OfficeGest MCP server

Read customers, stock, sales documents and debt reports; create customers in OfficeGest. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect OfficeGestFree 50 tool calls / monthPro $9/mo · $90/yr · pricing20 tools

What can I ask?

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

What you can do with OfficeGest in Claude and ChatGPT

For finance and sales teams that run their accounting and stock in OfficeGest.

Find customers who owe money

List the top debtors and the customer invoices not yet fully paid, then read one customer's balance.

Check a customer record

Search customers by name, tax id or email, then read one customer's contacts, address and type.

Review the sales summary and documents

Read the sales summary for this and last month, then list sale documents of one type and open one for its lines.

Check stock for an article

Search articles by barcode or text, then read the stock quantity of the article in each warehouse.

Find supplier invoices due soon

List supplier invoices not yet fully settled, with the amount pending, and read one supplier's details.

Add a customer record

Create a customer record. The server does not check for duplicates, so search the customers first.

Changes data

How do I connect OfficeGest?

Before you connect

The login page asks for your OfficeGest web address, Employee username and Employee password.

Use a dedicated employee account, not a personal one, and give it only the privileges this server needs. The Webservices module must be active for your company. The password is kept with this connection so the server can sign in again; it is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name OfficeGest and this URL, then click Add:
    https://officegest.usefulapi.io/mcp
  3. Claude opens the login page: enter your OfficeGest web address, Employee username and Employee password.
  4. In a chat, click + → Connectors and turn on OfficeGest.

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 OfficeGest and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://officegest.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your OfficeGest web address, Employee username and Employee password.
  4. In Plugins, install OfficeGest, 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 officegest https://officegest.usefulapi.io/mcp

Cursor

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

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

VS Code

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

{
  "servers": {
    "officegest": {
      "type": "http",
      "url": "https://officegest.usefulapi.io/mcp"
    }
  }
}

Codex

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

codex mcp add officegest --url https://officegest.usefulapi.io/mcp
codex mcp login officegest

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://officegest.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 OfficeGest web address, Employee username and Employee 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.

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 OfficeGest server only. Ask your AI to run officegest_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 officegest_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 officegest_upgrade before then undoes the cancel. Or write to [email protected].

Tools 20

Show all 20 tools (the AI picks them for you)

Read only · 15

  • List customersofficegest_list_customers
    List customers with tax id, contacts and status. Filter by name, tax id, email, active flag or type. Pass meta.next as cursor for the next page. Uses GET /entities/customers.
  • Get a customerofficegest_get_customer
    Get one customer by id: name, tax id, address, contacts, type and status. Uses GET /entities/customers/{customer}.
  • Get a customer balanceofficegest_get_customer_balance
    Get the current balance of one customer: what the customer owes the company. Uses GET /entities/customers/{customer}/balance.
  • List suppliersofficegest_list_suppliers
    List suppliers with tax id, contacts and status. Filter by search text, name, tax id, e-mail or active flag. Uses GET /entities/suppliers.
  • Get a supplierofficegest_get_supplier
    Get one supplier by id: name, tax id, address and contacts. Uses GET /entities/suppliers/{supplier}.
  • Search articlesofficegest_search_articles
    Search articles (products and services) by text, barcode, family or warehouse. Uses GET /stocks/articles/search.
  • Get an articleofficegest_get_article
    Get one article by id: description, prices, measurement unit, VAT and stock totals. Uses GET /stocks/articles/{article}.
  • List stock quantitiesofficegest_list_stock_quantities
    List stock quantities per article and warehouse. Zero-stock rows are left out unless include_zero_stock is true. Uses GET /stocks/quantities.
  • List sale document typesofficegest_list_sale_document_types
    List the sale document types of the company, with their codes. Use a code with officegest_list_sale_documents. Uses GET /sales/documents.
  • List sale documentsofficegest_list_sale_documents
    List sale documents of one type (for example invoices), with number, customer, date, due date and state. Pass meta.next as cursor for the next page. Uses GET /sales/documents/{type}.
  • Get a sale documentofficegest_get_sale_document
    Get one sale document by type and id: header, customer, lines and totals. Uses GET /sales/documents/{type}/{id}.
  • Get the sales summaryofficegest_get_sales_summary
    Get the sales summary: the current month, the previous month, the monthly average and the current year. Uses GET /sales/reports/sales-summary.
  • List customer invoices dueofficegest_list_customer_invoices_due
    List customer invoices that are not yet fully paid, with the amount pending. Uses GET /sales/reports/customer-invoices-due.
  • List top debtorsofficegest_list_top_debtors
    List the customers who owe the most, with their balance. Uses GET /sales/reports/top-debtors.
  • List supplier invoices dueofficegest_list_supplier_invoices_due
    List supplier invoices that are not yet fully settled, with the amount pending. Uses GET /purchases/reports/supplier-invoices-due.

Changes data · 1

  • Create a customerofficegest_create_customer
    Create a customer record. Creates data in OfficeGest; it does not merge with an existing customer, so search first. Uses POST /entities/customers.

Your usefulapi plan · 4

  • Usage status (free-tier meter)officegest_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 featureofficegest_request_feature
    Tell usefulapi that the user needs something the OfficeGest 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+officegest_upgrade
    Get a paid plan for OfficeGest (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 (needs confirm: true; the price difference for the rest of the period is charged at once). 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 subscriptionofficegest_cancel_subscription
    Cancel the caller's OfficeGest 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 officegest_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with OfficeGest in Claude or ChatGPT?

Find customers who owe money. Check a customer record. Review the sales summary and documents. Check stock for an article. Find supplier invoices due soon. Add a customer record. See what you can do for the details.

Is this an official OfficeGest product?

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

Can I connect OfficeGest 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 OfficeGest web address, Employee username and Employee password. See Before you connect for where to find them.

Do I put my OfficeGest 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 OfficeGest web address, Employee username and Employee 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.

How do you keep my OfficeGest credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the OfficeGest 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 OfficeGest.

Can the AI change my OfficeGest data?

Yes, if you approve it. 1 of the 16 OfficeGest tools can create or change data. The other 15 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 OfficeGest server only. Cancel any time: your paid plan then runs to the end of the paid period. Run officegest_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run officegest_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 officegest_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a OfficeGest tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with officegest_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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