Codat MCP by usefulapi
Server Details
MCP server for Codat — companies, connections, invoices, bills and financial statements.
- 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
Scored across 28 tools
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.
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.
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.
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 toolscodat_create_companyCreate a companyDestructiveInspect
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).
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | A human-readable name for the company (usually your customer's business name). | |
| fields | No | Additional raw Codat fields merged into the request body (escape hatch for any field not typed above). | |
| description | No | Optional description / notes for the company. |
codat_create_connectionCreate a data connectionDestructiveInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Additional raw Codat fields merged into the request body (escape hatch for any field not typed above). | |
| companyId | Yes | The Codat companyId (UUID). | |
| platformKey | Yes | The integration platformKey to connect (from codat_list_integrations). |
codat_get_balance_sheetGet balance sheetRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). | |
| startMonth | No | First month of the earliest period (YYYY-MM-DD); defaults to the most recent. | |
| periodLength | Yes | Number of months per period (1-12). Required. | |
| periodsToCompare | Yes | How many periods to return (1-12). Required. |
codat_get_cash_flow_statementGet cash flow statementRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). | |
| startMonth | No | First month of the earliest period (YYYY-MM-DD); defaults to the most recent. | |
| periodLength | Yes | Number of months per period (1-12). Required. | |
| periodsToCompare | Yes | How many periods to return (1-12). Required. |
codat_get_companyGet a companyRead-onlyInspect
Fetch a single company by id (name, platform, dataConnections, created/lastSync). Codat API: GET /companies/{companyId}.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). |
codat_get_connectionGet a data connectionRead-onlyInspect
Fetch a single data connection by id (platformKey, status, sourceType, lastSync). Codat API: GET /companies/{companyId}/connections/{connectionId}.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). | |
| connectionId | Yes | The Codat connectionId (data connection UUID) within the company. |
codat_get_data_infoGet accounting metadataRead-onlyInspect
Get a company's accounting metadata (base currency, supported data types, etc.). Codat API: GET /companies/{companyId}/data/info.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). |
codat_get_data_statusGet data statusRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). |
codat_get_invoiceGet an invoiceRead-onlyInspect
Fetch a single AR invoice by id (full object incl. lineItems, paymentAllocations). Codat API: GET /companies/{companyId}/data/invoices/{invoiceId}.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). | |
| invoiceId | Yes | The invoice id. |
codat_get_profileGet account profileRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
codat_get_profit_and_lossGet profit & lossRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). | |
| startMonth | No | First month of the earliest period (YYYY-MM-DD); defaults to the most recent. | |
| periodLength | Yes | Number of months per period (1-12). Required. | |
| periodsToCompare | Yes | How many periods to return (1-12). Required. |
codat_list_accountsList chart of accountsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_account_transactionsList account transactionsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). | |
| connectionId | Yes | The Codat connectionId (data connection UUID) within the company. |
codat_list_bill_paymentsList bill paymentsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_billsList billsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_companiesList companiesRead-onlyInspect
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 }.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). |
codat_list_connectionsList data connectionsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_credit_notesList credit notesRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_customersList customersRead-onlyInspect
List a company's customers (id, customerName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/customers. Returns the paged envelope.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_direct_costsList direct costsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). | |
| connectionId | Yes | The Codat connectionId (data connection UUID) within the company. |
codat_list_integrationsList integrationsRead-onlyInspect
List the accounting/commerce/banking platforms (integrations) Codat supports, with their platformKey. Codat API: GET /integrations. Returns the paged envelope.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). |
codat_list_invoicesList invoicesRead-onlyInspect
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".
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_journal_entriesList journal entriesRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_paymentsList paymentsRead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_list_suppliersList suppliersRead-onlyInspect
List a company's suppliers/vendors (id, supplierName, contactName, emailAddress, addresses, status, defaultCurrency). Codat API: GET /companies/{companyId}/data/suppliers. Returns the paged envelope.
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1). | |
| query | No | Codat query filter string, e.g. "status=Paid" or "modifiedDate>2026-01-01". See docs.codat.io/using-the-api/querying. | |
| orderBy | No | Field to order results by, e.g. "-modifiedDate" (leading "-" for descending). | |
| pageSize | No | Records per page (1-2000, default 100). | |
| companyId | Yes | The Codat companyId (UUID). |
codat_refresh_all_dataQueue a full data refreshDestructiveInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| companyId | Yes | The Codat companyId (UUID). |
codat_refresh_data_typeQueue a single dataset refreshDestructiveInspect
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}.
| Name | Required | Description | Default |
|---|---|---|---|
| dataType | Yes | The Codat data type key to refresh, e.g. "invoices", "bills", "customers", "chartOfAccounts", "balanceSheet". | |
| companyId | Yes | The Codat companyId (UUID). |
codat_requestRaw read requestRead-onlyInspect
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}.
| Name | Required | Description | Default |
|---|---|---|---|
| path | Yes | API path starting with a slash, e.g. "/companies/{id}/data/items". | |
| query | No | Optional query params object. |
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
28 tool updates
- Changed
codat_create_company1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_create_connection1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_balance_sheet1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_cash_flow_statement1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_company1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_connection1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_data_info1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_data_status1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_invoice1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_profile1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_get_profit_and_loss1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_account_transactions1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_accounts1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_bill_payments1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_bills1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_companies1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_connections1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_credit_notes1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_customers1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_direct_costs1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_integrations1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_invoices1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_journal_entries1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_payments1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_list_suppliers1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_refresh_all_data1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_refresh_data_type1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
- Changed
codat_request1 field changed- changed
Input schema / $schemaPrevious value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
28 tool updates
- First observed
codat_create_company - First observed
codat_create_connection - First observed
codat_get_balance_sheet - First observed
codat_get_cash_flow_statement - First observed
codat_get_company - First observed
codat_get_connection - First observed
codat_get_data_info - First observed
codat_get_data_status - First observed
codat_get_invoice - First observed
codat_get_profile - First observed
codat_get_profit_and_loss - First observed
codat_list_account_transactions - First observed
codat_list_accounts - First observed
codat_list_bill_payments - First observed
codat_list_bills - First observed
codat_list_companies - First observed
codat_list_connections - First observed
codat_list_credit_notes - First observed
codat_list_customers - First observed
codat_list_direct_costs - First observed
codat_list_integrations - First observed
codat_list_invoices - First observed
codat_list_journal_entries - First observed
codat_list_payments - First observed
codat_list_suppliers - First observed
codat_refresh_all_data - First observed
codat_refresh_data_type - First observed
codat_request
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