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)
Read KashFlow invoices, customers, suppliers, banking and reports; add customers, notes.
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
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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://kashflow.usefulapi.io/mcp在终端中运行这条命令
claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"kashflow": {
"url": "https://kashflow.usefulapi.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": {
"kashflow": {
"type": "http",
"url": "https://kashflow.usefulapi.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://kashflow.usefulapi.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。
工具名称和描述与服务器在 2026年11月6日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
kashflow_get_company_detailsThe KashFlow company: name, address, contact, VAT registration, currency, payment terms and business type. SOAP GetCompanyDetails.
kashflow_list_customersAll customers (name, code, contact, email, phone, address, VAT number, payment terms, notes), paged here: the reply says total and next_offset. SOAP GetCustomers.
kashflow_get_customerOne customer by its KashFlow customer code (the short code shown in the customer list, e.g. ACME01). SOAP GetCustomer.
kashflow_get_customer_by_idOne customer by its numeric CustomerID (as returned in other replies). SOAP GetCustomerByID.
kashflow_find_customer_by_emailThe customer whose e-mail address matches. SOAP GetCustomerByEmail.
kashflow_get_customer_balanceWhat one customer owes: the total invoiced value and the outstanding balance. SOAP GetCustomerBalance.
kashflow_create_customerWRITE: create a new customer. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new CustomerID. SOAP InsertCustomer.
kashflow_list_suppliersAll suppliers (name, code, contact, email, phone, address, VAT number, payment terms), paged here: the reply says total and next_offset. SOAP GetSuppliers.
kashflow_get_supplierOne supplier by its KashFlow supplier code. SOAP GetSupplier.
kashflow_create_supplierWRITE: create a new supplier. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new SupplierID. SOAP InsertSupplier.
kashflow_get_invoiceOne sales invoice by its invoice number: customer, dates, lines (description, quantity, rate, VAT), net, VAT, amount paid and a link. SOAP GetInvoice.
kashflow_list_invoicesSales invoices dated within a range (inclusive; a bare end date means the end of that day), paged here. Dates are yyyy-mm-dd. SOAP GetInvoicesByDateRange.
kashflow_list_customer_invoicesAll sales invoices of one customer, by numeric CustomerID (see kashflow_get_customer for the id), paged here. SOAP GetInvoicesForCustomer.
kashflow_list_unpaid_invoicesAll sales invoices not yet paid in full, paged here. SOAP GetInvoices_Unpaid.
kashflow_list_overdue_invoicesAll sales invoices past their due date and not paid in full, paged here. SOAP GetInvoices_Overdue.
kashflow_list_recent_invoicesThe most recently created sales invoices. SOAP GetInvoices_Recent.
kashflow_list_invoice_paymentsThe payments recorded against one sales invoice (date, amount, method, bank account, note), by invoice number. SOAP GetInvoicePayment.
kashflow_list_payments_by_dateCustomer payments received within a date range (date, amount, invoice, method, bank account). KashFlow returns them a page at a time: set page_number 1, 2, ... until a page comes back empty. Dates are yyyy-mm-dd. SOAP GetInvoicePaymentsByDateRange.
kashflow_get_invoice_notesThe notes attached to one sales invoice, by its InvoiceDBID (the numeric id in invoice replies, not the invoice number). SOAP GetInvoiceNotes.
kashflow_add_invoice_noteWRITE: add a note to a sales invoice, by its InvoiceDBID (the numeric id in invoice replies). Existing notes and the invoice are not changed. SOAP InsertInvoiceNote.
kashflow_list_quotesAll sales quotes (same shape as invoices), paged here. SOAP GetQuotes.
kashflow_get_receiptOne purchase (supplier invoice / receipt) by its receipt number: supplier, dates, lines, net, VAT, amount paid. SOAP GetReceipt.
kashflow_list_recent_receiptsThe most recently created purchases (supplier invoices / receipts). SOAP GetReceipts_Recent.
kashflow_list_supplier_receiptsAll purchases (supplier invoices / receipts) of one supplier, by numeric SupplierID (see kashflow_get_supplier), paged here. SOAP GetReceiptsForSupplier.
kashflow_list_productsThe product catalogue (name, code, description, price, stock level), paged here. SOAP GetProducts.
kashflow_list_bank_accountsThe bank accounts (AccountID, name, nominal code). SOAP GetBankAccounts.
kashflow_list_bank_transactionsThe transactions of one bank account (date, money in/out, VAT, type, comment, customer/supplier), by AccountID from kashflow_list_bank_accounts, paged here. SOAP GetBankTransactions.
kashflow_get_bank_balanceThe balance of one bank account on a date (default today). SOAP GetBankBalance.
kashflow_list_nominal_codesThe chart of accounts: nominal codes with their names. SOAP GetNominalCodes.
kashflow_list_vat_ratesThe VAT rates set up in the account. SOAP GetVATRates.
