Manager.io MCP

io.github.flumpiey由 GitHub 帳號 flumpiey 發布v0.2.6更新於 Oct 24, 2026

MCP server for Manager.io bookkeeping: read-first with opt-in scoped task and write tools

已驗證STDIO僅桌面金融資料與分析商業與電商

概覽

AI 產生的概覽

讓 AI 助理讀取自架設的 Manager.io 會計資料，並在開啟作用域後寫入記帳內容。

可以做什麼
把 MCP 主機連接到 Manager.io 的 HTTP API，提供探索、記錄搜尋，以及帳齡應收、銀行餘額、試算表、損益表、資產負債表和稅務彙總等報表讀取工具。選用的作用域任務工具支援意圖明確的寫入，例如開立發票或報價、登記客戶與供應商付款、帳戶間轉帳、日記帳分錄和訂金。另有已棄用的 CRUD 工具集與 raw 逃生通道，高風險路徑由硬性拒絕清單阻擋。
適用情境
適合把帳務放在自架設 Manager.io 執行個體、想用自然語言查詢發票、餘額和報表的對象。也適合希望助理登記日常交易、但只開啟所需寫入作用域的團隊。
執行需求
以 stdio 方式在本機執行，是透過 uvx 啟動的 Python 套件，需要 Python 3.10 以上版本以及 uv。需要可連線的 Manager.io API，以 MANAGER_API_URL 和存取權杖 MANAGER_API_KEY 設定，權杖會以 X-API-KEY 標頭送出。選用的 MANAGER_MCP_WRITE_SCOPES 與 MANAGER_MCP_DELETE_SCOPES 控制寫入與刪除。
安裝前請注意
MANAGER_API_KEY 是會計系統的機密存取權杖，不要寫進共用設定，正式環境建議使用密鑰管理服務。寫入預設關閉，但啟用 MANAGER_MCP_WRITE_SCOPES 或 MANAGER_MCP_DELETE_SCOPES 後，助理可以建立、更新、作廢或刪除真實財務記錄，應從小範圍開始並核對結果。刪除作用域不會由寫入作用域自動推導。一個行程只對應一個 MANAGER_API_URL，多業務區分尚未驗證。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Manager.io MCP，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only，透過 STDIO。 STDIO 服務會啟動本機處理程序，因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

[Manager.io]

manager-mcp

MCP server for self-hosted Manager.io: ask your AI about invoices, balances, and books.

[License: MIT] [Python] [MCP] [CI] [PyPI]

What is Manager.io?

Manager.io is free, self-hosted accounting software for Windows, macOS, and Linux (also available as Cloud Edition). It covers sales, purchases, banking, payroll, and the full ledger, with an HTTP API (/api2) for automation.

This project wires that API into the Model Context Protocol so Cursor, Claude, VS Code Copilot, and other MCP hosts can query your live books in natural language.

Useful Manager.io links:

What this server does

Default is read-only. You get:

  • 10 read tools - discovery, six searchable collections, seven report shortcuts
  • Task tools (opt-in) - intent-shaped writes such as record_customer_payment, issue_sales_invoice, record_customer_deposit (register when matching write scopes are set)
  • Deprecated CRUD tools - per-resource create_* / update_* / delete_* still register under scopes until 0.3.0; prefer task tools
  • raw escape hatch - restores the full CRUD set for advanced use
  • Hard denylist - access tokens, chart of accounts forms, tax/currency, email templates, and similar high-risk paths stay blocked even when writes are on

Transport is stdio. No HTTP server. No global install required if you use uv / uvx.

Branding / icons

  • stdio hosts (Cursor, Claude Desktop via mcp.json): the server advertises Manager branding in MCP serverInfo.icons (embedded PNG data URI, plus a GitHub raw HTTPS fallback).
  • Cursor plugin: .cursor-plugin/plugin.json uses docs/manager-icon.svg.
  • Claude Desktop Extension: pack mcpb/ (includes icon.png). See Installation → Claude Desktop below.
  • Claude.ai remote connectors: Claude.ai ignores serverInfo.icons and uses the root-domain favicon of the connector URL. If you host a remote MCP later, serve docs/favicon.ico at the registrable domain root (e.g. https://acme.com/favicon.ico for https://mcp.acme.com/...).

