Codat MCP by usefulapi

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://codat.usefulapi.io/mcp

claude mcp add --transport http codat https://codat.usefulapi.io/mcp

{
  "mcpServers": {
    "codat": {
      "url": "https://codat.usefulapi.io/mcp"
    }
  }
}

{
  "servers": {
    "codat": {
      "type": "http",
      "url": "https://codat.usefulapi.io/mcp"
    }
  }
}

https://codat.usefulapi.io/mcp

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These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

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.

• codat_get_profile

  Fetch 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_companies

  List 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_company

  Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.

• codat_list_connections

  List 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_connection

  Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.

• codat_get_data_status

  Get 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_info

  Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.

• codat_list_integrations

  List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.

• codat_list_accounts

  List 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_invoices

  List 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_invoice

  Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.

• codat_list_bills

  List 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_payments

  List 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_notes

  List 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_customers

  List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.

• codat_list_suppliers

  List 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_payments

  List 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_entries

  List 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_sheet

  Get 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_loss

  Get 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_statement

  Get 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_costs

  List 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_transactions

  List 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_request

  Power-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_company

  MUTATES 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_connection

  MUTATES 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_data

  MUTATES 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_type

  MUTATES 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}.

Basic checksi

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

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 12 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 28 tool descriptions and found no hidden instructions to the AI

Compared with others in Accounting, finance & taxi

• More stars than 0% of the other 1720 servers in this category
• Published to the registry more recently than 96% of the other 1720 servers in this category
• Basic checks equal to or better than 100% of the other 1720 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

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