uol-mcp
Queries a UOL Účetnictví tenant’s bookkeeping via MCP — read-only by default, with optional write tools when enabled.
Get company details, connection checks, and reference codebooks (products, currencies, bank accounts, etc.).
Search and inspect issued/received invoices, export issued invoices as PDF/ISDOC, and list receivables/overdue balances.
Search contacts and uploaded accountant documents; download uploaded files.
Get business snapshot, financial overview by month, VAT filing overview, and bank balances.
Use
api_getfor read-only GETs to other UOL/v1/...endpoints.With opt-in toolsets, access ledger, banking, and warehouse data; with write access, create/update invoices/contacts, upload/process documents, and more.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@uol-mcp Who owes me money and is more than 30 days overdue?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
uol-mcp
Model Context Protocol server for UOL Účetnictví — ask Claude, Cursor or any other MCP client about your bookkeeping: issued and received invoices, who owes you money, uploaded documents, contacts.
Unofficial. Not affiliated with or endorsed by UOL a.s. It talks to the public UOL REST API with your own API token.
Status: v0.6 — read-only by default, opt-in writes. What changed: CHANGELOG.md.
What it can do
Tool | Answers |
| How the company is doing, in one call: this month vs last, VAT, receivables, documents to process, bank |
| Revenue, expenses and profit per month from the general ledger, largest accounts |
| VAT per filing period: to pay or excess deduction, due date, final or estimate |
| Bank balances per account and currency (UOL keeps monthly snapshots) |
| Company name, IČO, DIČ, address, VAT filing period; doubles as a connection check |
| Issued invoices with line items, VAT and payment status |
| Received invoices |
| Who owes you, how much, how long overdue — totals per currency |
| PDF or ISDOC of an issued invoice, saved to disk (ISDOC is also returned as XML) |
| Customers and suppliers by name, IČO or DIČ, with addresses and bank accounts |
| Documents uploaded for the accountant, their state and files |
| Currencies, departments, contracts, price lists, own bank accounts, … |
| Read-only GET of any other |
Example questions: "Jak si letos stojíme?", "Kolik zaplatím DPH za tento kvartál?", "Kdo mi dluží víc než 30 dní?", "Je faktura 2026000123 zaplacená?", "Na čem nejvíc utrácíme?", "Stáhni mi PDF poslední vydané faktury."
More read tools are available as opt-in toolsets (UOL_TOOLSETS): ledger (general-ledger postings, internal
documents), banking (bank movements, petty-cash documents) and warehouse (products, stock levels, orders).
Ready-made prompts (slash commands in most clients): monthly_review, vat_check,
overdue_followup (drafts reminders, sends nothing), process_inbox, and with
write access issue_invoice (builds a sales invoice from your description, shows a
dry run and creates a draft once you confirm). The uol://guide resource explains the domain to the model.
The uol-ucetnictvi skill goes further: Claude issues an invoice the
way you always invoice that customer (DUZP rule, due days, products, line texts and bank account learned
from your earlier invoices to them) and reads revenue, profit, VAT and receivables the way an
accountant does (unbooked months, estimates, deadlines). Install it in Claude Desktop or claude.ai by
zipping the skills/uol-ucetnictvi folder and uploading it under Settings → Capabilities → Skills, or in
Claude Code by copying the folder to ~/.claude/skills/.
The server knows the API's quirks: invoice status valid means draft, payment status exists only
for issued invoices, credit notes come with positive amounts, revenue and expenses have to be read
from the ledger (excluding year-end closing entries), purchase invoices ignore issue-date filters,
files have three different download shapes, and the rate limit (30 requests / 10 s) is respected
client-side. See docs/DESIGN.md.
Related MCP server: bokio-mcp
Getting an API token
Open the API tokens page of your UOL tenant (path
/api_tokens, e.g.https://firma.ucetnictvi.uol.cz/api_tokens) and create a token.The UOL user needs the REST API permission. A dedicated user with only the rights you want the assistant to have is a good idea.
Your tenant is the first part of your UOL address: https://firma.ucetnictvi.uol.cz → firma.
Want to try it first? UOL_TENANT=demo uses UOL's public DEMO company, no token needed.
