Read KashFlow invoices, customers, suppliers, banking and reports; add customers, notes. 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": {
"kashflow": {
"url": "https://kashflow.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"kashflow": {
"type": "http",
"url": "https://kashflow.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.
The login page asks for your KashFlow username and KashFlow password (or API password).
KashFlow's API is available on the Business package. In KashFlow open Apps → API Settings, tick Enable API, untick Restrict Access (this server has no fixed IP address) and, if you like, choose Separate API password and use that password here instead of your main one (KashFlow explains it). Your login is used only to call the KashFlow API on your behalf and is never shown to anyone. KashFlow locks an account after repeated wrong passwords, so check them before you try again.
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 KashFlow username and KashFlow password (or API 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 KashFlow connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
kashflow_get_company_details | read | Get company details The KashFlow company: name, address, contact, VAT registration, currency, payment terms and business type. SOAP GetCompanyDetails. |
kashflow_list_customers | read | List customers All customers (name, code, contact, email, phone, address, VAT number, payment terms, notes), paged here: the reply says total and next_offset. SOAP GetCustomers. |
kashflow_get_customer | read | Get customer by code One customer by its KashFlow customer code (the short code shown in the customer list, e.g. ACME01). SOAP GetCustomer. |
kashflow_get_customer_by_id | read | Get customer by id One customer by its numeric CustomerID (as returned in other replies). SOAP GetCustomerByID. |
kashflow_find_customer_by_email | read | Find customer by email The customer whose e-mail address matches. SOAP GetCustomerByEmail. |
kashflow_get_customer_balance | read | Get customer balance What one customer owes: the total invoiced value and the outstanding balance. SOAP GetCustomerBalance. |
kashflow_create_customer | write | Create customer WRITE: create a new customer. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new CustomerID. SOAP InsertCustomer. |
kashflow_list_suppliers | read | List suppliers All suppliers (name, code, contact, email, phone, address, VAT number, payment terms), paged here: the reply says total and next_offset. SOAP GetSuppliers. |
kashflow_get_supplier | read | Get supplier by code One supplier by its KashFlow supplier code. SOAP GetSupplier. |
kashflow_create_supplier | write | Create supplier WRITE: create a new supplier. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new SupplierID. SOAP InsertSupplier. |
kashflow_get_invoice | read | Get invoice by number One sales invoice by its invoice number: customer, dates, lines (description, quantity, rate, VAT), net, VAT, amount paid and a link. SOAP GetInvoice. |
kashflow_list_invoices | read | List invoices by date range Sales invoices dated within a range (inclusive; a bare end date means the end of that day), paged here. Dates are yyyy-mm-dd. SOAP GetInvoicesByDateRange. |
kashflow_list_customer_invoices | read | List a customer's invoices All sales invoices of one customer, by numeric CustomerID (see kashflow_get_customer for the id), paged here. SOAP GetInvoicesForCustomer. |
kashflow_list_unpaid_invoices | read | List unpaid invoices All sales invoices not yet paid in full, paged here. SOAP GetInvoices_Unpaid. |
kashflow_list_overdue_invoices | read | List overdue invoices All sales invoices past their due date and not paid in full, paged here. SOAP GetInvoices_Overdue. |
kashflow_list_recent_invoices | read | List recent invoices The most recently created sales invoices. SOAP GetInvoices_Recent. |
kashflow_list_invoice_payments | read | List payments of an invoice The payments recorded against one sales invoice (date, amount, method, bank account, note), by invoice number. SOAP GetInvoicePayment. |
kashflow_list_payments_by_date | read | List invoice payments by date range Customer payments received within a date range (date, amount, invoice, method, bank account). KashFlow returns them a page at a time: set page_number 1, 2, ... until a page comes back empty. Dates are yyyy-mm-dd. SOAP GetInvoicePaymentsByDateRange. |
kashflow_get_invoice_notes | read | Get invoice notes The notes attached to one sales invoice, by its InvoiceDBID (the numeric id in invoice replies, not the invoice number). SOAP GetInvoiceNotes. |
kashflow_add_invoice_note | write | Add invoice note WRITE: add a note to a sales invoice, by its InvoiceDBID (the numeric id in invoice replies). Existing notes and the invoice are not changed. SOAP InsertInvoiceNote. |
