Bokio MCP server

Read Bokio accounts, invoices and customers; create drafts and journal entries. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect BokioFree 50 tool calls / monthPro $9/mo · $90/yr · pricing27 tools

What can I ask?

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

What you can do with Bokio in Claude and ChatGPT

For business owners and bookkeepers who manage company accounts and invoices in Bokio.

Review bookkeeping setup

Read company information, fiscal years and the chart of accounts to understand the company's bookkeeping setup.

Inspect invoices and payments

List sales invoices, open a selected invoice and review the payments registered against it.

Prepare an invoice draft

Find an existing customer and create an invoice draft with the requested line items. Publishing or recording the invoice is a separate action.

Changes data

How do I connect Bokio?

Before you connect

You sign in with your Bokio account and approve the access (OAuth). You do not need an API key.

This server reads the company's information, fiscal years, chart of accounts, journal entries, customers, invoices, credit notes, items, suppliers and supplier invoices. It can create customers and invoice drafts and, only when you ask, publish or bookkeep an invoice, or post or reverse a journal entry (bookkeeping steps that cannot be undone). It never deletes anything. The company needs a Bokio plan with API access. You can revoke access any time in Bokio under Integrations.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Bokio and this URL, then click Add:
    https://bokio.usefulapi.io/mcp
  3. Claude opens the Bokio login page: sign in and approve the access.
  4. In a chat, click + → Connectors and turn on Bokio.

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 Bokio and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://bokio.usefulapi.io/mcp
  3. ChatGPT opens the Bokio login page: sign in and approve the access.
  4. In Plugins, install Bokio, 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 bokio https://bokio.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

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

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://bokio.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 sign in with your Bokio 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 company$9/mo · $90/yr10,000 tool calls / month
Pro+per company$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Bokio server only. Ask your AI to run bokio_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 bokio_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 bokio_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 · 17

  • Get company informationbokio_get_company_information
    The connected Bokio company: name, organisation number, company type, address, contact details.
  • List fiscal yearsbokio_list_fiscal_years
    Fiscal years (id, start and end date, cash or accrual accounting method, open or closed).
  • Get a fiscal yearbokio_get_fiscal_year
    One fiscal year by id.
  • List chart of accountsbokio_list_chart_of_accounts
    The company's complete chart of accounts (account number, name, base-plan or custom). Not paginated.
  • Get an accountbokio_get_account
    One account of the chart of accounts by its number (for example 1930).
  • List journal entriesbokio_list_journal_entries
    Bookkeeping journal entries (verifications) with their debit/credit lines. Filter by date or number.
  • Get a journal entrybokio_get_journal_entry
    One journal entry (verification) with its lines.
  • List customersbokio_list_customers
    Customers of the company, highest customer number first.
  • Get a customerbokio_get_customer
    One customer by id.
  • List invoicesbokio_list_invoices
    Sales invoices (draft, published, paid, overdue, credited) with line items and totals.
  • Get an invoicebokio_get_invoice
    One sales invoice by id, with line items.
  • List invoice paymentsbokio_list_invoice_payments
    Payments registered against one sales invoice.
  • List credit notesbokio_list_credit_notes
    Credit notes (draft or published).
  • Get a credit notebokio_get_credit_note
    One credit note by id, with line items.
  • List items (products and services)bokio_list_items
    Reusable invoice items: description, product type, unit price, tax rate, bookkeeping account.
  • List suppliersbokio_list_suppliers
    Suppliers of the company with payment details.
  • List supplier invoicesbokio_list_supplier_invoices
    Supplier (purchase) invoices with remaining amounts and their journal entry.

Changes data · 6

  • Create a customerbokio_create_customer
    Create a customer in the company's Bokio. If customerNumber is omitted Bokio picks the next number. Not idempotent: calling twice creates two customers; check bokio_list_customers first.
  • Create an invoice draftbokio_create_invoice_draft
    Create a DRAFT sales invoice. Nothing is bookkept and nothing is sent until bokio_publish_invoice. Not idempotent: calling twice creates two drafts.
  • Publish an invoice (IRREVERSIBLE)bokio_publish_invoice
    IRREVERSIBLE: publish a draft invoice. It becomes official and immutable and gets its invoice number. This does NOT bookkeep it (use bokio_record_invoice for that) and Bokio does NOT e-mail it to the customer through the API. Only call when the user has confirmed this exact invoice.
  • Bookkeep an invoice (IRREVERSIBLE)bokio_record_invoice
    IRREVERSIBLE: record (bookkeep) a published invoice: Bokio posts it to the ledger using the accounts of its line items. Call after bokio_publish_invoice, only when the user has confirmed.
  • Create a journal entry (IRREVERSIBLE)bokio_create_journal_entry
    IRREVERSIBLE bookkeeping: post a journal entry (verification) to the ledger. Debits must equal credits. It can only be undone by reversing it with bokio_reverse_journal_entry, which posts a counter-entry. Not idempotent: calling twice posts two entries. Only call when the user has confirmed the exact lines.
  • Reverse a journal entry (IRREVERSIBLE)bokio_reverse_journal_entry
    IRREVERSIBLE: post a counter-entry that cancels a journal entry. Only entries created through the API can be reversed; the original stays in the ledger. Only call when the user has confirmed.

Your usefulapi plan · 4

  • Usage status (free-tier meter)bokio_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 featurebokio_request_feature
    Tell usefulapi that the user needs something the Bokio 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+bokio_upgrade
    Get a paid plan for Bokio (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 subscriptionbokio_cancel_subscription
    Cancel the caller's Bokio 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 bokio_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Bokio in Claude or ChatGPT?

Review bookkeeping setup. Inspect invoices and payments. Prepare an invoice draft. See what you can do for the details.

Is this an official Bokio product?

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

Can I connect Bokio 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 Bokio account. You sign in to Bokio and approve the access. You do not need an API key.

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 sign in with your Bokio 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 Bokio credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Bokio 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 Bokio at any time.

Can the AI change my Bokio data?

Yes, if you approve it. 6 of the 23 Bokio 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 Bokio server only. Cancel any time: your paid plan then runs to the end of the paid period. Run bokio_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run bokio_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 bokio_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Bokio tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with bokio_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 Payments & Billing MCP servers

AmberfloAutumnBasis TheorybexioBilfloBill4TimeBillogramBillomatBillyBind ERPBraintreeBukkuCashCtrlChargebeeChargeOverCheckout.come-BoekhoudenFacturaliaFakturowoFastBillFreeAgentHiveageInstamojoinv.bgInvoice NinjaInvoicedKashFlowLagoLaudusLemon SqueezyLexware OfficeMercoaMerit AktivaMoonClerkOblioOrbPapierkramPaySpacePiggyVest BusinessPin PaymentsPolarQashierRecommandRecurlySaldeoSeal SubscriptionssevdesksmallinvoiceSmartAccountsSmartBillSmartrrSTEL OrderSuperFakturaSzámlázz.huTOConlineVyfakturujWeFactYuki

All Payments & Billing servers →