io.usefulapi/codat

up checked 2026-11-11T14:37:48.064Z

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Publisher-provided title

Codat MCP by usefulapi

Publisher-provided description

MCP server for Codat — companies, connections, invoices, bills and financial statements.

Summary by lookupd

Lets an agent query accounting data for companies, including invoices, bills, ledgers, and financial statements, and create companies or…

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (28 tools)

Publisher-provided text

• codat_get_profile Fetch the authenticated Codat account's profile (organization name, redirect URLs, features) — a quick way to verify the API key works. Codat API: GET /profile.
• codat_list_companies List the companies in your Codat account. A company represents one of your customers' businesses and holds its data connections. Codat API: GET /companies. Retu
• codat_get_company Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.
• codat_list_connections List a company's data connections (each links the company to one source platform, e.g. QuickBooks, Xero). Codat API: GET /companies/{companyId}/connections. Ret
• codat_get_connection Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.
• codat_get_data_status Get the freshness/status of each accounting data type for a company (lastSuccessfulSync, currentStatus, dataType). Use this to check whether a dataset has been
• codat_get_data_info Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.
• codat_list_integrations List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.
• codat_list_accounts List a company's chart of accounts (id, name, nominalCode, type, status, currency, currentBalance). Codat API: GET /companies/{companyId}/data/accounts. Returns
• codat_list_invoices List a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat A
• codat_get_invoice Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.
• codat_list_bills List a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /c
• codat_list_bill_payments List a company's bill payments (money paid out to suppliers) — id, supplierRef, date, currency, totalAmount, lines. Codat API: GET /companies/{companyId}/data/b
• codat_list_credit_notes List a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{company
• codat_list_customers List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/custome
• codat_list_suppliers List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data
• codat_list_payments List a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{com
• codat_list_journal_entries List a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalE
• codat_get_balance_sheet Get a company's balance sheet, broken into periods. periodLength (months per period) and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/
• codat_get_profit_and_loss Get a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies
• codat_get_cash_flow_statement Get a company's cash flow statement, broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/da
• codat_list_direct_costs List a company's direct costs (point-of-sale purchases: card/cash spend, refunds) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GE
• codat_list_account_transactions List a company's account transactions (bank/GL transactions) for a data connection. NOTE: this endpoint is CONNECTION-scoped. Codat API: GET /companies/{company
• codat_request Power-user escape hatch: GET any Codat API path not wrapped by a dedicated tool. READ-ONLY — only GET is allowed. Path starts with a slash (e.g. "/companies/{id
• codat_create_company MUTATES Codat data — create a new company (a container for a customer's data connections). Provide a name; optionally a description, tags, or other attributes v
• codat_create_connection MUTATES Codat data — create a new data connection on a company for a given source platform. Provide the platformKey (from codat_list_integrations, e.g. "gbol" f
• codat_refresh_all_data MUTATES Codat state — queue a refresh of ALL data types for a company (Codat re-pulls from the connected source platforms). Asynchronous: it enqueues pulls, it
• codat_refresh_data_type MUTATES Codat state — queue a refresh of ONE data type for a company (e.g. "invoices", "bills", "chartOfAccounts", "balanceSheet"). Asynchronous: it enqueues a

Details

• Version: 1.37.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 504 ms
• First indexed: 2026-11-01T10:04:07.419Z
• Last seen in registry: 2026-11-11T00:17:22.884Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/codat/

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