MCP server for Codat — companies, connections, invoices, bills and financial statements. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the Codat connector, then ask in plain words. The AI picks the tools.
For fintech developers and lenders who read their customers' accounting data through Codat.
The AI gets a company's profit and loss, balance sheet or cash flow statement split into periods that you choose. It compares periods and points out changes.
The AI lists a company's invoices with an amountDue filter and its bills with due dates and amounts. You see who owes money and what is owed.
The AI reads the data status for each data type, with the last successful sync and current status. It also lists the company's connections and their state.
The AI lists payments received, bill payments, credit notes or journal entries for a company. It sums them up and finds odd items.
The AI creates a company, creates a data connection for a platform and returns the link for the customer to authorize. It can also queue a data refresh.
Changes dataThe login page asks for your Codat API key.
Find it in Codat → app.codat.io → Developers → API keys. Your key is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.
Team and Enterprise: an Owner adds the connector for the organization first.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"codat": {
"url": "https://codat.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"codat": {
"type": "http",
"url": "https://codat.usefulapi.io/mcp"
}
}
} Run these commands. The second one opens the login page:
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.
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 Codat 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.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+ | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Codat server only. Ask your AI to run codat_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 codat_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 codat_upgrade before then undoes the cancel. Or write to [email protected].
codat_get_profilecodat_list_companiescodat_get_companycodat_list_connectionscodat_get_connectioncodat_get_data_statuscodat_get_data_infocodat_list_integrationscodat_list_accountscodat_list_invoicescodat_get_invoicecodat_list_billscodat_list_bill_paymentscodat_list_credit_notescodat_list_customerscodat_list_supplierscodat_list_paymentscodat_list_journal_entriescodat_get_balance_sheetcodat_get_profit_and_losscodat_get_cash_flow_statementcodat_list_direct_costscodat_list_account_transactionscodat_requestcodat_create_companycodat_create_connectioncodat_refresh_all_datacodat_refresh_data_typecodat_usage_statuscodat_request_featurecodat_upgradecodat_cancel_subscriptionRead profit and loss, balance sheet or cash flow by period. Find unpaid customer invoices and supplier bills. Check how fresh a company's data is. Review payments, credit notes and journal entries. Add a company and connect it, or refresh its data. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Codat. The server calls the Codat API with your own Codat 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 Codat API key. See Before you connect for where to find it.
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 Codat 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Codat 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 Codat.
Yes, if you approve it. 4 of the 28 Codat tools can create or change data. The other 24 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
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 Codat server only. Cancel any time: your paid plan then runs to the end of the paid period. Run codat_usage_status to see how many calls you used.
Ask the AI to run codat_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 codat_cancel_subscription. Your paid plan continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with codat_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.