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Codat MCP by usefulapi

Server Details

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

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Status
Healthy
Uptime
80.0% over 54 days
Last Tested
Transport
Streamable HTTP · MCP 2025-06-18
URL
Repository
m190/usefulapi-mcp
GitHub Stars
0

TDQS

A4/5.0

Scored across 28 tools

Disambiguation5/5

Each tool targets a distinct resource or action (e.g., companies, connections, invoices, financial statements). Even similar-looking tools like the three financial statements are clearly differentiated by their names and descriptions. No overlapping purposes.

Naming Consistency5/5

All tools follow the consistent pattern 'codat_verb_noun' (e.g., codat_create_company, codat_list_invoices, codat_get_balance_sheet). No mixing of styles or irregular naming.

Tool Count5/5

28 tools cover the main read and refresh operations across Codat's domain (companies, connections, accounting data, integrations). The count feels well-scoped for a data aggregation platform, not excessive.

Completeness3/5

The tool set focuses heavily on reading and listing data, with only create for companies/connections and refresh triggers. Missing update/delete for many entities (e.g., invoices, bills). An escape hatch exists but is GET-only. Notable gaps for write workflows.

Available Tools

28 tools
codat_create_companyCreate a company
Destructive
Inspect

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).

ParametersJSON Schema
NameRequiredDescriptionDefault
nameYesA human-readable name for the company (usually your customer's business name).
fieldsNoAdditional raw Codat fields merged into the request body (escape hatch for any field not typed above).
descriptionNoOptional description / notes for the company.
codat_create_connectionCreate a data connection
Destructive
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
fieldsNoAdditional raw Codat fields merged into the request body (escape hatch for any field not typed above).
companyIdYesThe Codat companyId (UUID).
platformKeyYesThe integration platformKey to connect (from codat_list_integrations).
codat_get_balance_sheetGet balance sheet
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
startMonthNoFirst month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLengthYesNumber of months per period (1-12). Required.
periodsToCompareYesHow many periods to return (1-12). Required.
codat_get_cash_flow_statementGet cash flow statement
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
startMonthNoFirst month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLengthYesNumber of months per period (1-12). Required.
periodsToCompareYesHow many periods to return (1-12). Required.
codat_get_companyGet a company
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
codat_get_connectionGet a data connection
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
connectionIdYesThe Codat connectionId (data connection UUID) within the company.
codat_get_data_infoGet accounting metadata
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
codat_get_data_statusGet data status
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
codat_get_invoiceGet an invoice
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
invoiceIdYesThe invoice id.
codat_get_profileGet account profile
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

codat_get_profit_and_lossGet profit & loss
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
startMonthNoFirst month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLengthYesNumber of months per period (1-12). Required.
periodsToCompareYesHow many periods to return (1-12). Required.
codat_list_accountsList chart of accounts
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_account_transactionsList account transactions
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
connectionIdYesThe Codat connectionId (data connection UUID) within the company.
codat_list_bill_paymentsList bill payments
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_billsList bills
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_companiesList companies
Read-only
Inspect

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 }.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
codat_list_connectionsList data connections
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_credit_notesList credit notes
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_customersList customers
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_direct_costsList direct costs
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
connectionIdYesThe Codat connectionId (data connection UUID) within the company.
codat_list_integrationsList integrations
Read-only
Inspect

List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
codat_list_invoicesList invoices
Read-only
Inspect

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".

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_journal_entriesList journal entries
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_paymentsList payments
Read-only
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_list_suppliersList suppliers
Read-only
Inspect

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

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1).
queryNoCodat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying.
orderByNoField to order results by, e.g. "-modifiedDate" (leading "-" for descending).
pageSizeNoRecords per page (1-2000, default 100).
companyIdYesThe Codat companyId (UUID).
codat_refresh_all_dataQueue a full data refresh
Destructive
Inspect

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.

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
codat_refresh_data_typeQueue a single dataset refresh
Destructive
Inspect

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}.

ParametersJSON Schema
NameRequiredDescriptionDefault
dataTypeYesThe Codat data type key to refresh, e.g. "invoices", "bills", "customers", "chartOfAccounts", "balanceSheet".
companyIdYesThe Codat companyId (UUID).
codat_requestRaw read request
Read-only
Inspect

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}.

ParametersJSON Schema
NameRequiredDescriptionDefault
pathYesAPI path starting with a slash, e.g. "/companies/{id}/data/items".
queryNoOptional query params object.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 28 tool updates
    • Changedcodat_create_company1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_create_connection1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_balance_sheet1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_cash_flow_statement1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_company1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_connection1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_data_info1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_data_status1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_invoice1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_profile1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_get_profit_and_loss1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_account_transactions1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_accounts1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_bill_payments1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_bills1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_companies1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_connections1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_credit_notes1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_customers1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_direct_costs1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_integrations1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_invoices1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_journal_entries1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_payments1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_list_suppliers1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_refresh_all_data1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_refresh_data_type1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
    • Changedcodat_request1 field changed
      • changedInput schema / $schema
        Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
  2. 28 tool updates
    • First observedcodat_create_company
    • First observedcodat_create_connection
    • First observedcodat_get_balance_sheet
    • First observedcodat_get_cash_flow_statement
    • First observedcodat_get_company
    • First observedcodat_get_connection
    • First observedcodat_get_data_info
    • First observedcodat_get_data_status
    • First observedcodat_get_invoice
    • First observedcodat_get_profile
    • First observedcodat_get_profit_and_loss
    • First observedcodat_list_account_transactions
    • First observedcodat_list_accounts
    • First observedcodat_list_bill_payments
    • First observedcodat_list_bills
    • First observedcodat_list_companies
    • First observedcodat_list_connections
    • First observedcodat_list_credit_notes
    • First observedcodat_list_customers
    • First observedcodat_list_direct_costs
    • First observedcodat_list_integrations
    • First observedcodat_list_invoices
    • First observedcodat_list_journal_entries
    • First observedcodat_list_payments
    • First observedcodat_list_suppliers
    • First observedcodat_refresh_all_data
    • First observedcodat_refresh_data_type
    • First observedcodat_request

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