bokio_get_company_information
Get company information
The connected Bokio company: name, organisation number, company type, address, contact details.
无需输入参数。
Bokio MCP by usefulapi
io.usefulapi由 usefulapi.io 发布官方发布者v1.7.3更新于 Nov 7, 2026
Read Bokio accounts, invoices and customers; create drafts and journal entries.
发布方自己的服务：Ably MCP by usefulapi
概览
AI 生成的概览
把助手连接到 Bokio 公司的账务：读取科目、发票、客户和供应商，并创建草稿和记账分录。
- 可以做什么
- 读取公司信息、会计年度和会计科目表
- 列出并查看带借贷行的记账分录
- 列出并查看客户、可复用项目、供应商和供应商发票
- 列出销售发票、贷项通知单和发票收款
- 创建客户和销售发票草稿
- 发布并记账发票，过账和冲销记账分录
- 适用场景
- 适合在 Bokio 中记账、希望助手直接查询科目、发票或客户，起草销售发票，或过账记账分录而无需切换到 Bokio 界面的场景。
- 运行要求
- 远程 MCP 端点，仅需添加 URL；通过 OAuth 使用 Bokio 账户登录，选择要连接的公司并批准访问。Bokio 公司需具备 API 访问权限的方案。客户端中无需配置 API 密钥或 Authorization 头。
安装前请注意
多个工具不可撤销：发布发票后即成为正式且不可更改的记录，记账会写入总账，记账分录只能通过反向分录抵消。创建类工具不具幂等性，重复调用会产生重复的客户、草稿或分录。发布不会向客户发送邮件。免费额度每月 50 次调用；付费方案通过 Stripe 结账链接付款，取消后当期不退款。
安装
在 SourceWeft 中
- 打开 控制台中的 Bokio MCP by usefulapi，将其添加到工作区。
- 为需要使用其工具的对话启用该服务。
Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
交给智能体安装
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/io.usefulapi%2Fbokio/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。其他 MCP 客户端
把它添加到你客户端的 mcpServers 配置中。
{
"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/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
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
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
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.
来源：servers/bokio/README.md，提交 4046075
工具
23bokio_list_fiscal_years
List fiscal years
Fiscal years (id, start and end date, cash or accrual accounting method, open or closed).
输入参数
pagequerypageSizebokio_get_fiscal_year
Get a fiscal year
One fiscal year by id.
输入参数
fiscalYearId必填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.
输入参数
querybokio_get_account
Get an account
One account of the chart of accounts by its number (for example 1930).
输入参数
account必填bokio_list_journal_entries
List journal entries
Bookkeeping journal entries (verifications) with their debit/credit lines. Filter by date or number.
输入参数
pagequerypageSizebokio_get_journal_entry
Get a journal entry
One journal entry (verification) with its lines.
输入参数
journalEntryId必填bokio_list_customers
List customers
Customers of the company, highest customer number first.
输入参数
pagequerypageSizebokio_get_customer
Get a customer
One customer by id.
输入参数
customerId必填bokio_list_invoices
List invoices
Sales invoices (draft, published, paid, overdue, credited) with line items and totals.
输入参数
pagequerypageSizeprojectIdbokio_get_invoice
Get an invoice
One sales invoice by id, with line items.
输入参数
invoiceId必填bokio_list_invoice_payments
List invoice payments
Payments registered against one sales invoice.
输入参数
pagepageSizeinvoiceId必填bokio_list_credit_notes
List credit notes
Credit notes (draft or published).
输入参数
pagequerypageSizebokio_get_credit_note
Get a credit note
One credit note by id, with line items.
输入参数
creditNoteId必填bokio_list_items
List items (products and services)
Reusable invoice items: description, product type, unit price, tax rate, bookkeeping account.
输入参数
pagequerypageSizebokio_list_suppliers
List suppliers
Suppliers of the company with payment details.
输入参数
pagequerypageSizebokio_list_supplier_invoices
List supplier invoices
Supplier (purchase) invoices with remaining amounts and their journal entry.
输入参数
pagequerypageSizeprojectIdbokio_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.
输入参数
name必填type必填emailphoneaddresslanguageorgNumbervatNumberpaymentTermscustomerNumberbokio_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.
输入参数
dueDatecurrencylineItems必填customerId必填invoiceDate必填currencyRatebuyerReferenceorderNumberReferencebokio_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.
输入参数
invoiceId必填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.
输入参数
invoiceId必填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.
输入参数
date必填items必填title必填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.
输入参数
journalEntryId必填版本历史
10- v1.7.3最新Nov 7, 2026
- v1.6.3Nov 5, 2026
- v1.6.2Nov 5, 2026
- v1.6.1Nov 4, 2026
- v1.6.0Nov 3, 2026
- v1.5.1Nov 3, 2026
- v1.4.0Nov 1, 2026
- v1.2.0Oct 31, 2026
- v1.1.0Oct 31, 2026
- v1.0.2Oct 30, 2026
评分
已满足适用检查项的 100%
该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。
- 近 30 天内可连通必需25 分
- 已声明认证方式必需10 分
- 已列出工具必需15 分
- 描述必需15 分
- 图标10 分
- 文档15 分
- 许可证10 分
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