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Manager.io MCP

MCP server for Manager.io bookkeeping: read-first with opt-in scoped task and write tools

Connector by flumpiey · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)★ 1
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Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/flumpiey-manager-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

MCP server for Manager.io bookkeeping: read-first with opt-in scoped task and write tools

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
3 read · 12 write · 1 delete · 7 not yet classified
Secrets
1 (API keys, tokens or passwords)
Install scripts
Not scanned yet
Runs as
Python package

Tools by what they do 23

Read from the source code; the running server may list different tools.

Read 3 · Look things up without changing anything.

  • get_record
  • list_records
  • list_resources

Write 12 · Create, change, send or run things.

  • apply_deposit_to_invoice
  • convert_quote_to_invoice
  • issue_deposit_invoice
  • issue_purchase_invoice
  • issue_quote
  • issue_sales_invoice
  • post_journal_entry
  • record_customer_deposit
  • record_customer_payment
  • record_expense
  • record_supplier_payment
  • transfer_between_accounts

Delete 1 · Delete, drop, revoke or wipe things.

  • void_document

Not yet classified 7 · We could not tell from the name and description.

  • aged_payables
  • aged_receivables
  • balance_sheet
  • bank_balances
  • profit_and_loss
  • tax_summary
  • trial_balance

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

  • MANAGER_API_KEY

Other settings (environment variables or headers).

  • MANAGER_API_URL
  • MANAGER_MCP_DELETE_SCOPES
  • MANAGER_MCP_WRITE_SCOPES

Tools (23)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • aged_payables

    Aged payables snapshot (read-only).

  • aged_receivables

    Aged receivables / outstanding customer balances (read-only snapshot).

  • apply_deposit_to_invoice

    Apply held customer deposit to a sales invoice via journal entry. Requires ledger scope. Clone get_record on journal_entries. Deposits are not revenue.

  • balance_sheet

    Balance sheet snapshot (read-only).

  • bank_balances

    Bank/cash balances snapshot (read-only). For search/drill-in of individual accounts use list_records/get_record on bank_accounts.

  • convert_quote_to_invoice

    Convert a sales quote to a sales invoice. Requires quotes and sales scopes.

  • get_record

    Fetch one collection record by GUID via Manager form endpoint (e.g. /customer-form/{key}). chart_of_accounts has no single form. For bank/cash account detail use resource=bank_accounts (not bank_balances).

  • issue_deposit_invoice

    Issue a sales quote styled as a deposit invoice (not revenue). Requires quotes scope. Confirm tax treatment with accountant.

  • issue_purchase_invoice

    Issue a purchase invoice. Requires purchases scope. Body is Manager-native JSON.

  • issue_quote

    Issue a sales or purchase quote. Requires quotes scope. Set purchase=true for purchase quotes.

  • issue_sales_invoice

    Issue a sales invoice with inline line items. Requires sales scope. Body is Manager-native JSON (clone get_record template).

  • list_records

    Search/page a curated collection. Core: customers, suppliers, sales_invoices, purchase_invoices, chart_of_accounts, bank_accounts. Also writable domains when present in discovery (e.g. receipts, payments, sales_quotes). bank_accounts is the searchable collection; use bank_balances for snapshot balances.

  • list_resources

    List curated Manager.io capabilities. Default is read-only (10 tools). Task tools register when write scopes match; CRUD tools are deprecated unless raw scope is set.

  • post_journal_entry

    Post a generic journal entry. Requires ledger scope.

  • profit_and_loss

    Profit and loss snapshot (read-only).

Show 8 more tools
  • record_customer_deposit

    Record money received before an invoice exists (not revenue). Requires banking scope and a deposit bank/cash account. Returns precondition_failed with setup steps if the account is missing.

  • record_customer_payment

    Record a customer receipt and allocate it to an open sales invoice. Requires banking scope. Atomic: receipt + allocation.

  • record_expense

    Record an expense via expense_claim (payroll) or purchase_invoice (purchases). Requires payroll and/or purchases scope.

  • record_supplier_payment

    Record a supplier payment allocated to a purchase invoice. Requires banking scope.

  • tax_summary

    Tax summary snapshot (read-only).

  • transfer_between_accounts

    Transfer between bank/cash accounts. Requires banking scope.

  • trial_balance

    Trial balance snapshot (read-only).

  • void_documentcan change or delete data

    Void (delete) a document by resource name and key. Requires matching DELETE scope (e.g. sales for sales_invoices).

Signals

Stars
1
Forks
3
Open issues
1
Weekly downloads
45
Last commit
Aug 3, 2026 (2 months ago)
Last release
Aug 3, 2026 (2 months ago)
Last package publish
Aug 3, 2026 (2 months ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name
io.github.flumpiey/manager-mcp
Version
0.2.6
Auth
API key
Packages
pypi manager-mcp
License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

More from flumpiey

Cite this page

Manager.io MCP. Agent Mart. https://agentmart.dev/connectors/flumpiey-manager-mcp (last updated 2026-10-24)