Silverfin MCP server

Read companies, periods, trial balances, workflows and reconciliations in Silverfin. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect SilverfinFree 50 tool calls / monthPro $9/mo · $90/yr · pricing14 tools

What can I ask?

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

What you can do with Silverfin in Claude and ChatGPT

For accounting firms that use Silverfin for client bookkeeping and year-end closing.

Read the trial balance of a client period

List the periods of a client company, then read the accounts and values of the latest trial balance.

Find the open reconciliations in a workflow

List the workflows of a period, then the reconciliations of a workflow with their status. Open one to read its data.

Read the results of a reconciliation

Find a reconciliation of a period, such as VAT for March, and read its computed results as named values.

Look up one account value before a client call

Find an account in the trial balance of a period and read its value. Check the account before you answer the client.

Review the client companies of the firm

Read the firm this server connects to, list its client companies and open one to see its VAT identifier and settings.

How do I connect Silverfin?

Before you connect

You need your own Silverfin API app. The login page asks for its Client ID and Client secret; then you sign in with your Silverfin account and approve the access (OAuth).

Each firm registers its own API application in Silverfin and gets a client ID and secret. Enter the redirect URI https://silverfin.usefulapi.io/callback in that app, then enter the client ID, the secret and your firm ID on this page. The secret is stored encrypted and is used only to sign you in and refresh your Silverfin access.

This server only reads: companies, periods, trial balances, workflows and reconciliations. It never changes anything in Silverfin. It sees only what your Silverfin user can see. You can revoke access any time in Silverfin.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Silverfin and this URL, then click Add:
    https://silverfin.usefulapi.io/mcp
  3. Claude opens the login page: enter your own Silverfin app's client ID and secret, then sign in and approve the access.
  4. In a chat, click + → Connectors and turn on Silverfin.

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 Silverfin and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://silverfin.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your own Silverfin app's client ID and secret, then sign in and approve the access.
  4. In Plugins, install Silverfin, 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 silverfin https://silverfin.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

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

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://silverfin.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: you enter your own Silverfin app's client ID and secret, then sign in with your Silverfin account. 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/yrUnlimited*

*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this Silverfin server only. Subscribe with silverfin_upgrade (it returns a Stripe Checkout link). Cancel any time with silverfin_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running silverfin_upgrade before then undoes the cancel. Or write to [email protected].

Tools 14

Show all 14 tools (the AI picks them for you)

Read only · 10

  • Get the firmsilverfin_get_firm
    The Silverfin firm this server is connected to (id and name).
  • List companiessilverfin_list_companies
    The firm's client companies (files), paged.
  • Get a companysilverfin_get_company
    One company: name, number, VAT identifier, settings.
  • List periodssilverfin_list_periods
    A company's bookkeeping periods (months, quarters, years) with their ids and end dates, paged.
  • List accountssilverfin_list_accounts
    The trial balance of one period: the company's accounts with numbers, names and values, paged.
  • Get an accountsilverfin_get_account
    One account of a period with its value.
  • List workflowssilverfin_list_workflows
    The workflows (for example year-end closing) of one period, with their ids.
  • List workflow reconciliationssilverfin_list_workflow_reconciliations
    The reconciliation texts of one workflow in a period, with their status, paged.
  • Get a reconciliationsilverfin_get_reconciliation
    One reconciliation of a period: its template, status and data.
  • Get reconciliation resultssilverfin_get_reconciliation_results
    The computed results (named values) of one reconciliation in a period.

Your usefulapi plan · 4

  • Usage status (free-tier meter)silverfin_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 featuresilverfin_request_feature
    Tell usefulapi that the user needs something the Silverfin 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+silverfin_upgrade
    Get a paid plan for Silverfin (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 subscriptionsilverfin_cancel_subscription
    Cancel the caller's Silverfin 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 silverfin_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Silverfin in Claude or ChatGPT?

Read the trial balance of a client period. Find the open reconciliations in a workflow. Read the results of a reconciliation. Look up one account value before a client call. Review the client companies of the firm. See what you can do for the details.

Is this an official Silverfin product?

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

Can I connect Silverfin 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?

A Silverfin account with API access and your own Silverfin API app (its client ID and secret). See Before you connect for how to create it.

Do I add an Authorization header to 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: you enter your own Silverfin app's client ID and secret, then sign in with your Silverfin account. 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 Silverfin credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Silverfin 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. You can revoke the access in Silverfin at any time.

Can the AI change my Silverfin data?

All 10 Silverfin tools are marked read-only.

What does it cost?

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 Silverfin server only. Cancel any time: Pro then runs to the end of the paid period. Run silverfin_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run silverfin_upgrade: it returns a Stripe Checkout link. To cancel, run silverfin_cancel_subscription. Pro continues to the end of the paid period.

What if a Silverfin tool that I need is missing?

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

More Accounting & Tax MCP servers

A-CubeABRA FlexiAdminPulsebilleyBrioxCollmexDaftraDefontanaExpenseOnDemandFikenKledoMekari JurnalNumeralQuadernoQuarterwiseQuipuRun my AccountsScradaSentaSilvasoftSoloWeFile

All Accounting & Tax servers →