Kledo MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.6.4更新於 Nov 7, 2026

Read invoices, bills, contacts, bank balances and financial reports in Kledo.

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

託管式唯讀 MCP 伺服器,讓助理查詢 Kledo 會計資料:發票、帳單、聯絡人、銀行餘額與財務報表。

可以做什麼
  • 列出並檢視銷售發票、報價單與銷售訂單,支援到期日與金額篩選
  • 列出並檢視採購發票(供應商帳單)與已記錄的費用
  • 列出並檢視聯絡人、產品與服務,以及會計科目表
  • 查詢現金與銀行帳戶餘額,列出銀行交易
  • 產生損益表、資產負債表、試算表、現金流量表、應收/應付帳齡與經營摘要報表
  • 查看用量、提出功能需求、升級或取消訂閱
適用情境
適合用自然語言詢問 Kledo 帳務狀況,例如哪些發票已逾期、每位客戶欠款多少、本月損益如何,而不必開啟 Kledo 或自行撰寫 API 呼叫。
執行需求
以 URL 方式加入的遠端 MCP 端點,無需本機安裝。透過 OAuth 登入,首次連線時需提供 Kledo 子網域與 Kledo 個人存取權杖,伺服器會依使用者儲存。免費方案每月 50 次工具呼叫,另有付費方案。
安裝前請注意
需向第三方託管商提供 Kledo 子網域與個人存取權杖,並由其依使用者儲存,該權杖可存取你的帳務資料。免費額度為每月 50 次呼叫;升級工具會回傳付費方案的付款連結(Pro 每月 9 美元或每年 90 美元,Pro+ 每月 39 美元或每年 390 美元),會產生實際扣款;取消後服務持續到已付費期間結束,當期不退款。所列工具為唯讀,但伺服器另提供管理訂閱的中繼工具。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Kledo 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%2Fkledo/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": {
    "kledo-by-usefulapi": {
      "type": "http",
      "url": "https://kledo.usefulapi.io/mcp"
    }
  }
}

README

Kledo MCP by usefulapi

Use your Kledo account from Claude, Cursor, or any MCP client. Read sales and purchase invoices, contacts, products, bank balances and financial reports. Hosted, no local install: connect with your own credentials.

Live endpoint: https://kledo.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://kledo.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http kledo https://kledo.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": {    "kledo": {      "url": "https://kledo.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 the login page asks for your Kledo credentials.

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

On first connect you provide your Kledo subdomain (the first part of company.app.kledo.com) and a Personal Access Token (Kledo → Pengaturan → Integrasi → API Key → Tambah; Kledo shows it once). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
kledo_list_invoicesreadList sales invoices
kledo_get_invoicereadGet a sales invoice
kledo_list_quotesreadList sales quotes
kledo_list_sales_ordersreadList sales orders
kledo_list_purchase_invoicesreadList purchase invoices
kledo_get_purchase_invoicereadGet a purchase invoice
kledo_list_expensesreadList expenses
kledo_list_contactsreadList contacts
kledo_get_contactreadGet a contact
kledo_list_productsreadList products
kledo_get_productreadGet a product
kledo_list_accountsreadList chart of accounts
kledo_get_bank_balancesreadGet bank balances
kledo_list_bank_transactionsreadList bank transactions
kledo_report_profit_lossreadProfit and loss report
kledo_report_balance_sheetreadBalance sheet report
kledo_report_trial_balancereadTrial balance report
kledo_report_cash_flowreadCash flow report
kledo_report_aged_receivablereadAged receivable report
kledo_report_aged_payablereadAged payable report
kledo_report_executive_summaryreadExecutive summary report
kledo_usage_statusmetaUsage status (free-tier meter)
kledo_request_featuremetaRequest a missing feature
kledo_upgrademetaUpgrade to Pro or Pro+
kledo_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 user)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

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

License

MIT — see LICENSE. Documentation only; the server is hosted.

來源:servers/kledo/README.md,提交 4046075

工具

21

kledo_list_invoices

List sales invoices

List sales invoices with contact, dates, amounts and status. Supports due-date and amount filters. Kledo API: GET /finance/invoices.