Configuration
Variable | Meaning |
|
|
| E-mail you log into UOL with |
| API token |
| Where exported and downloaded files go (default |
| Comma-separated: |
|
|
| Language of the prompts (slash commands) and of the answers they ask for: |
| Several companies in one server — see Several companies; |
| The same from a JSON file |
| Folders |
| File that records every write as a JSON line |
| Timeout of one UOL request (default |
|
|
Claude Desktop
Settings → Developer → Edit Config, then add:
{
"mcpServers": {
"uol": {
"command": "npx",
"args": ["-y", "uol-mcp"],
"env": {
"UOL_TENANT": "firma",
"UOL_EMAIL": "you@example.com",
"UOL_TOKEN": "your-token"
}
}
}
}Claude Code
claude mcp add uol -e UOL_TENANT=firma -e UOL_EMAIL=you@example.com -e UOL_TOKEN=your-token -- npx -y uol-mcpCursor / VS Code
Cursor (.cursor/mcp.json) uses the same mcpServers block as Claude Desktop. VS Code
(.vscode/mcp.json):
{
"servers": {
"uol": {
"type": "stdio",
"command": "npx",
"args": ["-y", "uol-mcp"],
"env": { "UOL_TENANT": "firma", "UOL_EMAIL": "you@example.com", "UOL_TOKEN": "your-token" }
}
}
}Docker
docker run -i --rm -e UOL_TENANT=firma -e UOL_EMAIL=you@example.com -e UOL_TOKEN=your-token -v "$HOME/Downloads/uol-mcp:/data" ghcr.io/jakubbegera/uol-mcpExported and downloaded files are written to /data inside the container; the -v mount keeps them.
In an MCP client config, use docker as the command and the rest as args.
Claude Desktop extension
Each release ships uol-mcp.mcpb. Open it to install, then fill in tenant, e-mail and token in the
form; the token is stored as a secret. bash scripts/build-mcpb.sh builds the bundle from source.
HTTP server (self-hosting)
MCP_TRANSPORT=http MCP_AUTH_TOKEN=$(openssl rand -hex 32) UOL_TENANT=firma UOL_EMAIL=you@example.com UOL_TOKEN=your-token npx -y uol-mcpThe endpoint is http://127.0.0.1:3000/mcp (HOST, PORT to change; /health for probes).
Two modes:
One tenant: UOL credentials in the server's env. Clients must send
Authorization: Bearer <MCP_AUTH_TOKEN>; the server refuses to start without the token.Pass-through: no UOL credentials in the env. Each client sends its own
X-UOL-Tenant,X-UOL-EmailandX-UOL-Tokenheaders with every request; the server stores nothing.MCP_AUTH_TOKENis optional on localhost.
Over HTTP, exported invoices and downloaded documents come back inside the tool result instead of
being saved on the server, and upload_document takes the file as content_base64 — it reads no
paths on the server unless UOL_UPLOAD_DIRS is set. In Docker, bind to all interfaces and publish the
port: docker run -p 3000:3000 -e MCP_TRANSPORT=http -e HOST=0.0.0.0 -e MCP_AUTH_TOKEN=… -e MCP_ALLOWED_HOSTS=mcp.example.com ….
Variable | Meaning |
|
|
| Bind address, default |
| Bearer token clients must send, at least 32 characters; required in one-tenant mode and whenever |
| Accepted |
| Browser origins allowed to call the endpoint (none by default) |
The server speaks plain HTTP: anywhere beyond localhost, put it behind a reverse proxy that
terminates TLS. The server refuses to start on a non-loopback address without MCP_AUTH_TOKEN and
MCP_ALLOWED_HOSTS.
Check the setup
UOL_TENANT=firma UOL_EMAIL=you@example.com UOL_TOKEN=your-token npx -y uol-mcp doctorWriting (opt-in)
With UOL_ACCESS=write these tools appear:
Tool | Does |
| Uploads a PDF to UOL's document inbox for the accountant (only from |
| Creates an issued invoice for an existing contact — a draft unless |
| Changes or issues a draft invoice, its number included (UOL doesn't allow editing issued ones) |
| Books a received invoice from an existing supplier |
| Adds or changes a customer / supplier (refuses a duplicate IČO) |
| Creates a payment demand (upomínka) for unpaid invoices of one customer — never sends it |
| The accountant's inbox: state, link to the booked record, tags |
UOL_ACCESS=full adds delete_sales_invoice (drafts only), repair_sales_invoice (storno or back to
draft for issued invoices) and api_request (a raw write to any endpoint).
