Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者による説明(英語の原文)
Invoices, receivables, VAT, ledger and documents from UOL Účetnictví (Czech online accounting)
この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。
このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。
使っているAIアプリを選んで、設定をコピーしてください。
UOL_TENANT, UOL_EMAIL, UOL_TOKEN「秘密」と表示された値は、あなたのアカウントの鍵です。絶対に人に教えたり、チャットに貼り付けたりしないでください。
必要なもの
どのアプリを使っていますか?
上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。
リンク先は作者自身のファイルです。私たちが置いたり再パッケージしたりしたものではありません。ファイルを開くと、Claude Desktopがインストールします。
ターミナルでこれを実行します
claude mcp add uol --env UOL_TENANT=your-value --env UOL_EMAIL=your-value --env UOL_TOKEN=your-value -- npx -y uol-mcp動かす前に、空欄の値を入力してください。
プロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"uol": {
"command": "npx",
"args": [
"-y",
"uol-mcp"
],
"env": {
"UOL_TENANT": "your-value",
"UOL_EMAIL": "your-value",
"UOL_TOKEN": "your-value"
}
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"uol": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"uol-mcp"
],
"env": {
"UOL_TENANT": "your-value",
"UOL_EMAIL": "your-value",
"UOL_TOKEN": "your-value"
}
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
これはパソコンで動くサーバーですが、ChatGPTがつなげるのはインターネット上のサーバーだけです。ほかのアプリを選んでください。
選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。
UOL_EMAIL envこの設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。
パソコンで動くサーバーです。インストールすると、ツール一覧がAIアプリに表示されます。
誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月6日にチェック
公開者(humblecode.eu)がリポジトリの所有者(jakubbegera)ではありません。別の人が登録した可能性があります
このリポジトリはまだGitHubから読み取っていません
このリポジトリはまだGitHubから読み取っていません
これはパソコンで動くため、インターネット上のエンドポイントはありません
パソコンで動き、代わりにローカルの設定を使います
パソコンで動くサーバーです。ツール一覧を読み取れるのは、インターネット上のエンドポイントがある場合だけです
レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。
当てはまる基本チェック1項目のうち0項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。
入力が必要なもの:UOL_TENANT, UOL_TOKEN
あなたのパソコンで動きます。必要なときにAIアプリが起動し、データは作者のサーバーを通りません(サーバー自体がオンラインサービスを呼び出す場合を除きます)。
GitHubリポジトリの最終更新は–、最新バージョン(0.6.1)がレジストリに届いたのは昨日です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。パソコンにNode.js, Docker, MCPBも必要です。
同じカテゴリには:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。
カードの見方:★ GitHubスターi3つの柱:レビュー · チェック · 利用状況i更新=最新バージョンをレジストリに公開した日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: 95 tools with statutory citations.
作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。
Model Context Protocol server for UOL Účetnictví — ask Claude, Cursor or any other MCP client about your bookkeeping: issued and received invoices, who owes you money, uploaded documents, contacts.
Unofficial. Not affiliated with or endorsed by UOL a.s. It talks to the public
UOL REST API with your own API token.
Česky
Status: v0.6 — read-only by default, opt-in writes. What changed: CHANGELOG.md.
| Tool | Answers |
|---|---|
get_business_snapshot | How the company is doing, in one call: this month vs last, VAT, receivables, documents to process, bank |
get_financial_overview | Revenue, expenses and profit per month from the general ledger, largest accounts |
get_vat_overview | VAT per filing period: to pay or excess deduction, due date, final or estimate |
get_bank_balances | Bank balances per account and currency (UOL keeps monthly snapshots) |
get_company | Company name, IČO, DIČ, address, VAT filing period; doubles as a connection check |
search_sales_invoices, get_sales_invoice | Issued invoices with line items, VAT and payment status |
search_purchase_invoices, get_purchase_invoice | Received invoices |
list_receivables | Who owes you, how much, how long overdue — totals per currency |
export_sales_invoice | PDF or ISDOC of an issued invoice, saved to disk (ISDOC is also returned as XML) |
search_contacts, get_contact | Customers and suppliers by name, IČO or DIČ, with addresses and bank accounts |
list_uploaded_documents, get_uploaded_document, download_uploaded_document | Documents uploaded for the accountant, their state and files |
list_codebook | Currencies, departments, contracts, price lists, own bank accounts, … |
api_get | Read-only GET of any other /v1/… endpoint |
Example questions: *"Jak si letos stojíme?"*, *"Kolik zaplatím DPH za tento kvartál?"*, *"Kdo mi dluží víc než 30 dní?"*, *"Je faktura 2026000123 zaplacená?"*, *"Na čem nejvíc utrácíme?"*, *"Stáhni mi PDF poslední vydané faktury."*
More read tools are available as opt-in toolsets (UOL_TOOLSETS): ledger (general-ledger postings, internal documents), banking (bank movements, petty-cash documents) and warehouse (products, stock levels, orders).
