CashCtrl MCP server

Read CashCtrl accounts, journal, orders, people, articles, salaries and reports; book and create. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect CashCtrl50 free tool calls a month

What can I ask?

Turn on the CashCtrl connector, then ask in plain words. The AI picks the tools.

Which invoices are still open and who owes us money?
What is our income statement for the current fiscal year?
Show the bookkeeping entries from last month.
Add a new customer called Acme Ltd to my contacts.

What you can do with CashCtrl in Claude and ChatGPT

For small businesses and bookkeepers who keep their accounts in CashCtrl.

Find open invoices and who owes you money

The AI lists invoices and other order documents with number, date, customer, status and total, and adds up the open ones per customer.

Read the income statement or balance sheet

The AI finds a report in the report tree and reads its data for a fiscal period or a date range. It explains the main numbers.

Review the bookkeeping entries of a period

The AI lists journal entries with date, title, debit and credit account, amount and reference, and opens one entry for its items.

Check account balances

The AI lists the chart of accounts with balances, and reads the balance of one account at the end of a day you choose.

Add a customer or vendor, or create an order

The AI searches people first, then creates a customer or vendor, or one order document such as a quote or invoice in a draft status.

Changes data

Book a manual journal entry

The AI creates a simple entry (debit account, credit account, amount) or a collective entry whose debit and credit sums match.

Changes data

How do I connect CashCtrl?

Before you connect

The login page asks for your CashCtrl organization and CashCtrl API key.

Create the key in CashCtrl under Settings → Users & Roles → Add → Add API user (the API needs a PRO account; one API user per organization). The role of the API user decides what this server can read and change, so a read-only role makes it read-only. The organization is the "myorg" part of myorg.cashctrl.com. Your key is used only to call the CashCtrl API of that organization on your behalf; it is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name CashCtrl and this URL, then click Add:
https://cashctrl.usefulapi.io/mcp
Claude opens the login page: enter your CashCtrl organization and CashCtrl API key.
In a chat, click + → Connectors and turn on CashCtrl.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name CashCtrl and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://cashctrl.usefulapi.io/mcp
ChatGPT opens the login page: enter your CashCtrl organization and CashCtrl API key.
In Plugins, install CashCtrl, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http cashctrl https://cashctrl.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "cashctrl": {
      "url": "https://cashctrl.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "cashctrl": {
      "type": "http",
      "url": "https://cashctrl.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add cashctrl --url https://cashctrl.usefulapi.io/mcp

codex mcp login cashctrl

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://cashctrl.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: the login page asks for your CashCtrl organization and CashCtrl API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper organization	$9/mo · $90/yr	10,000 tool calls / month
Pro+per organization	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this CashCtrl server only. Ask your AI to run cashctrl_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 cashctrl_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 cashctrl_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 32

Show all 32 tools (the AI picks them for you)

