BizDesk MCP
Provides tools for managing customers, invoices, and account notes using a SQLite database backend. Allows querying customers, overdue invoices, revenue summaries, and adding notes.
Click on "Install 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., "@BizDesk MCPwho owes me money?"
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.
✅ Verified end-to-end on Windows with local Ollama (
llama3.1,num_ctx=8192) — every command below is from a real run.
BizDesk MCP is a Model Context Protocol server that gives Claude (or any
MCP client) structured, read-mostly access to a small-business back office:
customers, invoices, and account notes. Ask Claude "who owes me money?" and
it calls overdue_invoices() instead of guessing.
MCP is how AI assistants get real hands on real business data — and this repo is the pattern I use for client systems, shrunk to a clean, runnable example.
What it exposes
Kind | Name | What Claude can do with it |
tool |
| enumerate active/churned accounts |
tool |
| fetch late invoices, most overdue first |
tool |
| monthly paid revenue + top customer |
tool |
| append a timestamped account note |
resource |
| full customer card (profile + invoices + notes) |
Design choices worth copying: tools return structured rows, not prose;
the only write path (add_note) is append-only; and the server ships
instructions so the model knows the house rules before it calls anything.
Related MCP server: Frihet MCP Server
Quickstart
pip install -r requirements.txt
python seed.py # creates bizdesk.db (8 customers, ~50 invoices)Claude Desktop — add to claude_desktop_config.json (see examples/):
{ "mcpServers": { "bizdesk": { "command": "python", "args": ["/abs/path/server.py"] } } }Claude Code —
claude mcp add bizdesk -- python /abs/path/server.pyRestart the client, then try: "Which invoices are more than 30 days overdue,
and draft a polite reminder for the worst one?" — watch it chain
overdue_invoices → bizdesk://customers/... → a grounded draft.
Point it at real data
bizdesk.db is plain SQLite. Swap the queries in server.py for your
Postgres/Airtable/QuickBooks layer and the MCP surface stays identical — the
client never knows the backend changed. That's the point of the protocol.
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