io.usefulapiPublished by usefulapi.ioOfficial publisherv1.3.4Updated Nov 7, 2026
Read properties, HMRC categories and transactions; add income and expenses in Quarterwise.
The publisher's own server: Ably MCP by usefulapi
Hosted Quarterwise server that lets an assistant read UK property and business ledgers and add income or expense entries.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
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%2Fquarterwise/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.Add this to your client's mcpServers config.
{
"mcpServers": {
"quarterwise-by-usefulapi": {
"type": "http",
"url": "https://quarterwise.usefulapi.io/mcp"
}
}
}Use your Quarterwise account from Claude, Cursor, or any MCP client. Read your properties, businesses, HMRC category keys and transactions, and add income and expense entries to a ledger. Hosted, no local install: connect with your own credentials.
Live endpoint: https://quarterwise.usefulapi.io/mcp · Homepage: https://usefulapi.io
https://quarterwise.usefulapi.io/mcp.claude mcp add --transport http quarterwise https://quarterwise.usefulapi.io/mcp, then run /mcp to log in.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 the login page asks for your Quarterwise credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/quarterwise/
On first connect you provide a Quarterwise API key. Create it in the Quarterwise app under Account → API access. The server validates it and stores it per user. No keys go in config files.
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.
*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this server only. Subscribe with quarterwise_upgrade (it returns a Stripe Checkout link). Cancel any time with quarterwise_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running quarterwise_upgrade before then undoes the cancel. Or write to [email protected].
MIT — see LICENSE. Documentation only; the server is hosted.
Source: servers/quarterwise/README.md at commit 4046075
Get account and API capabilities
Show which Quarterwise account the key belongs to, its plan (free, pro, expat, firm) and what the API can do. HMRC submission is always false: filing is done in the app. API: GET /api/v1/me.
Takes no parameters.
List properties and businesses
List the income sources on the account: UK properties, overseas properties and self-employment businesses, with id, type, share percent, role (owner or sharer) and transaction count. The id is the input of the transaction tools. API: GET /api/v1/sources.
Takes no parameters.
List HMRC category keys
List the valid income and expense category keys (HMRC field names) per source type. Keys differ by type, so check them before adding transactions. API: GET /api/v1/categories.
source_typeList transactions of a source
List income and expense entries of one property or business, optionally in a date range. Amounts are in pence. Returns nextCursor: pass it as cursor to get the next page. API: GET /api/v1/sources/{id}/transactions.
tofromlimitcursorsource_idrequiredAdd transactions to a source (write)
WRITE: add 1 to 100 income or expense entries to a property or business ledger. Each entry needs a unique externalRef: re-posting the same ref adds nothing, so a retry is safe. Entries without a category go to the review queue in the app. Never submits anything to HMRC. API: POST /api/v1/sources/{id}/transactions.
source_idrequiredtransactionsrequired100% 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.
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{ "mcpServers": { "quarterwise": { "url": "https://quarterwise.usefulapi.io/mcp" } }}