輸入參數pagesearchdate_tosort_byorder_byper_pagedate_fromstatus_idamount_gteamount_ltecontact_iddue_date_to另有 1 個

kledo_get_invoice

Get a sales invoice

Get one sales invoice with its line items, payments and contact. Kledo API: GET /finance/invoices/{id}.

輸入參數id必填

kledo_list_quotes

List sales quotes

List sales quotes (penawaran). Kledo API: GET /finance/quotes.

輸入參數pagesearchdate_tosort_byorder_byper_pagedate_fromstatus_idcontact_id

kledo_list_sales_orders

List sales orders

List sales orders. Kledo API: GET /finance/orders.

輸入參數pagesearchdate_tosort_byorder_byper_pagedate_fromstatus_idcontact_id

kledo_list_purchase_invoices

List purchase invoices

List purchase invoices (vendor bills) with amounts and status. Kledo API: GET /finance/purchaseInvoices.

輸入參數pagesearchdate_tosort_byorder_byper_pagedate_fromstatus_idcontact_iddue_date_todue_date_from

kledo_get_purchase_invoice

Get a purchase invoice

Get one purchase invoice with its line items. Kledo API: GET /finance/purchaseInvoices/{id}.

輸入參數id必填

kledo_list_expenses

List expenses

List recorded expenses (biaya). Kledo API: GET /finance/expenses.

輸入參數pagesearchdate_tosort_byorder_byper_pagedate_fromstatus_idcontact_id

kledo_list_contacts

List contacts

List customers, vendors and other contacts with receivable/payable totals when requested. Kledo API: GET /finance/contacts.

輸入參數namepagesearchsort_bytype_idgroup_idorder_byper_pageinclude_stats

kledo_get_contact

Get a contact

Get one contact with address, phone, email and (optionally) stats. Kledo API: GET /finance/contacts/{id}.

輸入參數id必填include_stats

kledo_list_products

List products

List products and services with prices; optionally with stock per warehouse. Kledo API: GET /finance/products.

輸入參數pagesearchsort_byorder_byper_pagestock_statussearch_columninclude_warehouse_qty

kledo_get_product

Get a product

Get one product or service with prices and settings. Kledo API: GET /finance/products/{id}.

輸入參數id必填

kledo_list_accounts

List chart of accounts

List accounts of the chart of accounts, optionally with balances. Kledo API: GET /finance/accounts.

輸入參數pagesearchper_pageinclude_balance

kledo_get_bank_balances

Get bank balances

Get the balance of every cash and bank account. Kledo API: GET /finance/bank/balances.

無需輸入參數。

kledo_list_bank_transactions

List bank transactions

List bank transactions (money in, money out, transfers). Kledo API: GET /finance/bankTrans.

輸入參數pagesearchdate_toper_pagedate_frombank_account_id

kledo_report_profit_loss

Profit and loss report

Profit and loss (laba rugi) for a period. Kledo API: GET /reportings/profitLoss.

輸入參數typedate_todate_from

kledo_report_balance_sheet

Balance sheet report

Balance sheet (neraca) as of a date. Kledo API: GET /reportings/balanceSheet.

輸入參數date

kledo_report_trial_balance

Trial balance report

Trial balance for a period. Kledo API: GET /reportings/trialBalance.

輸入參數date_todate_from

kledo_report_cash_flow

Cash flow report

Cash flow statement for a period (direct or indirect method). Kledo API: GET /reportings/cashFlow.

輸入參數methoddate_todate_from

kledo_report_aged_receivable

Aged receivable report

Unpaid customer invoices grouped by age. Kledo API: GET /reportings/agedReceivable.

輸入參數datepageper_page

kledo_report_aged_payable

Aged payable report

Unpaid vendor bills grouped by age. Kledo API: GET /reportings/agedPayable.

輸入參數datepageper_page

kledo_report_executive_summary

Executive summary report

Executive summary (revenue, cost, cash, receivables) for a month. Kledo API: GET /reportings/executiveSummary.

輸入參數yearmonth

版本歷史

8
  1. v1.6.4最新Nov 7, 2026
  2. v1.5.3Nov 5, 2026
  3. v1.5.2Nov 5, 2026
  4. v1.5.1Nov 4, 2026
  5. v1.5.0Nov 3, 2026
  6. v1.4.1Nov 3, 2026
  7. v1.3.0Nov 1, 2026
  8. v1.1.0Oct 31, 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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