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dansheik

Folio MCP

by dansheik

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      Enables Claude to search and read the user's local document collection (PDF, Word, Excel, Markdown, plain text) during a conversation by subject, by file name/path, or by exact word, and to retrieve file contents page by page. It also supports finding folders relevant to a topic and checking indexing status, with everything running locally on the user's machine.
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    TDQS

    A3.5/5.0

    Scored across 12 tools

    Disambiguation5/5

    Each tool targets a distinct resource and action: list/get pairs for accounts, balances, transactions, and events are clearly separated, and the invoice workflow tools (read, match, prepare, attach) occupy distinct stages. The only mild overlap is between transactions and events, but descriptions make the boundary explicit (posted bank movements vs. all events including unposted).

    Naming Consistency5/5

    All 12 tools follow the same folio_ prefix plus snake_case verb_noun pattern (list_accounts, get_transaction, read_invoice, prepare_invoice_assignment, attach_invoice). No mixed conventions or vague verbs.

    Tool Count5/5

    12 tools is well-scoped for an accounting/invoice-attachment workflow. Each tool earns its place: read access to accounts, balances, transactions, events, categories, invoices, and attachments, plus the three-step match/prepare/attach flow.

    Completeness4/5

    The core lifecycle from reading transactions/events through matching, preparing, and uploading an invoice attachment is covered end-to-end, including safety gates around upload approval. Minor gaps remain: no list_categories (only get_category by id), no explicit tool to verify upload outcome or list all attachments per event outside get_event, and no pagination for transactions.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues