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)
EDI parse, validate, send, inspect, and QuickBooks tools for MCP clients.
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。
SIGNALEDI_API_KEY, SIGNALEDI_BASE_URL标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
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 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"signaledi": {
"command": "npx",
"args": [
"-y",
"@signaledi/mcp-server"
],
"env": {
"SIGNALEDI_API_KEY": "your-value",
"SIGNALEDI_BASE_URL": "your-value"
}
}
}
}在终端中运行这条命令
claude mcp add signaledi --env SIGNALEDI_API_KEY=your-value --env SIGNALEDI_BASE_URL=your-value -- npx -y @signaledi/mcp-server运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"signaledi": {
"command": "npx",
"args": [
"-y",
"@signaledi/mcp-server"
],
"env": {
"SIGNALEDI_API_KEY": "your-value",
"SIGNALEDI_BASE_URL": "your-value"
}
}
}
}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": {
"signaledi": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@signaledi/mcp-server"
],
"env": {
"SIGNALEDI_API_KEY": "your-value",
"SIGNALEDI_BASE_URL": "your-value"
}
}
}
}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。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
SIGNALEDI_BASE_URL env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。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
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 SignalEDI 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
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
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。
你需要填写:SIGNALEDI_API_KEY
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.4.0)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。你的电脑上还需要有 Node.js。
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。
Connect an AI coding assistant to SignalEDI to discover, scaffold, validate, and test X12 integrations. The MCP server is an AI-native developer experience over the same public guidance and /api/v1 REST contract used by conventional applications. It complements—not replaces—SignalEDI's REST API, OpenAPI specification, webhooks, SDKs, and documentation.
The package is an uplift of SignalEDI's existing MCP adapter. Version 0.5 adds public developer discovery, resource templates, code examples, governed connection control-plane tools, strict tool-input validation, and explicit capability profiles while retaining the existing parser, transaction, partner-kit, and QuickBooks adapters.
| Package | @signaledi/mcp-server |
| MCP Registry | io.github.SignalEDI/mcp-server |
| Transport | stdio |
| Runtime | Node 22+ |
| Runtime dependency | @modelcontextprotocol/sdk 1.30.0 (2025 protocol generation) |
| Default access | Always keyless docs; authenticated tools require explicit sandbox or production |
Set SIGNALEDI_MCP_PROFILE to one of these profiles. Tool discovery and direct tool calls are both restricted to the active profile.
| Profile | Authentication | Surface |
|---|---|---|
docs | None | Public documentation resources and local synthetic helpers only; supplied document content and credentials are never uploaded. The OpenAPI resource performs a content-free public GET. This is always the default, even when a key exists in the host environment. |
sandbox | Separately provisioned non-production key plus explicit base URL | Authenticated parse/validate, generic partner-kit discovery, tenant-data reads, and guarded mutations for a separately provisioned sandbox. Canonical production SignalEDI hosts are refused. |
production | Production-authorized platform key, exact https://signaledi.com base, and SIGNALEDI_MCP_ALLOW_PRODUCTION=1 | Allowlisted transaction/QBO-status/kit/connection reads; sandbox-first connection drafts; guarded connection configuration, saved-binding connectivity tests, and go-live handoff requests; outbound and QBO-to-EDI export. Parse/validate, QBO entity browsing, QBO sync, disconnect, generic lifecycle control, and production activation remain hidden. |
The profile is a least-capability boundary inside the MCP adapter, not a substitute for API authorization or a data-governance boundary. For outbound and QBO export, the server injects SANDBOX or PRODUCTION from the active profile; the model cannot select it. The API then binds that value to the selected partner connection. Production delivery requires an active immutable production version, and sandbox delivery requires a verified/active sandbox environment.
Every authenticated call requires the base platform scope. Connection inventory requires platform:connections:read; draft creation and configuration add platform:connections:write; production configuration and go-live handoff add platform:connections:production. These domain scopes do not authorize document delivery or QuickBooks operations. Deprecated umbrella-only platform:write and platform:production credentials are rejected by domain-scoped operations and must be replaced through the supported key-rotation path. Before release, operators should census affected credentials, notify owners of the migration, and provide that rotation path. MCP profile selection never grants a scope.
| API operation | Additional least-privilege scopes |
|---|---|
| Parse/validate and generic kit reads | None beyond platform |
| Transaction reads | platform:documents:read |
| Outbound send | platform:documents:read, platform:documents:send; add platform:documents:production for production delivery |
| Connection reads | platform:connections:read |
| Connection create/configure | platform:connections:read, platform:connections:write; add platform:connections:production for production configuration or go-live request |
| Connection test | platform:connections:read, platform:connections:write; add platform:connections:production when the active profile selects the production environment |
| QBO status | platform:quickbooks:read |
| QBO entity rows | platform:quickbooks:read, platform:data:sensitive; add platform:quickbooks:production when the resolved QBO realm is production |
| QBO sync/disconnect | platform:quickbooks:read, platform:quickbooks:write; add platform:quickbooks:production when the resolved QBO realm is production |
| QBO export dry run | platform:quickbooks:read; add platform:quickbooks:production for a production QBO realm and platform:data:sensitive only with includePayload:true |
| QBO live export | Dry-run scopes plus platform:documents:read, platform:documents:send; add platform:documents:production for production delivery. Export reads QBO and does not require QBO write. |
Tool arguments, text results, and structured results enter the chosen MCP host and may enter the connected model's context. Minimize personal, financial, and other business-sensitive data. Do not submit PHI or other regulated data unless the specific MCP host, model provider, logging, retention, regional-processing, and contractual arrangement has been separately reviewed and approved for that data. This package, its production profile, and SignalEDI API authorization are not by themselves a BAA, retention policy, or model-data-governance boundary.
