Quarterwise MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.3.4更新于 Nov 7, 2026

Read properties, HMRC categories and transactions; add income and expenses in Quarterwise.

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流金融

概览

AI 生成的概览

托管式 Quarterwise 服务器,让助手读取英国房产与自雇账簿,并添加收入或支出条目。

可以做什么
  • 查看账户、套餐与 API 能力
  • 列出英国房产、海外房产和自雇业务及其份额与角色
  • 按来源类型列出有效的 HMRC 收入与支出分类键
  • 按日期范围分页列出某个来源的交易
  • 向账簿添加 1 至 100 条收入或支出,外部引用可防重复
  • 查看用量、提交功能请求、升级或取消订阅
适用场景
适合在 Quarterwise 中管理英国房产或自雇账簿、希望助手帮忙查看交易、查询 HMRC 分类键,或通过对话批量录入收支的用户。不支持向 HMRC 申报,申报仍需在应用内完成。
运行要求
通过 HTTP 连接的远程 MCP 端点,无需本地安装。需要 Quarterwise 账户,以及在应用内“账户 → API 访问”创建的 API 密钥,在 OAuth 登录时输入而非写入客户端配置。免费额度为每月 50 次工具调用,超出需付费套餐。
安装前请注意
添加交易的工具会写入账簿,执行前应确认内容。未填分类的条目会进入应用内的待审核队列。升级会返回 Stripe 结账链接,付费套餐需付费,取消时当期不退款。API 密钥由托管服务按用户保存。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Quarterwise MCP by usefulapi,将其添加到工作区。
  2. 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%2Fquarterwise/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。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "quarterwise-by-usefulapi": {
      "type": "http",
      "url": "https://quarterwise.usefulapi.io/mcp"
    }
  }
}

README

Quarterwise MCP by usefulapi

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

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://quarterwise.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http quarterwise https://quarterwise.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": {    "quarterwise": {      "url": "https://quarterwise.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 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.

Tools

ToolTypeWhat it does
quarterwise_get_accountreadGet account and API capabilities
quarterwise_list_sourcesreadList properties and businesses
quarterwise_list_categoriesreadList HMRC category keys
quarterwise_list_transactionsreadList transactions of a source
quarterwise_add_transactionswriteAdd transactions to a source (write)
quarterwise_usage_statusmetaUsage status (free-tier meter)
quarterwise_request_featuremetaRequest a missing feature
quarterwise_upgrademetaUpgrade to Pro or Pro+
quarterwise_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 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 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].

License

MIT — see LICENSE. Documentation only; the server is hosted.

来源:servers/quarterwise/README.md,提交 4046075

工具

5

quarterwise_get_account

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.

无需输入参数。

quarterwise_list_sources

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.

无需输入参数。

quarterwise_list_categories

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.

输入参数source_type

quarterwise_list_transactions

List 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.

输入参数tofromlimitcursorsource_id必填

quarterwise_add_transactions

Add 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.

输入参数source_id必填transactions必填

版本历史

7
  1. v1.3.4最新Nov 7, 2026
  2. v1.2.3Nov 5, 2026
  3. v1.2.2Nov 5, 2026
  4. v1.2.1Nov 4, 2026
  5. v1.2.0Nov 3, 2026
  6. v1.1.1Nov 3, 2026
  7. v1.0.0Nov 1, 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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