Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Read KashFlow invoices, customers, suppliers, banking and reports; add customers, notes.
These three are never merged into one score: opinions, measurements and popularity are different things.
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Works in Claude on the web, desktop and mobile:
https://kashflow.usefulapi.io/mcpRun this in your terminal
claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"kashflow": {
"url": "https://kashflow.usefulapi.io/mcp"
}
}
}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": {
"kashflow": {
"type": "http",
"url": "https://kashflow.usefulapi.io/mcp"
}
}
}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://kashflow.usefulapi.io/mcpMenu 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.
kashflow_get_company_detailsThe KashFlow company: name, address, contact, VAT registration, currency, payment terms and business type. SOAP GetCompanyDetails.
kashflow_list_customersAll customers (name, code, contact, email, phone, address, VAT number, payment terms, notes), paged here: the reply says total and next_offset. SOAP GetCustomers.
kashflow_get_customerOne customer by its KashFlow customer code (the short code shown in the customer list, e.g. ACME01). SOAP GetCustomer.
kashflow_get_customer_by_idOne customer by its numeric CustomerID (as returned in other replies). SOAP GetCustomerByID.
kashflow_find_customer_by_emailThe customer whose e-mail address matches. SOAP GetCustomerByEmail.
kashflow_get_customer_balanceWhat one customer owes: the total invoiced value and the outstanding balance. SOAP GetCustomerBalance.
kashflow_create_customerWRITE: create a new customer. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new CustomerID. SOAP InsertCustomer.
kashflow_list_suppliersAll suppliers (name, code, contact, email, phone, address, VAT number, payment terms), paged here: the reply says total and next_offset. SOAP GetSuppliers.
kashflow_get_supplierOne supplier by its KashFlow supplier code. SOAP GetSupplier.
kashflow_create_supplierWRITE: create a new supplier. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new SupplierID. SOAP InsertSupplier.
kashflow_get_invoiceOne sales invoice by its invoice number: customer, dates, lines (description, quantity, rate, VAT), net, VAT, amount paid and a link. SOAP GetInvoice.
kashflow_list_invoicesSales invoices dated within a range (inclusive; a bare end date means the end of that day), paged here. Dates are yyyy-mm-dd. SOAP GetInvoicesByDateRange.
kashflow_list_customer_invoicesAll sales invoices of one customer, by numeric CustomerID (see kashflow_get_customer for the id), paged here. SOAP GetInvoicesForCustomer.
kashflow_list_unpaid_invoicesAll sales invoices not yet paid in full, paged here. SOAP GetInvoices_Unpaid.
kashflow_list_overdue_invoicesAll sales invoices past their due date and not paid in full, paged here. SOAP GetInvoices_Overdue.
kashflow_list_recent_invoicesThe most recently created sales invoices. SOAP GetInvoices_Recent.
kashflow_list_invoice_paymentsThe payments recorded against one sales invoice (date, amount, method, bank account, note), by invoice number. SOAP GetInvoicePayment.
kashflow_list_payments_by_dateCustomer payments received within a date range (date, amount, invoice, method, bank account). KashFlow returns them a page at a time: set page_number 1, 2, ... until a page comes back empty. Dates are yyyy-mm-dd. SOAP GetInvoicePaymentsByDateRange.
kashflow_get_invoice_notesThe notes attached to one sales invoice, by its InvoiceDBID (the numeric id in invoice replies, not the invoice number). SOAP GetInvoiceNotes.
kashflow_add_invoice_noteWRITE: add a note to a sales invoice, by its InvoiceDBID (the numeric id in invoice replies). Existing notes and the invoice are not changed. SOAP InsertInvoiceNote.
kashflow_list_quotesAll sales quotes (same shape as invoices), paged here. SOAP GetQuotes.
kashflow_get_receiptOne purchase (supplier invoice / receipt) by its receipt number: supplier, dates, lines, net, VAT, amount paid. SOAP GetReceipt.
kashflow_list_recent_receiptsThe most recently created purchases (supplier invoices / receipts). SOAP GetReceipts_Recent.
kashflow_list_supplier_receiptsAll purchases (supplier invoices / receipts) of one supplier, by numeric SupplierID (see kashflow_get_supplier), paged here. SOAP GetReceiptsForSupplier.
kashflow_list_productsThe product catalogue (name, code, description, price, stock level), paged here. SOAP GetProducts.
kashflow_list_bank_accountsThe bank accounts (AccountID, name, nominal code). SOAP GetBankAccounts.
kashflow_list_bank_transactionsThe transactions of one bank account (date, money in/out, VAT, type, comment, customer/supplier), by AccountID from kashflow_list_bank_accounts, paged here. SOAP GetBankTransactions.
kashflow_get_bank_balanceThe balance of one bank account on a date (default today). SOAP GetBankBalance.
