Doklad.ai

ai.doklad由 doklad.ai 發布官方發布者v1.1.0更新於 Oct 28, 2026

Czech invoicing for freelancers and SMEs: invoices, customers, expenses, payments, cash flow.

已驗證Streamable HTTP可網頁執行金融商業與電商

概覽

AI 產生的概覽

託管的 Doklad.ai MCP 伺服器,讓助理在帳戶中建立並寄送捷克發票、管理客戶與支出,並彙整現金流。

可以做什麼
  • 列出、檢視、建立、更新與刪除發票,並取得發票 PDF 下載連結
  • 將發票以電子郵件寄給客戶
  • 依名稱、IČO 或電子郵件搜尋、檢視、建立與更新客戶
  • 列出、檢視與登錄支出
  • 在發票上登錄已收到的付款(記帳項目)
  • 取得依狀態統計的發票數量,以及某期間的收入、支出與利潤
適用情境
適合已在 Doklad.ai 開立發票的捷克自由工作者(OSVČ)、小型公司、會計與後勤團隊,希望透過 AI 助理處理發票、付款與現金流問題。
執行需求
位於 doklad.ai 的遠端 Streamable HTTP 端點,無需安裝。需以 Doklad.ai 帳戶進行 OAuth 2.1 登入(須由公司擁有者或管理員授權),或使用以 Authorization Bearer 標頭傳送的 API 金鑰。不支援 OAuth 的用戶端(如 Claude Desktop)需透過 mcp-remote 橋接,並需要 Node.js 20.18+。每家公司每分鐘限 60 次請求。
安裝前請注意
工具可建立、更新與刪除發票與客戶、登錄支出與付款,並向客戶寄送發票電子郵件;用戶端應會先要求確認。刪除僅限草稿與已取消的發票。存取依公司授權且可撤銷,每次工具呼叫都會寫入公司稽核記錄。API 金鑰等同帳戶存取權,須妥善保密。Doklad.ai 目前免費,但可能變動。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Doklad.ai,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/ai.doklad%2Fmcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "doklad-ai": {
      "type": "http",
      "url": "https://doklad.ai/mcp"
    }
  }
}

README

Doklad.ai MCP Server

Connect AI assistants to Doklad.ai, Czech invoicing software for freelancers (OSVČ) and small companies. The hosted Doklad.ai MCP server lets Claude, ChatGPT, Codex, Claude Code, Cursor, VS Code, Gemini CLI and other Model Context Protocol clients create and send invoices, manage customers, log expenses, record received payments and summarise cash flow in your Doklad.ai account.

Endpointhttps://doklad.ai/mcp
TransportStreamable HTTP
AuthenticationOAuth 2.1 (sign in with your Doklad.ai account; PKCE, dynamic client registration) or an API key Authorization: Bearer dk_…
PriceDoklad.ai is currently free, MCP included
Rate limit60 requests per minute per company
Official MCP Registryai.doklad/mcp
Setup guide (Czech)https://doklad.ai/mcp-fakturace

This repository holds documentation and client configuration only. The MCP server is hosted and operated by Doklad.ai, so there is nothing to install or run on your side.

Who it is for

  • Freelancers (OSVČ) and small Czech companies that invoice in Doklad.ai and want to work with invoices from their AI assistant.
  • Accountants and back-office teams automating routine invoicing and payment follow-up.
  • Developers building agents on top of Czech invoicing data.

What you can ask

  • "Which invoices are overdue and how much is outstanding in total?"
  • "Create an invoice for Alfa s.r.o. for 12 hours of consulting at 1,500 CZK excl. VAT, due in 14 days."
  • "Email invoice 2026-0142 to the customer."
  • "Record a payment of 18,150 CZK received today for invoice 2026-0137."
  • "Show revenue, expenses and profit for September."

Connect your client

Every client uses the same URL, https://doklad.ai/mcp. On first use the client opens Doklad.ai in your browser: sign in, pick the company and allow access. No key is copied anywhere. Only the owner or an admin of a company can grant access.

Claude (claude.ai, Claude Desktop, mobile)

Add the connector, or open Customize → Connectors → Add custom connector, enter https://doklad.ai/mcp and sign in. The connector then works on the web, in Claude Desktop and in the mobile app. Free plans allow one custom connector; on Team and Enterprise an Owner adds it under Organization settings → Connectors.

