Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Descripción del creador (original en inglés)
AI invoice follow-up emails for freelancers. Draft-only, never sends for you.
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.
Elige la app de IA que usas y copia la configuración.
Necesitas
¿Qué app usas?
Elige tu app arriba. La recordamos, así que la próxima vez el botón dirá “Instalar en …”.
Funciona en Claude para web, escritorio y móvil:
https://api.chasa.io/mcpEjecuta esto en tu terminal
claude mcp add --transport http chasa https://api.chasa.io/mcpPégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"chasa": {
"url": "https://api.chasa.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": {
"chasa": {
"type": "http",
"url": "https://api.chasa.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://api.chasa.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.
Todavía no hemos leído la lista de herramientas de este servidor; revisamos los endpoints por turnos.
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 la cuenta de GitHub docracy1, dueña del repo
Todavía no hemos leído este repo en GitHub
Todavía no hemos leído este repo en GitHub
Aún sin revisar; revisamos los endpoints por turnos
Aún sin revisar; revisamos los endpoints por turnos
Aún sin revisar; leemos la lista de herramientas cuando revisamos el endpoint
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 1 de 1 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 (1.0.0) llegó al registro hace 3 meses.
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.
Paste your unpaid invoices. Get the follow-up email already written, in the right tone for how late it is.
docstoc never emails your clients for you — it drafts follow-ups you copy into Gmail, Outlook, or Apple Mail. Tone escalates with days overdue (friendly → firm → direct).
| URL | |
|---|---|
| Marketing | https://docstoc.io/ |
| App (Tool) | https://docstoc.io/app/ |
| Login | https://docstoc.io/app/login |
| Connector | https://docstoc.io/app/connector |
| Admin | https://docstoc.io/app/admin |
| API | https://api.docstoc.io |
| MCP | https://api.docstoc.io/mcp — read-only tools public; draft_chase_email requires session or API key |
Worker PUBLIC_APP_URL is https://docstoc.io (magic links, OAuth callbacks, Stripe return URLs, digest links).
Legacy chasa.io / api.chasa.io 301 to docstoc (Pages _middleware.ts + worker redirect). See scripts/oauth-redirect-uris.md for provider console URIs.
Go-live checklist
docstoc.io on Cloudflare Pages project chasa and wait for Active.www.docstoc.io → apex: handled by apps/web/functions/_middleware.ts (redeploy web).chasa.io / www.chasa.io → docstoc.io: same middleware.api.chasa.io → api.docstoc.io: worker middleware in apps/worker/src/lib/legacyHostRedirect.ts.api.docstoc.io — see scripts/oauth-redirect-uris.md../scripts/dmarc-remove-rua.sh (removes rua= from _dmarc.docstoc.io)../scripts/go-live-verify.sh.The order does not matter: browser-facing links are built from the origin the request came in on (see “App origin resolution” below), so pages.dev and chasa.io both keep working whichever is deployed first.
Magic links, post-login redirects, Stripe return URLs and team invites use the origin the user is actually on, not PUBLIC_APP_URL. The Pages /api proxy forwards it as X-Docstoc-App-Origin, and the worker honours it only if it matches lib/appUrl.ts's allowlist (PUBLIC_APP_URL, docstoc.io, www.docstoc.io, legacy chasa.io hosts, *.pages.dev project/preview hosts, localhost). This keeps preview deploys self-contained and makes the domain cutover zero-downtime.