Requirements

  • Python ≥ 3.10 (pulled in automatically by uvx)
  • uv (provides uvx)
  • A reachable Manager.io API: MANAGER_API_URL + MANAGER_API_KEY

Access token

  1. In Manager, open Settings → Access Tokens.
  2. Create a token and copy the value into MANAGER_API_KEY.
  3. Set MANAGER_API_URL to your API base (desktop often http://127.0.0.1:55667/api2).

manager-mcp sends the token as the X-API-KEY header. Full walkthrough: Access Tokens.

Quick start

Run the PyPI package with uvx:

bash
uvx manager-mcp

Paste a client config below, set MANAGER_API_URL / MANAGER_API_KEY, restart the host, then ask: “Who owes me money?” or “Show bank balances.”

From a git clone (dev): uvx --from git+https://github.com/flumpiey/manager-mcp manager-mcp or uv run --directory /path/to/manager-mcp manager-mcp.

Installation

Configs below pull manager-mcp from PyPI. Leave write-scope env vars unset for read-only.

Cursor

Plugin (Configure UI for URL, key, and scopes): this repo is a Cursor plugin via .cursor-plugin/plugin.json + root mcp.json.

  1. Symlink or copy the clone to ~/.cursor/plugins/local/manager-mcp (Windows: %USERPROFILE%\.cursor\plugins\local\manager-mcp).
  2. Reload the window.
  3. Open Plugins → Configure on manager-mcp. Set Manager API URL and Manager API key. Leave Write scopes / Delete scopes empty for read-only, or paste a CSV such as quotes or quotes,orders.
  4. Confirm the manager MCP server is enabled under Customize / MCP.

Marketplace listing is a separate submit at cursor.com/marketplace/publish.

Manual mcp.json: project .cursor/mcp.json or user-wide ~/.cursor/mcp.json.

From PyPI:

json
{  "mcpServers": {    "manager": {      "type": "stdio",      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Local editable (dev):

json
{  "mcpServers": {    "manager": {      "type": "stdio",      "command": "uv",      "args": ["run", "--directory", "/path/to/manager-mcp", "manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Optional scoped writes in the env block:

json
"MANAGER_MCP_WRITE_SCOPES": "quotes","MANAGER_MCP_DELETE_SCOPES": "quotes"

Restart Cursor after saving. Confirm manager under MCP settings.

Claude Desktop

Desktop Extension (.mcpb): download mcpb.mcpb from GitHub Releases. Use v0.2.6 or later.

  1. Open Claude Desktop → Settings → Extensions.
  2. Open Advanced settings → Install Extension…
  3. Select mcpb.mcpb. Review permissions, enter Manager API URL and Manager API key, then click Install.
  4. Leave Write scopes and Delete scopes empty for read-only.
  5. Restart Claude Desktop if tools do not appear.

Build your own bundle from a clone:

bash
npx @anthropic-ai/mcpb pack mcpb

On Windows, double-click often does nothing and dragging the file into chat attaches it to the conversation instead of installing it. Use Install Extension… in Settings.

Manual mcp.json config: edit the Claude Desktop config, then restart the app.

OSPath
macOS~/Library/Application Support/Claude/claude_desktop_config.json
Windows%APPDATA%\Claude\claude_desktop_config.json
json
{  "mcpServers": {    "manager": {      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Local clone:

json
{  "mcpServers": {    "manager": {      "command": "uv",      "args": ["run", "--directory", "/path/to/manager-mcp", "manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}
Claude Code

Add via CLI:

bash
claude mcp add manager --env MANAGER_API_URL=http://127.0.0.1:55667/api2 --env MANAGER_API_KEY=your-token -- uvx manager-mcp

Or edit ~/.claude.json / project MCP config:

json
{  "mcpServers": {    "manager": {      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}
VS Code / GitHub Copilot

Create .vscode/mcp.json in the project root:

json
{  "servers": {    "manager": {      "type": "stdio",      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Local editable:

json
{  "servers": {    "manager": {      "type": "stdio",      "command": "uv",      "args": ["run", "--directory", "/path/to/manager-mcp", "manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Reload the window. Open Copilot Chat and confirm the manager tools are available.

