Talero MCP server

Read invoices, customers, expenses and reports; create customers and invoice drafts in Talero. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect TaleroFree 50 tool calls / monthPro $9/mo · $90/yr · pricing24 tools

What can I ask?

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

Which invoices are overdue, and who owes us the most?
Create a draft invoice for customer Nordlys ApS for 12 hours of consulting at 950 DKK.
Show me the profit and loss report for this year so far.
Find the customer with CVR 12345678 and show their payment terms.

What you can do with Talero in Claude and ChatGPT

For Danish bookkeepers and business owners who run their books in Talero.

See which invoices are overdue

List the invoices with status overdue and open one to see its lines and totals. Then read the customer record for the payment terms.

Find a customer by CVR number, email or phone

Look up a customer by exact CVR number, email or phone. Read the full record with its contact and payment-terms fields.

Draft a sales invoice for a customer

Find the customer and the product, then create an invoice draft. The draft has no invoice number. Approve and send it in Talero.

Changes data

Review profit, loss and the balance sheet

Read the profit and loss report and the balance sheet for a period. List the ledger transactions to check a figure.

Track purchase costs and their suppliers

List the expenses by status, such as pending, and open one to see its amount, VAT and date. Then read the supplier record.

Create or update a customer record

Create a customer with a name, or update one. Fields you leave out keep their current value.

Changes data

How do I connect Talero?

Before you connect

The login page asks for your Talero API key.

Create it in Talero under Indstillinger → API-nøgler (Settings → API keys). Choose only the scopes you need. A tlr_test_ key works against a sandbox company. Your key is used only to call the Talero 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 Talero and this URL, then click Add:
https://talero.usefulapi.io/mcp
Claude opens the login page: enter your Talero API key.
In a chat, click + → Connectors and turn on Talero.

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 Talero and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://talero.usefulapi.io/mcp
ChatGPT opens the login page: enter your Talero API key.
In Plugins, install Talero, 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 talero https://talero.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

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

codex mcp login talero

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://talero.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 Talero API key. 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 Talero server only. Ask your AI to run talero_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 talero_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 talero_upgrade before then undoes the cancel. Or write to [email protected].

Tools 24

Show all 24 tools (the AI picks them for you)

Read only · 17

Get the connected companytalero_get_company
Get the company the API key is bound to: name, CVR, VAT registration status, and whether the key is a sandbox (test) key.
List customerstalero_list_customers
List customers, filterable by date range and free text, sortable by name, created_at or email.
Get a customertalero_get_customer
Get one customer by id, with contact, CVR and payment-terms fields.
Look up a customertalero_lookup_customer
Find customers by exact CVR number, email or phone. Give at least one.
List invoicestalero_list_invoices
List sales invoices, filterable by status (draft, approved, sent, paid, overdue, cancelled, credit_note), date range and free text.
Get an invoicetalero_get_invoice
Get one invoice by id, with its lines, totals, status and invoice number.
List expensestalero_list_expenses
List expenses (purchase costs), filterable by status (pending, approved, paid), date range and free text.
Get an expensetalero_get_expense
Get one expense by id, with amount, VAT, date, supplier and voucher link.
List productstalero_list_products
List products and services with unit prices and VAT rates, sortable by name, created_at or unit_price.
Get a producttalero_get_product
Get one product by id, with price, unit, SKU and VAT rate.
List supplierstalero_list_suppliers
List suppliers (creditors), filterable by date range and free text, sortable by name or created_at.
Get a suppliertalero_get_supplier
Get one supplier by id, with contact and CVR fields.
List accountstalero_list_accounts
List accounts of the chart of accounts (account number, name, type, VAT code), sortable by account_number, name or created_at.
List ledger transactionstalero_list_transactions
List ledger transactions (journal entries) by date range, newest first by default.
Get voucher metadatatalero_get_voucher
Get voucher (bilag) metadata by id: file name, type, date and linked entries. The document file itself is not returned.
Get balance sheettalero_get_balance_sheet
Get the balance sheet for a period.
Get profit and loss reporttalero_get_profit_loss
Get the profit and loss report for a period.

Changes data · 3

Create an invoice drafttalero_create_invoice_draft
Create a DRAFT sales invoice. The draft gets no invoice number and is not posted to the ledger; approve and send it in Talero. Lines need description, quantity and unit_price; vat_rate defaults to 25. Talero API: POST /v1/invoices without auto_approve.
Create a customertalero_create_customer
Create a customer. Only name is required.
Update a customertalero_update_customer
Update a customer. Fields you omit keep their current value: the server reads the record first, merges your changes, then saves it. Talero API: GET then PUT /v1/customers/{id}.

Your usefulapi plan · 4

Usage status (free-tier meter)talero_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 featuretalero_request_feature
Tell usefulapi that the user needs something the Talero 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+talero_upgrade
Get a paid plan for Talero (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 subscriptiontalero_cancel_subscription
Cancel the caller's Talero 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 talero_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Talero in Claude or ChatGPT?

See which invoices are overdue. Find a customer by CVR number, email or phone. Draft a sales invoice for a customer. Review profit, loss and the balance sheet. Track purchase costs and their suppliers. Create or update a customer record. See what you can do for the details.

Is this an official Talero product?

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

Can I connect Talero 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 Talero API key. See Before you connect for where to find it.

Do I put my Talero 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 Talero API key. 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 Talero credentials?

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

Can the AI change my Talero data?

Yes, if you approve it. 3 of the 20 Talero tools can create or change data. The other 17 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 Talero server only. Cancel any time: your paid plan then runs to the end of the paid period. Run talero_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run talero_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 talero_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Talero tool that I need is missing?

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