
Fortnox
io.github.jakobwennberg由 GitHub 帳號 jakobwennberg 發布v1.0.0更新於 Oct 24, 2026
MCP server for Fortnox Swedish accounting API integration
概覽
將助理連接到瑞典 Fortnox 會計系統,可管理客戶、發票、供應商、科目與傳票,並進行財務分析。
- 可以做什麼
- 列出、檢視、新增、更新與刪除客戶、供應商及會計科目
- 列出、檢視、新增與更新發票,並可過帳、作廢、開立貸項通知單及以電子郵件寄送
- 列出供應商發票、核准付款並取得應付帳款帳齡報告
- 列出銷售訂單與報價,讀取公司資訊與財務年度
- 列出、檢視、新增與搜尋傳票及傳票系列,檢視科目活動
- 執行分析與商業智慧:發票統計、主要客戶、未付款報告、現金流預測、銷售漏斗、毛利率趨勢與期間比較
- 適用情境
- 適合需要操作瑞典公司 Fortnox 帳務的情境:草擬與寄送發票、維護客戶與供應商資料,或依據即時會計資料產出營收、現金流與毛利分析。
- 執行需求
- 以 npm 套件透過 npx 在本機執行,或自行架設 HTTP 伺服器。本機模式需要來自 Fortnox 開發者應用程式及 OAuth2 流程的 FORTNOX_CLIENT_ID、FORTNOX_CLIENT_SECRET 與 FORTNOX_REFRESH_TOKEN。自行架設遠端模式另需 AUTH_MODE、SERVER_URL、JWT_SECRET,並可選用 Upstash Redis 設定。需要可存取 Fortnox API 的網路。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Fortnox,將其新增到工作區。
- 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
Fortnox MCP Server
An MCP (Model Context Protocol) server for integrating with the Fortnox Swedish accounting system. This server enables LLMs to interact with Fortnox for managing invoices, customers, suppliers, orders, accounts, vouchers, and provides business intelligence analytics.
Two Ways to Use
Quick Start: Remote Mode (Recommended)
The easiest way to use Fortnox MCP - no credentials needed, just authorize in your browser.
Option A: Add to Claude.ai (Web)
- Go to claude.ai
- Navigate to Settings → Integrations → Add Integration
- Enter the URL:
https://fortnox-mcp.vercel.app/mcp - Wait for it to load, then authorize access by clicking connect
Option B: Add to Claude Desktop
Open your Claude Desktop config file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
Add this configuration:
Restart Claude Desktop. When you first ask Claude to do something with Fortnox, a browser window will open for you to authorize access to your Fortnox account. Once authorized, you're all set!
Quick Start: Local Mode (Self-Hosted)
For developers who want to run the server locally or use their own Fortnox app credentials.
1. Get your Fortnox credentials
- Register at Fortnox Developer Portal
- Create an application to get your Client ID and Client Secret
- Complete the OAuth2 flow to get a Refresh Token
2. Add to Claude Desktop
Open your Claude Desktop config file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
Add this configuration:
3. Restart Claude Desktop
That's it! You can now ask Claude to manage your Fortnox invoices, customers, and more.
Features
Customer Management
fortnox_list_customers- List and search customersfortnox_get_customer- Get customer detailsfortnox_create_customer- Create new customerfortnox_update_customer- Update customerfortnox_delete_customer- Delete customer
Invoice Management
fortnox_list_invoices- List invoices with filteringfortnox_get_invoice- Get invoice details with line itemsfortnox_create_invoice- Create new invoicefortnox_update_invoice- Update draft invoicefortnox_bookkeep_invoice- Bookkeep invoicefortnox_cancel_invoice- Cancel invoicefortnox_credit_invoice- Create credit notefortnox_send_invoice_email- Send invoice by email
Supplier Management
fortnox_list_suppliers- List and search suppliersfortnox_get_supplier- Get supplier detailsfortnox_create_supplier- Create new supplierfortnox_update_supplier- Update supplierfortnox_delete_supplier- Delete supplier
Supplier Invoice Management
fortnox_list_supplier_invoices- List supplier invoices with filteringfortnox_get_supplier_invoice- Get supplier invoice detailsfortnox_approve_supplier_invoice- Approve supplier invoice for paymentfortnox_payables_report- Get accounts payable aging report
Order Management
fortnox_list_orders- List sales orders with filteringfortnox_list_offers- List offers/quotes with filtering
Account Management
fortnox_list_accounts- List chart of accountsfortnox_get_account- Get account detailsfortnox_create_account- Create new accountfortnox_update_account- Update accountfortnox_delete_account- Delete account
Voucher Management
fortnox_list_vouchers- List vouchers (journal entries)fortnox_get_voucher- Get voucher details with rowsfortnox_create_voucher- Create manual voucherfortnox_list_voucher_series- List available voucher seriesfortnox_account_activity- Get activity for a specific accountfortnox_search_vouchers- Search vouchers by description, account, or amount
Company Information