Invoice lines need a UOL product (list_codebook with kind: products lists them). Every write
supports dry_run (shows exactly what would be sent), creates are safe to retry
(idempotency key), and the tools are marked so clients ask you before running them. Set
UOL_AUDIT_LOG to keep a record of every write.
Several companies
Accountants with several clients on UOL can serve them all from one server. List the accounts in
UOL_ACCOUNTS and give each one its own variables (name upper-cased, - becomes _):
"env": {
"UOL_ACCOUNTS": "firma,novak",
"UOL_ACCOUNT_FIRMA_TENANT": "firma",
"UOL_ACCOUNT_FIRMA_EMAIL": "ja@firma.cz",
"UOL_ACCOUNT_FIRMA_TOKEN": "op://Private/UOL firma/credential",
"UOL_ACCOUNT_NOVAK_TENANT": "novak",
"UOL_ACCOUNT_NOVAK_EMAIL": "ja@firma.cz",
"UOL_ACCOUNT_NOVAK_TOKEN": "op://Private/UOL novak/credential",
"UOL_ACCOUNT_NOVAK_LABEL": "Novák s.r.o."
}The first account is the default (or set UOL_DEFAULT_ACCOUNT). With the 1Password CLI, start the
server as op run -- node …/dist/index.js and the op:// references are replaced by the tokens at
startup — nothing secret sits in the config. uol-mcp doctor checks every account.
Alternatively, point UOL_PROFILES_FILE at a JSON file:
{
"default": "firma",
"accounts": {
"firma": { "tenant": "firma", "email": "ja@firma.cz", "token_env": "UOL_TOKEN_FIRMA" },
"novak": { "tenant": "novak", "email": "ja@firma.cz", "token_env": "UOL_TOKEN_NOVAK", "label": "Novák s.r.o." }
}
}token_env names an environment variable holding the token, so the file needs no secrets (an inline
token works too; keep such a file chmod 600). The server then offers list_accounts, and every tool
takes an account argument — "Kdo dluží firmě Novák?" goes to the right tenant. Each account keeps
its own rate limit.
Accounts can have their own access level: with UOL_ACCESS=write and UOL_ACCOUNT_NOVAK_ACCESS=read
(or "access": "read" in the profiles file), writes to Novák are refused while the other account can
still write. list_accounts shows each account's level.
Privacy and safety
Read-only unless you set
UOL_ACCESS=write. Text inside invoices, notes and documents is treated as data: review what the assistant proposes to write before you approve it.Whatever the tools return goes to the AI model your client uses. Accounting data contains personal data of your contacts and employees — use a plan whose terms you are comfortable with.
Credentials are used only for
https://*.uol.czand are never written to logs or tool output.Downloaded files are saved under
UOL_DOWNLOAD_DIRonly, readable by the owner, and never replace an existing file (a taken name gets a(1)suffix). Downloads over 50 MB are refused.The model is told that text coming from UOL (invoices, notes, documents) is data, never instructions.
From source
Requires Node.js 22+.
git clone https://github.com/jakubbegera/uol-mcp.git
cd uol-mcp
npm install
npm run buildThen point your client at node /path/to/uol-mcp/dist/index.js instead of npx -y uol-mcp.
Development
npm test # unit + MCP-level tests against recorded DEMO responses
npm run typecheck
npm run smoke # calls every tool against the live DEMO tenant
npm run record-fixtures # refreshes test/fixtures/demo from the DEMO tenant
bash scripts/build-mcpb.sh # builds build/uol-mcp.mcpb
docker build -t uol-mcp .CI runs the type check, tests, npm audit, a Trivy scan of the Docker image, CodeQL and, on pull
requests, dependency review; Dependabot keeps dependencies, actions and the base image current.
Releases are cut by pushing a v* tag; after a maintainer approves the release environment,
.github/workflows/release.yml publishes to npm, GHCR, the GitHub release (MCPB bundle) and the MCP
Registry.
Design notes, API facts and the roadmap are in docs/DESIGN.md.
Contributing
Contributions are welcome — see CONTRIBUTING.md. Report security problems privately as described in SECURITY.md.
