Codat MCP Server

by usefulapi Your server? Claim it

answering

Codat is answering right now. Last checked 9 min ago. It exposes 28 tools. Last commit 1 Sep 2026.

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

Uptime history 47 days of history · worst day 14%

47 days agonow

100.0%

Uptime 24h

91 of 91 checks

Tools

read from the server

173 ms

Response time

average over 24h

Stars

last commit 1 Sep 2026

Nothing serious here today

Today is the operative word: we check Codat every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 9 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

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

~/Library/Application Support/Claude/claude_desktop_config.json

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

~/.codex/config.toml

[mcp_servers.codat]
url = "https://codat.usefulapi.io/mcp"

.cursor/mcp.json

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

.vscode/mcp.json

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

Available tools 28

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

codat

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 via `fields`. Codat API: POST /companies. Returns the created company (incl. its id).

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" for QuickBooks Online sandbox). The connection is created in a PendingAuth state; the customer completes authorization via the returned linkUrl. Codat API: POST /companies/{companyId}/connections. Returns the created connection.

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/{companyId}/data/financials/balanceSheet.

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}/data/financials/cashFlowStatement.

codat_get_company

Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.

codat_get_connection

Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.

codat_get_data_info

Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.

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 pulled before reading it. Codat API: GET /companies/{companyId}/dataStatus.

codat_get_invoice

Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.

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_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/{companyId}/data/financials/profitAndLoss.

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/{companyId}/connections/{connectionId}/data/accountTransactions. 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 the paged envelope.

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/billPayments. Returns the paged envelope.

codat_list_bills

List a company's accounts-payable bills (id, reference, supplierRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/bills. Returns the paged envelope.

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. Returns the paged envelope { results, pageNumber, pageSize, totalResults, _links }.

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. Returns the paged envelope.

codat_list_credit_notes

List a company's credit notes (id, creditNoteNumber, customerRef, issueDate, currency, totalAmount, remainingCredit, status). Codat API: GET /companies/{companyId}/data/creditNotes. Returns the paged envelope.

codat_list_customers

List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.

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: GET /companies/{companyId}/connections/{connectionId}/data/directCosts. Returns the paged envelope.

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_invoices

List a company's accounts-receivable invoices (id, invoiceNumber, customerRef, issueDate, dueDate, currency, totalAmount, amountDue, status, lineItems). Codat API: GET /companies/{companyId}/data/invoices. Returns the paged envelope. Tip: filter with query, e.g. "status=Submitted&&amountDue>0".

codat_list_journal_entries

List a company's journal entries (id, postedOn, createdOn, journalLines with accountRef/netAmount/currency). Codat API: GET /companies/{companyId}/data/journalEntries. Returns the paged envelope.

codat_list_payments

List a company's payments received (money in against invoices) — id, customerRef, date, currency, totalAmount, lines/allocations. Codat API: GET /companies/{companyId}/data/payments. Returns the paged envelope.

codat_list_suppliers

List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.

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 does not return the data. Use codat_get_data_status to track progress. Codat API: POST /companies/{companyId}/data/all.

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 pull, it does not return the data. Codat API: POST /companies/{companyId}/data/queue/{dataType}.

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}/data/taxRates", "/companies/{id}/reports/agedDebtor"). Codat API: GET {path}.

Endpoints

URL	Transport	State	Latency	Checked
https://codat.usefulapi.io/mcp	streamable-http	answering	352 ms	9 min ago

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Codat — questions

Answers built from our own checks of this server.

What can Codat do?

It exposes 28 tools, read directly from the server on our last check. Among them: codat_create_company, codat_create_connection, codat_get_balance_sheet, codat_get_cash_flow_statement, codat_get_company, codat_get_connection and 22 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is Codat working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 91 of 91 checks got a reply (100.0%), average response time 173 ms. The bar chart above shows every period we have measured.

How do I connect Codat?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Codat need an API key?

No. Codat completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 28 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Codat?

It answers our handshake in 173 ms on average, which is faster than 72% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is Codat open source?

Yes — it is published under the MIT licence, written in JavaScript and 0 stars on GitHub. The source link is on this page, so you can read exactly what it does with your data before you connect it.