elorus-mcp
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., "@elorus-mcpCreate an invoice for Acme Corp for 5 hours of consulting at €150/hour"
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.
elorus-mcp
MCP server for the Elorus invoicing and accounting platform. Enables AI assistants to create invoices, manage contacts, and query financial data through natural language.
Setup
Prerequisites
Node.js 20+
An Elorus account with an API key and organization ID
Getting your credentials
API key — open the Elorus web app → User Profile → API key
Organization ID — open the Elorus web app → Settings → Organization → Organization ID
Install
npx elorus-mcpOr clone and build locally:
git clone https://github.com/your-org/elorus-mcp
cd elorus-mcp
npm install && npm run buildRelated MCP server: docnova-mcp
Claude Desktop configuration
Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"elorus": {
"command": "npx",
"args": ["elorus-mcp"],
"env": {
"ELORUS_API_KEY": "your-api-key",
"ELORUS_ORG_ID": "your-org-id"
}
}
}
}Claude Code configuration
claude mcp add elorus -e ELORUS_API_KEY=your-api-key -e ELORUS_ORG_ID=your-org-id -- npx elorus-mcpLocal development
For local development, npm start loads environment variables from a .env file (via node --env-file) instead of requiring them to be passed inline. Copy .env.example to .env and fill in your credentials:
cp .env.example .envVariable | Required | Description |
| Yes | Your Elorus API key |
| Yes | Your Elorus organization ID |
| No | Set to |
Note: if the server is launched by an MCP client config (e.g. Claude Desktop/Code) with its own env block, that env block takes precedence and .env is not read — only npm start invokes node --env-file=.env. Keep credentials in one place to avoid the two silently diverging.
Available tools
Contacts
Tool | Description |
| Search/filter contacts (clients, suppliers, or both) with pagination |
| Fetch a contact by ID |
| Create a client, supplier, or both |
| Update fields on an existing contact |
Invoices
Tool | Description |
| Filter invoices by status, client, date range |
| Fetch an invoice by ID |
| Create a sales invoice with line items and taxes |
| Void an invoice (excluded from financial reports, cannot be edited or paid) |
| Email an invoice to the client |
| Export an invoice as a PDF (returns a download URL) |
Bills (supplier purchase invoices)
Tool | Description |
| Filter supplier bills by supplier, status, or date range |
| Fetch a bill by ID |
| Create a supplier bill with line items and taxes |
| Update fields on an existing bill |
| Void a bill |
Expenses
Tool | Description |
| Filter expense records by supplier, category, or date range |
| Fetch an expense by ID |
| Record a new business expense. Line items use |
| Update fields on an existing expense |
| Attach a file (e.g. a receipt or supplier invoice PDF) to an existing expense, given base64-encoded content |
| Export an expense document as a PDF (returns a download URL) |
Credit notes (issued to clients)
Tool | Description |
| Filter credit notes by client or date range |
| Create a credit note to reduce or cancel an amount owed by a client |
| Apply a credit note against an open invoice |
Supplier credits (received from suppliers)
Tool | Description |
| Filter supplier credits by supplier or date range |
| Record a credit note received from a supplier |
| Apply a supplier credit against an open bill |
Cash receipts (payments received from clients)
Tool | Description |
| Filter by client, invoice, or date range |
| Record a payment received from a client, optionally linked to an invoice |
| Export a cash receipt as a PDF (returns a download URL) |
Cash payments (payments made to suppliers)
Tool | Description |
| Filter by supplier, bill, or date range |
| Record a payment made to a supplier, optionally linked to a bill |
| Update fields (e.g. title/bank reference) on an existing payment |
| Permanently delete a payment made to a supplier |
Products
Tool | Description |
| Search the products/services catalog |
| Fetch a product by ID |
| Add a product or service to the catalog |
| Update fields on an existing product or service |
Notes and discussions
Tool | Description |
| List internal notes on a resource (visible only to organization members) |
| Add an internal note to a resource |
| List client-visible discussion messages on a resource |
| Post a client-visible message on an invoice or cash receipt |
Configuration lookups
Tool | Description |
| List tax rates configured in the organization |
| List document types (required for creating invoices, bills, credit notes, etc.) |
| List units of measurement (e.g. hours, pieces, kg) |
| List expense categories |
MCP Resources
Read-only resources that return up to 100 of the most recent records as JSON, without needing a tool call:
Resource URI | Description |
| All contacts (clients and suppliers) |
| All sales invoices, most recent first |
| All cash receipts (payments received from clients) |
| All cash payments (payments made to suppliers) |
| All expense records |
| All supplier bills |
| All products and services in the catalog |
Example prompts
"Create an invoice for Acme Corp for 5 hours of consulting at €150/hour with 24% VAT"
"What invoices are overdue this month?"
"Look up the contact for Elorus FC and show their details"
"Add a new product called 'Website Design' at €800 with standard VAT"
"Record a €45 office supplies expense from Staples"
"What bills are overdue from our suppliers?"
"Apply this credit note to invoice #1042"
Notes
All monetary values are strings (e.g.
"1500.00") to avoid floating-point precision issuesUse
list_taxes,list_document_types,list_units, andlist_expense_categoriesto look up valid IDs before creating invoices, bills, expenses, credit notes, or products (bills don't use a document type — only invoices, credit notes, and estimates do)Invoice/credit-note/supplier-credit line items use
title/quantity/unit_value(orunit_total, depending oncalculator_mode); bill line items also requireexpense_category; expense line items use a different shape:expense_category/amount/descriptionElorus does not provide idempotency keys — query before creating to avoid duplicates
Pagination params:
page(default 1) andpage_size(default 20, max 100)
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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