The agent extracts specific financial records or general ledger data from the Rent Manager system, allowing for quick financial audits or balance checks directly within the AI chat interface.

The agent utilizes the AskRentAI MCP server to access Rent Manager's financial modules. It requires the connected user to have explicit read access to 'financial / GL data' as recommended in the setup guide. The agent queries the relevant financial endpoints to retrieve transaction history or ledger balances, ensuring data privacy by using the dedicated API user pattern.

• Category: Finance and payments
• Effect: Read-only
• MCP servers: AskRentAI MCP (https://koskamo.com/explore/askrentai-mcp)
• Source: Connect your AI to AskRentAI (https://askrentai.com/connect)
• Source quote: "Grant read access to Properties, Units, Tenants, Leases, Reports, financial / GL data, and meter reads."
• Playbook page: https://koskamo.com/explore/use-cases/retrieve-financial-and-gl-data-from-rent-manager

Prompt: Retrieve the latest general ledger data for my properties using AskRentAI.