Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
AI invoice follow-up emails for freelancers. Draft-only, never sends for you.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
웹, 데스크톱, 모바일의 Claude에서 쓸 수 있어요:
https://api.chasa.io/mcp터미널에서 이 명령어를 실행하세요
claude mcp add --transport http chasa https://api.chasa.io/mcp프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"chasa": {
"url": "https://api.chasa.io/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"chasa": {
"type": "http",
"url": "https://api.chasa.io/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요:
https://api.chasa.io/mcp메뉴 이름은 요금제나 시기에 따라 조금 다를 수 있어요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
아직 이 서버의 도구 목록을 읽지 않았어요. 엔드포인트는 차례대로 돌아가며 점검해요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 7일 점검
레지스트리 이름이 GitHub 계정 docracy1 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 점검하지 않았어요. 엔드포인트는 차례대로 돌아가며 점검해요
아직 점검하지 않았어요. 엔드포인트는 차례대로 돌아가며 점검해요
아직 점검하지 않았어요. 엔드포인트를 점검할 때 도구 목록을 읽어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 1개 중 1개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
레지스트리에 필수 키가 나와 있지 않아요. 다만 처음 쓸 때 로그인을 요구하는 서버도 있어요.
제작자의 클라우드에서 실행돼요. 설치 없이 인터넷으로 연결하지만, 보내는 내용은 제작자의 서버를 거쳐요.
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(1.0.0)은 3개월 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되기 때문에, 원격 MCP 서버를 지원하는 앱(예: 개발자 모드의 ChatGPT)에서도 쓸 수 있어요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
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.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
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
앞부분만 보여 드려요. 나머지는 저장소에서 읽어 보세요