Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Review overdue invoices, synced Xero invoices and contacts, and live Xero reports. Read-only.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://shvl.jlucwright.workers.dev/mcp/v2Run this in your terminal
claude mcp add --transport http shvl https://shvl.jlucwright.workers.dev/mcp/v2Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"shvl": {
"url": "https://shvl.jlucwright.workers.dev/mcp/v2"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"shvl": {
"type": "http",
"url": "https://shvl.jlucwright.workers.dev/mcp/v2"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://shvl.jlucwright.workers.dev/mcp/v2Menu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.
analyse_aged_debtors_csvAnalyse a user-supplied aged-debtors CSV and supplied Bank Rate to return review-only UK B2B chase wording with indicative statutory-interest and fixed-compensation calculations. Returns draft text and structured calculations without storing the CSV or sending messages.
get_credit_control_briefUse when someone asks who owes money, which invoices are overdue or which customers need a payment reminder. Return the selected business's overdue totals and up to five customers to check first. Read-only. Uses the latest SHVL import or completed accounting sync and never sends
get_receivables_healthReturn a read-only receivables health view for the signed-in SHVL workspace: accounts-receivable balance, overdue ageing, invoices raised this month, receivables payments recorded this month, concentration and 30-day overdue movement where available. This is not a bank balance, c
search_credit_control_casesSearch cases already held in the signed-in SHVL workspace by customer name or invoice reference. Read-only, account-scoped and capped at 20 results.
get_credit_control_caseReturn one case from the signed-in SHVL workspace, including status, payment-readiness state, bounded invoice summaries and communication evidence. Excludes email addresses, message content, provider IDs and payment records.
search_xero_invoicesSearch sales invoices from the signed-in owner’s latest completed SHVL Xero sync by invoice number or customer name. Read-only, capped at 20 and not live Xero state.
get_xero_invoiceReturn one sales invoice from the signed-in owner’s latest completed SHVL Xero sync plus aggregate recorded-payment evidence. Read-only. Excludes Xero IDs, payment IDs, email addresses and message content.
search_xero_contactsSearch customer contacts from the signed-in owner’s latest completed SHVL Xero sync by name. Read-only, capped at 20 and excludes email addresses, postal addresses and Xero IDs.
get_xero_contactReturn one customer contact summary and up to 50 sales invoices from the signed-in owner’s latest completed SHVL Xero sync. Read-only. Excludes email addresses, postal addresses and Xero IDs.
get_xero_financial_reportRead one live Xero Profit and Loss, Balance Sheet or Trial Balance for explicit dates. Capped at 250 stripped rows and never writes to Xero. Requires the matching read-only Xero report permission and a Xero user with Reports access.
list_shvl_workspacesList SHVL workspaces available to the signed-in user. If none exist, explain next_step and offer its setup_url or the free summary_url. Connecting an account does not create a workspace. Does not expose customer email addresses or provider identifiers.
get_shvl_workspace_statusReturn the selected SHVL workspace name, entitlement state, connected accounting organisation name and active Xero agent tenant name.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026
The registry lists no source repo, so we cannot match the publisher (shvl.app) to the code
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 136 ms (HTTP 200)
No sign-in needed
Read 12 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.0.4) reached the registry 3 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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No README found in the repo