Windsurf

Edit ~/.codeium/windsurf/mcp_config.json (macOS/Linux) or the Windsurf MCP settings UI:

json
{  "mcpServers": {    "manager": {      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}

Restart Windsurf after saving.

Zed

Add under context_servers in Zed settings.json (Agent Panel → settings also works):

json
{  "context_servers": {    "manager": {      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}
Cline

Edit the Cline MCP settings file (cline_mcp_settings.json via the Cline MCP UI):

json
{  "mcpServers": {    "manager": {      "command": "uvx",      "args": ["manager-mcp"],      "env": {        "MANAGER_API_URL": "http://127.0.0.1:55667/api2",        "MANAGER_API_KEY": "your-token"      }    }  }}
Continue

In .continue/config.yaml:

yaml
mcpServers:  - name: manager    command: uvx    args:      - manager-mcp    env:      MANAGER_API_URL: http://127.0.0.1:55667/api2      MANAGER_API_KEY: your-token
Generic / any stdio MCP host

Any host that can spawn a stdio MCP server:

FieldValue
Commanduvx
Argsmanager-mcp
EnvMANAGER_API_URL, MANAGER_API_KEY (+ optional write scopes)
bash
uvx manager-mcp

Dev from a clone: uv run --directory /path/to/manager-mcp manager-mcp.

npx only runs npm packages. This is a Python package; use uvx.

Environment

VariableRequiredNotes
MANAGER_API_URLyesOpaque base URL (include /api2 when needed)
MANAGER_API_KEYyesSent as X-API-KEY; never logged
MANAGER_MCP_WRITE_SCOPESnoComma-separated domains for create/update. Empty = no writes.
MANAGER_MCP_DELETE_SCOPESnoComma-separated domains for delete only. Never implied by WRITE_SCOPES.

Valid scopes: quotes, orders, parties, items, sales, purchases, banking, payroll, ledger, raw. No wildcards (*, all).

Recommended (covers most bookkeeping without 82 tools):

json
"MANAGER_MCP_WRITE_SCOPES": "banking,sales,parties","MANAGER_MCP_DELETE_SCOPES": "sales,banking"

Default with no scopes: 10 tools. All nine domain scopes plus every CRUD verb: up to 82 tools. Use raw only when you need the full CRUD escape hatch.

Legacy MANAGER_MCP_ALLOW_WRITES / ALLOW_WRITES / MANAGER_MCP_WRITES hard-fail if set. Use the scoped vars instead.

See .env.example. Prefer a secret manager for the API key in production configs.

Write scopes and task tools

When a scope is listed in MANAGER_MCP_WRITE_SCOPES, the server registers task tools for that domain plus deprecated CRUD twins. MANAGER_MCP_DELETE_SCOPES enables void_document and delete_* per domain.

Task tools (preferred)

ToolScopesPurpose
create_customer, create_supplierpartiesSingle-resource party setup
issue_sales_invoicesalesIssue invoice with inline lines
issue_purchase_invoicepurchasesIssue purchase invoice
issue_quotequotesIssue sales or purchase quote
convert_quote_to_invoicequotes + salesConvert quote to invoice
record_customer_paymentbankingReceipt + invoice allocation
record_supplier_paymentbankingPayment + invoice allocation
record_expensepayroll and/or purchasesExpense claim or purchase invoice
transfer_between_accountsbankingInter-account transfer
post_journal_entryledgerGeneric journal entry
void_documentmatching delete scopeVoid by resource name + key
record_customer_depositbankingDeposit before invoice exists
issue_deposit_invoicequotesDeposit document (quote)
apply_deposit_to_invoiceledgerApply deposit via journal

Bodies for composite tools use Manager-native JSON where noted. Clone get_record templates; do not invent field names.

Deprecated CRUD (0.2.0, removed 0.3.0)

Per-resource create_* / update_* / delete_* still register when their domain scope is enabled. Descriptions are prefixed [DEPRECATED in 0.2.0; use task tools] except create_customer / create_supplier. Set raw in MANAGER_MCP_WRITE_SCOPES to register CRUD without deprecation prefixes.

