Read SaldeoSMART companies, contractors, documents, invoices, bank statements and employees. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the Saldeo connector, then ask in plain words. The AI picks the tools.
For accounting offices and companies that use SaldeoSMART to organize financial records.
The AI lists companies available to your Saldeo user, then reads the selected company’s suppliers and customers, including VAT numbers, contact details and payment terms.
The AI lists document IDs from a company’s month folder, grouped by type, and retrieves selected documents for review. Large sets can be read in batches of up to 200 IDs.
The AI searches a company’s documents using a document number, VAT number, document ID or GUID and returns matching records. Multiple criteria narrow the search together.
The AI reads the company’s sales invoices marked for export in Saldeo, including their dates, contractor details, line items and amounts.
The AI reads a company’s bank statements with their entries, contractors and links to help you review the recorded banking activity.
The login page asks for your SaldeoSMART username and Saldeo API token.
Saldeo API access is for office accounts (all accounting-office packages, and company packages Specjalista / Ekspert). Sign in to SaldeoSMART, open Konfiguracja → Konto → API and generate or copy the token. The username is the login of that same user. The token only signs requests and is never shown to anyone; for a client, create a separate user for them in the office account (Saldeo help).
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": {
"saldeo": {
"url": "https://saldeo.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"saldeo": {
"type": "http",
"url": "https://saldeo.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 SaldeoSMART username and Saldeo API token. 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 Saldeo user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per Saldeo user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Saldeo server only. Ask your AI to run saldeo_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 saldeo_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 saldeo_upgrade before then undoes the cancel. Or write to [email protected].
saldeo_list_companiessaldeo_list_contractorssaldeo_search_documentssaldeo_list_document_idssaldeo_get_documents_by_idssaldeo_list_invoicessaldeo_list_invoice_idssaldeo_get_invoices_by_idssaldeo_list_bank_statementssaldeo_list_employeessaldeo_usage_statussaldeo_request_featuresaldeo_upgradesaldeo_cancel_subscriptionFind a company and its contractors. Review documents from a monthly folder. Find a document by number or VAT number. Review sales invoices marked for export. Inspect bank statement entries. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Saldeo. The server calls the Saldeo API with your own Saldeo 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 SaldeoSMART username and Saldeo API token. 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 SaldeoSMART username and Saldeo API token. 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 Saldeo 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 Saldeo.
All 10 Saldeo tools are marked read-only.
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 Saldeo server only. Cancel any time: your paid plan then runs to the end of the paid period. Run saldeo_usage_status to see how many calls you used.
Ask the AI to run saldeo_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 saldeo_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 saldeo_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.