Requests that arrive without a trusted origin — provider OAuth callbacks hitting api.docstoc.io directly, and the digest cron — still fall back to PUBLIC_APP_URL.
| Plan | Price | AI drafts | Team seats | Notes |
|---|---|---|---|---|
| Free | $0 | 5 / month (server-enforced) | 1 (owner only) | No signup required for drafts; sign in to upgrade |
| Pro | $14.99 / mo | Unlimited | 5 (owner + invites) | Flat workspace fee — not per-seat; most popular |
| Business | $39.99 / mo | Unlimited | 20 | Smart reply, risk score, demand letters, cert branding, SSL automation |
Stripe price IDs live in apps/worker/wrangler.toml as STRIPE_PRICE_SOLO (maps to Pro), STRIPE_PRICE_PRO / STRIPE_PRICE_ENTERPRISE (map to Business; non-secret). Billing portal and webhooks update accounts.plan and is_paid.
| Feature | Free | Pro+ |
|---|---|---|
| AI chase email drafts (tone by days overdue) | 5/mo | Unlimited |
15+ copy-paste email templates (/free-templates/) | ✓ | ✓ |
| CSV invoice upload (Tool) | ✓ | ✓ |
| Manual invoice list + aging board (Tool) | ✓ | ✓ |
| Rewrite softer / firmer / shorter | — | ✓ |
| Thank-you, reply-to-client, 3-step sequence, SMS/WhatsApp drafts | — | ✓ |
| Clients CRM + contact notes | — | ✓ |
| Aging sync (Tool → server) | — | ✓ |
| Reminder calendar (planned chase dates) | — | ✓ |
| Chase timeline + mark sent/paid | — | ✓ |
| Daily chase digest email (9 AM Eastern, approve-to-send) | — | ✓ |
| Reminder snooze + stop when marked paid | — | ✓ |
| Email open/click tracking on tracked HTML | — | ✓ |
| Default payment link (Stripe, PayPal, Venmo, Zelle…) | — | ✓ |
| Zapier templates (FreshBooks, Wave, Zoho Books) | — | ✓ |
| Smart reply classifier + promised pay date detection | — | Business |
| Client payment risk score | — | Business |
| Formal demand letter + collections evidence pack | — | Business |
| Custom certificate branding + SSL automation | — | Business |
| Custom branding (logo, late-fee hint) | — | ✓ (admin role) |
Outbound webhooks (chase.drafted, chase.sent, …) + HMAC signatures | — | ✓ (admin) |
| Click tracking (tracked copy HTML) | — | ✓ |
| Team invites (admin / member roles) | — | ✓ |
| Cloud storage PDF import (Dropbox, OneDrive, Box) | — | ✓ |
| QuickBooks Online + Xero overdue import | — | ✓ |
HTTP API + API keys (/api/v1/chase/draft) | — | ✓ |
| Zapier / Make via API key | — | ✓ |
Workspace roles: owner is always admin. Invited members can use Pro+ features; admin-only actions: branding, webhooks, connector OAuth connect/import, API key CRUD, team invites.
/app/*)| Route | Purpose |
|---|---|
/ | Tool — invoice list, AI drafts, CSV/PDF import, multi-select batch |
/login | Magic-link login + Cloudflare Turnstile |
/account | Plan, billing portal, payment link |
/team | Invite members, roles (Pro+) |
/clients | Client CRM (Pro+) |
/branding | Logo + late-fee hint (workspace admin) |
/webhooks | Outbound webhook URLs (workspace admin) |
/connector | Cloud storage + QBO/Xero OAuth + API keys |
/admin | Internal admin dashboard (separate cookie) |
All app routes except /login and /admin require a session. Unauthenticated users redirect to /login. SPA analytics require cookie consent (GDPR).
Same path as Docracy: lightweight catalogs in apps/web/app/src/lib/i18n/ (no i18next). LocaleProvider + EN|ES switcher on login, sidebar, and More sheet. P1 covers login / shell / welcome; expand catalogs for the rest of the app next. Preference stored as chasa_locale. Marketing HTML stays English until a later pass.
