.ai

Settings → Connectors → Add custom connector, then paste the server URL.

Available on Pro, Max, Team, and Enterprise plans. Claude completes the OAuth consent flow in the browser and stores the connection on your account.

ChatGPT

Open Plugins → Browse plugins, select the + button at the top, then choose Create app → MCP app. Paste the server URL as the MCP endpoint.

Requires a Plus, Pro, Business, Enterprise, or Edu account with developer mode enabled.

Any other MCP client

Server URL
https://api.getcount.com/mcp
MCP is an open protocol. Point any client that supports a streamable HTTP server with OAuth at this URL — it will register the same COUNT_* tools under the name count.

Quick start

For local MCP in a coding agent, install the CLI, sign in, and print MCP configuration:

Terminal
npm install -g @countfinancial/cli
count login
count mcp print-config

Two paths, one API

Build an integration with the Prompt Generator (REST + OAuth + HMAC). Automate a workspace with CLI or remote MCP (COUNT_* tools). Local and remote MCP expose the same tool names and partner API paths.