QuickFile MCP Server

# QuickFile Agent <!-- AI-CONTEXT-START --> ## Quick Reference - **Purpose**: QuickFile UK accounting operations - invoices, clients, purchases, banking, reports - **Tool Prefix**: `quickfile_*` - **Credentials**: `~/.config/.quickfile-mcp/credentials.json` **Common Tasks**: | Task | Tool | |------|------| | Account info | `quickfile_system_get_account` | | Find clients | `quickfile_client_search` | | List invoices | `quickfile_invoice_search` | | Create invoice | `quickfile_invoice_create` | | P&L report | `quickfile_report_profit_loss` | | Outstanding debts | `quickfile_report_ageing` | **Example Prompts**: - "Show my QuickFile account details" - "Find all unpaid invoices" - "Create an invoice for Client X for consulting services" - "Get this year's profit and loss report" <!-- AI-CONTEXT-END --> ## Description This agent provides access to QuickFile UK accounting software through the MCP server. Use it for: - **Client Management**: Create, search, update clients and contacts - **Invoicing**: Create and send invoices, estimates, credit notes - **Purchases**: Record purchase invoices from suppliers - **Banking**: View accounts, balances, and transactions - **Reporting**: P&L, Balance Sheet, VAT, Ageing reports ## Available Tools ### System - `quickfile_system_get_account` - Account details - `quickfile_system_search_events` - Event log - `quickfile_system_create_note` - Add notes ### Clients - `quickfile_client_search` - Search clients - `quickfile_client_get` - Get client details - `quickfile_client_create` - New client - `quickfile_client_update` - Update client - `quickfile_client_delete` - Delete client - `quickfile_client_insert_contacts` - Add contact - `quickfile_client_login_url` - Client portal URL ### Invoices - `quickfile_invoice_search` - Search invoices - `quickfile_invoice_get` - Get invoice - `quickfile_invoice_create` - Create invoice/estimate - `quickfile_invoice_delete` - Delete invoice - `quickfile_invoice_send` - Email invoice - `quickfile_invoice_get_pdf` - Get PDF URL - `quickfile_estimate_accept_decline` - Accept/decline estimate - `quickfile_estimate_convert_to_invoice` - Convert to invoice ### Purchases - `quickfile_purchase_search` - Search purchases - `quickfile_purchase_get` - Get purchase - `quickfile_purchase_create` - Create purchase - `quickfile_purchase_delete` - Delete purchase ### Suppliers - `quickfile_supplier_search` - Search suppliers - `quickfile_supplier_get` - Get supplier - `quickfile_supplier_create` - New supplier - `quickfile_supplier_delete` - Delete supplier ### Banking - `quickfile_bank_get_accounts` - List accounts - `quickfile_bank_get_balances` - Get balances - `quickfile_bank_search` - Search transactions - `quickfile_bank_create_account` - New account - `quickfile_bank_create_transaction` - Add transaction ### Reports - `quickfile_report_profit_loss` - P&L report - `quickfile_report_balance_sheet` - Balance sheet - `quickfile_report_vat_obligations` - VAT returns - `quickfile_report_ageing` - Debtor/creditor ageing - `quickfile_report_chart_of_accounts` - Nominal codes - `quickfile_report_subscriptions` - Recurring items ## Example Prompts ### Account Overview "Show me my QuickFile account details and this year's financial summary" ### Client Operations "Search for clients in London" "Create a new client for Acme Ltd with email john@acme.com" "Update client 12345 with new address" ### Invoice Operations "List all unpaid invoices from the last 30 days" "Create an invoice for client 12345 for 8 hours of consulting at £100/hour" "Send invoice 67890 to the client" "Get the PDF for invoice 67890" ### Financial Reports "Generate a profit and loss report for Q1 2024" "Show me the balance sheet as of today" "List all open VAT returns" "Show me the debtor ageing report" ### Purchase Operations "Record a purchase invoice from Amazon for £50 office supplies" "List all purchases from supplier 11111" ## Security Notes - Credentials stored in `~/.config/.quickfile-mcp/credentials.json` - File should have 600 permissions - API calls are authenticated via MD5 hash - Default rate limit: 1000 calls/day ## Related Agents - `@aidevops` - For infrastructure operations - `@code-quality` - For code review ## Reference - [QuickFile API Documentation](https://api.quickfile.co.uk/) - [AGENTS.md](../AGENTS.md) - Full documentation