KashFlow MCP by usefulapi
Read KashFlow invoices, customers, suppliers, banking and reports; add customers, notes.
Connect it
Settings → Connectors → Add custom connector
URL: https://kashflow.usefulapi.io/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://kashflow.usefulapi.io/mcp{
"mcpServers": {
"kashflow": {
"url": "https://kashflow.usefulapi.io/mcp"
}
}
}claude mcp add --transport http kashflow https://kashflow.usefulapi.io/mcp{
"servers": {
"kashflow": {
"type": "http",
"url": "https://kashflow.usefulapi.io/mcp"
}
}
}38 tools, pulled live
kashflow_get_company_detailsread-onlyThe KashFlow company: name, address, contact, VAT registration, currency, payment terms and business type. SOAP GetCompanyDetails.
kashflow_list_customersread-onlyAll customers (name, code, contact, email, phone, address, VAT number, payment terms, notes), paged here: the reply says total and next_offset. SOAP GetCustomers.
kashflow_get_customerread-onlyOne customer by its KashFlow customer code (the short code shown in the customer list, e.g. ACME01). SOAP GetCustomer.
kashflow_get_customer_by_idread-onlyOne customer by its numeric CustomerID (as returned in other replies). SOAP GetCustomerByID.
kashflow_find_customer_by_emailread-onlyThe customer whose e-mail address matches. SOAP GetCustomerByEmail.
kashflow_get_customer_balanceread-onlyWhat one customer owes: the total invoiced value and the outstanding balance. SOAP GetCustomerBalance.
kashflow_create_customerWRITE: create a new customer. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new CustomerID. SOAP InsertCustomer.
kashflow_list_suppliersread-onlyAll suppliers (name, code, contact, email, phone, address, VAT number, payment terms), paged here: the reply says total and next_offset. SOAP GetSuppliers.
kashflow_get_supplierread-onlyOne supplier by its KashFlow supplier code. SOAP GetSupplier.
kashflow_create_supplierWRITE: create a new supplier. The code must be unique (KashFlow refuses a code that exists) and nothing existing is changed. Returns the new SupplierID. SOAP InsertSupplier.
kashflow_get_invoiceread-onlyOne sales invoice by its invoice number: customer, dates, lines (description, quantity, rate, VAT), net, VAT, amount paid and a link. SOAP GetInvoice.
kashflow_list_invoicesread-onlySales invoices dated within a range (inclusive; a bare end date means the end of that day), paged here. Dates are yyyy-mm-dd. SOAP GetInvoicesByDateRange.
kashflow_list_customer_invoicesread-onlyAll sales invoices of one customer, by numeric CustomerID (see kashflow_get_customer for the id), paged here. SOAP GetInvoicesForCustomer.
kashflow_list_unpaid_invoicesread-onlyAll sales invoices not yet paid in full, paged here. SOAP GetInvoices_Unpaid.
kashflow_list_overdue_invoicesread-onlyAll sales invoices past their due date and not paid in full, paged here. SOAP GetInvoices_Overdue.
kashflow_list_recent_invoicesread-onlyThe most recently created sales invoices. SOAP GetInvoices_Recent.
kashflow_list_invoice_paymentsread-onlyThe payments recorded against one sales invoice (date, amount, method, bank account, note), by invoice number. SOAP GetInvoicePayment.
kashflow_list_payments_by_dateread-onlyCustomer payments received within a date range (date, amount, invoice, method, bank account). KashFlow returns them a page at a time: set page_number 1, 2, ... until a page comes back empty. Dates are yyyy-mm-dd. SOAP GetInvoicePaymentsByDateRange.
kashflow_get_invoice_notesread-onlyThe notes attached to one sales invoice, by its InvoiceDBID (the numeric id in invoice replies, not the invoice number). SOAP GetInvoiceNotes.
kashflow_add_invoice_noteWRITE: add a note to a sales invoice, by its InvoiceDBID (the numeric id in invoice replies). Existing notes and the invoice are not changed. SOAP InsertInvoiceNote.
kashflow_list_quotesread-onlyAll sales quotes (same shape as invoices), paged here. SOAP GetQuotes.
kashflow_get_receiptread-onlyOne purchase (supplier invoice / receipt) by its receipt number: supplier, dates, lines, net, VAT, amount paid. SOAP GetReceipt.
kashflow_list_recent_receiptsread-onlyThe most recently created purchases (supplier invoices / receipts). SOAP GetReceipts_Recent.
kashflow_list_supplier_receiptsread-onlyAll purchases (supplier invoices / receipts) of one supplier, by numeric SupplierID (see kashflow_get_supplier), paged here. SOAP GetReceiptsForSupplier.
kashflow_list_productsread-onlyThe product catalogue (name, code, description, price, stock level), paged here. SOAP GetProducts.
kashflow_list_bank_accountsread-onlyThe bank accounts (AccountID, name, nominal code). SOAP GetBankAccounts.
kashflow_list_bank_transactionsread-onlyThe transactions of one bank account (date, money in/out, VAT, type, comment, customer/supplier), by AccountID from kashflow_list_bank_accounts, paged here. SOAP GetBankTransactions.
kashflow_get_bank_balanceread-onlyThe balance of one bank account on a date (default today). SOAP GetBankBalance.
kashflow_list_nominal_codesread-onlyThe chart of accounts: nominal codes with their names. SOAP GetNominalCodes.
kashflow_list_vat_ratesread-onlyThe VAT rates set up in the account. SOAP GetVATRates.
kashflow_list_projectsread-onlyThe projects defined in the account (id, name). SOAP GetProjects.
kashflow_get_profit_and_lossread-onlyThe profit and loss report for a date range: turnover, cost of sales, gross profit, expenses and net profit, with the lines of each section. SOAP GetProfitAndLoss.
kashflow_get_balance_sheetread-onlyThe balance sheet at a date (default today): fixed assets, current assets, current liabilities, capital and reserves with the lines of each. SOAP GetBalanceSheet.
kashflow_get_trial_balanceread-onlyThe trial balance for a date range: every nominal code with debit, credit and balance. SOAP GetTrialBalance.
kashflow_get_aged_debtorsread-onlyWho owes you money at a date (default today), aged into current, three periods and older, per customer. SOAP GetAgedDebtors.
kashflow_get_aged_creditorsread-onlyWho you owe money to at a date (default today), aged into current, three periods and older, per supplier. SOAP GetAgedCreditors.
kashflow_get_vat_reportread-onlyThe VAT return figures (boxes 1 to 9) for a period, and whether it was submitted to HMRC. SOAP GetVATReport.
kashflow_get_kpisread-onlyKey figures for a date range (income, expenses, profit and similar, as name/value pairs). SOAP GetKPIs.
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