kashflow_list_quotes | read | List quotes All sales quotes (same shape as invoices), paged here. SOAP GetQuotes. |
kashflow_get_receipt | read | Get purchase by number One purchase (supplier invoice / receipt) by its receipt number: supplier, dates, lines, net, VAT, amount paid. SOAP GetReceipt. |
kashflow_list_recent_receipts | read | List recent purchases The most recently created purchases (supplier invoices / receipts). SOAP GetReceipts_Recent. |
kashflow_list_supplier_receipts | read | List a supplier's purchases All purchases (supplier invoices / receipts) of one supplier, by numeric SupplierID (see kashflow_get_supplier), paged here. SOAP GetReceiptsForSupplier. |
kashflow_list_products | read | List products The product catalogue (name, code, description, price, stock level), paged here. SOAP GetProducts. |
kashflow_list_bank_accounts | read | List bank accounts The bank accounts (AccountID, name, nominal code). SOAP GetBankAccounts. |
kashflow_list_bank_transactions | read | List bank transactions The transactions of one bank account (date, money in/out, VAT, type, comment, customer/supplier), by AccountID from kashflow_list_bank_accounts, paged here. SOAP GetBankTransactions. |
kashflow_get_bank_balance | read | Get bank balance The balance of one bank account on a date (default today). SOAP GetBankBalance. |
kashflow_list_nominal_codes | read | List nominal codes The chart of accounts: nominal codes with their names. SOAP GetNominalCodes. |
kashflow_list_vat_rates | read | List VAT rates The VAT rates set up in the account. SOAP GetVATRates. |
kashflow_list_projects | read | List projects The projects defined in the account (id, name). SOAP GetProjects. |
kashflow_get_profit_and_loss | read | Get profit and loss The profit and loss report for a date range: turnover, cost of sales, gross profit, expenses and net profit, with the lines of each section. SOAP GetProfitAndLoss. |
kashflow_get_balance_sheet | read | Get balance sheet The balance sheet at a date (default today): fixed assets, current assets, current liabilities, capital and reserves with the lines of each. SOAP GetBalanceSheet. |
kashflow_get_trial_balance | read | Get trial balance The trial balance for a date range: every nominal code with debit, credit and balance. SOAP GetTrialBalance. |
kashflow_get_aged_debtors | read | Get aged debtors Who owes you money at a date (default today), aged into current, three periods and older, per customer. SOAP GetAgedDebtors. |
kashflow_get_aged_creditors | read | Get aged creditors Who you owe money to at a date (default today), aged into current, three periods and older, per supplier. SOAP GetAgedCreditors. |
kashflow_get_vat_report | read | Get VAT report The VAT return figures (boxes 1 to 9) for a period, and whether it was submitted to HMRC. SOAP GetVATReport. |
kashflow_get_kpis | read | Get KPIs Key figures for a date range (income, expenses, profit and similar, as name/value pairs). SOAP GetKPIs. |
kashflow_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. | |
kashflow_request_feature | Request a missing feature Tell usefulapi that the user needs something the KashFlow 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. | |
kashflow_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on KashFlow (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. | |
kashflow_cancel_subscription | Cancel the Pro subscription Cancel the caller's KashFlow 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 kashflow_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 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 KashFlow server only. Subscribe with kashflow_upgrade (it returns a Stripe Checkout link). Cancel any time with kashflow_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running kashflow_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 KashFlow. The server calls the KashFlow API with your own KashFlow 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 KashFlow username and KashFlow password (or API 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 KashFlow username and KashFlow password (or API 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 KashFlow 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 KashFlow.
Yes, if you approve it. 3 of the 38 KashFlow tools can create or change data. The other 35 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 KashFlow server only. Cancel any time: Pro then runs to the end of the paid period. Run kashflow_usage_status to see how many calls you used.
Ask the AI to run kashflow_upgrade: it returns a Stripe Checkout link. To cancel, run kashflow_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 kashflow_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.