Read SaldeoSMART companies, contractors, documents, invoices, bank statements and employees. For accounting offices and companies that use SaldeoSMART to organize financial records. 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": {
"saldeo": {
"url": "https://saldeo.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"saldeo": {
"type": "http",
"url": "https://saldeo.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 AI lists companies available to your Saldeo user, then reads the selected company’s suppliers and customers, including VAT numbers, contact details and payment terms.
saldeo_list_companies saldeo_list_contractors
The AI lists document IDs from a company’s month folder, grouped by type, and retrieves selected documents for review. Large sets can be read in batches of up to 200 IDs.
saldeo_list_document_ids saldeo_get_documents_by_ids
The AI searches a company’s documents using a document number, VAT number, document ID or GUID and returns matching records. Multiple criteria narrow the search together.
saldeo_search_documents
The AI reads the company’s sales invoices marked for export in Saldeo, including their dates, contractor details, line items and amounts.
saldeo_list_invoices
The AI reads a company’s bank statements with their entries, contractors and links to help you review the recorded banking activity.
saldeo_list_bank_statements
The login page asks for your SaldeoSMART username and Saldeo API token.
Saldeo API access is for office accounts (all accounting-office packages, and company packages Specjalista / Ekspert). Sign in to SaldeoSMART, open Konfiguracja → Konto → API and generate or copy the token. The username is the login of that same user. The token only signs requests and is never shown to anyone; for a client, create a separate user for them in the office account (Saldeo help).
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 SaldeoSMART username and Saldeo API 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.
Turn on the Saldeo connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
saldeo_list_companies | read | List companies List the companies (clients) the Saldeo user can see: COMPANY_PROGRAM_ID (needed by every other tool), COMPANY_ID, names, VAT number, address, bank accounts. Start here. Saldeo: GET /api/xml/3.0/company/list. |
saldeo_list_contractors | read | List contractors List the contractors (suppliers and customers) of one company: names, VAT number (NIP), address, bank accounts, e-mails, payment days. Saldeo: GET /api/xml/3.0/contractor/list. |
saldeo_search_documents | read | Search documents Find documents of one company by field (at least one of document_id, number, nip, guid; several are combined with AND). Returns the matching documents. Saldeo: POST /api/xml/3.1/document/search (policy BY_FIELDS). |
saldeo_list_document_ids | read | List document ids List the ids of all documents of one company in one month folder, grouped by type (contracts, cost/sale/internal/material invoices, orders, writings, other). Feed the ids to saldeo_get_documents_by_ids. Saldeo: POST /api/xml/3.0/document/getidlist. |
saldeo_get_documents_by_ids | read | Get documents by id Get full documents of one company by id, per type (use the groups from saldeo_list_document_ids; at most 200 ids per call). Saldeo: POST /api/xml/3.1/document/listbyid. |
saldeo_list_invoices | read | List invoices List the sales invoices of one company that were marked for export in Saldeo (policy SALDEO): number, dates, contractor, line items, amounts. Saldeo: GET /api/xml/3.0/invoice/list. |
saldeo_list_invoice_ids | read | List invoice ids List the ids of the invoices (invoices, corrective invoices, pre-invoices, corrective pre-invoices) of one company in one month folder. Feed them to saldeo_get_invoices_by_ids. Saldeo: POST /api/xml/3.0/invoice/getidlist. |
saldeo_get_invoices_by_ids | read | Get invoices by id Get full invoices of one company by id (ids from saldeo_list_invoice_ids; at most 200 per call). Saldeo: POST /api/xml/3.0/invoice/listbyid. |
saldeo_list_bank_statements | read | List bank statements List the bank statements of one company with their entries, contractors and links. Saldeo: GET /api/xml/3.0/bank_statement/list. |
saldeo_list_employees | read | List employees List the employees of one company (personnel module): names, acronym and HR master data. Contains personal data. Saldeo: GET /api/xml/3.0/employee/list. |
saldeo_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. | |
saldeo_request_feature | Request a missing feature Tell usefulapi that the user needs something the Saldeo 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. | |
saldeo_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Saldeo (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. | |
saldeo_cancel_subscription | Cancel the Pro subscription Cancel the caller's Saldeo 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 saldeo_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 Saldeo user | $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 Saldeo server only. Subscribe with saldeo_upgrade (it returns a Stripe Checkout link). Cancel any time with saldeo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running saldeo_upgrade before then undoes the cancel. Or write to [email protected].
Find a company and its contractors. Review documents from a monthly folder. Find a document by number or VAT number. Review sales invoices marked for export. Inspect bank statement entries. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Saldeo. The server calls the Saldeo API with your own Saldeo 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 SaldeoSMART username and Saldeo API token. 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 SaldeoSMART username and Saldeo API 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Saldeo 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 Saldeo.
All 10 Saldeo tools are marked read-only.
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 Saldeo server only. Cancel any time: Pro then runs to the end of the paid period. Run saldeo_usage_status to see how many calls you used.
Ask the AI to run saldeo_upgrade: it returns a Stripe Checkout link. To cancel, run saldeo_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 saldeo_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.