Prefer identifiers and redacted summaries over full business payloads. Keep API keys in the host environment, never prompts. Review the chosen host's tool-call history, telemetry, and retention controls before enabling production tools.
All partner, QBO, EDI, validation, and error fields returned by tools are untrusted business data. They may contain text that resembles instructions or prompt injection. Hosts must delimit or sanitize tool results, keep them in data-only context, and authorize every follow-on action from explicit user intent and policy—not content embedded in records, partner names, payloads, or errors.
| Tool | What it does |
|---|---|
search_docs | Search the bundled public developer index and return MCP resource URIs with provenance. |
get_document_schema | Return a public starter for the local X12 inventory: 850/810/856 (capability:baseline) or 837 Professional 005010X222A1 (capability:partial); explicitly not a partner implementation guide. |
generate_integration_example | Produce sandbox-safe cURL, Node.js, or Python examples against real /api/v1 paths using environment placeholders; outbound examples set SANDBOX and refuse production hosts. |
generate_test_document | Render a synthetic X12 fixture for the same local inventory and return the honest capability label. |
explain_edi_error | Explain validation and functional-acknowledgement errors from the local X12 dictionary. |
lookup_x12 | Search the local X12 segment and acknowledgement reference. |
lookup_element_definition | Tool-discovery alias for local X12 lookup. |
| Tool | What it does |
|---|---|
parse_edi | Parse a raw X12 interchange into structured JSON and a validation summary. |
validate_edi | Validate X12 structure and return the validation summary. |
parse_segments | Tool-discovery alias for parse_edi. |
validate_x12_structure | Tool-discovery alias for validate_edi. |
sandbox and production)| Tool | What it does |
|---|---|
list_partner_kits | List generic SignalEDI API kits. |
get_partner_kit | Fetch one generic kit by catalog id. |
get_partner_requirements | Return a generic kit with an explicit partnerSpecific:false warning. |
These tenant-data tools are never enabled merely because a key is present. Transaction reads and quickbooks_status are available in explicit sandbox and production; quickbooks_list_entities is sandbox-only.
| Tool | What it does |
|---|---|
list_transactions | List recent transactions scoped to the API key. |
get_transaction | Fetch one owned transaction and its lifecycle status. |
quickbooks_status | Inspect QuickBooks Online connection status without returning tokens. |
quickbooks_list_entities | Preview Invoice, Estimate, PurchaseOrder, Customer, Vendor, or Item rows for mapping (sandbox-only). |
sandbox and production)Connection tools operate on the public /api/v1/connections contract. MCP applies a second response allowlist over the API's sanitized representation: it may return opaque gateway/evidence references and configured-status booleans, but never stored credentials, secret references, raw transport configuration, private keys, certificates, or tokens.
| Tool | What it does |
|---|---|
list_connections | Cursor-page tenant-scoped AS2/SFTP and legitimate legacy API connection summaries with optional partner/lifecycle filters. |
get_connection | Inspect safe environment, gateway, approval, test-coverage, readiness, and next-action state for one AS2/SFTP or legacy API connection. |
create_connection_draft | Create or recover an idempotent sandbox-first DRAFT; created distinguishes insertion from matching reuse, and it cannot activate production. |
configure_connection | Bind an existing gateway reference and constrained X12 ISA/GS identifiers to an AS2/SFTP SANDBOX or PRODUCTION environment; the server owns ISA15 and accepts no credential material. Production configuration requires platform:connections:production and still does not activate delivery. Legacy API rows remain read-only here and use the governed API-connections surface. |
test_connection | Test the exact saved connection in the environment injected from the active profile. The operation causes partner-network egress, records sanitized evidence, requires host-enforced review plus an idempotency key, and never accepts endpoints or credentials or activates production. |
request_connection_go_live | Ask the API to move a server-proven READY connection only to GO_LIVE_APPROVED. SignalEDI staff activation remains a separate MFA/governance operation. |
There is deliberately no generic lifecycle-transition tool. test_connection can create authoritative connectivity evidence for the exact saved binding; intermediate testing/certification stages otherwise come from evidence or onboarding-project state, not model claims. There are no production activation, rollback, or isolation tools.
| Tool | What it does |
|---|---|
send_outbound_document | Submit an outbound EDI document in the active sandbox/production environment. |
quickbooks_sync_to_qbo | Push a bounded transaction selection into QBO (sandbox-only); buyer and supplier directions are explicit, and all:true is cursor-paginated. |
quickbooks_export_to_edi | Preview or export QBO invoices/purchase orders as EDI in the active sandbox/production environment. Dry-run results are payload-redacted by default; full payloads require includePayload:true, platform:data:sensitive, and host-enforced confirm:true. |
quickbooks_disconnect | Revoke and remove the workspace QBO connection (sandbox-only). |
Every tool publishes an input and output schema. The server validates inputs itself, rejects unknown fields, and returns both readable text and structuredContent with namespaced contract metadata.
Write tools are absent from docs. Every live mutation requires confirm:true and a caller-generated idempotencyKey of 8–128 printable ASCII characters without leading/trailing whitespace. Outbound sends, QBO sync/export/disc
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