Procfy

io.github.mcp-dirPublished by GitHub account mcp-dirv0.1.0Updated Oct 24, 2026

Financial management on Procfy — transactions (revenue/expense/transfers), bank accounts, contacts,

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Connects an assistant to Procfy financial management to list and create transactions, bank accounts, contacts, categories and cost centers.

What you can do
  • List linked Procfy accounts and their labels
  • List and page through transactions, with JSON filters for date, account and category
  • Fetch one or many transactions by id, with batched lookup and per-id errors
  • Create a transaction from a JSON payload of type, amount, date, account, category and contact
  • List bank accounts and read a single or several account balances
  • List contacts, categories (chart of accounts), cost centers and account users
When to use it
Useful when an assistant should read or record Procfy bookkeeping data — reviewing recent revenue, expenses and transfers, checking balances, or drafting new entries — instead of switching to the Procfy interface.
Requirements
A remote streamable HTTP endpoint; no package or local runtime. The Procfy account must be connected through the server's connect flow, and IDE agents log in via the browser and supply an access token, ideally as an Authorization: Bearer header.
Before you install
The create-transaction tool writes real financial records to Procfy. The access token is a credential and should be kept out of shared configs. The server also exposes toolkit, marketplace, bug-report and version tools that are unrelated to Procfy data; the bug-report tool asks for recent conversation messages.

Installation

In SourceWeft

  1. Open Procfy in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.mcp-dir%2Fprocfy-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "procfy": {
      "type": "http",
      "url": "https://api.mcp.ai/p_procfy"
    }
  }
}

README

This repository has no README.

Tools

16

procfy_list_accounts

Lista as conexões (contas) Procfy vinculadas a este install — id, label.

Parametersaccount

procfy_list_transactions

Lista transações (receita/despesa/transferência/folha/imposto) da Procfy. Paginado (page/items, máx 50/página). Use `filters` (JSON) pra filtrar por data, conta, categoria etc.

Parameterspageitemsaccountfilters

procfy_get_transaction

Detalha uma ou mais transações por id. Passe `transaction_ids` (lista, máx 50) — busca em lote com retry/backoff e erros por-id; ou `transaction_id` único.

Parametersaccounttransaction_idtransaction_ids

procfy_create_transaction

Cria uma transação na Procfy. `data` é um JSON string com os campos do payload (type, amount, date, bank_account_id, category_id, contact_id, description, ...). Confira o schema em api-docs.procfy.io/#transacoes.

Parametersdatarequiredaccount

procfy_list_bank_accounts

Lista as contas bancárias da Procfy. Paginado.

Parameterspageitemsaccountfilters

procfy_get_bank_account_balance

Detalha uma conta bancária da Procfy (inclui saldo) por id. Bulk support: accepts bank_account_ids for batched execution.

Parametersaccountbank_account_idrequiredbank_account_ids

procfy_list_contacts

Lista contatos (clientes/fornecedores) da Procfy. Paginado.

Parameterspageitemsaccountfilters

procfy_list_categories

Lista categorias (plano de contas) da Procfy. Paginado.

Parameterspageitemsaccountfilters

procfy_list_cost_centers

Lista centros de custo da Procfy. Paginado.

Parameterspageitemsaccountfilters

procfy_list_users

Lista usuários da conta Procfy. Paginado.

Parameterspageitemsaccountfilters

show_version

Show Version

Show the current MCP platform and adapter versions.

Takes no parameters.

report_bug

Report Bug

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

Parameterscontextmessagerequiredconversation

connect

Connection Status

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

Takes no parameters.

toolkit_info

Toolkit Info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Takes no parameters.

marketplace

Marketplace

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

Parameterslimitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool+11 more

authenticate

Authenticate

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

Parameterstoken

Version history

1
  1. v0.1.0LatestSep 16, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.