Ready-made prompts (slash commands in most clients): monthly_review, vat_check, overdue_followup (drafts reminders, sends nothing), process_inbox, and with write access issue_invoice (builds a sales invoice from your description, shows a dry run and creates a draft once you confirm). The uol://guide resource explains the domain to the model.
The uol-ucetnictvi skill goes further: Claude issues an invoice the way you always invoice that customer (DUZP rule, due days, products, line texts and bank account learned from your earlier invoices to them) and reads revenue, profit, VAT and receivables the way an accountant does (unbooked months, estimates, deadlines). Install it in Claude Desktop or claude.ai by zipping the skills/uol-ucetnictvi folder and uploading it under Settings → Capabilities → Skills, or in Claude Code by copying the folder to ~/.claude/skills/.
The server knows the API's quirks: invoice status valid means *draft*, payment status exists only for issued invoices, credit notes come with positive amounts, revenue and expenses have to be read from the ledger (excluding year-end closing entries), purchase invoices ignore issue-date filters, files have three different download shapes, and the rate limit (30 requests / 10 s) is respected client-side. See docs/DESIGN.md.
/api_tokens, e.g. https://firma.ucetnictvi.uol.cz/api_tokens) and create a token.Your tenant is the first part of your UOL address: https://firma.ucetnictvi.uol.cz → firma.
Want to try it first? UOL_TENANT=demo uses UOL's public DEMO company, no token needed.
| Variable | Meaning |
|---|---|
UOL_TENANT | demo, your tenant name (firma), a host prefix (firma.sandbox) or the full https://….uol.cz URL |
UOL_EMAIL | E-mail you log into UOL with |
UOL_TOKEN | API token |
UOL_DOWNLOAD_DIR | Where exported and downloaded files go (default ~/Downloads/uol-mcp) |
UOL_TOOLSETS | Comma-separated: core, insights (these two are the default), ledger, banking, warehouse, or all |
UOL_ACCESS | read (default), write or full — see Writing |
UOL_ACCOUNTS, UOL_DEFAULT_ACCOUNT | Several companies in one server — see Several companies; UOL_ACCOUNT_ _ACCESS sets one account's level |
UOL_PROFILES_FILE | The same from a JSON file |
UOL_UPLOAD_DIRS | Folders upload_document may read from (default ~/Downloads, ~/Desktop, ~/Documents; :-separated, ; on Windows). The HTTP server has no default: without this variable it accepts only content_base64 |
UOL_AUDIT_LOG | File that records every write as a JSON line |
UOL_TIMEOUT_MS | Timeout of one UOL request (default 30000) |
UOL_DEBUG | 1 logs requests to stderr (never credentials) |
Settings → Developer → Edit Config, then add:
{
"mcpServers": { "uol": { "command": "npx", "args": ["-y", "uol-mcp"], "env": { "UOL_TENANT": "firma", "UOL_EMAIL": "you@example.com", "UOL_TOKEN": "your-token" } } } }
claude mcp add uol -e UOL_TENANT=firma -e UOL_EMAIL=you@example.com -e UOL_TOKEN=your-token -- npx -y uol-mcp
Cursor (.cursor/mcp.json) uses the same mcpServers block as Claude Desktop. VS Code (.vscode/mcp.json):
{
"servers": { "uol": { "type": "stdio", "command": "npx", "args": ["-y", "uol-mcp"], "env": { "UOL_TENANT": "firma", "UOL_EMAIL": "you@example.com", "UOL_TOKEN": "your-token" } } } }
docker run -i --rm -e UOL_TENANT=firma -e UOL_EMAIL=you@example.com -e UOL_TOKEN=your-token -v "$HOME/Downloads/uol-mcp:/data" ghcr.io/jakubbegera/uol-mcp
Exported and downloaded files are written to /data inside the container; the -v mount keeps them. In an MCP client config, use docker as the command and the rest as args.
Each release ships uol-mcp.mcpb. Open it to install, then fill in tenant, e-mail and token in the form; the token is stored as a secret. bash scripts/build-mcpb.sh builds the bundle from source.