License
Available Tools
18 toolsapi_getRaw UOL GETARead-onlyIdempotent
Read-only GET of any UOL REST path (spec: https://api.uol.cz/openapi.yaml) for data no other tool covers — e.g. /v1/accounting_records, /v1/bank_movements, /v1/products, /v1/warehouse/statuses, /v1/sales_orders. Returns the raw JSON (amounts as strings, invoice status "valid" = draft); large answers are cut to fit. Prefer the dedicated tools.
Inputs: path (required), query. Returns: data, path, truncated
download_uploaded_documentDownload uploaded documentARead-onlyIdempotent
Saves the original file of an uploaded document on the machine running uol-mcp and returns its path.
Inputs: document_id (required). Returns: file_name, file_path, size_bytes, document_id, +1 more
export_sales_invoiceExport issued invoice (PDF / ISDOC)ARead-onlyIdempotent
Downloads an issued (sales) invoice rendered by UOL and saves it on the machine running uol-mcp. format=isdoc also returns the ISDOC XML (Czech e-invoice standard), which is readable line by line. ISDOC exists only for issued (confirmed) invoices. Received invoices cannot be exported through the API.
Inputs: invoice_id (required), format. Returns: format, file_name, file_path, invoice_id, +2 more
get_bank_balancesBank balancesARead-onlyIdempotent
Balances of the company's own bank accounts, per account and summed per currency. UOL stores monthly opening-balance snapshots (1st of the month), not live balances; always quote the as_of date.
Inputs: history. Returns: note, history, accounts, truncated, +1 more
get_business_snapshotBusiness snapshotARead-onlyIdempotent
"How is the company doing?" in one call: this month vs last month (revenue, expenses, profit, whether booked yet), the VAT period due next and the running one, unpaid and overdue receivables, uploaded documents waiting for the accountant, and bank balances. Sections that fail (e.g. missing permission) are null and listed in errors; sections read only partly are listed in incomplete. Use the dedicated tools for detail.
Inputs: no named parameters. Returns: bank, as_of, errors, company, +8 more
get_companyCompany detailsARead-onlyIdempotent
The accounting entity of this UOL tenant: name, IČO, DIČ, address and VAT filing period. Also a quick check that uol-mcp is connected.
Inputs: no named parameters. Returns: web, name, email, phone, +8 more
get_contactGet contactBRead-onlyIdempotent
One contact with all addresses, bank accounts and default payment terms.
Inputs: contact_id (required). Returns: city, name, note, email, +12 more
get_financial_overviewRevenue, expenses and profit by monthARead-onlyIdempotent
Revenue (výnosy, class 6), expenses (náklady, class 5) and profit per month from the general ledger — the same basis as the UOL web dashboard, so payroll, rent and other internal documents count, not just invoices. Amounts are net of VAT, in the home currency. The current month is still running, and months the accountant has not booked yet have booked=false — say so instead of reporting zero. Also returns the largest revenue and expense accounts (with names) for the whole window.
Inputs: months. Returns: as_of, months, totals, truncated, +4 more
get_purchase_invoiceGet received invoiceBRead-onlyIdempotent
One received (purchase) invoice with line items, VAT and payment symbols.
Inputs: invoice_id (required). Returns: vat, note, type, items, +19 more
get_sales_invoiceGet issued invoiceARead-onlyIdempotent
One issued (sales) invoice with line items, VAT, payment symbols, own bank account and payments received. Use export_sales_invoice for the PDF or ISDOC. Earlier invoices to the same buyer show how they are usually issued (DUZP, due days, products, line texts, bank account) — a template for a new one.
Inputs: invoice_id (required). Returns: vat, note, text, type, +24 more
get_uploaded_documentGet uploaded documentBRead-onlyIdempotent
One uploaded document with its original file name, tags and the bookkeeping records it was paired with. Pairings identify the record by type and internal gid, not by invoice number.
Inputs: document_id (required). Returns: note, tags, state, format, +7 more
get_vat_overviewVAT by filing periodARead-onlyIdempotent
VAT (DPH) per filing period, newest first: output VAT, input VAT, amount to pay or excess deduction, due date. The filing period (monthly / quarterly) comes from the company settings. Closed periods use UOL's "DPH" closing document (exact). Open periods are estimated from issued invoices — output VAT by DUZP, input VAT by the later of DUZP and the receipt date: proformas skipped, corrective invoices counted as credit notes, internal documents and reverse charge not included.
