Quarterwise MCP server

Read properties, HMRC categories and transactions; add income and expenses in Quarterwise. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect QuarterwiseFree 50 tool calls / monthPro $9/mo · $90/yr · pricing9 tools

What can I ask?

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

What you can do with Quarterwise in Claude and ChatGPT

For UK landlords and self-employed people who keep their tax records in Quarterwise.

See all your properties and businesses

List the income sources of the account with the type, the share and the number of transactions.

Review the expenses of one property

List the entries of a property in a date range. Ask the assistant to total the expenses by category.

Check the valid HMRC category keys

Read the category keys for a UK property, an overseas property or a business. Use them to label entries correctly.

Import rent payments from a spreadsheet

Add many rent payments to the ledger of a property in one call. Each entry has a unique reference, so a retry adds nothing twice.

Changes data

How do I connect Quarterwise?

Before you connect

The login page asks for your Quarterwise API key.

Create it in the Quarterwise app under Account → API access (Pro plan). The key starts with qw_live_ and is shown once. It is used only to call the API for you and to derive a private account id.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Quarterwise and this URL, then click Add:
    https://quarterwise.usefulapi.io/mcp
  3. Claude opens the login page: enter your Quarterwise API key.
  4. In a chat, click + → Connectors and turn on Quarterwise.

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

Cursor

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

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

VS Code

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

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

Codex

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

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

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://quarterwise.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 Quarterwise 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

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Quarterwise server only. Ask your AI to run quarterwise_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 quarterwise_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 quarterwise_upgrade before then undoes the cancel. Or write to [email protected].

Tools 9

Show all 9 tools (the AI picks them for you)

Read only · 4

  • Get account and API capabilitiesquarterwise_get_account
    Show which Quarterwise account the key belongs to, its plan (free, pro, expat, firm) and what the API can do. HMRC submission is always false: filing is done in the app.
  • List properties and businessesquarterwise_list_sources
    List the income sources on the account: UK properties, overseas properties and self-employment businesses, with id, type, share percent, role (owner or sharer) and transaction count. The id is the input of the transaction tools.
  • List HMRC category keysquarterwise_list_categories
    List the valid income and expense category keys (HMRC field names) per source type. Keys differ by type, so check them before adding transactions.
  • List transactions of a sourcequarterwise_list_transactions
    List income and expense entries of one property or business, optionally in a date range. Amounts are in pence. Returns nextCursor: pass it as cursor to get the next page.

Changes data · 1

  • Add transactions to a source (write)quarterwise_add_transactions
    WRITE: add 1 to 100 income or expense entries to a property or business ledger. Each entry needs a unique externalRef: re-posting the same ref adds nothing, so a retry is safe. Entries without a category go to the review queue in the app. Never submits anything to HMRC.

Your usefulapi plan · 4

  • Usage status (free-tier meter)quarterwise_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 featurequarterwise_request_feature
    Tell usefulapi that the user needs something the Quarterwise 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+quarterwise_upgrade
    Get a paid plan for Quarterwise (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 subscriptionquarterwise_cancel_subscription
    Cancel the caller's Quarterwise 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 quarterwise_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Quarterwise in Claude or ChatGPT?

See all your properties and businesses. Review the expenses of one property. Check the valid HMRC category keys. Import rent payments from a spreadsheet. See what you can do for the details.

Is this an official Quarterwise product?

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

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

Do I put my Quarterwise 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 Quarterwise 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 Quarterwise credentials?

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

Can the AI change my Quarterwise data?

Yes, if you approve it. 1 of the 5 Quarterwise tools can create or change data. The other 4 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 Quarterwise server only. Cancel any time: your paid plan then runs to the end of the paid period. Run quarterwise_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run quarterwise_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 quarterwise_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Quarterwise tool that I need is missing?

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