# Reckon MCP server

Source: https://agentic-cmms.klementine.xyz/integrations/reckon

> Connect Reckon to Claude, ChatGPT and other AI agents to check supplier bills, jobs and GST for Australian businesses that look after equipment.

Reckon is an Australian accounting brand with a loyal following among small businesses, tradies and bookkeepers, and a presence in New Zealand too. Some customers use Reckon Accounts on the desktop, others use the cloud-based Reckon One. Both keep the supplier bills, customer invoices, jobs and GST that a small contracting or equipment business depends on.

The trouble is time. A refrigeration contractor or a farm machinery workshop does not have someone sitting at Reckon all day. With Agentic CMMS, the owner or the workshop manager can ask an AI agent a question about costs or cash and get the answer straight from Reckon, wherever they are.

## What your AI agent can do with Reckon

- **Check job profit.** "What did the cool room install at the Ballarat butcher cost us in parts and labour?" The agent totals bills and time against that job.
- **See what is owed.** "Which customers owe us more than $5,000, and since when?" It reads open invoices and their ageing.
- **Review a supplier.** "How much have we spent with Victorian Refrigeration Wholesale this financial year?"
- **Find a missing bill.** "Have we been billed for the compressor that came in on Tuesday?" The agent searches bills by supplier and date.
- **Enter a bill.** "Add a bill from Riverina Hydraulics for $960 including GST, job TRACTOR-14, account Parts." With write access, it records the bill.
- **Prepare for BAS.** "How much GST have we paid on parts and tools this quarter?" It totals tax from the transactions already recorded.
- **Spot uncoded spend.** "Which bills this month have no job attached?" Useful before you run job reports.

## Reckon with your other systems

- Compare jobs completed in [ServiceM8](/integrations/servicem8) with the bills and invoices recorded in Reckon to find margins that slipped.
- Check that every job closed in [Fergus](/integrations/fergus) has been invoiced in Reckon before month end.
- Link a failed equipment inspection in [SafetyCulture](/integrations/safetyculture) to the repair bill that fixed it, and report the cost of each finding.
- Pull the service history PDF from [OneDrive](/integrations/onedrive) when the agent prepares a quote for a returning customer.

## For workshops and service businesses in Australia

Reckon customers tend to be practical businesses with tight margins. The value of an agent here is not fancy analysis; it is the quick answer to "did that job pay?" without waiting for the bookkeeper's visit. Ask it on the drive back from site, and you know before the next quote whether to charge more. Groups that run [MYOB](/integrations/myob) in another entity can compare both sets of books in one conversation.

Each person approves their own agent with their own login and chooses read-only or read and write access. Owners and admins can limit each tool to certain roles, and every request is kept in the activity log.

## Questions and answers

### Can ChatGPT read job costs in Reckon?

Yes. If you track purchases and time against projects or customer jobs, the agent can total the cost of each one and compare them.

### Can an AI agent help us at BAS time with Reckon?

The agent can total the GST recorded on your purchases and sales for a period and point out bills with no tax code. Lodging the BAS stays in Reckon.

### Can Claude record a supplier bill in Reckon?

Yes, with read and write access and if your admins allow the tool. The agent enters the bill against the supplier, account and job you name.