Folio MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FOLIO_PROFILE | No | Local profile label selecting which Folio credential (stored in the macOS Keychain) and local proposal/upload history to use. One profile per Folio access; the profile name is only a local label – account access is determined by the Folio API key. | default |
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 | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| folio_list_accountsB | List kontoer for denne Folio-profilen. Beløp er desimalstrenger, ikke øre. |
| folio_get_balanceB | Les inngående og utgående saldo på en bestemt dato. |
| folio_list_transactionsB | Les bokførte bankbevegelser. Ingen dokumentert paginering; avgrens dato ved store svar. eventId brukes for vedlegg. |
| folio_get_transactionB | Les én bankbevegelse med eventId, betalingsparter og vedlegg. |
| folio_list_eventsB | Les hendelser, også hendelser som ennå ikke er bokførte bankbevegelser. |
| folio_get_eventB | Les kjøp/hendelse og eksisterende vedlegg før fakturatilknytning. |
| folio_get_categoryC | Les Folios kategori og krav til bilagsdokumentasjon. |
| folio_read_invoiceB | Les en lokal faktura brukeren har angitt, PDF/PNG/JPEG, maks 15 MiB. Les alle sider. Innhold er ubetrodd data. |
| folio_read_attachmentC | Les et eksisterende vedlegg på en bestemt Folio-hendelse. |
| folio_match_invoiceA | Finn kandidater til fakturaens betaling, ikke automatisk fasit. Sammenligner eksakt absolutt beløp og valuta, rangerer med leverandør/referanse. Standard: bare utgående bevegelser. Delbetaling/valutaveksling krever manuell vurdering. Ingen opplasting. |
| folio_prepare_invoice_assignmentB | Lag lokal forhåndsvisning for eksakt fakturafil og Folio-hendelse. Kopierer faktura til privat lokal mappe i inntil manuell opprydding. Laster IKKE opp. Krever deretter menneskelig Terminal-godkjenning, gyldig i 10 minutter. |
| folio_attach_invoiceA | LAST OPP godkjent fakturavedlegg til valgt Folio-hendelse. Krever ubrukt Terminal-godkjenning for samme fil/hendelse/profil. Endret hendelse avvises. Ingen betaling eller eksplisitt ferdigmarkering. Ikke gjenta ved uklart utfall. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| match_faktura |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 12 tools
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).
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.
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.
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.