Saldeo MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.11.3更新于 Nov 7, 2026

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

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行金融数据与分析商业与电商

概览

AI 生成的概览

只读访问 SaldeoSMART 会计数据:公司、承包商、文档、发票、银行对账单和员工。

可以做什么
  • 列出公司及其承包商,含税号、地址和银行账户
  • 按编号、单号或 NIP 搜索文档,按月份文件夹列出文档 ID,再按 ID 获取完整文档
  • 列出标记为导出的销售发票,按月份列出发票 ID,再按 ID 获取完整发票
  • 列出银行对账单及其分录、承包商和关联
  • 列出员工及其人事主数据
  • 查看本月用量、提交功能请求、升级或取消付费方案
适用场景
适合让助手直接回答关于波兰会计事务所 SaldeoSMART 数据的问题,例如某月文件夹里有哪些成本发票、哪些文档已送导出、某承包商的付款期限,无需手动导出。
运行要求
以 URL 方式添加的远程 MCP 端点;通过 OAuth 登录,使用 SaldeoSMART 用户名及在 Saldeo 账户设置中生成的 API 令牌。API 访问需要受支持的 office 或公司套餐。免费方案每月 50 次工具调用,付费方案提高上限。
安装前请注意
服务器为只读,但会把业务与个人数据(包括员工人事记录和承包商银行账户)交给助手及其提供方。凭据在 OAuth 登录页输入,不写入客户端配置。付费方案需付费,通过 Stripe 结账链接订阅;取消后服务持续到付费期结束且不退款。厂商对每个用户设有速率与并发限制,建议顺序调用。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Saldeo 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%2Fsaldeo/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": {
    "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

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

工具

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.

输入参数limitoffset

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.

输入参数limitoffsetcompany_program_id必填

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).

输入参数nipguidlimitnumberoffsetdocument_idcompany_program_id必填

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.

输入参数year必填limitmonth必填offsetcompany_program_id必填

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.

输入参数limitoffsetorderswritingscontractsinvoices_costinvoices_saleother_documentsinvoices_internalinvoices_materialcompany_program_id必填

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.

输入参数limitoffsetcompany_program_id必填

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.

输入参数year必填limitmonth必填offsetcompany_program_id必填

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.

输入参数limitoffsetinvoicespre_invoicescompany_program_id必填corrective_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.

输入参数limitoffsetcompany_program_id必填

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.

输入参数limitoffsetcompany_program_id必填

版本历史

11
  1. v1.11.3最新Nov 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

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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