Bokio MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.7.3更新於 Nov 7, 2026

Read Bokio accounts, invoices and customers; create drafts and journal entries.

發布方自己的服務：Ably MCP by usefulapi

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

將助理連接到 Bokio 公司的帳務：讀取科目、發票、客戶與供應商，並建立草稿和記帳分錄。

可以做什麼
  • 讀取公司資訊、會計年度與會計科目表
  • 列出並檢視含借貸分錄的記帳分錄
  • 列出並檢視客戶、可重複使用項目、供應商與供應商發票
  • 列出銷售發票、貸項通知單與發票收款
  • 建立客戶與銷售發票草稿
  • 發布並記帳發票，過帳與沖銷記帳分錄
適用情境
適合在 Bokio 記帳、希望助理直接查詢科目、發票或客戶，起草銷售發票，或過帳記帳分錄而不必切換到 Bokio 介面的情境。
執行需求
遠端 MCP 端點，只需加入網址；透過 OAuth 以 Bokio 帳號登入，選擇要連接的公司並核准存取。Bokio 公司需具備 API 存取權限的方案。用戶端不需設定 API 金鑰或 Authorization 標頭。
安裝前請注意
多項工具無法復原：發票發布後即成正式且不可變更的紀錄，記帳會寫入總帳，記帳分錄只能以反向分錄沖銷。建立類工具不具冪等性，重複呼叫會產生重複的客戶、草稿或分錄。發布不會寄送電子郵件給客戶。免費額度每月 50 次呼叫；付費方案透過 Stripe 結帳連結付款，取消後當期不退款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Bokio MCP by usefulapi，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.usefulapi%2Fbokio/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": {
    "bokio-by-usefulapi": {
      "type": "http",
      "url": "https://bokio.usefulapi.io/mcp"
    }
  }
}

README

Bokio MCP by usefulapi

Hosted at https://bokio.usefulapi.io/mcp.

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://bokio.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http bokio https://bokio.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": {    "bokio": {      "url": "https://bokio.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 you sign in with your Bokio account.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/bokio/

Sign in with Bokio and choose the company to connect. Approve access in Bokio to continue. The company needs a plan with API access.

Tools

ToolTypeWhat it does
bokio_get_company_informationreadGet company information
bokio_list_fiscal_yearsreadList fiscal years
bokio_get_fiscal_yearreadGet a fiscal year
bokio_list_chart_of_accountsreadList chart of accounts
bokio_get_accountreadGet an account
bokio_list_journal_entriesreadList journal entries
bokio_get_journal_entryreadGet a journal entry
bokio_list_customersreadList customers
bokio_get_customerreadGet a customer
bokio_list_invoicesreadList invoices
bokio_get_invoicereadGet an invoice
bokio_list_invoice_paymentsreadList invoice payments
bokio_list_credit_notesreadList credit notes
bokio_get_credit_notereadGet a credit note
bokio_list_itemsreadList items (products and services)
bokio_list_suppliersreadList suppliers
bokio_list_supplier_invoicesreadList supplier invoices
bokio_create_customerwriteCreate a customer
bokio_create_invoice_draftwriteCreate an invoice draft
bokio_publish_invoicewritePublish an invoice (IRREVERSIBLE)
bokio_record_invoicewriteBookkeep an invoice (IRREVERSIBLE)
bokio_create_journal_entrywriteCreate a journal entry (IRREVERSIBLE)
bokio_reverse_journal_entrywriteReverse a journal entry (IRREVERSIBLE)
bokio_usage_statusmetaUsage status (free-tier meter)
bokio_request_featuremetaRequest a missing feature
bokio_upgrademetaUpgrade to Pro or Pro+
bokio_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 company)$9/mo or $90/yr (2 months free)10,000 tool calls / month

Pro covers this server only. Subscribe with bokio_upgrade (it returns a Stripe Checkout link). Cancel any time with bokio_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running bokio_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT.

來源：servers/bokio/README.md，提交 4046075

工具

23

bokio_get_company_information

Get company information

The connected Bokio company: name, organisation number, company type, address, contact details.

無需輸入參數。

bokio_list_fiscal_years

List fiscal years

Fiscal years (id, start and end date, cash or accrual accounting method, open or closed).

輸入參數pagequerypageSize

bokio_get_fiscal_year

Get a fiscal year

One fiscal year by id.

