Procfy

io.github.mcp-dir由 GitHub 帳號 mcp-dir 發布v0.1.0更新於 Oct 24, 2026

Financial management on Procfy — transactions (revenue/expense/transfers), bank accounts, contacts,

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

把助理連接到 Procfy 財務管理，可查詢並建立交易，檢視銀行帳戶、聯絡人、分類與成本中心。

可以做什麼
  • 列出已連結的 Procfy 帳戶及其標籤
  • 分頁列出交易，可用 JSON 篩選器依日期、帳戶、分類等條件過濾
  • 依 id 查詢單筆或批次交易，支援批次重試與逐筆錯誤回報
  • 以 JSON 內容建立交易，包含類型、金額、日期、帳戶、分類與聯絡人
  • 列出銀行帳戶，並讀取單一或多個帳戶的餘額
  • 列出聯絡人、分類（會計科目表）、成本中心與帳戶使用者
適用情境
適合讓助理直接讀取或登錄 Procfy 帳務資料：檢視近期收入、支出與轉帳，核對餘額，或草擬新的記帳項目，而不必切換到 Procfy 介面。
執行需求
遠端 streamable HTTP 端點，不需本機套件或執行環境。需透過伺服器的連線流程連結 Procfy 帳戶；IDE 代理需在瀏覽器登入並提供存取權杖，最好以 Authorization: Bearer 標頭方式設定。
安裝前請注意
建立交易工具會寫入真實的 Procfy 財務紀錄。存取權杖屬於憑證，不應放在共用設定中。伺服器另提供工具組、市集、問題回報與版本等與 Procfy 資料無關的工具；問題回報工具會要求提供最近的對話訊息。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Procfy，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。

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/io.github.mcp-dir%2Fprocfy-mcp/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。

{
  "mcpServers": {
    "procfy": {
      "type": "http",
      "url": "https://api.mcp.ai/p_procfy"
    }
  }
}

README

該儲存庫沒有 README。

工具

16

procfy_list_accounts

Lista as conexões (contas) Procfy vinculadas a este install — id, label.

輸入參數account

procfy_list_transactions

Lista transações (receita/despesa/transferência/folha/imposto) da Procfy. Paginado (page/items, máx 50/página). Use `filters` (JSON) pra filtrar por data, conta, categoria etc.

輸入參數pageitemsaccountfilters

procfy_get_transaction

Detalha uma ou mais transações por id. Passe `transaction_ids` (lista, máx 50) — busca em lote com retry/backoff e erros por-id; ou `transaction_id` único.

輸入參數accounttransaction_idtransaction_ids

procfy_create_transaction

Cria uma transação na Procfy. `data` é um JSON string com os campos do payload (type, amount, date, bank_account_id, category_id, contact_id, description, ...). Confira o schema em api-docs.procfy.io/#transacoes.

輸入參數data必填account

procfy_list_bank_accounts

Lista as contas bancárias da Procfy. Paginado.

輸入參數pageitemsaccountfilters

procfy_get_bank_account_balance

Detalha uma conta bancária da Procfy (inclui saldo) por id. Bulk support: accepts bank_account_ids for batched execution.

輸入參數accountbank_account_id必填bank_account_ids

procfy_list_contacts

Lista contatos (clientes/fornecedores) da Procfy. Paginado.

輸入參數pageitemsaccountfilters

procfy_list_categories

Lista categorias (plano de contas) da Procfy. Paginado.

輸入參數pageitemsaccountfilters

procfy_list_cost_centers

Lista centros de custo da Procfy. Paginado.

輸入參數pageitemsaccountfilters

procfy_list_users

Lista usuários da conta Procfy. Paginado.

輸入參數pageitemsaccountfilters

show_version

Show Version

Show the current MCP platform and adapter versions.

無需輸入參數。

report_bug

Report Bug

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

輸入參數contextmessage必填conversation

connect

Connection Status

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

無需輸入參數。

toolkit_info

Toolkit Info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

無需輸入參數。

marketplace

Marketplace

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

輸入參數limitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool另有 11 個

authenticate

Authenticate

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

輸入參數token

版本歷史

1
  1. v0.1.0最新Sep 16, 2026

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