MCP server for Codat — companies, connections, invoices, bills and financial statements. Hosted by usefulapi — connect from Claude, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"codat": {
"url": "https://codat.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"codat": {
"type": "http",
"url": "https://codat.usefulapi.io/mcp"
}
}
}Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
The login page asks for your Codat API key.
Find it in Codat → app.codat.io → Developers → API keys. Your key is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.
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 Codat API key. 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.
Turn on the Codat connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
codat_get_profile | read | Get account profile Fetch the authenticated Codat account's profile (organization name, redirect URLs, features) — a quick way to verify the API key works. Codat API: GET /profile. |
codat_list_companies | read | List companies List the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }. |
codat_get_company | read | Get a company Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}. |
codat_list_connections | read | List data connections List a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Returns the paged envelope. |
codat_get_connection | read | Get a data connection Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}. |
codat_get_data_status | read | Get data status Get the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus. |
codat_get_data_info | read | Get accounting metadata Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info. |
codat_list_integrations | read | List integrations List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope. |
codat_list_accounts | read | List chart of accounts List a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns the paged envelope. |
codat_list_invoices | read | List invoices List a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted&&amountDue>0". |
codat_get_invoice | read | Get an invoice Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}. |
codat_list_bills | read | List bills List a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope. |
codat_list_bill_payments | read | List bill payments List a company's bill payments (money paid out to suppliers) — id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/billPayments. Returns the paged envelope. |
codat_list_credit_notes | read | List credit notes List a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope. |
codat_list_customers | read | List customers List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope. |
codat_list_suppliers | read | List suppliers List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope. |
codat_list_payments | read | List payments List a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope. |
codat_list_journal_entries | read | List journal entries List a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope. |
codat_get_balance_sheet | read | Get balance sheet Get a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/balanceSheet. |
codat_get_profit_and_loss | read | Get profit & loss Get a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss. |
codat_get_cash_flow_statement | read | Get cash flow statement Get a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/cashFlowStatement. |
codat_list_direct_costs | read | List direct costs List a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope. |
codat_list_account_transactions | read | List account transactions List a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/accountTransactions. Returns the paged envelope. |
codat_request | read | Raw read request Power-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY — only GET is allowed. Path starts with a slash (e.g. "/companies/{id}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}. |
codat_create_company | write | Create a company MUTATES Codat data — create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes via `fields`. Codat API: POST /companies. Returns the created company (incl. its id). |
codat_create_connection | write | Create a data connection MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection. |
codat_refresh_all_data | write | Queue a full data refresh MUTATES Codat state — queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all. |
codat_refresh_data_type | write | Queue a single dataset refresh MUTATES Codat state — queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}. |
codat_usage_status | 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_request_feature | Request a missing feature Tell usefulapi that the user needs something the Codat 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. | |
codat_upgrade | 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. Does not count against the meter. | |
codat_cancel_subscription | Cancel the Pro subscription Cancel the caller's Codat Pro subscription at the end of the paid period (no refund for the current period; unlimited calls continue until then, then the free tier applies). Requires confirm: true. Run codat_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 100 tool calls / month |
| Pro | $9/mo · $90/yr | Unlimited |
Pro covers this Codat server only. Subscribe with codat_upgrade (it returns a Stripe Checkout link). Cancel any time with codat_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running codat_upgrade before then undoes the cancel. Or write to [email protected].
No. usefulapi is an independent service. It is not affiliated with or endorsed by Codat. The server calls the Codat API with your own Codat access, so it sees only the data that your account can see.
The login page asks for your Codat API key. See Before you connect for where to find it.
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 Codat API key. 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Codat 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 Codat.
Yes, if you approve it. 4 of the 28 Codat tools can create or change data. The other 24 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 100 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls, for this Codat server only. Run codat_usage_status to see how many calls you used.
Ask the AI to run codat_upgrade: it returns a Stripe Checkout link. To cancel, run codat_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with codat_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.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, 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.