CBO MCP server

Read invoices, orders, suppliers and payments; create and update clients and products in CBO. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect CBO50 free tool calls a month

What can I ask?

Turn on the CBO connector, then ask in plain words. The AI picks the tools.

What you can do with CBO in Claude and ChatGPT

For Greek small businesses that run clients, invoices and products in CBO.

Find unpaid sales invoices

List the sales invoices with status, date and client filters. Open one to see its lines and totals.

Review open sales orders and offers

List the sales orders and offers for a client or date range. Open one to see its items.

Check supplier invoices and payments

List the supplier invoices by status, date or supplier. Compare them with the payments made to suppliers in the same period.

Add a new client

Create a client record for a person or a company. Creating a record is not idempotent: a repeated call adds another client.

Changes data

Update a product

Change selected fields of one parent product. The other fields stay as they are.

Changes data

How do I connect CBO?

Before you connect

The login page asks for your CBO API token and Company ID.

Create the token on your CBO Profile page (app.cbo.gr). The company ID is the id of the company the token acts for. Both are used only to call the CBO API on your behalf.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name CBO and this URL, then click Add:
    https://cloud-business-organiser.usefulapi.io/mcp
  3. Claude opens the login page: enter your CBO API token and Company ID.
  4. In a chat, click + → Connectors and turn on CBO.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name CBO and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://cloud-business-organiser.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your CBO API token and Company ID.
  4. In Plugins, install CBO, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http cloud-business-organiser https://cloud-business-organiser.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "cloud-business-organiser": {
      "url": "https://cloud-business-organiser.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "cloud-business-organiser": {
      "type": "http",
      "url": "https://cloud-business-organiser.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add cloud-business-organiser --url https://cloud-business-organiser.usefulapi.io/mcp
codex mcp login cloud-business-organiser

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://cloud-business-organiser.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: the login page asks for your CBO API token and Company ID. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this CBO server only. Ask your AI to run cbo_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 cbo_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 cbo_upgrade before then undoes the cancel. Or write to [email protected].

Tools 34

Show all 34 tools (the AI picks them for you)

Read only · 26

  • List clientscbo_list_clients
    List the company's clients (customers).
  • Get a clientcbo_get_client
    Get one client by id.
  • List supplierscbo_list_suppliers
    List the company's suppliers (vendors).
  • Get a suppliercbo_get_supplier
    Get one supplier by id.
  • List invoicescbo_list_invoices
    List the company's sales invoices, with optional status, date and client filters.
  • Get an invoicecbo_get_invoice
    Get one sales invoice by id, with its lines and totals.
  • List supplier invoicescbo_list_supplier_invoices
    List purchase (supplier) invoices, with optional status, date and supplier filters.
  • Get a supplier invoicecbo_get_supplier_invoice
    Get one supplier invoice by id.
  • List orderscbo_list_orders
    List sales orders and offers, with optional client and date filters.
  • Get an ordercbo_get_order
    Get one sales order or offer by id, with its items.
  • List client receiptscbo_list_client_receipts
    List money collected from clients (cash receipts and returns).
  • List supplier paymentscbo_list_supplier_payments
    List money paid to suppliers (cash payments and returns).
  • List productscbo_list_products
    List parent products (master groups) with their variant counts and price range.
  • Get a productcbo_get_product
    Get one parent product by id, including its variants (children).
  • List product variantscbo_list_product_children
    List product variants (children) with SKU, barcode and visibility.
  • List product groupscbo_list_product_groups
    List product groups (categories), optionally under one parent group.
  • List bank accountscbo_list_bank_accounts
    List the company's own bank accounts (IBAN, SWIFT).
  • List payment linkscbo_list_payment_links
    List payment links the company created for customers.
  • Get a payment linkcbo_get_payment_link
    Get one payment link by id.
  • List invoice seriescbo_list_invoice_series
    List invoice numbering series.
  • List invoice typescbo_list_invoice_types
    List the company's invoice (document) types.
  • List taxescbo_list_taxes
    List tax rates (VAT and others) available to the company.
  • List expense categoriescbo_list_expense_categories
    List expense categories.
  • List measurement unitscbo_list_measurement_units
    List measurement units (pieces, kg, hours, …).
  • List countriescbo_list_countries
    List countries with their codes.
  • List tax officescbo_list_tax_offices
    List Greek tax offices (ΔΟΥ) with their codes.

Changes data · 4

  • Create a clientcbo_create_client
    Create a client in the company. client_type 1 = person, 2 = company. Creates a record: not idempotent.
  • Update a clientcbo_update_client
    Change the given fields of one client; other fields stay as they are.
  • Create a productcbo_create_product
    Create a parent product (master group) in the company. Creates a record: not idempotent.
  • Update a productcbo_update_product
    Change the given fields of one parent product; other fields stay as they are.

Your usefulapi plan · 4

  • Usage status (free-tier meter)cbo_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featurecbo_request_feature
    Tell usefulapi that the user needs something the CBO tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+cbo_upgrade
    Get a paid plan for CBO (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptioncbo_cancel_subscription
    Cancel the caller's CBO Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run cbo_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with CBO in Claude or ChatGPT?

Find unpaid sales invoices. Review open sales orders and offers. Check supplier invoices and payments. Add a new client. Update a product. See what you can do for the details.

Is this an official CBO product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by CBO. The server calls the CBO API with your own CBO access, so it sees only the data that your account can see.

Can I connect CBO to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your CBO API token and Company ID. See Before you connect for where to find them.

Do I put my CBO key or an Authorization header in the client config?

No. 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: the login page asks for your CBO API token and Company ID. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my CBO credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the CBO API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in CBO.

Can the AI change my CBO data?

Yes, if you approve it. 4 of the 30 CBO tools can create or change data. The other 26 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this CBO server only. Cancel any time: your paid plan then runs to the end of the paid period. Run cbo_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run cbo_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+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run cbo_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a CBO tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with cbo_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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