ScopeResources (CRUD when enabled)
quotessales_quotes, purchase_quotes
orderssales_orders, purchase_orders
partiescustomers, suppliers
itemsinventory_items, non_inventory_items
salessales_invoices, credit_notes, delivery_notes
purchasespurchase_invoices, debit_notes, goods_receipts
bankingreceipts, payments, inter_account_transfers, bank_accounts
payrollemployees, payslips, expense_claims
ledgerjournal_entries, depreciation_entries, amortization_entries

Example with recommended scopes only:

json
"MANAGER_MCP_WRITE_SCOPES": "banking,sales,parties","MANAGER_MCP_DELETE_SCOPES": "sales"

Denylist (always blocked): access-token forms, chart-of-accounts / *-account-form (except bank-or-cash), bank reconciliation, customer portal, starting balances, tax codes, exchange rates, currencies, custom fields/buttons, themes, email templates/settings.

Customer deposit workflow

A deposit is not revenue. Money received before delivery must not be booked to an income account. Confirm tax/VAT treatment with your accountant.

  1. Ensure a Customer deposits bank/cash account exists in Manager (Settings → Bank and Cash Accounts).
  2. record_customer_deposit - posts cash to that account. If the account is missing, the tool returns precondition_failed with exact setup steps (Option A: guide only, no auto-create).
  3. issue_deposit_invoice (optional) - quote styled as a deposit document for the customer.
  4. issue_sales_invoice when the real invoice is raised.
  5. apply_deposit_to_invoice - journal entry moving deposit balance to the invoice (clone an existing journal via get_record).

Required scopes: banking, quotes (deposit doc), ledger (apply), sales (final invoice via MCP).

Migration from 0.1.x

  • 0.2.0: Task tools added; CRUD tools deprecated but still present under scopes.
  • 0.3.0: CRUD tools removed (except create_customer / create_supplier). Use task tools or raw scope.
  • Update MANAGER_MCP_WRITE_SCOPES to the recommended narrow set above instead of enabling all domains.

Tools

Read tools

ToolPurposePeriod (from_date / to_date)
list_resourcesDiscovery; reports read_only + live write/delete scopesn/a
list_recordsSearch/page a curated collectionn/a
get_recordFetch one record via {path}-form/{key}n/a
aged_receivablesOutstanding / aging customersAccepted; may be unsupported on this view
aged_payablesAging suppliersAccepted; may be unsupported on this view
bank_balancesBank/cash balances snapshotAccepted; may be unsupported on this view
trial_balanceTrial balanceForwarded as fromDate / toDate
profit_and_lossP&LForwarded as fromDate / toDate
balance_sheetBalance sheetForwarded as fromDate / toDate
tax_summaryTax summaryAccepted; may be unsupported on this view

Collections for list_records / get_record: customers, suppliers, sales_invoices, purchase_invoices, chart_of_accounts, bank_accounts.

chart_of_accounts is list/search only (no single-form GET).

Bank dual path (intentional): bank_balances answers “what are my balances?”; list_records / get_record on bank_accounts answers “find account X and show detail.”

Write tools (deprecated)

Registered only for resources in enabled scopes. Prefer task tools above.

PatternRequiresNotes
create_{stem}write scopeDeprecated in 0.2.0
update_{stem}write scopeDeprecated in 0.2.0
delete_{stem}delete scopeDeprecated in 0.2.0; use void_document

Agent Skill

Companion skill: skills/manager-accounting/SKILL.md.

The Cursor plugin discovers this skill from skills/. Without the plugin, copy or symlink that folder into your agent skills path. It tells the model to call list_resources first, verify after writes, and which report tools to prefer.

Development

bash
uv sync --extra devuv run manager-mcp

Offline tests only (respx). No live Manager required:

bash
uv run ruff check src testsuv run pytest

GitHub Actions matrix: Python 3.10 and 3.12.

Caveats

  • One process ↔ one MANAGER_API_URL. Multi-instance routing is out of scope.
  • Multi-business disambiguation on a shared host is unverified. Do not claim multi-business support until validated against a live multi-business setup.
  • Vendored src/manager_mcp/spec/api2.json is provenance only; runtime always hits the live URL.
  • ChatGPT Apps need a hosted HTTP MCP endpoint. This package is stdio-only.

License

MIT. See LICENSE.

來源：README.md，提交 c50c4d7

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包，因此其工具未知。

版本歷史

1
  1. v0.2.6最新Sep 16, 2026

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