MCP_TRANSPORT=http MCP_AUTH_TOKEN=$(openssl rand -hex 32) UOL_TENANT=firma UOL_EMAIL=you@example.com UOL_TOKEN=your-token npx -y uol-mcp
The endpoint is http://127.0.0.1:3000/mcp (HOST, PORT to change; /health for probes). Two modes:
Authorization: Bearer ; the server refuses to start without the token.X-UOL-Tenant, X-UOL-Email and X-UOL-Token headers with every request; the server stores nothing. MCP_AUTH_TOKEN is optional on localhost.Over HTTP, exported invoices and downloaded documents come back inside the tool result instead of being saved on the server, and upload_document takes the file as content_base64 — it reads no paths on the server unless UOL_UPLOAD_DIRS is set. In Docker, bind to all interfaces and publish the port: docker run -p 3000:3000 -e MCP_TRANSPORT=http -e HOST=0.0.0.0 -e MCP_AUTH_TOKEN=… -e MCP_ALLOWED_HOSTS=mcp.example.com ….
| Variable | Meaning |
|---|---|
MCP_TRANSPORT | http starts the HTTP server (same as --http) |
HOST, PORT | Bind address, default 127.0.0.1:3000 |
MCP_AUTH_TOKEN | Bearer token clients must send, at least 32 characters; required in one-tenant mode and whenever HOST is not a loopback address |
MCP_ALLOWED_HOSTS | Accepted Host names (comma-separated); required when HOST is not a loopback address |
MCP_ALLOWED_ORIGINS | Browser origins allowed to call the endpoint (none by default) |
The server speaks plain HTTP: anywhere beyond localhost, put it behind a reverse proxy that terminates TLS. The server refuses to start on a non-loopback address without MCP_AUTH_TOKEN and MCP_ALLOWED_HOSTS.
UOL_TENANT=firma UOL_EMAIL=you@example.com UOL_TOKEN=your-token npx -y uol-mcp doctor
With UOL_ACCESS=write these tools appear:
| Tool | Does |
|---|---|
upload_document | Uploads a PDF to UOL's document inbox for the accountant (only from UOL_UPLOAD_DIRS) |
create_sales_invoice | Creates an issued invoice for an existing contact — a draft unless issue: true |
update_sales_invoice | Changes or issues a draft invoice (UOL doesn't allow editing issued ones) |
create_purchase_invoice | Books a received invoice from an existing supplier |
create_contact, update_contact | Adds or changes a customer / supplier (refuses a duplicate IČO) |
create_payment_demand | Creates a payment demand (upomínka) for unpaid invoices of one customer — never sends it |
mark_document_processed, pair_uploaded_document, tag_uploaded_document, untag_uploaded_document | The accountant's inbox: state, link to the booked record, tags |
UOL_ACCESS=full adds delete_sales_invoice (drafts only), repair_sales_invoice (storno or back to draft for issued invoices) and api_request (a raw write to any endpoint).
Invoice lines need a UOL product (list_codebook with kind: products lists them). Every write supports dry_run (shows exactly what would be sent), creates are safe to retry (idempotency key), and the tools are marked so clients ask you before running them. Set UOL_AUDIT_LOG to keep a record of every write.
Accountants with several clients on UOL can serve them all from one server. List the accounts in UOL_ACCOUNTS and give each one its own variables (name upper-cased, - becomes _):
"env": {
"UOL_ACCOUNTS": "firma,novak", "UOL_ACCOUNT_FIRMA_TENANT": "firma", "UOL_ACCOUNT_FIRMA_EMAIL": "ja@firma.cz", "UOL_ACCOUNT_FIRMA_TOKEN": "op://Private/UOL firma/credential", "UOL_ACCOUNT_NOVAK_TENANT": "novak", "UOL_ACCOUNT_NOVAK_EMAIL": "ja@firma.cz", "UOL_ACCOUNT_NOVAK_TOKEN": "op://Private/UOL novak/credential", "UOL_ACCOUNT_NOVAK_LABEL": "Novák s.r.o." }
The first account is the default (or set UOL_DEFAULT_ACCOUNT). With the 1Password CLI, start the server as op run -- node …/dist/index.js and the op:// references are replaced by the tokens at startup — nothing secret sits in the config. uol-mcp doctor checks every account.
Alternatively, point UOL_PROFILES_FILE at a JSON file:
{
"default": "firma", "accounts": { "firma": { "tenant": "firma", "email": "ja@firma.cz", "token_env": "UOL_TOKEN_FIRMA" }, "novak": { "tenant": "novak", "email": "ja@firma.cz", "token_env": "UOL_TOKEN_NOVAK", "label": "Novák s.r.o." } } }
token_env names an environment variable holding the token, so the file needs no secrets (an inline token works too; keep such a file chmod 600). The server then offers list_accounts, and every tool takes an account argument — *"Kdo dluží firmě Novák?"* goes to the right tenant. Each account keeps its own rate limit.
Accounts can have their own access level: with UOL_ACCESS=write and UOL_ACCOUNT_NOVAK_ACCESS=read (or "access": "read" in the profiles file), writes to Novák are refused while the ot
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