McpStamp Statement of Account

io.github.theluckystrikePublished by GitHub account theluckystrikev0.23.0Updated Nov 3, 2026

Client statements of account, ageing of open invoices and payment chasers as text or PDF.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinanceBusiness & Commerce

Overview

McpStamp Statement of Account's hosted MCP server (mcp.zovo.one); no sign-in required; Streamable HTTP; 8 tools.

No AI overview yet: these facts come from the registry entry and the server itself.

Endpoint
mcp.zovo.one
Last checked

Installation

In SourceWeft

  1. Open McpStamp Statement of Account 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.theluckystrike%2Fstatement-of-account/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": {
    "mcpstamp-statement-of-account": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/statement-of-account"
    }
  }
}

README

mcp-statement-of-account

[theluckystrike/mcp-statement-of-account MCP server]

In the official MCP Registry (io.github.theluckystrike/statement-of-account). Send a client the one document that answers "what do I actually owe you". This MCP server reads the books you already keep in this suite, your invoices, your credit notes and your deposits, and turns them into a statement of account for a period: the balance you were carrying at the start, every invoice you issued, every payment that came in, every credit note you gave, and the balance at the end. It ages what is still open into 0-30, 31-60, 61-90 and over 90 days past due, so you can see at a glance which client is the problem; it writes the statement as pasteable text or as an A4 PDF that looks like your invoices; and it drafts the chaser, at a friendly, a firm or a final level. It never writes anything back into your invoices, and it never invents a late fee.

Built by theluckystrike.

npm publish for @theluckystrike/mcp-statement-of-account is pending, so npx -y @theluckystrike/mcp-statement-of-account returns 404 today. Until then, the .mcpb one-click bundle or a clone+build is the working path.

Install

Claude Desktop

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

json
{  "mcpServers": {    "statement-of-account": {      "command": "npx",      "args": ["-y", "@theluckystrike/mcp-statement-of-account"]    }  }}

Claude Code

sh
claude mcp add statement-of-account -- npx -y @theluckystrike/mcp-statement-of-account

Cursor

~/.cursor/mcp.json (global) or .cursor/mcp.json (project), same entry as Claude Desktop.

Tools

toolwhat it does
statement_buildOne client's statement for a period: opening balance, invoices issued, payments received, credit notes, deposits applied, closing balance. Every figure in minor units and formatted
statement_agingWhat is owed, split into 0-30, 31-60, 61-90 and over 90 days past the due date as at a chosen date, for one client or for everyone, per currency
statement_textThe same statement as plain text, movements in date order, ready to paste into an email
statement_pdfThe same statement as an A4 PDF titled STATEMENT OF ACCOUNT, on the same page layout as your invoices and credit notes
dunning_textA payment chaser at level 1 (friendly), 2 (firm) or 3 (final demand), with the overdue list and your bank details
statements_reportEvery client at once: what is outstanding per currency, aged, and the oldest overdue invoice in the book
license_statusFree or Pro, and where to upgrade
license_activateActivate a Pro key

Plus the statement://sources resource, which says which of the three stores this server could read and how many rows each holds, and the chase_overdue prompt.

Free vs Pro

FreePro
Statements built5 a calendar monthunlimited
Rebuilding a statement already builtunlimitedunlimited
statement_agingunlimitedunlimited
statement_textyesyes
dunning_text levels 1 and 2yesyes
dunning_text level 3, final demandnoyes
statement_pdfnoyes
statements_reportnoyes
PDF footer creditshownremoved

Aging is free and unlimited on purpose. "Who owes me money" is the question this whole server exists for, and a free tier that hides it is a demo rather than a tool. The meter is on the statement, the document that actually goes to a client, and it counts distinct statements: the same client, period and currency built again is free forever.

Get Pro, one-time, lifetime, for this server. Keys verify offline.

Where the numbers come from

Nothing here is typed in twice. The server reads three stores and writes to none of them:

storeserverwhat is taken from it
invoices.jsonmcp-invoicethe invoices, their due dates and how much of each is paid
credit-notes.jsonmcp-billing-docsthe credit notes, already stored with a negative sign
deposits.jsonmcp-depositsthe deposit applications, and what is still held

A store you have never installed is simply absent, and the statement is built without it. A store that is on disk and cannot be READ is a different thing entirely, and is reported as such on every figure, because a balance that could not be computed must never be shown as a balance of nothing owed. The one store the server refuses to work without is the invoice ledger.

