Eqvitta Accounting MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| EQVITTA_API_KEY | Yes | Your Eqvitta API key. Log in to Eqvitta > Settings > API Keys > Generate a new Key. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"listChanged": false
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_companiesA | List all companies the user has access to. Call this first to identify which company to work with. |
| search_ledgersB | Search ledgers/parties/members by name or flat number. |
| get_ledger_balanceB | Get real-time balance of a ledger/party/member by name or ID. |
| get_ledger_statementB | Get date-wise statement for a party, customer, or bank with running balances. |
| update_ledger_contactC | Update contact, address, parking slots, non-occupied status, or vehicle numbers. CANNOT update GSTIN/PAN/Legal Name. |
| query_gst_rateA | Look up official Indian GST rates, HSN codes (goods), SAC codes (services), descriptions, and tax percentages (e.g. 5%, 12%, 18%, 28%). |
| search_stocksA | Search stock/inventory items with current available quantity, rates, HSN, and UQC unit. |
| search_challansC | Search transport/delivery challans (GR dockets) with consignor, consignee, weight, packages, and freight. |
| get_account_groupsB | Get list of chart of account groups (sections like Sundry Debtors, Sundry Creditors, Bank Accounts, Direct Incomes, etc.). |
| search_invoicesC | Search invoices by party name, invoice number, amount range, or date range. |
| get_invoice_detailsB | Get full details of a specific invoice including all line items, rates, quantities, taxes, and grand totals. |
| get_fixed_assetsA | Get fixed asset register & depreciation summary for a company (opening balance, additions, deductions/disposals, depreciation, and closing balance per asset ledger). |
| get_fixed_asset_transactionsA | Get log of fixed asset purchases, sales, or disposals with vendor, invoice number, amounts, and dates. |
| get_trial_balanceB | Get full official Trial Balance snapshot for a company as on a specific date, with accounts, group hierarchy, debit, credit, and net balances. |
| get_financial_statementsC | Get complete financial statements snapshot for a company as on a specific date: Net Profit/Loss, Trading Account, Profit & Loss (P&L), and Balance Sheet. |
| create_receiptC | Record a receipt voucher (money received into bank/cash). CREATE ONLY. |
| create_paymentB | Record a payment voucher (money paid to a vendor or expense). CREATE ONLY. |
| create_sales_invoiceA | Create a GST sales invoice with stock items. Posts balanced accounting ledger transactions. Automatically assigns the next sequential invoice number if omitted. CREATE ONLY. CRITICAL FOR CLAUDE: When this tool succeeds, you MUST output the EXACT text returned by the tool verbatim in a clean copyable message without converting it into tables or adding extra markdown summaries, so the user can easily copy and send the full invoice notification message directly to the party. |
| create_purchase_invoiceB | Record an inward purchase invoice from a supplier. CREATE ONLY. |
| create_service_outwardB | Create a service billing invoice to clients for professional services, maintenance, etc. CREATE ONLY. CRITICAL FOR CLAUDE: When this tool succeeds, you MUST output the EXACT text returned by the tool verbatim in a clean copyable message without converting it into tables or adding extra markdown summaries, so the user can easily copy and send the full invoice notification message directly to the party. |
| create_service_inwardB | Record an inward expense / service bill (rent, audit fees, freight, AMC). CREATE ONLY. |
| create_logistic_invoiceB | Create a freight/transport invoice. CREATE ONLY. CRITICAL FOR CLAUDE: When this tool succeeds, you MUST output the EXACT text returned by the tool verbatim in a clean copyable message without converting it into tables or adding extra markdown summaries, so the user can easily copy and send the full invoice notification message directly to the party. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| reconcile_trial_balance | Check trial balance debit-credit equality and highlight any discrepancies or imbalances. |
| monthly_gst_summary | Summarize GST sales & purchase totals, taxable turnover, and net tax payable. |
| debtors_aging_review | Review all customer ledger balances to identify overdue accounts. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 22 tools
Each tool targets a distinct resource-action pair (search ledgers vs. search stocks vs. search invoices; get ledger balance vs. get ledger statement; create sales vs. purchase vs. service vs. logistic invoices). There is no overlapping purpose among the 22 tools, and descriptions clarify any potential confusion.
All tools follow a consistent verb_noun pattern in snake_case (search_*, get_*, create_*, list_companies, update_ledger_contact, query_gst_rate). The naming is uniform and predictable, making it easy for an agent to infer tool behavior from the name alone.
With 22 tools, the set is on the larger side but remains justified given the broad scope of accounting operations (ledgers, invoices, fixed assets, financial reports, GST lookup, inventory, challans, and company management). Each tool serves a distinct purpose, though the count exceeds the ideal 3-15 range, resulting in a slight deduction.
The tool surface covers core accounting workflows: search, get details, list, create (receipts, payments, invoices of various types), and report generation (trial balance, financial statements, fixed asset register). Minor gaps exist, such as no update/delete for invoices or payments, but these are not critical for typical accounting operations and can be worked around.