Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Read ChargeOver customers, invoices, transactions, subscriptions, reports; create customers, quotes.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://chargeover.usefulapi.io/mcp在终端中运行这条命令
claude mcp add --transport http chargeover https://chargeover.usefulapi.io/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"chargeover": {
"url": "https://chargeover.usefulapi.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"chargeover": {
"type": "http",
"url": "https://chargeover.usefulapi.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://chargeover.usefulapi.io/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
工具名称和描述与服务器在 2026年11月7日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
chargeover_list_customersList customers (companies that are billed). Filterable fields: customer_id, parent_customer_id, bill_state, ship_state, bill_country, ship_country, external_key, token, company, superuser_id, superuser_email, customer_status_state (a = active, i = inactive), customer_status_str (
chargeover_list_contactsList contacts (the people at customers; the API calls them users). Filterable fields: user_id, external_key, first_name, last_name, email, phone, user_type_id, username, customers.customer_id (contacts of one customer). Paged: pass next_offset as offset. GET /user.
chargeover_list_invoicesList invoices with status, totals, credits, payments and balance. Filterable fields: invoice_id, refnumber, customer_id, invoice_status_str (open-unpaid, open-overdue, open-collections, closed-void, closed-paid), invoice_status_state (o = open, c = closed), package_id, package_to
chargeover_list_transactionsList transactions (payments, refunds and credits that already happened; this tool only reads them). Filterable fields: transaction_id, customer_id, gateway_id, currency_id, creditcard_id, ach_id, tokenized_id, token, external_key, gateway_status, gateway_transid, amount, fee, tra
chargeover_list_quotesList quotes (proposals for a customer or lead; the list has no line items, get one quote for those). Filterable fields: quote_id, customer_id, brand_id, currency_id, refnumber, token, external_key, date, bill_state, bill_country, quote_status_str (open-new, open-sent, closed-won,
chargeover_list_subscriptionsList subscriptions (the API calls them packages): recurring billing plans of customers. Filterable fields: package_id, customer_id, token, brand_id, paymethod, paycycle (mon, qtr, yrl...), nickname, package_status_state (a active, c cancelled, e expired, s suspended), package_sta
chargeover_list_itemsList items: the products, services and discounts that go on invoices, quotes and subscriptions, with their pricing tiers. Filterable fields: item_id, name, external_key, accounting_sku, item_type (service or discount), custom_1, custom_2, custom_3. Paged: pass next_offset as offs
chargeover_list_notesList notes attached to customers, subscriptions, invoices, contacts, quotes and items. Filterable fields: context_str (customer, billing_package, invoice, user, quote, item), context_id. Paged: pass next_offset as offset. GET /note.
chargeover_list_usageList usage (metered billing) data points recorded against subscription line items. Filterable fields: line_item_id, external_key, from (date), to (date). Paged: pass next_offset as offset. GET /usage.
chargeover_list_couponsList coupons (code, description, type, enabled, linked discount item). Filterable fields: none documented; the list is small. Paged: pass next_offset as offset. GET /coupon.
chargeover_get_customerGet one customer by customer_id: company, status, addresses, primary contact, terms, balance fields, custom fields. GET /customer/{customer_id}.
chargeover_get_contactGet one contact (user) by user_id: name, email, phone, username, the customers they belong to. GET /user/{user_id}.
chargeover_get_invoiceGet one invoice by invoice_id: status, line items, totals, balance, payments and credits applied, billing address. GET /invoice/{invoice_id}.
chargeover_get_transactionGet one transaction (payment, refund or credit that already happened) by transaction_id: amount, method, status, the invoices it was applied to, related refunds. GET /transaction/{transaction_id}.
chargeover_get_quoteGet one quote by quote_id: status, line items, totals, memo, links to the invoice or subscription it became. GET /quote/{quote_id}.
chargeover_get_subscriptionGet one subscription (package) by package_id: status, payment cycle, pay method, next invoice date, line items. GET /package/{package_id}.
chargeover_get_itemGet one item (product, service or discount) by item_id: name, type, SKU, pricing tiers per currency. GET /item/{item_id}.
chargeover_list_reportsList the account's saved reports (report_id and name). Run one with chargeover_run_report. GET /_report.
