Reviso MCP server

Read customers, invoices and ledger entries; create customers and draft invoices in Reviso. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect Reviso50 free tool calls a month

What can I ask?

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

Which customer invoices are overdue, and how much is outstanding per customer?
Show me all invoices booked to Schmidt & Co. this year.
Create a draft invoice for customer 102 with 3 hours of product 110.
List the ledger entries on account 4000 for the current accounting year.

What you can do with Reviso in Claude and ChatGPT

For teams that run invoicing and bookkeeping in Reviso Cloud Accounting.

Chase overdue invoices by customer

List the overdue sales invoices with their remaining balance. Open the record of each customer to check the payment terms and the balance owed.

Look up a customer or supplier record

Search customers or suppliers by name. Read the address, VAT number, payment terms and VAT zone before you send an invoice or pay a bill.

Review the trial balance and ledger postings

List the accounting years, then read the total posted per ledger account for one year. Open the entries of one account to see each posting.

Create a draft invoice for an existing customer

Find the customer and the product numbers, then create a draft sales invoice with the quantities. The draft is not booked or sent: you review and book it in Reviso.

Changes data

Add a new customer with the right reference numbers

Read the customer groups, payment terms and VAT zones in Reviso. Then create the customer. Search for the name first, because a second create makes a second customer.

Changes data

How do I connect Reviso?

Before you connect

The login page asks for your Agreement Grant Token.

Get the token in Reviso: open the UsefulAPI request-access page, sign in with a Reviso user that has the Superuser role, grant access to your company, then copy the token Reviso shows and paste it here. The grant is valid for 360 days, and you can remove it in Reviso at any time. The token is used only to call the Reviso API on your behalf; it is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Reviso and this URL, then click Add:
https://reviso.usefulapi.io/mcp
Claude opens the login page: enter your Agreement Grant Token.
In a chat, click + → Connectors and turn on Reviso.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Reviso and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://reviso.usefulapi.io/mcp
ChatGPT opens the login page: enter your Agreement Grant Token.
In Plugins, install Reviso, 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 reviso https://reviso.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

codex mcp add reviso --url https://reviso.usefulapi.io/mcp

codex mcp login reviso

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://reviso.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 Agreement Grant Token. 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

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Reviso server only. Ask your AI to run reviso_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 reviso_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 reviso_upgrade before then undoes the cancel. Or write to [email protected].

Tools 27

Show all 27 tools (the AI picks them for you)

