Reviso MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.0.0更新於 Nov 11, 2026

Read customers, invoices and ledger entries; create customers and draft invoices in Reviso.

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

託管型 MCP 伺服器,讓助理讀取 Reviso 會計資料(客戶、發票、訂單、總帳分錄),並建立客戶、供應商、產品與草稿發票。

可以做什麼
  • 讀取公司、客戶、供應商與產品紀錄,支援列表與搜尋
  • 讀取銷售發票、訂單、報價單、專案與參考資料
  • 讀取會計科目表、會計年度、科目合計與總帳分錄
  • 建立客戶、供應商、產品與銷售草稿發票
  • 查看每月工具呼叫用量、提出功能需求、升級或取消付費方案
適用情境
適合在 Reviso 記帳、想用自然語言提問的情境,例如哪些發票逾期、某客戶名下記了哪些帳;也適合讓助理不開 Reviso 介面就備妥草稿發票與基本資料。
執行需求
只需遠端端點,免本機安裝,以伺服器網址連線。透過 OAuth 登入;首次連線時須由 Reviso 超級使用者經 UsefulAPI 存取連結授權,並提供 Reviso 顯示的 Agreement Grant Token。用戶端設定不要填 API 金鑰或 Authorization 標頭。免費方案每月 50 次工具呼叫。
安裝前請注意
寫入類工具會在你實際的 Reviso 帳戶建立客戶、供應商、產品與草稿發票,執行前應先確認。伺服器會依使用者保存 Agreement Grant Token,並以你的 Reviso 憑證登入。付費方案(Pro、Pro+)透過 Stripe Checkout 計費,從 Pro 升級為 Pro+ 會立即收取差額;取消後當期不退費。用量以工具呼叫次數計算。

安裝

在 SourceWeft 中

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

README

Reviso MCP by usefulapi

Use your Reviso account from Claude, Cursor, or any MCP client. Read customers, invoices, orders and ledger entries, and create customers, suppliers, products and draft invoices. Hosted, no local install: connect with your own credentials.

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

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://reviso.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http reviso https://reviso.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": {    "reviso": {      "url": "https://reviso.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 Reviso credentials.

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

On first connect you provide an Agreement Grant Token: a Reviso Superuser opens the UsefulAPI access link, grants access and copies the token Reviso shows. The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
reviso_get_companyreadGet the connected company
reviso_list_customersreadList or search customers
reviso_get_customerreadGet a customer
reviso_list_suppliersreadList or search suppliers
reviso_get_supplierreadGet a supplier
reviso_list_productsreadList or search products
reviso_get_productreadGet a product
reviso_list_invoicesreadList sales invoices
reviso_get_invoicereadGet a sales invoice
reviso_list_ordersreadList sales orders
reviso_get_orderreadGet a order
reviso_list_quotationsreadList quotations
reviso_get_quotationreadGet a quotation
reviso_list_accountsreadList the chart of accounts
reviso_list_accounting_yearsreadList accounting years
reviso_list_account_totalsreadGet account totals for a year
reviso_list_entriesreadList ledger entries for a year
reviso_list_projectsreadList projects
reviso_list_referencereadList reference data
reviso_create_customerwriteCreate a customer
reviso_create_supplierwriteCreate a supplier
reviso_create_productwriteCreate a product
reviso_create_draft_invoicewriteCreate a draft sales invoice
reviso_usage_statusmetaUsage status (free-tier meter)
reviso_request_featuremetaRequest a missing feature
reviso_upgrademetaUpgrade to Pro or Pro+
reviso_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)10,000 tool calls / month
Pro+ (per user)$39/mo or $390/yr (2 months free)100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run reviso_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with reviso_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with reviso_upgrade before then undoes the cancel. Or write to [email protected].

License

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

來源:servers/reviso/README.md,提交 4c37803

工具

0
SourceWeft 尚未讀取此伺服器的工具。

版本歷史

1
  1. v1.0.0最新Nov 11, 2026

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