Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Descripción del creador (original en inglés)
MCP server for Codat — companies, connections, invoices, bills and financial statements.
Estos tres nunca se combinan en una sola puntuación: las opiniones, las mediciones y la popularidad son cosas distintas.
Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.
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Funciona en Claude para web, escritorio y móvil:
https://codat.usefulapi.io/mcpEjecuta esto en tu terminal
claude mcp add --transport http codat https://codat.usefulapi.io/mcpPégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"codat": {
"url": "https://codat.usefulapi.io/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
Pégalo en .vscode/mcp.json de tu proyecto
{
"servers": {
"codat": {
"type": "http",
"url": "https://codat.usefulapi.io/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
ChatGPT solo se conecta a servidores en internet:
https://codat.usefulapi.io/mcpLos nombres de los menús pueden variar un poco según el plan y con el tiempo.
Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.
Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.
Nombres y descripciones de las herramientas tal como los informó el servidor el 6 nov 2026. Los escribió el creador, no nosotros; los mostramos como texto sin formato.
codat_get_profileFetch the authenticated Codat account's profile (organization name, redirect URLs, features) — a quick way to verify the API key works. Codat API: GET /profile.
codat_list_companiesList the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }.
codat_get_companyFetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.
codat_list_connectionsList a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Returns the paged envelope.
codat_get_connectionFetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.
codat_get_data_statusGet the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus.
codat_get_data_infoGet a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.
codat_list_integrationsList the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.
codat_list_accountsList a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns the paged envelope.
codat_list_invoicesList a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted
codat_get_invoiceFetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.
codat_list_billsList a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope.
codat_list_bill_paymentsList a company's bill payments (money paid out to suppliers) — id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/billPayments. Returns the paged envelope.
codat_list_credit_notesList a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope.
codat_list_customersList a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.
codat_list_suppliersList a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.
codat_list_paymentsList a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope.
codat_list_journal_entriesList a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope.
codat_get_balance_sheetGet a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/balanceSheet.
codat_get_profit_and_lossGet a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss.
codat_get_cash_flow_statementGet a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/cashFlowStatement.
codat_list_direct_costsList a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope.
codat_list_account_transactionsList a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/accountTransactions. Returns the paged envelope.
codat_requestPower-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY — only GET is allowed. Path starts with a slash (e.g. "/companies/{id}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}.
codat_create_companyMUTATES Codat data — create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes via `fields`. Codat API: POST /companies. Returns the created company (incl. its id).
codat_create_connectionMUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization vi
codat_refresh_all_dataMUTATES Codat state — queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all.
codat_refresh_data_typeMUTATES Codat state — queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}.
Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 7 nov 2026
El nombre en el registro se verificó con el dominio usefulapi.io (el registro comprueba quién es dueño del dominio)
Todavía no hemos leído este repo en GitHub
Todavía no hemos leído este repo en GitHub
Respondió en 12 ms (HTTP 200)
No hace falta iniciar sesión
Leímos 28 descripciones de herramientas y no encontramos instrucciones ocultas para la IA
Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.
Superó 3 de 3 revisiones básicas aplicables. No hemos leído el código. Antes de agregar una clave o un token, revisa qué acceso pide el servidor y usa una clave que tenga solo los permisos que necesitas.
El registro no indica ninguna clave obligatoria, aunque algunos servidores te piden iniciar sesión la primera vez que los usas.
Se ejecuta en la nube del creador. Te conectas por internet sin instalar nada, pero lo que envías pasa por los servidores del creador.
El repo de GitHub cambió por última vez –, y la última versión (1.36.2) llegó al registro hoy.
Las apps compatibles con MCP, como Claude Desktop, Claude Code, Cursor y VS Code. Se conecta por URL, así que también funcionan las apps que aceptan servidores MCP remotos, como ChatGPT en modo desarrollador.
En la misma categoría: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.
Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copiado tal cual del repo del creador. PopNx MCP no lo ha revisado ni lo respalda. Se quitaron HTML, imágenes y scripts. Los enlaces llevan fuera de este sitio.
Read your customers' unified accounting data across QuickBooks, Xero and more from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Codat API key.
Live endpoint: https://codat.usefulapi.io/mcp · Homepage: https://usefulapi.io/codat
https://codat.usefulapi.io/mcp.claude mcp add --transport http codat https://codat.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "codat": { "url": "https://codat.usefulapi.io/mcp" } } }
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Codat credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/codat/
On first connect you'll paste your Codat API key. It's validated, stored per-user, and scoped to you.
| Tool | Type | What it does |
|---|---|---|
codat_get_profile | read | Get account profile |
codat_list_companies | read | List companies |
codat_get_company | read | Get a company |
codat_list_connections | read | List data connections |
codat_get_connection | read | Get a data connection |
codat_get_data_status | read | Get data status |
codat_get_data_info | read | Get accounting metadata |
codat_list_integrations | read | List integrations |
codat_list_accounts | read | List chart of accounts |
codat_list_invoices | read | List invoices |
codat_get_invoice | read | Get an invoice |
codat_list_bills | read | List bills |
codat_list_bill_payments | read | List bill payments |
codat_list_credit_notes | read | List credit notes |
codat_list_customers | read | List customers |
codat_list_suppliers | read | List suppliers |
codat_list_payments | read | List payments |
codat_list_journal_entries | read | List journal entries |
codat_get_balance_sheet | read | Get balance sheet |
codat_get_profit_and_loss | read | Get profit & loss |
codat_get_cash_flow_statement | read | Get cash flow statement |
codat_list_direct_costs | read | List direct costs |
codat_list_account_transactions | read | List account transactions |
codat_request | read | Raw read request |
codat_create_company | write | Create a company |
codat_create_connection | write | Create a data connection |
codat_refresh_all_data | write | Queue a full data refresh |
codat_refresh_data_type | write | Queue a single dataset refresh |
codat_usage_status | meta | Usage status (free-tier meter) |
codat_request_feature | meta | Request a missing feature |
codat_upgrade | meta | Upgrade to Pro or Pro+ |
codat_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro | $9/mo or $90/yr (2 months free) | Unlimited* |
\*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to support@usefulapi.io.
Pro covers this server only. Subscribe with codat_upgrade (it returns a Stripe Checkout link). Cancel any time with codat_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running codat_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
MIT — see LICENSE. Documentation only; the server is hosted.