Conecto Bookkeeping

할 수 있는 일

이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.

• 연결 방식: 클라우드에서 실행
• 전송 방식: Streamable HTTP
• 카테고리: 회계, 재무 및 세금
• 입력해야 할 값: Authorization

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

필요한 것

• 클라우드에서 실행설치할 것 없음. 인터넷으로 연결돼요

어떤 앱을 쓰세요?

claude mcp add --transport http bookkeeping https://api.conecto.chat/mcp/books --header 'Authorization: Bearer {api_key}'

{
  "mcpServers": {
    "bookkeeping": {
      "url": "https://api.conecto.chat/mcp/books",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

{
  "servers": {
    "bookkeeping": {
      "type": "http",
      "url": "https://api.conecto.chat/mcp/books",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.

직접 입력할 값

• Authorization 비밀 필수 HTTP header
  Your Conecto key, sent as Bearer conecto_sk_... One POST to https://api.conecto.chat/v1/signup returns a key with $1 of free credit. Chat apps that sign in with OAuth add https://api.conecto.chat/v1/…

이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 6일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• books_setup

  Start the business's double-entry books, or change their settings. The first call needs currency (the base currency of every report; it can't change once something is booked) and makes the chart: "starter" (cash, bank, receivables, tax, equity, sales and common costs, numbered 10

• books_get

  The base currency, start date, fiscal year, locked period, which accounts hold which role, where invoice payments land, the taxes, how many entries there are and how many bank lines wait to be matched. Free.

• books_list_accounts

  Every account with its code, type, role and balance on as_of (default today). Balance sheet accounts show their balance; income and expense accounts show the fiscal year so far. Free.

• books_save_accounts

  Add accounts or change them, matched by code: name, type (only while unused), description, a new code, archived (only with no balance and no role), a bank account's IBAN and BIC, and role. Roles are the accounts the books post to on their own: bank, cash, receivable, inventory, i

• books_save_tax

  A tax rate the books use (VAT, GST, sales tax), matched by name. Tax charged on sales is owed on sales_account (default: the sales tax account); tax paid on purchases is reclaimed on purchase_account (default: the tax to reclaim account; null when it can't be reclaimed, and it st

• books_record_entry

  Book an entry: two or more lines, each a debit or a credit on an account, which must balance. For anything the other tools don't cover: opening balances, a loan, depreciation, owner's drawings, moving money between accounts, a correction. Entries are never edited; undo one with b

• books_record_expense

  Book a cost the business paid: account is what it was for (an expense, or an asset like equipment), paid_from where the money came from (default the bank account; a card, cash or the owner's account). paid_by instead (an email) makes it an expense claim, like Xero's: someone paid

• books_repay_claims

  Pay back what someone paid for the business with their own money (expense claims, from books_record_expense with paid_by), like Xero's: all their open claims in one currency, or the claims named, in one entry from paid_from (default the bank account) against Expense claims to rep

• books_list_claims

  Expense claims: what people paid for the business with their own money, still to repay (the default), repaid, void or all, newest first, with what each person is owed per currency; person keeps to one. Free.

• books_reverse_entry

  Undo an entry by booking its mirror image (entries are never edited or deleted). It is dated like the entry, or today when that period is locked, unless date is given. Bank lines matched to the entry wait to be matched again. Entries posted from invoices follow the invoice: void

• books_attach_receipt

  Attach a receipt or invoice from the file store to an entry that has none. It stays with the books: the file can't be deleted while the entry has it. Costs $0.01 per call; nothing if it fails.

• books_list_entries

  Entries newest first, each with its lines, filtered by dates, an account, where it came from (manual, expense, bank, invoice, invoice_payment, invoice_void, reversal) or text in the memo, reference or party. Free.

