io.usefulapi由 usefulapi.io 發布官方發布者v1.3.4更新於 Nov 7, 2026
Read properties, HMRC categories and transactions; add income and expenses in Quarterwise.
發布方自己的服務：Ably MCP by usefulapi
託管式 Quarterwise 伺服器，讓助理讀取英國房產與自僱帳簿，並新增收入或支出項目。
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。
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%2Fquarterwise/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。把它新增到你客戶端的 mcpServers 設定中。
{
"mcpServers": {
"quarterwise-by-usefulapi": {
"type": "http",
"url": "https://quarterwise.usefulapi.io/mcp"
}
}
}Use your Quarterwise account from Claude, Cursor, or any MCP client. Read your properties, businesses, HMRC category keys and transactions, and add income and expense entries to a ledger. Hosted, no local install: connect with your own credentials.
Live endpoint: https://quarterwise.usefulapi.io/mcp · Homepage: https://usefulapi.io
https://quarterwise.usefulapi.io/mcp.claude mcp add --transport http quarterwise https://quarterwise.usefulapi.io/mcp, then run /mcp to log in.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 Quarterwise credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/quarterwise/
On first connect you provide a Quarterwise API key. Create it in the Quarterwise app under Account → API access. The server validates it and stores it per user. No keys go in config files.
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.
*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 quarterwise_upgrade (it returns a Stripe Checkout link). Cancel any time with quarterwise_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running quarterwise_upgrade before then undoes the cancel. Or write to [email protected].
MIT — see LICENSE. Documentation only; the server is hosted.
來源：servers/quarterwise/README.md，提交 4046075
Get account and API capabilities
Show which Quarterwise account the key belongs to, its plan (free, pro, expat, firm) and what the API can do. HMRC submission is always false: filing is done in the app. API: GET /api/v1/me.
無需輸入參數。
List properties and businesses
List the income sources on the account: UK properties, overseas properties and self-employment businesses, with id, type, share percent, role (owner or sharer) and transaction count. The id is the input of the transaction tools. API: GET /api/v1/sources.
無需輸入參數。
List HMRC category keys
List the valid income and expense category keys (HMRC field names) per source type. Keys differ by type, so check them before adding transactions. API: GET /api/v1/categories.
source_typeList transactions of a source
List income and expense entries of one property or business, optionally in a date range. Amounts are in pence. Returns nextCursor: pass it as cursor to get the next page. API: GET /api/v1/sources/{id}/transactions.
tofromlimitcursorsource_id必填Add transactions to a source (write)
WRITE: add 1 to 100 income or expense entries to a property or business ledger. Each entry needs a unique externalRef: re-posting the same ref adds nothing, so a retry is safe. Entries without a category go to the review queue in the app. Never submits anything to HMRC. API: POST /api/v1/sources/{id}/transactions.
source_id必填transactions必填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。
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{ "mcpServers": { "quarterwise": { "url": "https://quarterwise.usefulapi.io/mcp" } }}