Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Quotes and estimates: VAT line items, a validity date, an A4 PDF, accept makes an invoice.
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이 서버는 내 컴퓨터에서 실행되는데, ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요. 다른 앱을 고르세요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
내 컴퓨터에서 실행돼요. 설치하면 AI 앱에 도구 목록이 나타나요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 7일 점검
레지스트리 이름이 GitHub 계정 theluckystrike 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
내 컴퓨터에서 실행되는 서버라 인터넷 엔드포인트가 없어요
내 컴퓨터에서 실행되며, 대신 로컬 설정을 사용해요
내 컴퓨터에서 실행돼요. 도구 목록은 인터넷 엔드포인트가 있는 서버에서만 읽을 수 있어요
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.
내 컴퓨터에서 실행돼요. AI 앱이 필요할 때 실행하고, 데이터는 제작자의 서버를 거치지 않아요(서버 자체가 온라인 서비스를 호출하는 경우는 제외).
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.22.6)은 24일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. 내 컴퓨터에 MCPB도 있어야 해요.
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.
Say "quote Acme for 12 hours at 90 EUR plus a 300 EUR setup, 23% VAT, good for 14 days" and get a numbered quote you can send today: the line table with VAT per rate, the total in integer minor units, a validity date computed in your own timezone, a plain-text version to paste straight into an email and, on Pro, the same A4 PDF layout your invoices use. When the client says yes, quote_accept turns it into a real invoice in the mcp-invoice store, under the same client list and the same number series, with the numbers copied from the quote rather than recomputed. Everything is stored in plain JSON files on your own machine; nothing is uploaded anywhere.
In the [official MCP Registry](https://registry.modelcontextprotocol.io/v0.1/servers/io.github.theluckystrike%2Fquotes-estimates-proposals-vat-win-rate/versions/latest) (io.github.theluckystrike/quotes-estimates-proposals-vat-win-rate).
Listed on the [AI Product Index](https://index.percall.dev/l/zovo-quotes.html) - live remote endpoint at mcp.zovo.one/s/quotes, free tier, no signup.
Send a priced, VAT-correct quote from chat, and turn the yes into an invoice with one call.
npm publish for @theluckystrike/mcp-quotes is pending. Until then, the .mcpb one-click bundle or a clone+build is the working path.
One-click (.mcpb): download quotes.mcpb from the latest release and double-click it in Claude Desktop: https://github.com/theluckystrike/mcp-servers/releases/latest
(claude_desktop_config.json):
{
"mcpServers": { "quotes": { "command": "npx", "args": ["-y", "@theluckystrike/mcp-quotes"] } } }
Claude Code:
claude mcp add quotes -- npx -y @theluckystrike/mcp-quotes
(.cursor/mcp.json): the same entry as Claude Desktop.
From source:
git clone https://github.com/theluckystrike/mcp-servers.git && cd mcp-servers
npm install npm run build -w packages/mcp-license -w servers/invoice -w servers/quotes
Build servers/invoice first: the money, VAT, client and numbering engine is imported from it. Then point your client's command at node with one arg, the absolute path to servers/quotes/dist/index.js.
To run in Pro mode set MCP_LICENSE_KEY in the same config block, or call license_activate once with your key.
| Tool | What it does |
|---|---|
quote_create | Quote a client: line items with quantity and unit price in minor units, VAT per line or the business default, an optional discount, a validity window. Allocates Q-YYYY-NNNN |
quote_list | Every quote with client, total, validity and state: open, expired, accepted or declined. Filter by state, client or quote date |
quote_get | The full stored record for one quote, including the invoice it became |
quote_update | Revise a quote that is still open. Totals are recomputed; an accepted or declined quote is never edited |
quote_send_text | A plain-text quote with the aligned line table, VAT lines, total and validity date, ready to paste into an email. Free |
quote_accept | Mark it accepted and turn it into an invoice: created directly in the invoice server when its store is present, otherwise handed back as invoice_create-ready items |
quote_decline | Mark it lost, with a reason, so it stops counting against the open quotes and lands in the win rate |
quote_delete | Delete a draft quote nobody has seen yet and get its free open-quote slot back. Refused, with the dependent named, once it has been sent, accepted, invoiced or exported. Free |
quote_pdf | Render the A4 PDF and return the path. Pro |
quote_report | Open, accepted, declined and expired totals per currency, the value still open and the win rate. Free for the current calendar year to date |
license_status | Show free or Pro mode |
license_activate | Activate a Pro key (verified offline) |
Resource: quotes://open returns every quote still inside its validity window as JSON.
Prompt: quote_followup reviews what is open, what lapses soon and what already lapsed, then drafts the chase.
| You say | Tool |
|---|---|
| "Quote Acme for 12 hours at 90 EUR plus a 300 EUR setup, 23% VAT, good for 14 days." | quote_create |
| "Write that up as an email I can send." | quote_send_text |
| "Make Q-2026-0003 20 hours instead and give them another two weeks." | quote_update |
| "Acme said yes. Invoice it." | quote_accept |
| "Beta went with someone cheaper." | quote_decline |
| "I quoted Acme twice by mistake, drop the second one." | quote_delete |
| "What is still open, and what is my win rate?" | quote_report |
| "Which quotes have lapsed with no answer?" | quote_list with state: "expired" |
You: Quote Acme for 12 hours of API work at 90 EUR plus a 300 EUR setup fee,
23% VAT, good for 14 days.
quote_create { client: "Acme", currency: "EUR", validity_days: 14, items: [ { description: "API work", quantity: 12, unit_price_minor: 9000, tax_rate: 23 }, { description: "Setup fee", quantity: 1, unit_price_minor: 30000, tax_rate: 23 } ] } -> Q-2026-0001, valid until 2026-09-18
Assistant: API work 12 x EUR 90.00 = EUR 1080.00 Setup fee 1 x EUR 300.00 = EUR 300.00 Subtotal EUR 1380.00 VAT 23% on EUR 1380.00 EUR 317.40 TOTAL EUR 1697.40 Valid until 2026-09-18.
