Review Collmex customers, products, invoices and orders; create customers and addresses. For small businesses reviewing accounting, customer and stock records in Collmex. Hosted by usefulapi — connect from Claude, ChatGPT, 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": {
"collmex": {
"url": "https://collmex.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"collmex": {
"type": "http",
"url": "https://collmex.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
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.
Read open customer or supplier items with due dates, days overdue and outstanding amounts to decide which balances need attention.
collmex_list_open_items
Look up a product and its available stock, accounting for demand due today or earlier. Service products may have no stock quantity.
collmex_list_products collmex_get_available_stock
Find sales orders by customer, order number or date range and review their status and positions. This does not change fulfillment or accounting.
collmex_list_sales_orders
Search for the customer first, then create a new record with the requested company or person details. Collmex assigns a new customer number; no message is sent.
Changes data · collmex_list_customers collmex_create_customer
The login page asks for your Collmex customer number, API user name and API user password.
In Collmex create a separate user for this connection under Verwaltung → Benutzer and tick Nur für API (Collmex requires it for API access, and such users cost nothing extra). The user acts with that user's permissions. Collmex allows 10,000 API calls per day per customer number. Your login is used only to call the Collmex API on your behalf; 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 Collmex customer number, API user name and API user password. 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 Collmex connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
collmex_list_customers | read | List customers Search Collmex customers (record CUSTOMER_GET): by customer number, free text (name, city, e-mail ...), postal code or country. Returns address, contact, bank (IBAN/BIC), VAT id, payment terms, agent and status fields. Inactive customers are left out unless asked for. |
collmex_list_vendors | read | List vendors Search Collmex vendors/suppliers (record VENDOR_GET): by vendor number, free text, postal code or country. Returns address, contact, bank, VAT id, payment terms and expense account fields. |
collmex_list_addresses | read | List addresses Search the Collmex address book (record ADDRESS_GET): customers, vendors and address-book entries in one list, optionally with their contact persons. address_type: 0 all, 1 customers, 2 vendors, 3 address-book entries. |
collmex_list_products | read | List products Search Collmex products (record PRODUCT_GET): by product number, product group, free text (number, description, remark, GTIN, manufacturer) or price group. Returns description, unit, tax class, sales price, purchase data and stock settings. |
collmex_get_available_stock | read | Get available stock Currently available stock per product (record STOCK_AVAILABLE_GET): on-hand stock of the available stock types minus demand due today or earlier. A service product shows (NULL). Leave product_no empty for every product. |
collmex_list_invoices | read | List invoices Search Collmex customer invoices and credit notes (record INVOICE_GET): by invoice number, customer, invoice date range, customer order or product. Each invoice has its header (customer address, dates, payment terms, status code: 0 new, 10 to be posted, 20 open, 30 dunned, 40 settled, 100 deleted) and its positions with quantities, prices and values. Reads only; no PDF/XML export. |
collmex_list_sales_orders | read | List sales orders Search Collmex customer orders (record SALES_ORDER_GET): by order number, customer, order date range or the customer's own order number. Each order has its header (customer address, dates, payment terms, status code: 0 new, 10 confirmed, 30 paid, 50 delivered, 90 invoiced, 100 done, 1000 cancelled) and its positions. Reads only; no PDF export. |
collmex_list_payment_terms | read | List payment terms The payment terms defined in Collmex (record TERMS_OF_PAYMENT_GET): number, description, payment method and discount periods. The number is what customers, vendors and invoices refer to as payment_terms. |
collmex_list_open_items | read | List open items Open items (unpaid invoices) from the Collmex accounting (record OPEN_ITEMS_GET), for customers (receivables, default) or vendors (payables). Returns invoice number, document and due date, days overdue, dunning level, amount, paid and outstanding. Optionally as of a key date. |
collmex_list_accounting_documents | read | List accounting postings Accounting postings (record ACCDOC_GET), one row per posting position: posting number, date, text, account, debit/credit (0 debit, 1 credit), amount, customer/vendor, invoice number. Filter by fiscal year, account, cost centre, customer, vendor, invoice or document date range. Cancelled postings are excluded unless asked for. |
collmex_get_account_balances | read | Get account balances Account balances from the Collmex accounting (record ACCBAL_GET) for a fiscal year: account number, name and balance. Filter by account, account group (1 other, 2 fixed assets, 3 bank/cash, 4 income, 5 expenses, 6 output VAT, 7 input VAT, 8 receivables, 9 payables, 10 depreciation, 11 provisions, 12 inventory, 13 private, 14 non-deductible expenses), cost centre or an up-to date. With a customer or vendor given, the date is ignored. |
collmex_list_projects | read | List projects Collmex projects (record PROJECT_GET) with customer, budget, value of recorded activities, completion state and the project's rates (rate number, description, product, hourly or daily rate). |
collmex_list_activities | read | List project activities Recorded time-tracking activities (record ACTIVITIES_GET): project, employee, date, from/to times, breaks, description, and the invoice that billed it. Filter by project, employee (needs company), date range, only not-yet-billed or only invoice-relevant activities. |
collmex_create_customer | write | Create customer WRITE: create a NEW customer in Collmex (record CMXKND without a customer number, so Collmex assigns the next number; an existing customer is never overwritten). Each call creates another customer: check collmex_list_customers first to avoid duplicates. Nothing is sent to the customer. Give at least a company or a last name. Returns the new customer number. |
collmex_create_address | write | Create address-book entry WRITE: create a NEW entry in the Collmex address book (record CMXADR, address type 3, no address number so Collmex assigns one; existing addresses are never overwritten). Each call creates another entry: check collmex_list_addresses first to avoid duplicates. Nothing is sent to the person. Give at least a company or a last name. Returns the new address number. |
collmex_usage_status | Usage status (free-tier meter) 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. | |
collmex_request_feature | Request a missing feature Tell usefulapi that the user needs something the Collmex 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. | |
collmex_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Collmex (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $39/month or $390/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
collmex_cancel_subscription | Cancel the Pro subscription Cancel the caller's Collmex 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 collmex_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper Collmex account | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this Collmex server only. Subscribe with collmex_upgrade (it returns a Stripe Checkout link). Cancel any time with collmex_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running collmex_upgrade before then undoes the cancel. Or write to [email protected].
Review overdue balances. Check stock before quoting. Review a customer order. Create a customer after checking for duplicates. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Collmex. The server calls the Collmex API with your own Collmex access, so it sees only the data that your account can see.
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.
The login page asks for your Collmex customer number, API user name and API user password. See Before you connect for where to find them.
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 Collmex customer number, API user name and API user password. 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 Collmex 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 Collmex.
Yes, if you approve it. 2 of the 15 Collmex tools can create or change data. The other 13 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Collmex server only. Cancel any time: Pro then runs to the end of the paid period. Run collmex_usage_status to see how many calls you used.
Ask the AI to run collmex_upgrade: it returns a Stripe Checkout link. To cancel, run collmex_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 collmex_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, 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.