• books_import_bank

  Read a bank statement from the file store onto a bank account (default the bank account): CSV as the bank exports it, CAMT.053 (.052, .054) or OFX/QFX. CSV columns are found by their headers in several languages; when they aren't, name them with columns. Lines imported before are

• books_bank_lines

  Imported bank lines, by default those still to match, oldest first, each with up to three suggestions of what it was: entries already booked (same amount, close in date), an open invoice it pays (money in) or an open supplier bill it pays (money out), or the account earlier lines

• books_match_bank_lines

  Say what bank lines were, up to 100 at a time, each one of: entries (entry numbers already booked whose lines on the bank account add up to the line), invoices (the open invoices money in pays: their payments are recorded and posted, the amount spread in the order given unless am

• books_save_bank_rule

  A bank rule, like Xero's: which new bank lines it matches and how to book them, so lines that come every month (bank fees, rent, the phone bill) book themselves. when: conditions on the counterparty, description or reference (contains, equals, starts_with, ends_with; any case), a

• books_list_bank_rules

  The bank rules, in the order they are tried: their conditions, where they book, and how often and when each was last used. Free.

• books_delete_bank_rule

  Delete a bank rule. What it booked stays booked. Free.

• books_apply_bank_rules

  Book every new bank line a rule matches, oldest first, each by the first rule that matches (up to limit), on one bank account or all. Run it after books_import_bank. Lines no rule matches wait for books_match_bank_lines; a line the books can't take (a locked month) is listed unde

• books_save_tracking

  A tracking category, like Xero's: a department, a region or a project line, with its options. Up to two at a time. Any line can then carry one option of each (tracking: {"Department": "Service"}): journal entry lines, expenses, bank lines booked to an account, invoice and bill li

• books_list_tracking

  The tracking categories with their options, archived ones marked. Free.

• books_save_budget

  A budget, like Xero's budget manager: an amount per income or expense account for each month from start (12 months unless months says otherwise). Each line gives amounts (one per month), monthly (the same every month) or yearly (spread evenly); a line for an account already in it

• books_list_budgets

  The budgets with their months and every line's amounts and total. Free.

• books_delete_budget

  Delete a budget. The books don't change. Free.

• books_save_asset

  Put an asset the business bought in the register, like Xero's fixed assets: a van, a machine, a laptop, with its cost, purchase date and the asset account its purchase was booked to (registering books nothing). method: straight_line over its life down to residual, declining_balan

• books_list_assets

  The asset register: each asset's cost, accumulated depreciation, book value, how it depreciates and through which month that is booked, with totals. due: what books_depreciate would book through the end of last month. check: the register held against the books per account, like X

• books_depreciate

  Book the depreciation of every registered asset through a month's end (default: the end of last month), like Xero's run depreciation: one entry per month, dated its last day, from the month after the last one booked, so running it again books nothing twice. Months in a locked per

• books_dispose_asset

  Take an asset out of the books, sold or written off, like Xero's dispose. Its depreciation is booked through the month it goes first (to the day with actual_days; what was booked for later months is undone), then one entry takes its cost and accumulated depreciation out, books pr

• books_delete_asset

  Take an asset registered by mistake out of the register. Only while none of its depreciation is booked and it is not sold or written off: else undo its depreciation first (books_depreciate undo_after with asset). The books don't change. Free.

• books_report

  A report in the base currency. profit_and_loss and tax cover from-to (default: this fiscal year so far); balance_sheet and trial_balance are as of to (default today); general_ledger lists each account's lines from-to with running balances (one account, or all, paged); oss is a qu

• books_lock

  Lock the books through a date (a closed month, a filed tax return): nothing new can be booked on or before it, by any tool or invoice. null unlocks. Every change is kept in the books' history. Costs $0.001 per call; nothing if it fails.

• books_close_year

  Close a fiscal year once its accounts and tax returns are final: nothing can be booked on or before its last day again, by any tool, invoice or unlock, and every earlier year is closed with it. It can't be undone; a correction found later is booked in the open year. Monthly work

• books_export

  A file in the file store, with a download link: journal (a CSV of every line of every entry from-to, for an accountant or another program), accounts (the chart with balances on to) or datev (a DATEV Buchungsstapel for a German tax adviser: one fiscal year, from-to, default the ye

• account_balance

  The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are holding, this key's daily budget, the auto-reload state, and how much of this month's free reads and downloads is used. F

• account_get_call

  One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.