Inputs: periods. Returns: as_of, method, periods, truncated, +1 more
list_codebookList codebookARead-onlyIdempotent
Reference data (číselníky) used by invoices and documents: currencies, countries, departments (střediska), contracts (zakázky), price lists, product categories, predefined texts, document templates, payment rules, own bank accounts, petty cashes (pokladny), document tags and products (the product_id invoice lines need). Records are returned as UOL sends them, minus audit fields.
Inputs: kind (required), page, limit. Returns: kind, items, pagination
list_receivablesReceivables (who owes us)ARead-onlyIdempotent
Receivables of issued (sales) invoices — pohledávky: totals per currency plus the matching invoices, most overdue first by default. Answers "who owes me money", "what is overdue", "has customer X paid". Covers sales invoices only: the UOL API exposes no payment status for received (purchase) invoices.
Inputs: sort, limit, state, customer_id, +5 more. Returns: as_of, totals, invoices, truncated, +1 more
list_uploaded_documentsList uploaded documentsARead-onlyIdempotent
Documents uploaded to UOL for the accountant (nahrané doklady: receipts, received invoices as PDF/images), newest first. state=unprocessed lists what the accountant has not processed yet.
Inputs: page, limit, state, created_to, +1 more. Returns: documents, pagination
search_contactsSearch contactsARead-onlyIdempotent
Search customers and suppliers (kontakty / adresář) by name, IČO or DIČ. Returns contact_id values for the invoice and receivable filters.
Inputs: name, page, limit, query, +5 more. Returns: contacts, pagination
search_purchase_invoicesSearch received invoicesARead-onlyIdempotent
Search received (purchase) invoices — přijaté faktury. UOL ignores issue-date filters on this endpoint, so filter by tax_date_* (DUZP) or received_date_*. The UOL API exposes no payment status for purchase invoices.
Inputs: page, type, limit, query, +12 more. Returns: invoices, pagination
search_sales_invoicesSearch issued invoicesARead-onlyIdempotent
Search issued (sales) invoices — vydané faktury — newest first. Each row includes payment status from UOL receivables. Use tax_date_* (DUZP) for accounting-period questions, issue_date_* for "issued in". Drafts and cancelled invoices are listed too; check status. For "who owes me money" prefer list_receivables.
Inputs: page, type, limit, query, +11 more. Returns: invoices, pagination
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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TDQS
Scored across 18 tools
The tools target clearly distinct resources and actions (sales vs purchase invoices, contacts, documents, receivables, VAT, bank, financials), and descriptions explicitly cross-reference each other to steer selection (e.g. prefer list_receivables over search_sales_invoices for 'who owes me money'). Minor overlap remains between get_business_snapshot and the dedicated overview tools, and api_get acts as a catch-all that could tempt misselection, but the guidance to prefer dedicated tools mitigates this.
Nearly all tools follow a consistent verb_noun pattern: get_, search_, list_, export_, download_ (get_sales_invoice, search_contacts, list_receivables, etc.). The only deviation is api_get (noun_verb), which is a reasonable special-case escape hatch but breaks the otherwise uniform convention.
At 18 tools it sits in the heavier band, but for a full accounting domain (invoices, contacts, documents, VAT, bank, ledger, codebooks) each tool maps to a distinct need. The set is slightly large but no tool feels redundant; a couple of the overview tools could arguably be folded together.
The read surface is comprehensive: invoices, contacts, uploaded documents, receivables, VAT, bank balances, financial overview, snapshot and codebooks, with api_get as a fallback for uncovered endpoints. Gaps are mostly API-imposed (no purchase-invoice export, no purchase payment status) plus the entire absence of write operations, which limits it to a read-only reporting server.
Maintenance
Related MCP Connectors
wFirma.pl (Polish accounting) via MCP: invoices, contractors, payments, reports. Full read-write.
Secure remote MCP for supported accounting workflows in authorized Money S3 companies.
Headless API-first double-entry accounting & bookkeeping engine. 84 MCP tools over HTTP.
Fortnox accounting for one company: invoices, reports, ledger, documents. Read-only until enabled.
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