apps/web/public/)/invoice-follow-up, /payment-reminder, /overdue-invoice, /chase-invoices, /freelancer-invoice-follow-up/features/ (index, AI tone, templates), /docs/, /ai, /about/blog/ (3 articles + dynamic post.html)/free-templates/ — 15 generated template pages + index/privacy, /terms, /imprintsitemap.xml, robots.txt, 404.html, cookie consent, scroll-depth analytics_headersRegenerate free templates after editing apps/web/scripts/generate-free-templates.mjs:
npm run generate:templates --workspace apps/web
Monorepo (npm workspaces):
| Package | Stack | Deploy target |
|---|---|---|
apps/web | React 18 + Vite + React Router | Cloudflare Pages (chasa) |
apps/worker | Hono + Cloudflare Workers + D1 + Workers AI | api.chasa.io |
apps/web/
app/ React SPA (/app/*) — lazy-loaded routes, AccountProvider src/pages/tool/ Tool module (components, CSV import, aging sync) src/pages/connector/ Connector module (OAuth, API keys) public/ Static marketing site + fonts + _headers scripts/ copy-fonts, generate-free-templates, validate-static-html
apps/worker/ src/routes/ HTTP handlers (auth, billing, emails, aging, mcp, …) src/lib/ auth, ai, billing, schemas (Zod), rate limits, webhooks migrations/ D1 SQL (0001–0011)
Data: Cloudflare D1 (chasa-db). OAuth tokens encrypted at rest (AES-GCM, TOKEN_SECRET). Sessions in sessions table; magic links single-use (atomic consume).
AI: Cloudflare Workers AI (@cf/meta/llama-3.1-8b-instruct-fp8). Prompts wrap user content in delimiters to reduce injection.
| Prefix | Purpose |
|---|---|
/api/auth | Magic link request/verify, logout, Turnstile config |
/api/account | Profile, branding |
/api (emails) | generate-email, rewrite-email, generate-thank-you, generate-reply, generate-sequence, generate-sms |
/api/billing | Stripe checkout, portal, webhook |
/api/aging | Aging board CRUD + atomic batch sync |
/api/clients | Client CRM |
/api/reminders | Chase reminder calendar |
/api/team | Workspace members + invites |
/api/webhooks | Outbound webhook CRUD |
/api/connector | Legacy API key CRUD |
/api/account/connectors | Cloud + accounting OAuth |
/api/tracking | Tracked copy + click stats |
/api/analytics | Event track + pageview aggregates |
/api/v1/chase/draft | Public HTTP API (Bearer chasa_… key) |
/api/admin | Admin dashboard API |
/api/blog | Public blog posts from D1 |
/api/csp-report | CSP violation reports |
/mcp | MCP JSON-RPC (draft tools, template list) |
/api/t/:id | Click redirect (allowlisted URLs only) |
ai_usage), not client-sidestripe_events)X-Chasa-Signature: sha256=… HMAC'unsafe-inline' (apps/web/functions/lib/csp.ts, applied in functions/_middleware.ts); report-uri → /api/csp-report. The API worker sends the same header set (apps/worker/src/lib/securityHeaders.ts).wrangler secret put …npm install
npm run dev:worker # wrangler dev --local, http://127.0.0.1:8787 npm run dev:web # vite, http://localhost:5173 (proxies /api to worker)
Without RESEND_API_KEY, magic links log to the worker console — copy the URL into your browser.
npm run lint # ESLint (web app + worker)
npm run test # Vitest (schemas, crypto, dates) npm run typecheck # tsc worker + vite build web
CI (.github/workflows/ci.yml) runs lint → test → static HTML validation → typecheck on every PR; auto-deploys worker + web on push to `main` when CLOUDFLARE_API_TOKEN is set.
npm run deploy:worker
npm run deploy:web # builds (copies fonts) then pages deploy, pings IndexNow, submits the sitemap to Google
The Google step (apps/web/scripts/gsc-sitemap.mjs) needs the service account key at ~/.config/docstoc/gsc-service-account.json (never in the repo) and the service account as a Full user of the docstoc.io Search Console property. Without the key it prints a note and exits 0.
After schema changes:
cd apps/worker
wrangler d1 migrations apply chasa-db --local # dev wrangler d1 migrations apply chasa-db --remote # p
Solo se muestra el principio; lee el resto en el repo