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marcusquinn

QuickFile MCP Server

by marcusquinn

QuickFile MCP Server

Model Context Protocol server for

License: MIT Version CI Quality Gate Status Codacy Badge Maintainability CodeFactor CodeRabbit Pull Request Reviews MCP AGENTS.md QuickFile TypeScript Node.js

Features

  • 37 MCP Tools across 7 categories for complete QuickFile API coverage

  • Client Management: Create, search, update, delete clients and contacts

  • Invoicing: Create invoices, estimates, credit notes; send by email; get PDF

  • Purchases: Record and manage purchase invoices from suppliers

  • Supplier Management: Full supplier CRUD operations

  • Banking: Bank accounts, transactions, balances

  • Financial Reports: Profit & Loss, Balance Sheet, VAT obligations, Ageing reports

  • System Operations: Account details, event log, notes

Quick Start

1. Clone and Install

git clone https://github.com/marcusquinn/quickfile-mcp.git
cd quickfile-mcp
npm install
npm run build

2. Configure Credentials

Create your QuickFile API credentials:

mkdir -p ~/.config/.quickfile-mcp
cat > ~/.config/.quickfile-mcp/credentials.json << 'EOF'
{
  "accountNumber": "YOUR_ACCOUNT_NUMBER",
  "apiKey": "YOUR_API_KEY",
  "applicationId": "YOUR_APPLICATION_ID"
}
EOF
chmod 600 ~/.config/.quickfile-mcp/credentials.json

Or use the interactive setup script:

./setup.sh configure

Where to find these:

  1. Account Number: Visible in top-right corner of QuickFile dashboard

  2. API Key: Account Settings > 3rd Party Integrations > API Key

  3. Application ID: Account Settings > Create a QuickFile App > copy the Application ID

3. Add to Your MCP Client

This server works with any MCP-compatible client. Add it to your client's configuration:

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "quickfile": {
      "command": "node",
      "args": ["/path/to/quickfile-mcp/dist/index.js"]
    }
  }
}

Claude Code:

claude mcp add quickfile node /path/to/quickfile-mcp/dist/index.js

OpenCode (~/.config/opencode/opencode.json):

{
  "mcp": {
    "quickfile": {
      "type": "local",
      "command": ["node", "/path/to/quickfile-mcp/dist/index.js"],
      "enabled": true
    }
  }
}

4. Start Using

Restart your MCP client and try:

"Show me my QuickFile account details"
"List my recent invoices"
"Search for clients named 'Smith'"
"Get the profit and loss report for this year"

Available Tools

System (3 tools)

Tool

Description

quickfile_system_get_account

Get account details (company, VAT status, year end)

quickfile_system_search_events

Search the audit event log

quickfile_system_create_note

Add notes to invoices, clients, etc.

Clients (7 tools)

Tool

Description

quickfile_client_search

Search clients by name, email, postcode

quickfile_client_get

Get full client details

quickfile_client_create

Create a new client

quickfile_client_update

Update client details

quickfile_client_delete

Delete a client

quickfile_client_insert_contacts

Add contacts to a client

quickfile_client_login_url

Get passwordless login URL for client portal

Invoices (8 tools)

Tool

Description

quickfile_invoice_search

Search invoices by type, client, date, status

quickfile_invoice_get

Get full invoice with line items

quickfile_invoice_create

Create invoice, estimate, or credit note

quickfile_invoice_delete

Delete an invoice

quickfile_invoice_send

Send invoice by email

quickfile_invoice_get_pdf

Get PDF download URL

quickfile_estimate_accept_decline

Accept or decline an estimate

quickfile_estimate_convert_to_invoice

Convert estimate to invoice

Purchases (4 tools)

Tool

Description

quickfile_purchase_search

Search purchase invoices

quickfile_purchase_get

Get purchase details

quickfile_purchase_create

Create purchase invoice

quickfile_purchase_delete

Delete purchase invoice

Suppliers (4 tools)

Tool

Description

quickfile_supplier_search

Search suppliers

quickfile_supplier_get

Get supplier details

quickfile_supplier_create

Create a new supplier

quickfile_supplier_delete

Delete a supplier

Banking (5 tools)

Tool

Description

quickfile_bank_get_accounts

List all bank accounts

quickfile_bank_get_balances

Get account balances

quickfile_bank_search

Search transactions

quickfile_bank_create_account

Create a bank account

quickfile_bank_create_transaction

Add bank transaction

Reports (6 tools)

Tool

Description

quickfile_report_profit_loss

Profit & Loss report

quickfile_report_balance_sheet

Balance Sheet report

quickfile_report_vat_obligations

VAT returns (filed & open)

quickfile_report_ageing

Debtor/Creditor ageing

quickfile_report_chart_of_accounts

List nominal codes

quickfile_report_subscriptions

Recurring subscriptions

Development

npm install          # Install dependencies
npm run build        # Build TypeScript
npm run dev          # Development mode (auto-reload)
npm test             # Unit tests (no API calls)
npm run test:integration  # Integration tests (requires credentials)
npm run test:all     # All tests
npm run typecheck    # Type check
npm run lint         # Lint
npm run secretlint   # Scan for secrets

Enable debug mode to see raw API requests/responses (credentials redacted):

QUICKFILE_DEBUG=1 node dist/index.js

Testing with MCP Inspector

For development and debugging, use the official MCP Inspector to call tools directly without an AI client:

npx @modelcontextprotocol/inspector node dist/index.js

Then open http://localhost:5173 to browse all 37 tools, fill in parameters, and view raw JSON responses.

Architecture

quickfile-mcp/
├── src/
│   ├── index.ts           # MCP server entry point
│   ├── api/
│   │   ├── auth.ts        # MD5 authentication
│   │   └── client.ts      # HTTP client
│   ├── tools/
│   │   ├── index.ts       # Tool registry & exports
│   │   ├── utils.ts       # Shared utilities (error handling, logging)
│   │   ├── schemas.ts     # Zod validation schemas
│   │   ├── system.ts      # System tools (3)
│   │   ├── client.ts      # Client tools (7)
│   │   ├── invoice.ts     # Invoice & estimate tools (8)
│   │   ├── purchase.ts    # Purchase tools (4)
│   │   ├── supplier.ts    # Supplier tools (4)
│   │   ├── bank.ts        # Bank tools (5)
│   │   └── report.ts      # Report tools (6)
│   └── types/
│       └── quickfile.ts   # TypeScript types
├── tests/
│   ├── unit/              # Unit tests (201 tests, ~96% coverage)
│   └── integration/       # API integration tests (19 tests)
├── .agents/               # AI assistant documentation (AGENTS.md)
└── .github/workflows/     # CI/CD (test, lint, build, release)

Contributing

The QuickFile API has strict requirements for element ordering and required fields. When contributing:

  1. Always check the official API schema at https://api.quickfile.co.uk/

  2. Use Context7 for AI-assisted development: https://context7.com/websites/api_quickfile_co_uk

  3. Read AGENTS.md for API quirks, response structure patterns, and common workflows

Credential Security

  • Credentials stored in ~/.config/.quickfile-mcp/credentials.json

  • File permissions should be 600 (owner read/write only)

  • Never commit credentials to version control

  • API key provides full access - treat it like a password

  • Secretlint runs automatically on pre-commit to prevent accidental secret exposure

API Rate Limits

QuickFile has a default limit of 1000 API calls per day per account. Contact QuickFile support if you need this increased.

License

MIT License - see LICENSE file for details.

Created by Marcus Quinn - Copyright 2025-2026

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security - not tested
A
license - permissive license
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quality - not tested

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