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Connect Vantage to Custom MCP

Send Vantage products, providers, services and 1 more data type to Custom MCP on a schedule. Refresh as often as every 15 minutes.

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Custom MCP

Which Vantage customers have invoices more than 30 days overdue, and what is the total?

Querying the Vantage data set in Coupler.io
Any MCP-compatible AI client queries your Vantage data through the Coupler.io MCP server. Access is read-only.
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How to connect Vantage and Custom MCP

4 steps. You can preview the Vantage data in Coupler.io before anything reaches Custom MCP.

Step 1 of 4

Connect Vantage

Enter your Vantage API access token. You only do this once per account.

API access token••••••••••••

Step 2 of 4

Choose what to export

Pick the Vantage data you want in Custom MCP.

Step 3 of 4

Connect Custom MCP

Click Generate token, then add the token and the Coupler.io MCP server URL to your MCP client's JSON config.

Data set to shareProductsThe data view MCP clients can read
MCP server URLhttps://mcp.coupler.io/mcpProvided by Coupler.io in the destination step
Personal access token••••••••••••Sent as a Bearer token. Keep it private

Step 4 of 4

Set a schedule

Custom MCP sees the data as of the last run. Run it as often as every 15 minutes.

Get the most of Vantage to Custom MCP integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Vantage to Custom MCP questions

4 data types, including Products, Providers, Services and Reports.

With your Vantage API access token, entered once when you add the connection.

Any MCP-compatible client. Connect it with the Coupler.io server URL and token, and it can query the Vantage data assigned to it.

No. The data stays in Coupler.io, and the client queries it read-only. It can't edit or delete Vantage rows.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Custom MCP.

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