Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
AI invoice follow-up emails for freelancers. Draft-only, never sends for you.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://api.chasa.io/mcp在终端中运行这条命令
claude mcp add --transport http chasa https://api.chasa.io/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"chasa": {
"url": "https://api.chasa.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"chasa": {
"type": "http",
"url": "https://api.chasa.io/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://api.chasa.io/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
我们还没有读取这个服务器的工具列表;我们会轮流检查各个端点。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 docracy1 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
尚未检查;我们会轮流检查各个端点
尚未检查;我们会轮流检查各个端点
尚未检查;我们会在检查端点时读取工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.0.0)于3个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
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
只显示了开头部分;其余内容请在仓库中阅读