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)
MCP server for Codat — companies, connections, invoices, bills and financial statements.
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。
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。
ウェブ、デスクトップ、モバイルのClaudeで使えます:
https://codat.usefulapi.io/mcpターミナルでこれを実行します
claude mcp add --transport http codat https://codat.usefulapi.io/mcpプロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"codat": {
"url": "https://codat.usefulapi.io/mcp"
}
}
}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": {
"codat": {
"type": "http",
"url": "https://codat.usefulapi.io/mcp"
}
}
}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。
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:
https://codat.usefulapi.io/mcpメニューの名前は、プランや時期によって少し違うことがあります。
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。
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。
ツールの名前と説明は、サーバーが2026年11月6日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。
codat_get_profileFetch 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_companiesList 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_companyFetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.
codat_list_connectionsList 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_connectionFetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.
codat_get_data_statusGet 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_infoGet a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.
codat_list_integrationsList the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.
codat_list_accountsList 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_invoicesList 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_invoiceFetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.
codat_list_billsList 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_paymentsList 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_notesList 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_customersList a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.
codat_list_suppliersList 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_paymentsList 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_entriesList 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_sheetGet 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_lossGet 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_statementGet 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_costsList 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_transactionsList 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_requestPower-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_companyMUTATES 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_connectionMUTATES 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_dataMUTATES 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_typeMUTATES 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}.
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
レジストリ名はドメイン usefulapi.io で確認済みです(レジストリがドメインの所有を確認しています)
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
12ミリ秒で応答(HTTP 200)
サインイン不要
28件のツールの説明を読み、AIへの隠れた指示は見つかりませんでした
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3項目のうち3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。
レジストリには必須のキーは載っていません。ただし、最初に使うときにサインインを求めるサーバーもあります。
作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。
GitHubリポジトリの最終更新は–、最新バージョン(1.35.3)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。URLでつながるので、リモートMCPサーバーに対応したアプリ(開発者モードのChatGPTなど)でも使えます。
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: 96 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。
Read your customers' unified accounting data across QuickBooks, Xero and more from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Codat API key.
Live endpoint: https://codat.usefulapi.io/mcp · Homepage: https://usefulapi.io/codat
https://codat.usefulapi.io/mcp.claude mcp add --transport http codat https://codat.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "codat": { "url": "https://codat.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 Codat credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/codat/
On first connect you'll paste your Codat API key. It's validated, stored per-user, and scoped to you.
| Tool | Type | What it does |
|---|---|---|
codat_get_profile | read | Get account profile |
codat_list_companies | read | List companies |
codat_get_company | read | Get a company |
codat_list_connections | read | List data connections |
codat_get_connection | read | Get a data connection |
codat_get_data_status | read | Get data status |
codat_get_data_info | read | Get accounting metadata |
codat_list_integrations | read | List integrations |
codat_list_accounts | read | List chart of accounts |
codat_list_invoices | read | List invoices |
codat_get_invoice | read | Get an invoice |
codat_list_bills | read | List bills |
codat_list_bill_payments | read | List bill payments |
codat_list_credit_notes | read | List credit notes |
codat_list_customers | read | List customers |
codat_list_suppliers | read | List suppliers |
codat_list_payments | read | List payments |
codat_list_journal_entries | read | List journal entries |
codat_get_balance_sheet | read | Get balance sheet |
codat_get_profit_and_loss | read | Get profit & loss |
codat_get_cash_flow_statement | read | Get cash flow statement |
codat_list_direct_costs | read | List direct costs |
codat_list_account_transactions | read | List account transactions |
codat_request | read | Raw read request |
codat_create_company | write | Create a company |
codat_create_connection | write | Create a data connection |
codat_refresh_all_data | write | Queue a full data refresh |
codat_refresh_data_type | write | Queue a single dataset refresh |
codat_usage_status | meta | Usage status (free-tier meter) |
codat_request_feature | meta | Request a missing feature |
codat_upgrade | meta | Upgrade to Pro or Pro+ |
codat_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 | $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 codat_upgrade (it returns a Stripe Checkout link). Cancel any time with codat_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running codat_upgrade before then undoes the cancel. Or write to support@usefulapi.io.
MIT — see LICENSE. Documentation only; the server is hosted.