chargeover_get_reportA report's name, its available_filters (field names and allowed operators), available_columns and default_columns. Read this before chargeover_run_report to know which filters and columns to use. GET /_report/{report_id}.
chargeover_run_reportRun a saved report and return its rows (read only; nothing is changed). Filters use the report's own field names from chargeover_get_report, for example [{field:'transaction_transaction_date',op:'GTE',value:'2026-01-01'}]. Operators vary by field (dates GTE/LTE/EQUALS, ids EQUALS
chargeover_create_customerWRITE: create a new customer (no charge, no invoice, no email is sent by this call). Returns the new customer_id. Add a primary contact with the superuser_* fields. Use chargeover_list_customers first to avoid a duplicate (external_key is unique). POST /customer.
chargeover_update_customerWRITE: change fields of an existing customer; send only the fields to change. Cannot touch payment methods, balances or status. Replaces the previous values of the fields you send. PUT /customer/{customer_id}.
chargeover_create_contactWRITE: add a contact (person) to an existing customer. No email is sent by this call. Returns the new user_id. POST /user.
chargeover_create_noteWRITE: add a note to a customer, subscription, invoice, contact, quote or item (shown in the ChargeOver UI to the team; never sent to the customer). Returns the note id. POST /note.
chargeover_create_quoteWRITE: create a quote (a proposal) for an existing customer. Nothing is billed and no email is sent: the quote stays open until someone sends or accepts it in ChargeOver. Each line refers to an existing item (chargeover_list_items). paycycle: one = one-time invoice, mon = monthly
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日
注册名称已通过域名 usefulapi.io 验证(注册中心会核实域名所有权)
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
在 13 毫秒内响应(HTTP 200)
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已读取 25 个工具描述,未发现针对 AI 的隐藏指令
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 3 项适用的基础检查中通过了 3 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.23.4)于今天进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
Use ChargeOver from Claude, Cursor, or any MCP client — customers, contacts, invoices, transactions, quotes, subscriptions, usage and reports, plus new customers, contacts, notes and quotes. Hosted, no local install: connect with your own ChargeOver credentials.
Live endpoint: https://chargeover.usefulapi.io/mcp · Homepage: https://usefulapi.io/chargeover
https://chargeover.usefulapi.io/mcp.claude mcp add --transport http chargeover https://chargeover.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "chargeover": { "url": "https://chargeover.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 ChargeOver credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/chargeover/
| Tool | Type | What it does |
|---|---|---|
chargeover_list_customers | read | List or search customers |
chargeover_list_contacts | read | List or search contacts |
chargeover_list_invoices | read | List or search invoices |
chargeover_list_transactions | read | List or search transactions (read only) |
chargeover_list_quotes | read | List or search quotes |
chargeover_list_subscriptions | read | List or search subscriptions |
chargeover_list_items | read | List or search items (products and discounts) |
chargeover_list_notes | read | List notes |
chargeover_list_usage | read | List usage (metered) data |
chargeover_list_coupons | read | List coupons |
chargeover_get_customer | read | Get a customer |
chargeover_get_contact | read | Get a contact |
chargeover_get_invoice | read | Get an invoice |
chargeover_get_transaction | read | Get a transaction (read only) |
chargeover_get_quote | read | Get a quote |
chargeover_get_subscription | read | Get a subscription |
chargeover_get_item | read | Get an item |
chargeover_list_reports | read | List reports |
chargeover_get_report | read | Get a report's definition |
chargeover_run_report | read | Run a report |
chargeover_create_customer | write | Create a customer |
chargeover_update_customer | write | Update a customer |
chargeover_create_contact | write | Add a contact to a customer |
chargeover_create_note | write | Add a note |
chargeover_create_quote | write | Create a quote |
chargeover_usage_status | meta | Usage status (free-tier meter) |
chargeover_request_feature | meta | Request a missing feature |
chargeover_upgrade | meta | Upgrade to Pro or Pro+ |
chargeover_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 (per account) | $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 chargeover_upgrade (it returns a Stripe Checkout link). Cancel any time with chargeover_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running chargeover_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
MIT © usefulapi. Not affiliated with or endorsed by ChargeOver.