• account_list_calls

  Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.

• account_refund_topup

  Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the credit back with its tax. The service fee is kept. Without topup_id, the newest top-up (GET /v1/topups lists them with th

• account_set_owner_email

  When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings and approval requests, and only the owner raises limits. Nothing changes until they open the link. Free. Free.

• account_owner_link

  A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rentals and keys. page opens it where the owner is needed, like people for a role only the owner gives, or settings for join

• account_dashboard_link

  A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the applicants, a bookkeeper at what is due. Do the work and answer with the area's own tools first; a link never replaces tha

• account_get_limits

  The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and the most that can be asked for, and the business's requests with their answers. Free.

• account_request_limit

  Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews it and approves (maybe with less) or declines; the answer comes as the account.limit_request_answered event and by email

• account_events

  What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goals reached on the website; and the custom events bots sent with account_emit_event. Kept 30 days. Poll with after = the l

• account_emit_event

  Send an event you name, custom. (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its name: Slack, Teams, a webhook to Zapier, Make, n8n or the business's own systems) and to account_events, where another team's

• account_search

  One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and deals, emails, tickets, quotes and invoices, book entries, stock items and project tasks. Every word must appear (any c

• account_get_brand

  The name, logo, colour and footer line the business's emails and published pages carry. Free.

• account_set_brand

  The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every email to its customers (bookings, applications, tests, signatures, invoices, newsletters, replies) and on its published pa

• account_list_email_templates

  Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with when it goes out and its subject, headline and opening words as they are now, and the {variables} each can use. Free.

• account_set_email_template

  Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). The facts under them (times, places, amounts, links and buttons) stay as they are. Only what you pass changes; an empty st

• account_export_all

  Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, with a README saying what is where. Credentials are left out. Runs in the background: poll the call with account_get_call

• account_audit_log

  The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads and writes, credentials set and everything deleted. Ordinary work is in the call log (account_list_calls). verify: true al

• account_save_team

  A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its areas, only read when read_only is on, and spend against its budget (monthly_budget_usd per budget_period: a month, a fisca

• account_list_teams

  The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this period's spend, its ERP code, whether it is paused, its keys, and its people with who manages it. A person's own assistant w

• account_pause_team

  Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a bot that misbehaves or a team that spends too fast. Free. Free.

• account_assign_team

  Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens through it is charged to that team from now on (a form's responses, a number's calls, an inbox's tickets), and its rent

• account_add_approval_rule

  Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whose argument is one of some values (like connect_call when method is POST, PUT, PATCH or DELETE). A held call answers appr

• account_list_approval_rules

  The tools that wait for a person's approval, with their thresholds and approvers. Free.

• account_find_person

  Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their chats and CRM history. For a person who a

• account_export_person

  Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those records point to, like a CV. Give the person the download link when they ask for a copy of their data (GDPR Art. 15 and 20),

• account_erase_person

  Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, chat visitor, past meetings and calls are anonymised, so deals stay without them, and a meeting they were only a guest at

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 6일 점검

• ! 주의

  제작자와 저장소 일치

  레지스트리에 소스 저장소가 없어서, 게시자(conecto.chat)와 코드를 맞춰 볼 수 없어요

• … 아직 점검 안 함

  계속 관리되고 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• … 아직 점검 안 함

  라이선스 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• ✓ 통과

  엔드포인트 응답

  127ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 60개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

회계, 재무 및 세금 카테고리의 다른 서버와 비교i

• 이 카테고리의 다른 서버 1720개 중 0%보다 스타가 많아요
• 이 카테고리의 다른 서버 1720개 중 91%보다 최근에 레지스트리에 공개됐어요
• 기본 점검 결과가 이 카테고리의 다른 서버 1720개 중 43%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

대안

같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.

카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i

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