A measured insight

Aging a past date with today's payment figures is not slightly wrong, it is silently empty. Aging is usually written as "take each invoice, subtract what has been paid, and bucket by the due date". The subtraction is the part nobody dates. On the worked month in test/_client.mjs, aged at 2026-06-10, the two rules give:

ruleoutstandingoverdue
as at 2026-06-102,500.00 EUR500.00 EUR, 31 days late
today's paid_minor1,700.00 EUR0.00 EUR

The naive rule understates what was owed by 800.00 of 2,500.00, a third of the balance, and it reports NOTHING overdue on a date when an invoice was a month late, because a payment that arrived two days later has already been subtracted from it. The failure is invisible: the answer looks tidy, the buckets add up, and it cannot be reproduced next month because the input keeps moving. So every figure in statement_aging is taken as at the date asked for, in both directions: an invoice issued after it is not on the books, a payment made after it has not happened, and a credit note issued after it has not been given.

The second thing measurement showed: paid_minor and payments[] on an invoice do not have to agree, and routinely do not. invoice_mark_paid writes both, but deposit_apply raises paid_minor and appends no payment row at all, and an invoice created before that field existed has no rows either. Reconstructing receipts from payments[] would have lost 300.00 of the worked month's 900.00 of receipts, a third of the cash, with no error anywhere. paid_minor is treated as the authority and the rows are only the attribution.

Rules this server holds to

  • A deposit is money that moves once. Applying a deposit already writes the payment on the invoice, so the statement counts it there and breaks it out as "of which deposits applied" rather than crediting it a second time. Deposit money still held is a memo line and is never part of the balance: it is the client's money until it is applied.
  • Currencies are never added together. One statement is one currency, and a client billed in two is asked which. There is no exchange rate in this server, so a single figure across a EUR ledger and a USD one would be one it made up.
  • Due today is not overdue. An invoice enters the 0-30 bucket on the first day past its due date. What is outstanding but not yet due is reported beside the buckets, never inside them and never hidden.
  • A credit note reduces the invoice it names and no other. An open balance floors at zero and any excess is reported as unapplied credit, rather than quietly cancelling an invoice the client never agreed it against.
  • No chaser invents a charge. The three dunning levels differ in tone and deadline and in nothing else. No level states a late fee, an interest rate or a legal cost, because this server holds no contract terms, no statutory rate and no jurisdiction, and the one place never to put a made-up number is a demand for money.
  • A chaser for a client with nothing overdue is refused, and the refusal says what is outstanding but not yet due.

Privacy

All data stays on your machine. The invoices, credit notes and deposits are read from ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/, this server's own register of built statements is written to .../mcp-servers/statement-of-account/, and nothing is sent anywhere. There is no network call in this server at all. License keys verify offline.

License

MIT. Support: [email protected]

Built by theluckystrike.

Use these docs as an MCP server

Any MCP client (Claude, Cursor, Windsurf, VS Code) can read this repository's documentation directly via GitMCP - no install:

Source: servers/statement-of-account/README.md at commit 6535b33

Tools

8

statement_build

Build a statement of account

Build one client's statement for a period: opening, invoices, payments with deposits applied broken out, credit notes and closing, formatted and in minor units. Free: 5 a month; a rebuild is free.

Parameterstorequiredfromrequiredclientrequiredcurrency

statement_aging

Age the open invoices

Age open invoices into 0-30, 31-60, 61-90 and over 90 days past DUE date at a date, per client and currency, with the invoices themselves. Free. statements_report rolls up the whole book instead.

Parametersas_oflimitclientcurrency

statement_text

Plain-text statement of account

Turn one client's statement into a plain-text letter for an email: movements in date order, opening and closing balances, deposit held, a sign-off. It is also a .txt download link valid one hour and counts toward the 5 a month; statement_pdf writes the A4 page.

Parameterstorequiredfromrequiredas_ofclientrequiredcurrencygreetingsign_off

statement_pdf

Render the statement of account as a PDF

Call this tool to render one client's A4 statement of account and return a download link valid for one hour. Titled STATEMENT OF ACCOUNT, movements in date order, BALANCE OUTSTANDING at the foot. Pro.

Parameterstorequiredfromrequiredas_ofclientrequiredcurrencyout_path

dunning_text

Write a dunning letter

Write a payment chaser at level 1 friendly, 2 firm or 3 final demand: every OVERDUE invoice with its age, the total and your bank details. Refused if nothing is overdue. No interest is stated. The letter is also a .txt download link valid one hour. Level 3 is Pro.

Parametersas_oflevelrequiredclientrequiredcurrencygreetingsign_off

statements_report

What every client owes

Receivables across every client at a date: totals and aging per currency, clients ranked by how much is OVERDUE, and the oldest overdue invoice. Pro. statement_aging is the free per-client view.

Parametersas_oflimit

license_status

License status

Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.

Takes no parameters.

license_activate

Activate license

Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.

Parameterskeyrequired

Version history

5
  1. v0.23.0LatestNov 3, 2026
  2. v0.22.6Oct 14, 2026
  3. v0.22.1Oct 9, 2026
  4. v0.22.0Sep 17, 2026
  5. v0.21.0Sep 16, 2026

Score

100% 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
  • License10 pts