kashflow_list_nominal_codesThe chart of accounts: nominal codes with their names. SOAP GetNominalCodes.
kashflow_list_vat_ratesThe VAT rates set up in the account. SOAP GetVATRates.
kashflow_list_projectsThe projects defined in the account (id, name). SOAP GetProjects.
kashflow_get_profit_and_lossThe profit and loss report for a date range: turnover, cost of sales, gross profit, expenses and net profit, with the lines of each section. SOAP GetProfitAndLoss.
kashflow_get_balance_sheetThe balance sheet at a date (default today): fixed assets, current assets, current liabilities, capital and reserves with the lines of each. SOAP GetBalanceSheet.
kashflow_get_trial_balanceThe trial balance for a date range: every nominal code with debit, credit and balance. SOAP GetTrialBalance.
kashflow_get_aged_debtorsWho owes you money at a date (default today), aged into current, three periods and older, per customer. SOAP GetAgedDebtors.
kashflow_get_aged_creditorsWho you owe money to at a date (default today), aged into current, three periods and older, per supplier. SOAP GetAgedCreditors.
kashflow_get_vat_reportThe VAT return figures (boxes 1 to 9) for a period, and whether it was submitted to HMRC. SOAP GetVATReport.
kashflow_get_kpisKey figures for a date range (income, expenses, profit and similar, as name/value pairs). SOAP GetKPIs.
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 name was verified against the domain usefulapi.io (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
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Read 38 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 3 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 (1.14.3) reached the registry yesterday.
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
Servers in the same category from other makers, sorted by stars.
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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Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Use KashFlow from Claude, Cursor, or any MCP client — work with your invoices, customers, suppliers, banking and accounting reports. Hosted, no local install: connect with your own KashFlow credentials.
Live endpoint: https://kashflow.usefulapi.io/mcp · Homepage: https://usefulapi.io/kashflow
https://kashflow.usefulapi.io/mcp.claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "kashflow": { "url": "https://kashflow.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 KashFlow credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/kashflow/
On first connect you'll enter your KashFlow username and password (or the separate API password; enable API access under Apps > API Settings). They are validated, stored per-user, and scoped to you — no keys in config files.
| Tool | Type | What it does |
|---|---|---|
kashflow_get_company_details | read | Get company details |
kashflow_list_customers | read | List customers |
kashflow_get_customer | read | Get customer by code |
kashflow_get_customer_by_id | read | Get customer by id |
kashflow_find_customer_by_email | read | Find customer by email |
kashflow_get_customer_balance | read | Get customer balance |
kashflow_create_customer | write | Create customer |
kashflow_list_suppliers | read | List suppliers |
kashflow_get_supplier | read | Get supplier by code |
kashflow_create_supplier | write | Create supplier |
kashflow_get_invoice | read | Get invoice by number |
kashflow_list_invoices | read | List invoices by date range |
kashflow_list_customer_invoices | read | List a customer's invoices |
kashflow_list_unpaid_invoices | read | List unpaid invoices |
kashflow_list_overdue_invoices | read | List overdue invoices |
kashflow_list_recent_invoices | read | List recent invoices |
kashflow_list_invoice_payments | read | List payments of an invoice |
kashflow_list_payments_by_date | read | List invoice payments by date range |
kashflow_get_invoice_notes | read | Get invoice notes |
kashflow_add_invoice_note | write | Add invoice note |
kashflow_list_quotes | read | List quotes |
kashflow_get_receipt | read | Get purchase by number |
kashflow_list_recent_receipts | read | List recent purchases |
kashflow_list_supplier_receipts | read | List a supplier's purchases |
kashflow_list_products | read | List products |
kashflow_list_bank_accounts | read | List bank accounts |
kashflow_list_bank_transactions | read | List bank transactions |
kashflow_get_bank_balance | read | Get bank balance |
kashflow_list_nominal_codes | read | List nominal codes |
kashflow_list_vat_rates | read | List VAT rates |
kashflow_list_projects | read | List projects |
kashflow_get_profit_and_loss | read | Get profit and loss |
kashflow_get_balance_sheet | read | Get balance sheet |
kashflow_get_trial_balance | read | Get trial balance |
kashflow_get_aged_debtors | read | Get aged debtors |
kashflow_get_aged_creditors | read | Get aged creditors |
kashflow_get_vat_report | read | Get VAT report |
kashflow_get_kpis | read | Get KPIs |
kashflow_usage_status | meta | Usage status (free-tier meter) |
kashflow_request_feature | meta | Request a missing feature |
kashflow_upgrade | meta | Upgrade to Pro or Pro+ |
kashflow_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 kashflow_upgrade (it returns a Stripe Checkout link). Cancel any time with kashflow_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running kashflow_upgrade before then undoes the cancel. Or write to support@usefulapi.io.