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GETTING-STARTED.md4.08 kB
# Getting Started with Siigo MCP A beginner-friendly guide to using the Siigo MCP server with AI assistants. ## What is this? This is an **MCP server** that lets AI assistants (like Claude) interact with your Siigo account. MCP (Model Context Protocol) is a way for AI to use tools and access data. With this server, you can ask Claude things like: - "List my customers" - "Show me today's invoices" - "What taxes are configured?" ## Is it safe? **Yes, with the default settings.** By default, the server only allows *reading* data - it cannot create, modify, or delete anything. If you need to create invoices or modify data, you'll need to explicitly enable those features (see [Safety Modes](#safety-modes) below). ## What you need 1. A Siigo account with API access 2. Your Siigo API credentials: - Username (your email) - Access Key (from Siigo settings) - Partner ID (from Siigo settings) 3. An AI application that supports MCP (Claude Desktop, Cursor, etc.) ## Step-by-step setup ### Step 1: Install uv We use a tool called `uv` to run the server. Install it by opening your terminal and running: **On Mac or Linux:** ```bash curl -LsSf https://astral.sh/uv/install.sh | sh ``` **On Windows (PowerShell):** ```powershell powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex" ``` ### Step 2: Configure your AI application Find your AI application's configuration file and add the Siigo server. **For Claude Desktop on Mac:** 1. Open Finder 2. Press Cmd+Shift+G and go to: `~/Library/Application Support/Claude/` 3. Open `claude_desktop_config.json` (create it if it doesn't exist) 4. Add this configuration: ```json { "mcpServers": { "siigo": { "command": "uvx", "args": ["siigo-mcp"], "env": { "SIIGO_USERNAME": "your-email@example.com", "SIIGO_ACCESS_KEY": "your-access-key-here", "SIIGO_PARTNER_ID": "your-partner-id-here" } } } } ``` 5. Replace the credential values with your real Siigo credentials 6. Restart Claude Desktop That's it! No downloading or installing required - `uvx` handles everything automatically. ### Step 3: Test it! Open Claude Desktop and try asking: - "What taxes are configured in my Siigo account?" - "List my customers" - "Show me the last 5 invoices" ## Safety Modes The server has three safety modes, controlled by the `SIIGO_MODE` setting: | Mode | What it can do | When to use | |------|---------------|-------------| | `read_only` (default) | Only view data | Safe exploration and testing | | `standard` | View and create/edit data | Day-to-day operations | | `full` | Everything, including DIAN stamping | Production invoicing | ### Enabling more features To enable write operations, add `SIIGO_MODE` to your configuration: ```json { "mcpServers": { "siigo": { "command": "uvx", "args": ["siigo-mcp"], "env": { "SIIGO_USERNAME": "your-email@example.com", "SIIGO_ACCESS_KEY": "your-access-key-here", "SIIGO_PARTNER_ID": "your-partner-id-here", "SIIGO_MODE": "standard" } } } } ``` **Warning about `full` mode:** This mode enables DIAN stamping, which makes invoices legally binding. Only use this if you understand Colombian electronic invoicing requirements. ## Getting help - For technical details, see the [main README](../README.md) - For Siigo API questions, visit [Siigo Developer Portal](https://developers.siigo.com/) - For issues with this server, open an issue on GitHub ## Troubleshooting ### "The Siigo server is not available" 1. Make sure you have `uv` installed (run `uv --version` to check) 2. Restart your AI application after changing the configuration ### "Invalid credentials" 1. Double-check your Siigo username, access key, and partner ID 2. Make sure there are no extra spaces in your credentials 3. Verify your API access is enabled in Siigo settings ### "Tool not available" You're probably in `read_only` mode (the default). If you need to create or modify data, change `SIIGO_MODE` to `standard` or `full`.

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