Saldeo MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.11.3Updated Nov 7, 2026

Read SaldeoSMART companies, contractors, documents, invoices, bank statements and employees.

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableFinanceData & AnalyticsBusiness & Commerce

Overview

AI-generated overview

Read-only access to SaldeoSMART accounting data: companies, contractors, documents, invoices, bank statements and employees.

What you can do
  • List companies and their contractors, with VAT numbers, addresses and bank accounts
  • Search documents by id, number or NIP, and list document ids per month folder, then fetch full documents by id
  • List sales invoices marked for export, list invoice ids per month and fetch full invoices by id
  • List bank statements with entries, contractors and links
  • List employees with HR master data
  • Check monthly usage, request a missing feature, upgrade or cancel the paid plan
When to use it
Useful when an assistant should answer questions about a Polish accounting office's SaldeoSMART data, such as which cost invoices sit in a given month folder, which documents were sent for export, or what a contractor's payment terms are, without manual exports.
Requirements
Remote MCP endpoint added by URL only; sign-in happens through OAuth with the user's SaldeoSMART username and an API token generated in the Saldeo account settings. API access requires a supported office or company package. Free plan allows 50 tool calls per month; paid plans raise the limit.
Before you install
The server is read-only, but it exposes business and personal data, including employee HR records and contractor bank accounts, to the assistant and its provider. Credentials are entered on the OAuth login page, not in the client config. Paid plans cost money and are billed through a Stripe checkout link; cancellation runs to the end of the paid period without a refund. Vendor per-user rate and concurrency limits apply, so use sequential calls.

Installation

In SourceWeft

  1. Open Saldeo 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%2Fsaldeo/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": {
    "saldeo-by-usefulapi": {
      "type": "http",
      "url": "https://saldeo.usefulapi.io/mcp"
    }
  }
}

README

Saldeo MCP by usefulapi

Live endpoint: https://saldeo.usefulapi.io/mcp

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://saldeo.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http saldeo https://saldeo.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": {    "saldeo": {      "url": "https://saldeo.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 the login page asks for your Saldeo credentials.

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

Connect with your SaldeoSMART username and the API token generated for that user under Konfiguracja → Konto → API. API access requires a supported office or company package. This server is read-only. Use sequential calls for the same Saldeo user; vendor per-user rate and concurrency limits apply.

Tools

ToolTypeWhat it does
saldeo_list_companiesreadList companies
saldeo_list_contractorsreadList contractors
saldeo_search_documentsreadSearch documents
saldeo_list_document_idsreadList document ids
saldeo_get_documents_by_idsreadGet documents by id
saldeo_list_invoicesreadList invoices
saldeo_list_invoice_idsreadList invoice ids
saldeo_get_invoices_by_idsreadGet invoices by id
saldeo_list_bank_statementsreadList bank statements
saldeo_list_employeesreadList employees
saldeo_usage_statusmetaUsage status (free-tier meter)
saldeo_request_featuremetaRequest a missing feature
saldeo_upgrademetaUpgrade to Pro or Pro+
saldeo_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 Saldeo user)$9/mo or $90/yr (2 months free)Unlimited*

*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 saldeo_upgrade (it returns a Stripe Checkout link). Cancel any time with saldeo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running saldeo_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT

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

Tools

10

saldeo_list_companies

List companies

List the companies (clients) the Saldeo user can see: COMPANY_PROGRAM_ID (needed by every other tool), COMPANY_ID, names, VAT number, address, bank accounts. Start here. Saldeo: GET /api/xml/3.0/company/list.

Parameterslimitoffset

saldeo_list_contractors

List contractors

List the contractors (suppliers and customers) of one company: names, VAT number (NIP), address, bank accounts, e-mails, payment days. Saldeo: GET /api/xml/3.0/contractor/list.

Parameterslimitoffsetcompany_program_idrequired

saldeo_search_documents

Search documents

Find documents of one company by field (at least one of document_id, number, nip, guid; several are combined with AND). Returns the matching documents. Saldeo: POST /api/xml/3.1/document/search (policy BY_FIELDS).

Parametersnipguidlimitnumberoffsetdocument_idcompany_program_idrequired

saldeo_list_document_ids

List document ids

List the ids of all documents of one company in one month folder, grouped by type (contracts, cost/sale/internal/material invoices, orders, writings, other). Feed the ids to saldeo_get_documents_by_ids. Saldeo: POST /api/xml/3.0/document/getidlist.

Parametersyearrequiredlimitmonthrequiredoffsetcompany_program_idrequired

saldeo_get_documents_by_ids

Get documents by id

Get full documents of one company by id, per type (use the groups from saldeo_list_document_ids; at most 200 ids per call). Saldeo: POST /api/xml/3.1/document/listbyid.

Parameterslimitoffsetorderswritingscontractsinvoices_costinvoices_saleother_documentsinvoices_internalinvoices_materialcompany_program_idrequired

saldeo_list_invoices

List invoices

List the sales invoices of one company that were marked for export in Saldeo (policy SALDEO): number, dates, contractor, line items, amounts. Saldeo: GET /api/xml/3.0/invoice/list.

Parameterslimitoffsetcompany_program_idrequired

saldeo_list_invoice_ids

List invoice ids

List the ids of the invoices (invoices, corrective invoices, pre-invoices, corrective pre-invoices) of one company in one month folder. Feed them to saldeo_get_invoices_by_ids. Saldeo: POST /api/xml/3.0/invoice/getidlist.

Parametersyearrequiredlimitmonthrequiredoffsetcompany_program_idrequired

saldeo_get_invoices_by_ids

Get invoices by id

Get full invoices of one company by id (ids from saldeo_list_invoice_ids; at most 200 per call). Saldeo: POST /api/xml/3.0/invoice/listbyid.

Parameterslimitoffsetinvoicespre_invoicescompany_program_idrequiredcorrective_invoicescorrective_pre_invoices

saldeo_list_bank_statements

List bank statements

List the bank statements of one company with their entries, contractors and links. Saldeo: GET /api/xml/3.0/bank_statement/list.

Parameterslimitoffsetcompany_program_idrequired

saldeo_list_employees

List employees

List the employees of one company (personnel module): names, acronym and HR master data. Contains personal data. Saldeo: GET /api/xml/3.0/employee/list.

Parameterslimitoffsetcompany_program_idrequired

Version history

11
  1. v1.11.3LatestNov 7, 2026
  2. v1.10.3Nov 5, 2026
  3. v1.10.2Nov 5, 2026
  4. v1.10.1Nov 4, 2026
  5. v1.10.0Nov 3, 2026
  6. v1.9.1Nov 3, 2026
  7. v1.8.0Nov 1, 2026
  8. v1.6.0Oct 31, 2026
  9. v1.5.0Oct 31, 2026
  10. v1.4.2Oct 30, 2026
  11. v1.4.0Oct 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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