Saldeo MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.11.3更新於 Nov 7, 2026

Read SaldeoSMART companies, contractors, documents, invoices, bank statements and employees.

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

唯讀存取 SaldeoSMART 會計資料:公司、承包商、文件、發票、銀行對帳單與員工。

可以做什麼
  • 列出公司及其承包商,含稅號、地址與銀行帳戶
  • 依編號、單號或 NIP 搜尋文件,依月份資料夾列出文件 ID,再依 ID 取得完整文件
  • 列出標記為匯出的銷售發票,依月份列出發票 ID,再依 ID 取得完整發票
  • 列出銀行對帳單及其分錄、承包商與關聯
  • 列出員工及其人事主檔資料
  • 查看本月用量、提出功能需求、升級或取消付費方案
適用情境
適合讓助理直接回答波蘭會計事務所 SaldeoSMART 資料的相關問題,例如某月資料夾有哪些成本發票、哪些文件已送匯出、某承包商的付款期限,不必手動匯出。
執行需求
以 URL 方式加入的遠端 MCP 端點;透過 OAuth 登入,使用 SaldeoSMART 使用者名稱與在 Saldeo 帳戶設定中產生的 API 權杖。API 存取需要受支援的 office 或公司方案。免費方案每月 50 次工具呼叫,付費方案提高上限。
安裝前請注意
伺服器為唯讀,但會把業務與個人資料(包括員工人事紀錄與承包商銀行帳戶)交給助理及其供應商。憑證在 OAuth 登入頁輸入,不寫入用戶端設定。付費方案需付費,透過 Stripe 結帳連結訂閱;取消後服務持續到付費期結束且不退款。廠商對每位使用者設有速率與並行限制,建議依序呼叫。

安裝

在 SourceWeft 中

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

README

Saldeo MCP by usefulapi

Live endpoint: https://saldeo.usefulapi.io/mcp

Connect

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

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

Connect with your SaldeoSMART username and the API token generated for that user under Konfiguracja → Konto → API. API access requires a supported office or company package. This server is read-only. Use sequential calls for the same Saldeo user; vendor per-user rate and concurrency limits apply.

Tools

ToolTypeWhat it does
saldeo_list_companiesreadList companies
saldeo_list_contractorsreadList contractors
saldeo_search_documentsreadSearch documents
saldeo_list_document_idsreadList document ids
saldeo_get_documents_by_idsreadGet documents by id
saldeo_list_invoicesreadList invoices
saldeo_list_invoice_idsreadList invoice ids
saldeo_get_invoices_by_idsreadGet invoices by id
saldeo_list_bank_statementsreadList bank statements
saldeo_list_employeesreadList employees
saldeo_usage_statusmetaUsage status (free-tier meter)
saldeo_request_featuremetaRequest a missing feature
saldeo_upgrademetaUpgrade to Pro or Pro+
saldeo_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 Saldeo 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 saldeo_upgrade (it returns a Stripe Checkout link). Cancel any time with saldeo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running saldeo_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT

來源:servers/saldeo/README.md,提交 4046075

工具

10

saldeo_list_companies

List companies

List the companies (clients) the Saldeo user can see: COMPANY_PROGRAM_ID (needed by every other tool), COMPANY_ID, names, VAT number, address, bank accounts. Start here. Saldeo: GET /api/xml/3.0/company/list.

輸入參數limitoffset

saldeo_list_contractors

List contractors

List the contractors (suppliers and customers) of one company: names, VAT number (NIP), address, bank accounts, e-mails, payment days. Saldeo: GET /api/xml/3.0/contractor/list.

輸入參數limitoffsetcompany_program_id必填

saldeo_search_documents

Search documents

Find documents of one company by field (at least one of document_id, number, nip, guid; several are combined with AND). Returns the matching documents. Saldeo: POST /api/xml/3.1/document/search (policy BY_FIELDS).

輸入參數nipguidlimitnumberoffsetdocument_idcompany_program_id必填

saldeo_list_document_ids

List document ids

List the ids of all documents of one company in one month folder, grouped by type (contracts, cost/sale/internal/material invoices, orders, writings, other). Feed the ids to saldeo_get_documents_by_ids. Saldeo: POST /api/xml/3.0/document/getidlist.

輸入參數year必填limitmonth必填offsetcompany_program_id必填

saldeo_get_documents_by_ids

Get documents by id

Get full documents of one company by id, per type (use the groups from saldeo_list_document_ids; at most 200 ids per call). Saldeo: POST /api/xml/3.1/document/listbyid.

輸入參數limitoffsetorderswritingscontractsinvoices_costinvoices_saleother_documentsinvoices_internalinvoices_materialcompany_program_id必填

saldeo_list_invoices

List invoices

List the sales invoices of one company that were marked for export in Saldeo (policy SALDEO): number, dates, contractor, line items, amounts. Saldeo: GET /api/xml/3.0/invoice/list.

輸入參數limitoffsetcompany_program_id必填

saldeo_list_invoice_ids

List invoice ids

List the ids of the invoices (invoices, corrective invoices, pre-invoices, corrective pre-invoices) of one company in one month folder. Feed them to saldeo_get_invoices_by_ids. Saldeo: POST /api/xml/3.0/invoice/getidlist.

輸入參數year必填limitmonth必填offsetcompany_program_id必填

saldeo_get_invoices_by_ids

Get invoices by id

Get full invoices of one company by id (ids from saldeo_list_invoice_ids; at most 200 per call). Saldeo: POST /api/xml/3.0/invoice/listbyid.

輸入參數limitoffsetinvoicespre_invoicescompany_program_id必填corrective_invoicescorrective_pre_invoices

saldeo_list_bank_statements

List bank statements

List the bank statements of one company with their entries, contractors and links. Saldeo: GET /api/xml/3.0/bank_statement/list.

輸入參數limitoffsetcompany_program_id必填

saldeo_list_employees

List employees

List the employees of one company (personnel module): names, acronym and HR master data. Contains personal data. Saldeo: GET /api/xml/3.0/employee/list.

輸入參數limitoffsetcompany_program_id必填

版本歷史

11
  1. v1.11.3最新Nov 7, 2026
  2. v1.10.3Nov 5, 2026
  3. v1.10.2Nov 5, 2026
  4. v1.10.1Nov 4, 2026
  5. v1.10.0Nov 3, 2026
  6. v1.9.1Nov 3, 2026
  7. v1.8.0Nov 1, 2026
  8. v1.6.0Oct 31, 2026
  9. v1.5.0Oct 31, 2026
  10. v1.4.2Oct 30, 2026
  11. v1.4.0Oct 30, 2026

評分

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  • 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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