Read only · 22

List accountscashctrl_list_accounts
The chart of accounts: number, name, category and the balance for the fiscal period. Not paged.
Get an accountcashctrl_get_account
One account of the chart of accounts by id.
Get an account balancecashctrl_get_account_balance
The balance of one account at the end of a day (default: the last day of the current fiscal period).
List account categoriescashctrl_list_account_categories
The categories of the chart of accounts (assets, liabilities, expenses, revenue and their sub-categories).
List bank accountscashctrl_list_bank_accounts
The bank accounts set up in CashCtrl (name, IBAN, linked ledger account).
List journal entriescashctrl_list_journal
Book entries of the journal (date, title, debit and credit account, amount, reference), newest first, for the current fiscal period unless fiscal_period_id is set.
Get a journal entrycashctrl_get_journal_entry
One book entry by id, with its items for a collective entry.
List orderscashctrl_list_orders
Sales or purchase documents (quotes, order confirmations, invoices, delivery notes, credit notes, vendor bills) with number, date, customer, status and total. Newest first.
Get an ordercashctrl_get_order
One order (invoice, quote, purchase document) by id, with its items, totals and status.
List order categoriescashctrl_list_order_categories
The order categories (Quote, Invoice, Credit note, Purchase invoice and so on) with their statuses (Draft, Open, Paid) and the default accounts and sequence numbers. Use it to find category_id and status_id (type PURCHASE for purchase documents).
List peoplecashctrl_list_persons
Customers, vendors, employees and other contacts (name, company, number, roles, addresses).
Get a personcashctrl_get_person
One person or company by id, with addresses, contact data and bank accounts.
List inventory articlescashctrl_list_articles
Inventory articles (products and services) with number, name, price, stock and accounts.
Get an inventory articlecashctrl_get_article
One inventory article by id.
List salary statementscashctrl_list_salary_statements
Payroll statements (employee, date, status, gross and net amounts), newest first. Sensitive personal data.
Get a salary statementcashctrl_get_salary_statement
One payroll statement by id, with its salary items. Sensitive personal data.
List fiscal periodscashctrl_list_fiscal_periods
All fiscal periods (id, name, start, end, current flag). The id is the fiscal_period_id of the other tools.
List tax codescashctrl_list_tax_codes
The VAT tax codes (id, code, name, rates). The id is the tax_id of the write tools.
List sequence numberscashctrl_list_sequence_numbers
The number sequences (for journal references, order numbers, customer numbers). The id is the sequence_number_id of the write tools.
List currenciescashctrl_list_currencies
The currencies set up in CashCtrl with their exchange rates.
Get the report treecashctrl_get_report_tree
The reports set up in CashCtrl (balance sheet, income statement, and so on) as a tree of collections and elements. The element id is the input of cashctrl_get_report_data.
Get report datacashctrl_get_report_data
The data of one report element (for example the balance sheet or the income statement) for a fiscal period or a date range.

Changes data · 6

Create a journal entrycashctrl_create_journal_entry
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. Creates a manual book entry in the journal. Either a simple entry (debit_account_id, credit_account_id, amount) or a collective entry (items, whose debit and credit sums must match).
Delete journal entriescashctrl_delete_journal_entries
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. DELETES manual journal entries by id (entries created by orders or salary statements cannot be deleted this way). Deleted entries are gone from the books; confirm the ids with the user first.
Create an ordercashctrl_create_order
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. Creates ONE order document for ONE customer or vendor: a quote, invoice, credit note, purchase bill and so on, depending on category_id. Without status_id the first status of the category is used; a booking status (for example Open) also creates journal entries, so use a draft status unless the user asks otherwise. No e-mail is sent.
Change the status of orderscashctrl_update_order_status
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. Sets the status of 1-20 orders (for example Draft to Open, or Open to Paid). A status can book journal entries or move stock, so the books change.
Delete orderscashctrl_delete_orders
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. DELETES orders (invoices, quotes, purchase documents) by id, with the journal entries they created. Deleted documents are gone; confirm the ids with the user first.
Create a person or companycashctrl_create_person
WRITE: changes the accounting records. Makes one request that is never repeated; check the result before trying again. Creates a customer, vendor or other contact. Give company, first_name or last_name (at least one). Search first with cashctrl_list_persons so no duplicate is created.

Your usefulapi plan · 4

Usage status (free-tier meter)cashctrl_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featurecashctrl_request_feature
Tell usefulapi that the user needs something the CashCtrl tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+cashctrl_upgrade
Get a paid plan for CashCtrl (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptioncashctrl_cancel_subscription
Cancel the caller's CashCtrl Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run cashctrl_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with CashCtrl in Claude or ChatGPT?

Find open invoices and who owes you money. Read the income statement or balance sheet. Review the bookkeeping entries of a period. Check account balances. Add a customer or vendor, or create an order. Book a manual journal entry. See what you can do for the details.

Is this an official CashCtrl product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by CashCtrl. The server calls the CashCtrl API with your own CashCtrl access, so it sees only the data that your account can see.

Can I connect CashCtrl to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your CashCtrl organization and CashCtrl API key. See Before you connect for where to find them.

Do I put my CashCtrl key or an Authorization header in the client config?

No. 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: the login page asks for your CashCtrl organization and CashCtrl API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my CashCtrl credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the CashCtrl API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in CashCtrl.

Can the AI change my CashCtrl data?

Yes, if you approve it. 6 of the 28 CashCtrl tools can create or change data. The other 22 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this CashCtrl server only. Cancel any time: your paid plan then runs to the end of the paid period. Run cashctrl_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run cashctrl_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+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run cashctrl_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a CashCtrl tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with cashctrl_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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