This server lets you interact with your Folio Norwegian business bank account through an AI assistant like Claude, enabling you to read account data, manage transaction documentation, and handle payments.

Account & Balance

• List all accounts — view all Folio bank accounts with balances and types (Card, Earmarks, Operational, Tax, Savings)

• Get historical balance — retrieve the incoming/outgoing balance for any account on a specific date

Transactions

• List transactions — query booked transactions by date range, optionally filtered by account, with optional merchant details

• Get a single transaction — fetch full details including attachments and ledger category

Events (Authorizations, In-Flight & Booked)

• List events — view all events (card authorizations, in-flight payments, booked transactions), including filtering for incomplete ones missing receipts or documentation

• Update event documentation — set or update the purpose, note, participants, and ledger category on an event

• Mark events complete/incomplete — manually flag an event as fully documented or remove that flag

Receipts & Attachments

• Upload attachments — attach receipt/invoice files (PDF, PNG, JPEG) to an event

• Download attachments — retrieve receipts/invoices in various renditions (original, cropped, or thumbnails)

Bookkeeping

• Get ledger category — look up account number/name (Norsk Standardkontoplan NS4102), VAT code/rate, and documentation requirements

Payments

• List payments — view payments in a date range with their current state (Draft, InProcess, Completed, Cancelled, Rejected, etc.)

• Get a single payment — fetch details and current state of one payment

• Create a payment draft — create a new payment (NOK or foreign currency) that must be approved in the Folio app before money moves

• Cancel a payment — soft-delete a payment, marking it as Cancelled

1. Click on "Install Server".

2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.

3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@folio-mcp What did we spend on advertising this quarter?"

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.