Accounting ledger
Lili
Published by Lili
Vendor
Small-business banking data authorized for the firm's accountant — operating cash flow and inflows.
Hosting
Remote
Authentication
OAuth
Directory tier
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Free cash flow (DCF base year)
Drives: Discounted Cash Flow
What you approve
- 1.The firm authorizes its accountant for read-only access to Lili banking data.
How your agent connects it
- 1.Add the Lili MCP server to your assistant and sign in when prompted.
- 2.Ask the agent for free cash flow.
Figures, not records
Your agent reads Lili directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.