fortnox_get_company_info- Get company detailsfortnox_list_financial_years- List company financial years
Analytics
fortnox_invoice_summary- Get invoice statistics by periodfortnox_top_customers- Get top customers by revenuefortnox_unpaid_report- Get detailed unpaid invoice report
Business Intelligence
fortnox_cash_flow_forecast- Forecast cash flow based on invoices and payablesfortnox_order_pipeline- Analyze sales order pipelinefortnox_sales_funnel- Analyze sales funnel from offers to invoicesfortnox_product_performance- Analyze product/article performancefortnox_period_comparison- Compare financial metrics across periodsfortnox_customer_growth- Analyze customer acquisition and growthfortnox_project_profitability- Analyze project profitability (if using projects)fortnox_cost_center_analysis- Analyze costs by cost centerfortnox_expense_analysis- Analyze expenses by categoryfortnox_yearly_comparison- Compare year-over-year performancefortnox_gross_margin_trend- Track gross margin trends over time
Installation
Via npx (Recommended)
No installation needed! Just add the config above to Claude Desktop.
Manual Installation
From Source
Configuration
Environment Variables
Local Mode (default)
Remote Mode (AUTH_MODE=remote)
*Falls back to in-memory storage if not provided (not recommended for production)
Getting OAuth Credentials
- Register as a developer at Fortnox Developer Portal
- Create a new application to get Client ID and Client Secret
- Complete the OAuth2 authorization flow to obtain a refresh token
- Set the environment variables
Usage
With Claude Desktop
See Quick Start above.
As HTTP Server
Then connect to http://localhost:3000/mcp
Tool Examples
List Unpaid Invoices
Create Invoice
Create Voucher
Rate Limiting
The Fortnox API allows 25 requests per 5 seconds. This server includes automatic rate limiting to prevent exceeding this limit.
Development
Publishing & Distribution
This server is published to multiple registries for easy installation:
How It Works
- User adds config to Claude Desktop with
npx fortnox-mcp-server - Claude Desktop starts the server via npx (downloads latest version from npm)
- Server authenticates with Fortnox using OAuth2 credentials from environment variables
- Claude can now use tools like
fortnox_list_invoices,fortnox_create_customer, etc. - Server handles API calls to Fortnox, including automatic token refresh and rate limiting
Token Persistence (Local Mode)
Fortnox refresh tokens are single-use — each token refresh returns a new one. The server automatically persists the latest refresh token to ~/.fortnox-mcp/tokens.json so it survives process restarts without requiring manual config updates.
- On first run, the server reads
FORTNOX_REFRESH_TOKENfrom your environment/config - After each token refresh, the new refresh token is saved to
~/.fortnox-mcp/tokens.json - On subsequent restarts, the server uses the persisted token (which is always the latest)
- If the persisted file is missing or corrupt, the server falls back to the environment variable
The token file is created with restricted permissions (0600) for security.
Releasing New Versions
To release a new version, use the release script:
The release script automatically:
- Bumps the version in
package.json - Updates
server.jsonfor the MCP Registry - Builds the project
- Commits and tags the release
- Publishes to npm
- Publishes to MCP Registry
- Pushes to GitHub
Prerequisites for releasing:
npm login- Logged into npmmcp-publisher login github- Logged into MCP Registry- Clean git working directory
Users Get Updates Automatically
When you publish a new version, users running npx -y fortnox-mcp-server will automatically get the latest version the next time they restart Claude Desktop.
Deploying Your Own Remote Server
Want to host your own instance of the Fortnox MCP server? Follow these instructions.
Deploy to Vercel
1. Prerequisites
- A Vercel account
- An Upstash Redis database (for token storage)
- A Fortnox Developer account with an app created
2. Set Environment Variables
In your Vercel project settings, add these environment variables:
3. Configure Fortnox OAuth Callback
In your Fortnox app settings, add this redirect URI:
4. Deploy
Server Endpoints
Architecture
License
MIT
來源:README.md,提交 501ee13
工具
0版本歷史
1- v1.0.0最新Sep 16, 2026
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