kashflow_list_projectsThe projects defined in the account (id, name). SOAP GetProjects.
kashflow_get_profit_and_lossThe profit and loss report for a date range: turnover, cost of sales, gross profit, expenses and net profit, with the lines of each section. SOAP GetProfitAndLoss.
kashflow_get_balance_sheetThe balance sheet at a date (default today): fixed assets, current assets, current liabilities, capital and reserves with the lines of each. SOAP GetBalanceSheet.
kashflow_get_trial_balanceThe trial balance for a date range: every nominal code with debit, credit and balance. SOAP GetTrialBalance.
kashflow_get_aged_debtorsWho owes you money at a date (default today), aged into current, three periods and older, per customer. SOAP GetAgedDebtors.
kashflow_get_aged_creditorsWho you owe money to at a date (default today), aged into current, three periods and older, per supplier. SOAP GetAgedCreditors.
kashflow_get_vat_reportThe VAT return figures (boxes 1 to 9) for a period, and whether it was submitted to HMRC. SOAP GetVATReport.
kashflow_get_kpisKey figures for a date range (income, expenses, profit and similar, as name/value pairs). SOAP GetKPIs.
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6日
注册名称已通过域名 usefulapi.io 验证(注册中心会核实域名所有权)
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
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已读取 38 个工具描述,未发现针对 AI 的隐藏指令
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 3 项适用的基础检查中通过了 3 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(1.14.3)于昨天进入注册中心。
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: 95 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。
Use KashFlow from Claude, Cursor, or any MCP client — work with your invoices, customers, suppliers, banking and accounting reports. Hosted, no local install: connect with your own KashFlow credentials.
Live endpoint: https://kashflow.usefulapi.io/mcp · Homepage: https://usefulapi.io/kashflow
https://kashflow.usefulapi.io/mcp.claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcp, then run /mcp to log in.{
"mcpServers": { "kashflow": { "url": "https://kashflow.usefulapi.io/mcp" } } }
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your KashFlow credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/kashflow/
On first connect you'll enter your KashFlow username and password (or the separate API password; enable API access under Apps > API Settings). They are validated, stored per-user, and scoped to you — no keys in config files.
| Tool | Type | What it does |
|---|---|---|
kashflow_get_company_details | read | Get company details |
kashflow_list_customers | read | List customers |
kashflow_get_customer | read | Get customer by code |
kashflow_get_customer_by_id | read | Get customer by id |
kashflow_find_customer_by_email | read | Find customer by email |
kashflow_get_customer_balance | read | Get customer balance |
kashflow_create_customer | write | Create customer |
kashflow_list_suppliers | read | List suppliers |
kashflow_get_supplier | read | Get supplier by code |
kashflow_create_supplier | write | Create supplier |
kashflow_get_invoice | read | Get invoice by number |
kashflow_list_invoices | read | List invoices by date range |
kashflow_list_customer_invoices | read | List a customer's invoices |
kashflow_list_unpaid_invoices | read | List unpaid invoices |
kashflow_list_overdue_invoices | read | List overdue invoices |
kashflow_list_recent_invoices | read | List recent invoices |
kashflow_list_invoice_payments | read | List payments of an invoice |
kashflow_list_payments_by_date | read | List invoice payments by date range |
kashflow_get_invoice_notes | read | Get invoice notes |
kashflow_add_invoice_note | write | Add invoice note |
kashflow_list_quotes | read | List quotes |
kashflow_get_receipt | read | Get purchase by number |
kashflow_list_recent_receipts | read | List recent purchases |
kashflow_list_supplier_receipts | read | List a supplier's purchases |
kashflow_list_products | read | List products |
kashflow_list_bank_accounts | read | List bank accounts |
kashflow_list_bank_transactions | read | List bank transactions |
kashflow_get_bank_balance | read | Get bank balance |
kashflow_list_nominal_codes | read | List nominal codes |
kashflow_list_vat_rates | read | List VAT rates |
kashflow_list_projects | read | List projects |
kashflow_get_profit_and_loss | read | Get profit and loss |
kashflow_get_balance_sheet | read | Get balance sheet |
kashflow_get_trial_balance | read | Get trial balance |
kashflow_get_aged_debtors | read | Get aged debtors |
kashflow_get_aged_creditors | read | Get aged creditors |
kashflow_get_vat_report | read | Get VAT report |
kashflow_get_kpis | read | Get KPIs |
kashflow_usage_status | meta | Usage status (free-tier meter) |
kashflow_request_feature | meta | Request a missing feature |
kashflow_upgrade | meta | Upgrade to Pro or Pro+ |
kashflow_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro (per account) | $9/mo or $90/yr (2 months free) | Unlimited* |
\*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to support@usefulapi.io.
Pro covers this server only. Subscribe with kashflow_upgrade (it returns a Stripe Checkout link). Cancel any time with kashflow_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running kashflow_upgrade before then undoes the cancel. Or write to support@usefulapi.io.