ChatGPT

Turn on Settings → Security and login → Developer mode, then open chatgpt.com/plugins, click +, enter https://doklad.ai/mcp with OAuth authentication and sign in. Developer mode is available on Plus, Pro, Business, Enterprise and Edu.

Claude Code

bash
claude mcp add --transport http --scope user doklad https://doklad.ai/mcp

Then run /mcp, select doklad and choose Authenticate.

Codex (CLI, IDE extension, ChatGPT desktop app)

bash
codex mcp add doklad --url https://doklad.ai/mcpcodex mcp login doklad

Cursor

Install in Cursor, or add to ~/.cursor/mcp.json:

json
{  "mcpServers": {    "doklad": { "url": "https://doklad.ai/mcp" }  }}

VS Code (GitHub Copilot agent mode)

Add to .vscode/mcp.json (VS Code 1.99+):

json
{  "servers": {    "doklad": { "type": "http", "url": "https://doklad.ai/mcp" }  }}

Gemini CLI

bash
gemini mcp add --scope user --transport http doklad https://doklad.ai/mcp

Then run /mcp auth doklad. This repository is also a Gemini CLI extension (gemini-extension.json).

API key (n8n, scripts, clients without OAuth)

Create a key in Doklad.ai under Integrace → API klíče a webhooky → MCP server and send it as Authorization: Bearer dk_…:

bash
claude mcp add --transport http doklad https://doklad.ai/mcp --header "Authorization: Bearer $DOKLAD_API_KEY"
toml
# ~/.codex/config.toml[mcp_servers.doklad]url = "https://doklad.ai/mcp"bearer_token_env_var = "DOKLAD_API_KEY"

Claude Desktop's claude_desktop_config.json only runs local servers, so use the mcp-remote bridge (Node.js 20.18+):

json
{  "mcpServers": {    "doklad": {      "command": "npx",      "args": ["-y", "mcp-remote", "https://doklad.ai/mcp", "--header", "Authorization:${DOKLAD_AUTH_HEADER}"],      "env": { "DOKLAD_AUTH_HEADER": "Bearer dk_YOUR_KEY" }    }  }}

Tools

ToolWhat it doesAccess
list_invoicesList invoices, filtered by status, customer, text search or date rangeRead
get_invoiceOne invoice with line items and customer detailsRead
create_invoiceCreate an invoice: customer, line items (description, quantity, unit price, VAT rate) and due dateWrite
update_invoiceUpdate an invoice; only the fields you pass changeWrite
delete_invoiceDelete an invoice (drafts and cancelled invoices only)Destructive
send_invoice_emailEmail an invoice to the customerWrite, sends email
get_invoice_pdf_urlDownload URL of an invoice PDFRead
record_paymentRecord a received payment against an invoice (bookkeeping entry, moves no money)Write
list_customersSearch customers by name, IČO or emailRead
get_customerOne customerRead
create_customerCreate a customerWrite
update_customerUpdate a customerWrite
list_expensesList expenses, optionally by statusRead
get_expenseOne expenseRead
create_expenseRecord an expenseWrite
get_invoice_statsInvoice counts: total, paid, sent, overdue, draftsRead
get_cash_flow_summaryRevenue, expenses and profit for a periodRead

Every tool carries MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint), so clients ask for confirmation before tools that change data or send email.

Security

  • OAuth 2.1 with PKCE (S256), dynamic client registration (RFC 7591), refresh-token rotation with reuse detection, RFC 9207 iss. Discovery: https://doklad.ai/.well-known/oauth-protected-resource/mcp.
  • Access is granted per company on a Doklad.ai consent page; only owners and admins can grant it. Connections are listed and revocable under Integrace → API klíče a webhooky → Připojené aplikace.
  • Every tool call is written to the company's audit log. Tokens and API keys are stored only as hashes.
  • 60 requests per minute per company.

Česky

Návod k připojení v češtině: https://doklad.ai/mcp-fakturace (Claude, ChatGPT, Codex, Claude Code, Cursor, VS Code, Gemini CLI, n8n).

Support

[email protected] · https://doklad.ai

License

The documentation and configuration files in this repository are MIT licensed. The Doklad.ai service is subject to its terms and privacy policy.

來源:README.md,提交 a785345

工具

0
該伺服器需要登入,因此 SourceWeft 無法在沒有帳號的情況下讀取其工具,也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.1.0最新Sep 26, 2026

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