Bokio MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.7.3Updated Nov 7, 2026

Read Bokio accounts, invoices and customers; create drafts and journal entries.

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Connects an assistant to a Bokio company's bookkeeping: read accounts, invoices, customers and suppliers, and create drafts and journal entries.

What you can do
  • Read company details, fiscal years and the chart of accounts
  • List and inspect journal entries with their debit and credit lines
  • List and inspect customers, reusable items, suppliers and supplier invoices
  • List sales invoices, credit notes and invoice payments
  • Create customers and draft sales invoices
  • Publish and bookkeep invoices, post and reverse journal entries
When to use it
Useful when you keep books in Bokio and want an assistant to look up accounts, invoices or customers, draft a sales invoice, or post a journal entry without switching to the Bokio interface.
Requirements
Remote MCP endpoint added by URL only; sign-in is via OAuth with a Bokio account, and you choose the company to connect and approve access. The Bokio company needs a plan with API access. No API key or Authorization header is configured in the client.
Before you install
Several tools are irreversible: publishing an invoice makes it official and immutable, recording it posts to the ledger, and journal entries can only be undone by a counter-entry. Create tools are not idempotent, so repeated calls duplicate customers, drafts or entries. Publishing does not email the customer. Free tier is limited to 50 calls per month; paid plans are billed through a Stripe checkout link, and cancelling gives no refund for the current period.

Installation

In SourceWeft

  1. Open Bokio MCP by usefulapi 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.usefulapi%2Fbokio/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": {
    "bokio-by-usefulapi": {
      "type": "http",
      "url": "https://bokio.usefulapi.io/mcp"
    }
  }
}

README

Bokio MCP by usefulapi

Hosted at https://bokio.usefulapi.io/mcp.

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://bokio.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http bokio https://bokio.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "bokio": {      "url": "https://bokio.usefulapi.io/mcp"    }  }}

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, and you sign in with your Bokio account.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/bokio/

Sign in with Bokio and choose the company to connect. Approve access in Bokio to continue. The company needs a plan with API access.

Tools

ToolTypeWhat it does
bokio_get_company_informationreadGet company information
bokio_list_fiscal_yearsreadList fiscal years
bokio_get_fiscal_yearreadGet a fiscal year
bokio_list_chart_of_accountsreadList chart of accounts
bokio_get_accountreadGet an account
bokio_list_journal_entriesreadList journal entries
bokio_get_journal_entryreadGet a journal entry
bokio_list_customersreadList customers
bokio_get_customerreadGet a customer
bokio_list_invoicesreadList invoices
bokio_get_invoicereadGet an invoice
bokio_list_invoice_paymentsreadList invoice payments
bokio_list_credit_notesreadList credit notes
bokio_get_credit_notereadGet a credit note
bokio_list_itemsreadList items (products and services)
bokio_list_suppliersreadList suppliers
bokio_list_supplier_invoicesreadList supplier invoices
bokio_create_customerwriteCreate a customer
bokio_create_invoice_draftwriteCreate an invoice draft
bokio_publish_invoicewritePublish an invoice (IRREVERSIBLE)
bokio_record_invoicewriteBookkeep an invoice (IRREVERSIBLE)
bokio_create_journal_entrywriteCreate a journal entry (IRREVERSIBLE)
bokio_reverse_journal_entrywriteReverse a journal entry (IRREVERSIBLE)
bokio_usage_statusmetaUsage status (free-tier meter)
bokio_request_featuremetaRequest a missing feature
bokio_upgrademetaUpgrade to Pro or Pro+
bokio_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per company)$9/mo or $90/yr (2 months free)10,000 tool calls / month

Pro covers this server only. Subscribe with bokio_upgrade (it returns a Stripe Checkout link). Cancel any time with bokio_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running bokio_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT.

Source: servers/bokio/README.md at commit 4046075

Tools

23

bokio_get_company_information

Get company information

The connected Bokio company: name, organisation number, company type, address, contact details.

Takes no parameters.

bokio_list_fiscal_years

List fiscal years

Fiscal years (id, start and end date, cash or accrual accounting method, open or closed).

ParameterspagequerypageSize

bokio_get_fiscal_year

Get a fiscal year

One fiscal year by id.

ParametersfiscalYearIdrequired

bokio_list_chart_of_accounts

List chart of accounts

The company's complete chart of accounts (account number, name, base-plan or custom). Not paginated.