Read only · 19

Get the connected companyreviso_get_company
The connected Reviso agreement: company name, address, VAT number, bank details, base currency, VAT reporting frequency, agreement number and country type, the granting user and the app. Good first call.
List or search customersreviso_list_customers
List customers with number, name, address, VAT number, currency, payment terms, VAT zone and balance. search matches the name (contains, case-insensitive); filter and sort take the raw Reviso syntax. Paged: pass next_page as page.
Get a customerreviso_get_customer
One customer by customer number: address, contacts reference, groups, payment terms, VAT zone, credit limit, balance and bank details.
List or search suppliersreviso_list_suppliers
List suppliers with number, name, address, VAT number, currency, payment terms and VAT zone. search matches the name (contains). Paged: pass next_page as page.
Get a supplierreviso_get_supplier
One supplier by supplier number: address, group, payment terms, VAT zone, bank account and default voucher template.
List or search productsreviso_list_products
List products and services with number, name, group, unit, sales price, cost price and (with the inventory module) stock. search matches the name (contains). Paged: pass next_page as page.
Get a productreviso_get_product
One product by product number (a string): name, description, group, unit, prices, barcode, stock.
List sales invoicesreviso_list_invoices
List sales invoices by state: drafts (not yet booked), booked (all issued), unpaid, paid, overdue, not-due. Each row has number, customer, date, due date, currency, net/gross/VAT amounts and remaining balance. Filter by customer_number and dates; filter and sort take the raw Reviso syntax. Paged: pass next_page as page.
Get a sales invoicereviso_get_invoice
One sales invoice with its lines, recipient, payment terms and totals. A draft is addressed by its draft number (the id of a drafts row), a booked invoice by its bookedInvoiceNumber (the voucher number shown in booked, unpaid, paid, overdue and not-due rows).
List sales ordersreviso_list_orders
List sales orders with number, customer, date, currency, net/gross amounts, sent and archived flags. Filter by customer_number; filter and sort take the raw Reviso syntax. Paged: pass next_page as page.
Get a orderreviso_get_order
One order with its lines, recipient, delivery, payment terms and totals, by its id (the id of a reviso_list_orders row).
List quotationsreviso_list_quotations
List quotations with number, customer, date, currency, net/gross amounts, sent and archived flags. Filter by customer_number; filter and sort take the raw Reviso syntax. Paged: pass next_page as page.
Get a quotationreviso_get_quotation
One quotation with its lines, recipient, delivery, payment terms and totals, by its id (the id of a reviso_list_quotations row).
List the chart of accountsreviso_list_accounts
List ledger accounts with number, name, type (heading, profitAndLoss, status, sum, ...), debit/credit side, current balance and barred flag. search matches the name. Paged: pass next_page as page.
List accounting yearsreviso_list_accounting_years
List the agreement's accounting years with their year label, start and end date and closed flag. The year label is what reviso_list_account_totals and reviso_list_entries need.
Get account totals for a yearreviso_list_account_totals
Total posted per ledger account (in base currency) for one accounting year: a trial balance. Use reviso_list_accounting_years for the year label. Paged: pass next_page as page.
List ledger entries for a yearreviso_list_entries
Ledger entries (postings) of one accounting year: account, date, amount, amount in base currency, currency, entry type (customerInvoice, supplierInvoice, financeVoucher, ...) and voucher number. With account_number only that ledger account's postings are listed. Filter by dates (date_from/date_to); the raw filter works on currency and date. Paged: pass next_page as page.
List projectsreviso_list_projects
List projects (needs the Projects module) with number, name, customer, dates and status. Paged: pass next_page as page.
List reference datareviso_list_reference
List one lookup table: customer-groups, supplier-groups, product-groups, payment-terms, payment-types, vat-zones, vat-accounts, currencies, units, layouts (invoice layouts), departments, employees, employee-groups, price-groups or country-codes. The numbers in these rows are what the create tools and invoices reference (customerGroupNumber, paymentTermsNumber, vatZoneNumber, layoutNumber, ...). Paged: pass next_page as page.

Changes data · 4

Create a customerreviso_create_customer
Create a new customer in Reviso. Needs a name, currency and three reference numbers from reviso_list_reference (customer-groups, payment-terms, vat-zones). Not idempotent: calling it twice creates two customers, so search with reviso_list_customers first. Returns the new customer with its customerNumber.
Create a supplierreviso_create_supplier
Create a new supplier in Reviso. Needs a name, currency and three reference numbers from reviso_list_reference (supplier-groups, payment-terms, vat-zones). Not idempotent: calling it twice creates two suppliers, so search with reviso_list_suppliers first. Returns the new supplier with its supplierNumber.
Create a productreviso_create_product
Create a new product or service in Reviso. Needs a product number (your own code, unique), a name and a product group number (reviso_list_reference, resource product-groups). Not idempotent in effect: an existing product number is rejected by Reviso. Returns the new product.
Create a draft sales invoicereviso_create_draft_invoice
Create a DRAFT sales invoice for an existing customer. It is not booked and not sent: the user reviews, books and sends it in Reviso. Currency, invoice layout, payment terms and the recipient address are copied from the customer (override with the optional fields). Each line names a product_number and a quantity; the product's unit and sales price apply unless unit_net_price is given. Not idempotent: calling it twice creates two drafts. Returns the new draft with its draft number. Makes up to 3 requests.

Your usefulapi plan · 4

Usage status (free-tier meter)reviso_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 featurereviso_request_feature
Tell usefulapi that the user needs something the Reviso 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+reviso_upgrade
Get a paid plan for Reviso (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: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. 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 subscriptionreviso_cancel_subscription
Cancel the caller's Reviso 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 reviso_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Reviso in Claude or ChatGPT?

Chase overdue invoices by customer. Look up a customer or supplier record. Review the trial balance and ledger postings. Create a draft invoice for an existing customer. Add a new customer with the right reference numbers. See what you can do for the details.

Is this an official Reviso product?

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

Can I connect Reviso 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 Agreement Grant Token. See Before you connect for where to find it.

Do I put my Reviso 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 Agreement Grant Token. 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 Reviso credentials?

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

Can the AI change my Reviso data?

Yes, if you approve it. 4 of the 23 Reviso tools can create or change data. The other 19 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 Reviso server only. Cancel any time: your paid plan then runs to the end of the paid period. Run reviso_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run reviso_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 reviso_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Reviso tool that I need is missing?

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