Read KashFlow invoices, customers, suppliers, banking and reports; add customers, notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the KashFlow connector, then ask in plain words. The AI picks the tools.
For UK small businesses and bookkeepers who keep their accounts in KashFlow.
The AI lists overdue and unpaid sales invoices, reads the aged debtors report, and checks the invoiced and outstanding balance of one customer.
The AI reads the profit and loss for a date range, the balance sheet at a date, the trial balance and key figures, and explains them.
The AI reads the VAT return figures (boxes 1 to 9) for a period, and whether it was submitted to HMRC, and lists your VAT rates.
The AI lists bank accounts, reads a balance on a date, and lists the transactions of one account with money in and out.
The AI checks for an existing customer by email first, then creates a new customer or supplier with a unique code.
Changes dataThe AI opens a sales invoice with its lines and payments, reads its notes and adds a new note. The invoice itself stays unchanged.
Changes dataThe login page asks for your KashFlow username and KashFlow password (or API password).
KashFlow's API is available on the Business package. In KashFlow open Apps → API Settings, tick Enable API, untick Restrict Access (this server has no fixed IP address) and, if you like, choose Separate API password and use that password here instead of your main one (KashFlow explains it). Your login is used only to call the KashFlow API on your behalf and is never shown to anyone. KashFlow locks an account after repeated wrong passwords, so check them before you try again.
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": {
"kashflow": {
"url": "https://kashflow.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"kashflow": {
"type": "http",
"url": "https://kashflow.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 KashFlow username and KashFlow password (or API password). 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 |
| Proper account | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per account | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this KashFlow server only. Ask your AI to run kashflow_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 kashflow_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 kashflow_upgrade before then undoes the cancel. Or write to [email protected].
kashflow_get_company_detailskashflow_list_customerskashflow_get_customerkashflow_get_customer_by_idkashflow_find_customer_by_emailkashflow_get_customer_balancekashflow_list_supplierskashflow_get_supplierkashflow_get_invoicekashflow_list_invoiceskashflow_list_customer_invoiceskashflow_list_unpaid_invoiceskashflow_list_overdue_invoiceskashflow_list_recent_invoiceskashflow_list_invoice_paymentskashflow_list_payments_by_datekashflow_get_invoice_noteskashflow_list_quoteskashflow_get_receiptkashflow_list_recent_receiptskashflow_list_supplier_receiptskashflow_list_productskashflow_list_bank_accountskashflow_list_bank_transactionskashflow_get_bank_balancekashflow_list_nominal_codeskashflow_list_vat_rateskashflow_list_projectskashflow_get_profit_and_losskashflow_get_balance_sheetkashflow_get_trial_balancekashflow_get_aged_debtorskashflow_get_aged_creditorskashflow_get_vat_reportkashflow_get_kpiskashflow_create_customerkashflow_create_supplierkashflow_add_invoice_notekashflow_usage_statuskashflow_request_featurekashflow_upgradekashflow_cancel_subscriptionFind who owes you money. Review financial statements and key figures. Prepare your VAT return figures. Check bank balances and transactions. Add a customer or a supplier. Read or add a note on an invoice. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by KashFlow. The server calls the KashFlow API with your own KashFlow 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 KashFlow username and KashFlow password (or API password). See Before you connect for where to find them.
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 KashFlow username and KashFlow password (or API password). 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 KashFlow 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 KashFlow.
Yes, if you approve it. 3 of the 38 KashFlow tools can create or change data. The other 35 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 KashFlow server only. Cancel any time: your paid plan then runs to the end of the paid period. Run kashflow_usage_status to see how many calls you used.
Ask the AI to run kashflow_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 kashflow_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 kashflow_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.