mcpField
S
SmartAccounts MCP by usefulapi

SmartAccounts MCP by usefulapi

Remote
usefulapi.ioFinance0Updated today

About SmartAccounts MCP by usefulapi

SmartAccounts MCP by usefulapi connects MCP clients to accounting records in SmartAccounts. The hosted service supports reading financial data and creating clients, sales invoices, payments, and ledger entries, but not editing or deleting those records afterward.

Key features

  1. 01Read clients, vendors, and balances
  2. 02List invoices, payments, and ledger entries
  3. 03View accounts, VAT rates, and payment methods
  4. 04Create clients, sales invoices, payments, and ledger entries
  5. 05OAuth sign-in with SmartAccounts credentials

Use cases

  1. 01Check outstanding client or vendor balances
  2. 02Review invoices and payment records
  3. 03Create a sales invoice or record a payment
  4. 04Add a manual ledger entry

MCP support

Provides a hosted MCP server for clients such as Claude and Cursor. Its tools expose SmartAccounts financial data and selected record-creation operations.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://smartaccounts.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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

18
ParameterTypeRequiredDescription
idstringNoA specific client id.
pageintegerNoPage number, 1-based (default 1). Use next_page_number from the previous reply (100 objects per page).
modified_tostringNoOnly clients modified until, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
modified_fromstringNoOnly clients modified after, yyyy-mm-dd (or yyyy-mm-ddTHH:mm:ss, Estonian time).
fetch_contactsbooleanNoInclude contacts (emails, phones).
fetch_addressesbooleanNoInclude addresses.
name_or_reg_codestringNoName or registry code to search for.

Details

From the project README

SmartAccounts MCP by usefulapi

Use SmartAccounts from Claude, Cursor, or any MCP client — clients and vendors with balances, articles, sales and purchase invoices, payments, ledger entries, accounts, VAT rates, bank and cash accounts and payment methods, plus creating clients, sales invoices, payments and ledger entries (this server cannot edit or delete them afterwards). Hosted, no local install: connect with your own SmartAccounts credentials.

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

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://smartaccounts.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http smartaccounts https://smartaccounts.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": {
    "smartaccounts": {
      "url": "https://smartaccounts.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 SmartAccounts credentials.

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

Tools

ToolTypeWhat it does
smartaccounts_list_clientsreadList or search clients
smartaccounts_get_client_balancereadGet a client's outstanding balance
smartaccounts_list_vendorsreadList or search vendors
smartaccounts_get_vendor_balancereadGet a vendor's outstanding balance
smartaccounts_list_articlesreadList or search articles
smartaccounts_list_sales_invoicesreadList sales invoices
smartaccounts_list_purchase_invoicesreadList purchase invoices
smartaccounts_list_paymentsreadList payments
smartaccounts_list_ledger_entriesreadList general ledger entries
smartaccounts_list_accountsreadList the chart of accounts
smartaccounts_list_vat_ratesreadList VAT rates
smartaccounts_list_bank_accountsreadList bank accounts
smartaccounts_list_cash_accountsreadList cash accounts
smartaccounts_list_payment_methodsreadList payment methods
smartaccounts_create_clientwriteCreate a client
smartaccounts_create_sales_invoicewriteCreate a sales invoice
smartaccounts_create_paymentwriteCreate a payment
smartaccounts_create_ledger_entrywriteCreate a manual ledger entry
smartaccounts_usage_statusmetaUsage status (free-tier meter)
smartaccounts_request_featuremetaRequest a missing feature
smartaccounts_upgrademetaUpgrade to Pro (unlimited)
smartaccounts_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 tool calls / month
Pro (per API key)$9/mo or $90/yr (2 months free)Unlimited

Pro covers this server only. Subscribe with smartaccounts_upgrade (it returns a Stripe Checkout link). Cancel any time with smartaccounts_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running smartaccounts_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by SmartAccounts.

Comments

Markdown supported

New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.