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Codat MCP by usefulapi

MCP server for Codat — companies, connections, invoices, bills and financial statements.

Connector by usefulapi.io · Domain verified by the MCP Registry

IndexedMITRemote (HTTP)
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Install

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

npx agentmarket install connector/usefulapi-io-codat

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.

Remote endpoint

  • https://codat.usefulapi.io/mcp Remote (HTTP)

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About

MCP server for Codat — companies, connections, invoices, bills and financial statements.

Reviews

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Permissions

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

Tools
24 read · 0 write · 4 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 28

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 24 · Look things up without changing anything.

  • codat_get_balance_sheet
  • codat_get_cash_flow_statement
  • codat_get_company
  • codat_get_connection
  • codat_get_data_info
  • codat_get_data_status
  • codat_get_invoice
  • codat_get_profile
  • codat_get_profit_and_loss
  • codat_list_account_transactions
  • codat_list_accounts
  • codat_list_bill_payments
Show 12 more tools
  • codat_list_bills
  • codat_list_companies
  • codat_list_connections
  • codat_list_credit_notes
  • codat_list_customers
  • codat_list_direct_costs
  • codat_list_integrations
  • codat_list_invoices
  • codat_list_journal_entries
  • codat_list_payments
  • codat_list_suppliers
  • codat_request

Delete 4 · Delete, drop, revoke or wipe things.

  • codat_create_company
  • codat_create_connection
  • codat_refresh_all_data
  • codat_refresh_data_type

Network hosts it talks to 1

  • codat.usefulapi.io · found in remote endpoint, install command

Files it touches

  • Any path the agent passes to its tools

Tools (28)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • codat_create_companyCreate a companycan change or delete data

    MUTATES Codat data — create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes via `fields`. Codat API: POST /companies. Returns the created company (incl. its id).

  • codat_create_connectionCreate a data connectioncan change or delete data

    MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection.

  • codat_get_balance_sheetGet balance sheetread-only

    Get a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/balanceSheet.

  • codat_get_cash_flow_statementGet cash flow statementread-only

    Get a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/cashFlowStatement.

  • codat_get_companyGet a companyread-only

    Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.

  • codat_get_connectionGet a data connectionread-only

    Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.

  • codat_get_data_infoGet accounting metadataread-only

    Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.

  • codat_get_data_statusGet data statusread-only

    Get the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus.

  • codat_get_invoiceGet an invoiceread-only

    Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.

  • codat_get_profileGet account profileread-only

    Fetch the authenticated Codat account's profile (organization name, redirect URLs, features) — a quick way to verify the API key works. Codat API: GET /profile.

  • codat_get_profit_and_lossGet profit & lossread-only

    Get a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss.

  • codat_list_account_transactionsList account transactionsread-only

    List a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/accountTransactions. Returns the paged envelope.

  • codat_list_accountsList chart of accountsread-only

    List a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns the paged envelope.

  • codat_list_bill_paymentsList bill paymentsread-only

    List a company's bill payments (money paid out to suppliers) — id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/billPayments. Returns the paged envelope.

  • codat_list_billsList billsread-only

    List a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope.

Show 13 more tools
  • codat_list_companiesList companiesread-only

    List the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }.

  • codat_list_connectionsList data connectionsread-only

    List a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Returns the paged envelope.

  • codat_list_credit_notesList credit notesread-only

    List a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope.

  • codat_list_customersList customersread-only

    List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.

  • codat_list_direct_costsList direct costsread-only

    List a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope.

  • codat_list_integrationsList integrationsread-only

    List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.

  • codat_list_invoicesList invoicesread-only

    List a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted&&amountDue>0".

  • codat_list_journal_entriesList journal entriesread-only

    List a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope.

  • codat_list_paymentsList paymentsread-only

    List a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope.

  • codat_list_suppliersList suppliersread-only

    List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.

  • codat_refresh_all_dataQueue a full data refreshcan change or delete data

    MUTATES Codat state — queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all.

  • codat_refresh_data_typeQueue a single dataset refreshcan change or delete data

    MUTATES Codat state — queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}.

  • codat_requestRaw read requestread-only

    Power-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY — only GET is allowed. Path starts with a slash (e.g. "/companies/{id}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}.

Signals

Stars
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Forks
0
Open issues
1
Last commit (this folder)
Oct 24, 2026 (4 days ago)
Last release
Oct 25, 2026 (3 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
io.usefulapi/codat
Version
1.24.0
Auth
Auth not stated
License
MIT
Repository
github.com/m190/usefulapi-mcp
Website
usefulapi.io/codat/
First seen
Oct 24, 2026
Last checked
Oct 26, 2026
Source
Official MCP Registrygithub-graphql

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Cite this page

Codat MCP by usefulapi. Agent Mart. https://agentmart.dev/connectors/usefulapi-io-codat (last updated 2026-10-26)