usefulapi

Codat MCP server. MCP server for Codat — companies, connections, invoices, bills and financial statements.

Claude

Open Settings → Connectors → Add custom connector
Paste this URL:
https://codat.usefulapi.io/mcp
Authenticate with Codat when prompted

Cursor · VS Code · Windsurf · Cline

Add to your MCP config, then reload & authorize:

{
  "mcpServers": {
    "codat": {
      "url": "https://codat.usefulapi.io/mcp"
    }
  }
}

live30 toolsFree 100 tool calls / monthPro $9/mo · $90/yr

Tools 30

Tool	Type	What it does
`codat_get_profile`	read	Get profile Fetch the authenticated Codat account's profile (organization name, redirect URLs, enabled features) as a quick way to confirm the API key works.
`codat_list_companies`	read	List companies List the companies in your Codat account — each representing one of your customers' businesses and holding its data connections — with query filters and pagination.
`codat_get_company`	read	Get company Fetch a single company by id, including its name, source platform, data connections, and created/last-sync timestamps.
`codat_list_connections`	read	List connections List a company's data connections, each linking it to one source platform such as QuickBooks or Xero, with their status and last sync.
`codat_get_connection`	read	Get connection Fetch a single data connection by id, including its platformKey, status, source type, and last sync time.
`codat_get_data_status`	read	Get data status Get the freshness and sync status of every accounting data type for a company so you know whether a dataset has been pulled before reading it.
`codat_get_data_info`	read	Get data info Get a company's accounting metadata, such as its base currency and the set of data types it supports.
`codat_list_integrations`	read	List integrations List the accounting, commerce, and banking platforms Codat supports, each with the platformKey used to create connections.
`codat_list_accounts`	read	List accounts List a company's chart of accounts with each account's name, nominal code, type, status, currency, and current balance.
`codat_list_invoices`	read	List invoices List a company's accounts-receivable invoices with numbers, customer refs, issue/due dates, currency, totals, amounts due, status, and line items.
`codat_get_invoice`	read	Get invoice Fetch a single accounts-receivable invoice by id in full detail, including line items and payment allocations.
`codat_list_bills`	read	List bills List a company's accounts-payable bills with supplier refs, issue/due dates, currency, totals, amounts due, status, and line items.
`codat_list_bill_payments`	read	List bill payments List a company's bill payments (money paid out to suppliers) with supplier refs, dates, currency, totals, and lines.
`codat_list_credit_notes`	read	List credit notes List a company's credit notes with numbers, customer refs, issue dates, currency, totals, remaining credit, and status.
`codat_list_customers`	read	List customers List a company's customers with names, contacts, email addresses, postal addresses, status, and default currency.
`codat_list_suppliers`	read	List suppliers List a company's suppliers/vendors with names, contacts, email addresses, addresses, status, and default currency.
`codat_list_payments`	read	List payments List a company's received payments (money in against invoices) with customer refs, dates, currency, totals, and allocations.
`codat_list_journal_entries`	read	List journal entries List a company's journal entries with posting dates and journal lines carrying account refs, net amounts, and currency.
`codat_get_balance_sheet`	read	Get balance sheet Get a company's balance sheet broken into periods, controlled by the required periodLength and periodsToCompare parameters.
`codat_get_profit_and_loss`	read	Get profit and loss Get a company's profit-and-loss (income statement) broken into periods, controlled by the required periodLength and periodsToCompare parameters.
`codat_get_cash_flow_statement`	read	Get cash flow statement Get a company's cash flow statement broken into periods, controlled by the required periodLength and periodsToCompare parameters.
`codat_list_direct_costs`	read	List direct costs List a company's connection-scoped direct costs — point-of-sale card/cash spend and refunds — for a given data connection.
`codat_list_account_transactions`	read	List account transactions List a company's connection-scoped account transactions (bank and general-ledger transactions) for a given data connection.
`codat_request`	read	Request Power-user escape hatch to GET any read-only Codat API path not wrapped by a dedicated tool, for endpoints like tax rates or aged-debtor reports.
`codat_create_company`	write	Create company Create a new company (a container for a customer's data connections) with a name and optional description or extra fields.
`codat_create_connection`	write	Create connection Create a new data connection on a company for a given source platform (by platformKey), returning a link the customer follows to authorize it.
`codat_refresh_all_data`	write	Refresh all data Queue an asynchronous refresh of all data types for a company so Codat re-pulls the latest data from the connected source platforms.
`codat_refresh_data_type`	write	Refresh data type Queue an asynchronous refresh of a single named data type (e.g. invoices, bills, chartOfAccounts) for a company.
`codat_usage_status`	meta	Usage status (free-tier meter) Report the caller's current free-tier usage this month: calls used, monthly limit, remaining, and whether the cap is reached. Read-only; does not count against the meter.
`codat_upgrade`	meta	Upgrade to Pro (unlimited) Subscribe to the Pro plan for UNLIMITED Codat tool calls (the free tier caps monthly usage). Choose monthly ($9/month) or yearly ($90/year — 2 months free) billing. Returns a Stripe Checkout link to open in your browser; after payment your account upgrades automatically. Read-only; does not count against the meter.

Pricing

Plan	Price	Limit
Free	$0	100 tool calls / month
Pro	$9/mo · $90/yr	Unlimited

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.