Quarterwise MCP by usefulapi

Quarterwise MCP by usefulapi

Use your Quarterwise account from Claude, Cursor, or any MCP client. Read your properties, businesses, HMRC category keys and transactions, and add income and expense entries to a ledger. Hosted, no local install: connect with your own credentials.

Live endpoint: https://quarterwise.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

• Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://quarterwise.usefulapi.io/mcp.
• Claude Code: claude mcp add --transport http quarterwise https://quarterwise.usefulapi.io/mcp, then run /mcp to log in.
• VS Code: Add to VS Code.
• Cursor and other clients: add the URL as a remote MCP server:

{
  "mcpServers": {
    "quarterwise": {
      "url": "https://quarterwise.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 Quarterwise credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/quarterwise/

On first connect you provide a Quarterwise API key. Create it in the Quarterwise app under Account → API access. The server validates it and stores it per user. No keys go in config files.

Tools

Tool	Type	What it does
quarterwise_get_account	read	Get account and API capabilities
quarterwise_list_sources	read	List properties and businesses
quarterwise_list_categories	read	List HMRC category keys
quarterwise_list_transactions	read	List transactions of a source
quarterwise_add_transactions	write	Add transactions to a source (write)
quarterwise_usage_status	meta	Usage status (free-tier meter)
quarterwise_request_feature	meta	Request a missing feature
quarterwise_upgrade	meta	Upgrade to Pro or Pro+
quarterwise_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 user)	$9/mo or $90/yr (2 months free)	10,000 tool calls / month
Pro+ (per user)	$39/mo or $390/yr (2 months free)	100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run quarterwise_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with quarterwise_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with quarterwise_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.