Parametersquery

bokio_get_account

Get an account

One account of the chart of accounts by its number (for example 1930).

Parametersaccountrequired

bokio_list_journal_entries

List journal entries

Bookkeeping journal entries (verifications) with their debit/credit lines. Filter by date or number.

ParameterspagequerypageSize

bokio_get_journal_entry

Get a journal entry

One journal entry (verification) with its lines.

ParametersjournalEntryIdrequired

bokio_list_customers

List customers

Customers of the company, highest customer number first.

ParameterspagequerypageSize

bokio_get_customer

Get a customer

One customer by id.

ParameterscustomerIdrequired

bokio_list_invoices

List invoices

Sales invoices (draft, published, paid, overdue, credited) with line items and totals.

ParameterspagequerypageSizeprojectId

bokio_get_invoice

Get an invoice

One sales invoice by id, with line items.

ParametersinvoiceIdrequired

bokio_list_invoice_payments

List invoice payments

Payments registered against one sales invoice.

ParameterspagepageSizeinvoiceIdrequired

bokio_list_credit_notes

List credit notes

Credit notes (draft or published).

ParameterspagequerypageSize

bokio_get_credit_note

Get a credit note

One credit note by id, with line items.

ParameterscreditNoteIdrequired

bokio_list_items

List items (products and services)

Reusable invoice items: description, product type, unit price, tax rate, bookkeeping account.

ParameterspagequerypageSize

bokio_list_suppliers

List suppliers

Suppliers of the company with payment details.

ParameterspagequerypageSize

bokio_list_supplier_invoices

List supplier invoices

Supplier (purchase) invoices with remaining amounts and their journal entry.

ParameterspagequerypageSizeprojectId

bokio_create_customer

Create a customer

Create a customer in the company's Bokio. If customerNumber is omitted Bokio picks the next number. Not idempotent: calling twice creates two customers; check bokio_list_customers first.

ParametersnamerequiredtyperequiredemailphoneaddresslanguageorgNumbervatNumberpaymentTermscustomerNumber

bokio_create_invoice_draft

Create an invoice draft

Create a DRAFT sales invoice. Nothing is bookkept and nothing is sent until bokio_publish_invoice. Not idempotent: calling twice creates two drafts.

ParametersdueDatecurrencylineItemsrequiredcustomerIdrequiredinvoiceDaterequiredcurrencyRatebuyerReferenceorderNumberReference

bokio_publish_invoice

Publish an invoice (IRREVERSIBLE)

IRREVERSIBLE: publish a draft invoice. It becomes official and immutable and gets its invoice number. This does NOT bookkeep it (use bokio_record_invoice for that) and Bokio does NOT e-mail it to the customer through the API. Only call when the user has confirmed this exact invoice.

ParametersinvoiceIdrequired

bokio_record_invoice

Bookkeep an invoice (IRREVERSIBLE)

IRREVERSIBLE: record (bookkeep) a published invoice: Bokio posts it to the ledger using the accounts of its line items. Call after bokio_publish_invoice, only when the user has confirmed.

ParametersinvoiceIdrequired

bokio_create_journal_entry

Create a journal entry (IRREVERSIBLE)

IRREVERSIBLE bookkeeping: post a journal entry (verification) to the ledger. Debits must equal credits. It can only be undone by reversing it with bokio_reverse_journal_entry, which posts a counter-entry. Not idempotent: calling twice posts two entries. Only call when the user has confirmed the exact lines.

Parametersdaterequireditemsrequiredtitlerequired

bokio_reverse_journal_entry

Reverse a journal entry (IRREVERSIBLE)

IRREVERSIBLE: post a counter-entry that cancels a journal entry. Only entries created through the API can be reversed; the original stays in the ledger. Only call when the user has confirmed.

ParametersjournalEntryIdrequired

Version history

10
  1. v1.7.3LatestNov 7, 2026
  2. v1.6.3Nov 5, 2026
  3. v1.6.2Nov 5, 2026
  4. v1.6.1Nov 4, 2026
  5. v1.6.0Nov 3, 2026
  6. v1.5.1Nov 3, 2026
  7. v1.4.0Nov 1, 2026
  8. v1.2.0Oct 31, 2026
  9. v1.1.0Oct 31, 2026
  10. v1.0.2Oct 30, 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

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