About KashFlow MCP by usefulapi
KashFlow MCP by usefulapi is a hosted MCP server for accessing KashFlow accounting data, including invoices, customers, suppliers, banking, and reports. Alongside extensive read tools, it can create customers and suppliers and add invoice notes.
Key features
- 01Browse customers and suppliers
- 02Find invoices and payment details
- 03Review purchases and products
- 04View bank accounts and transactions
- 05Retrieve accounting reports and KPIs
- 06Create customers or suppliers; add invoice notes
Use cases
- 01Check unpaid or overdue invoices
- 02Review customer balances and payments
- 03Inspect bank activity and balances
- 04Retrieve financial reports
MCP support
Exposes KashFlow customer, supplier, invoice, banking, and accounting-report operations as tools for MCP clients. The hosted endpoint authenticates using KashFlow credentials supplied by the user.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://kashflow.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-kashflow https://kashflow.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-kashflow":{"type":"http","url":"https://kashflow.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-kashflow":{"type":"http","url":"https://kashflow.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-kashflow":{"type":"http","url":"https://kashflow.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-kashflow":{"serverUrl":"https://kashflow.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEKashFlow MCP by usefulapi
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
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://kashflow.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"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.
Tools
| 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 (unlimited*) |
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.
Pricing
| 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 [email protected].
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 [email protected].
License
Comments
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