輸入參數fiscalYearId必填

bokio_list_chart_of_accounts

List chart of accounts

The company's complete chart of accounts (account number, name, base-plan or custom). Not paginated.

輸入參數query

bokio_get_account

Get an account

One account of the chart of accounts by its number (for example 1930).

輸入參數account必填

bokio_list_journal_entries

List journal entries

Bookkeeping journal entries (verifications) with their debit/credit lines. Filter by date or number.

輸入參數pagequerypageSize

bokio_get_journal_entry

Get a journal entry

One journal entry (verification) with its lines.

輸入參數journalEntryId必填

bokio_list_customers

List customers

Customers of the company, highest customer number first.

輸入參數pagequerypageSize

bokio_get_customer

Get a customer

One customer by id.

輸入參數customerId必填

bokio_list_invoices

List invoices

Sales invoices (draft, published, paid, overdue, credited) with line items and totals.

輸入參數pagequerypageSizeprojectId

bokio_get_invoice

Get an invoice

One sales invoice by id, with line items.

輸入參數invoiceId必填

bokio_list_invoice_payments

List invoice payments

Payments registered against one sales invoice.

輸入參數pagepageSizeinvoiceId必填

bokio_list_credit_notes

List credit notes

Credit notes (draft or published).

輸入參數pagequerypageSize

bokio_get_credit_note

Get a credit note

One credit note by id, with line items.

輸入參數creditNoteId必填

bokio_list_items

List items (products and services)

Reusable invoice items: description, product type, unit price, tax rate, bookkeeping account.

輸入參數pagequerypageSize

bokio_list_suppliers

List suppliers

Suppliers of the company with payment details.

輸入參數pagequerypageSize

bokio_list_supplier_invoices

List supplier invoices

Supplier (purchase) invoices with remaining amounts and their journal entry.

輸入參數pagequerypageSizeprojectId

bokio_create_customer

Create a customer

Create a customer in the company's Bokio. If customerNumber is omitted Bokio picks the next number. Not idempotent: calling twice creates two customers; check bokio_list_customers first.

輸入參數name必填type必填emailphoneaddresslanguageorgNumbervatNumberpaymentTermscustomerNumber

bokio_create_invoice_draft

Create an invoice draft

Create a DRAFT sales invoice. Nothing is bookkept and nothing is sent until bokio_publish_invoice. Not idempotent: calling twice creates two drafts.

輸入參數dueDatecurrencylineItems必填customerId必填invoiceDate必填currencyRatebuyerReferenceorderNumberReference

bokio_publish_invoice

Publish an invoice (IRREVERSIBLE)

IRREVERSIBLE: publish a draft invoice. It becomes official and immutable and gets its invoice number. This does NOT bookkeep it (use bokio_record_invoice for that) and Bokio does NOT e-mail it to the customer through the API. Only call when the user has confirmed this exact invoice.

輸入參數invoiceId必填

bokio_record_invoice

Bookkeep an invoice (IRREVERSIBLE)

IRREVERSIBLE: record (bookkeep) a published invoice: Bokio posts it to the ledger using the accounts of its line items. Call after bokio_publish_invoice, only when the user has confirmed.

輸入參數invoiceId必填

bokio_create_journal_entry

Create a journal entry (IRREVERSIBLE)

IRREVERSIBLE bookkeeping: post a journal entry (verification) to the ledger. Debits must equal credits. It can only be undone by reversing it with bokio_reverse_journal_entry, which posts a counter-entry. Not idempotent: calling twice posts two entries. Only call when the user has confirmed the exact lines.

輸入參數date必填items必填title必填

bokio_reverse_journal_entry

Reverse a journal entry (IRREVERSIBLE)

IRREVERSIBLE: post a counter-entry that cancels a journal entry. Only entries created through the API can be reversed; the original stays in the ledger. Only call when the user has confirmed.

輸入參數journalEntryId必填

版本歷史

10
  1. v1.7.3最新Nov 7, 2026
  2. v1.6.3Nov 5, 2026
  3. v1.6.2Nov 5, 2026
  4. v1.6.1Nov 4, 2026
  5. v1.6.0Nov 3, 2026
  6. v1.5.1Nov 3, 2026
  7. v1.4.0Nov 1, 2026
  8. v1.2.0Oct 31, 2026
  9. v1.1.0Oct 31, 2026
  10. v1.0.2Oct 30, 2026

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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