You: They said yes.
quote_accept { id: "Q-2026-0001" } -> accepted, invoice INV-2026-0004, due 2026-09-18, total EUR 1697.40
Prices go in as minor units: 9000 is EUR 90.00 and 150000 is JPY 150,000. There is no decimal anywhere on the input side, so a price can never be entered ten times too small.
| Free | Pro | |
|---|---|---|
| Open quotes | 5 at a time | Unlimited |
quote_send_text (email-ready text) | Yes, unlimited | Yes, unlimited |
| Accept, decline, revise, VAT, discounts, multi-currency | Yes | Yes |
quote_delete (drafts only) and the duplicate guard | Yes | Yes |
quote_pdf | No | Yes |
quote_report (pipeline and win rate) | Current calendar year to date | Any date range |
| PDF branding | n/a | No footer credit, and your logo |
The cap counts quotes that are still OPEN. Accepting, declining or letting one lapse frees the slot, so a freelancer who closes their quotes never hits it. Two more things keep a slot from being wasted, both free: quote_create refuses a quote identical to one already open and names the one you have, and quote_delete removes a draft nobody has seen and gives the slot straight back.
Pro is a one-time $19, or $39 for every server in the collection, lifetime.
quote_accept writes the invoice from the quote's stored lines. The obvious alternative, recompute the totals from the prices at acceptance time, was measured and rejected, because the VAT rate it would use is the one in the shared business profile *today*, not the one the client was quoted.
Measured (test/adversarial.test.mjs, "a VAT rate change between quote and acceptance never moves the agreed total"): a quote of EUR 1,000.00 net is issued with the profile's default rate of 23%, so the client is given EUR 1,230.00. The profile's default_tax_rate is then changed to 8%, a rate change, a new client class, a corrected setting, before the client answers. Recomputing at acceptance invoices EUR 150.00 below the document they agreed to, on one quote, with nothing on either record saying why they differ. Copying the stored lines invoices EUR 1,230.00 and the assertion holds tax_lines[0].rate === 23.
The same rule is why the quote takes prices in minor units and refuses a decimal: the number on the quote and the number on the invoice are the same integer, all the way through.
Quote ids are Q-YYYY-NNNN. The counter is per year and is written before the quote is stored, so a crash burns an id rather than reusing one, and existing ids are scanned as well, so a restored quotes.json can never hand back an id that is already on a document a client has seen. The year is part of the id deliberately: a bare Q-0001 reset every January collides with last January's quote.
Money is integer minor units end to end, and how many make one unit comes from the ISO 4217 table in mcp-invoice, 2 for most currencies, 0 for JPY, KRW, ISK and the rest, 3 for KWD and the Gulf dinars, 4 for CLF and UYW. There is no second copy of that table, of the VAT arithmetic or of the money formatter here: computeTotals, currencyDecimals and formatMoney are imported from @theluckystrike/mcp-invoice/lib, so a quote and the invoice it becomes round identically, per line and then summed. One quote is one currency; a mix across lines is refused rather than added up under whichever heading came first.
Dates are ISO YYYY-MM-DD. "Today", and therefore whether a quote has expired, is computed in the timezone of the shared business profile when one is set, not in the host machine's zone: a quote issued at 00:30 in Warsaw from a laptop still on US time would otherwise be dated the previous day and lapse a day early.
Quotes and the id counter live under ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/quotes/ as quotes.json and counter.json, plus a pdf/ subfolder for rendered files. Invoices created by quote_accept are written into the invoice server's directory, .../mcp-servers/invoice/, so invoice_list there shows them and they share one number series and one client list.
Every mutating call runs under an advisory lock directory at .../quotes/.lock; anything that writes an invoice also takes .../invoice/.lock, always in that order (quotes, then invoice), the same order servers/recurring uses, so two processes cannot deadlock. Saves go to a per-process temporary file and are renamed into place. Measured: 40 quotes created by two processes against one data directory leave 40 quotes and 40 unique ids (test/concurrency.test.mjs).
A store file that is not valid JSON is never treated as "no quotes". It is moved aside byte-for-byte as quotes.json.corrupt- , a .corrupt marker is written beside it, and every later call, reads included, fails with restore a good copy ... then delete the marker until a human resolves it.
quote_accept until you either extend it (quote_update {valid_until}) or say allow_expired: true. That is deliberate friction: a lapsed price should be re-confirmed.quote_send_text gives you the text and quote_pdf gives you the file; getting it to the client is up to you.All data stays local: plain JSON files in your own data directory. No account, no API key, no network call of any kind. License keys are verified offline.
Built by theluckystrike. Support: support@zovo.one
Any MCP client (Claude, Curs
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