How do I use merit-aktiva-mcp?

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., "@merit-aktiva-mcp list sales invoices from the last 30 days" 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.

merit-aktiva-mcp

by werkstatt-jasper

Overview Schema Related Servers Score Discussions

TypeScript

Remote

merit-aktiva-mcp

Open-source Model Context Protocol server for the Merit Aktiva accounting API (Estonia; also serves 360 Księgowość in Poland via MERIT_BASE_URL).

It exposes customers, vendors, invoices, payments, ledger, reports, offers, recurring invoices, inventory, fixed assets, and prices as merit_-prefixed MCP tools over stdio, so AI assistants (Cursor, Claude Desktop, etc.) can work with a Merit company without the hosted SaaS product.

Status: OSS stdio package is complete for GitLab issues M1–M6 (auth, reads, writes, extended domains). Hosted SaaS wiring is later GitLab work on werkstatt.ee/e-financials-mcp. Bank import, settlements, expense/income/prepayments, and dimension/tax/unit mutations are deferred.

Endpoint → tool mapping and official-vs-seed quirks: docs/api-coverage.md.

Prerequisites

Node.js 20+ (see package.json engines; native fetch; CI uses Node 20 and 22).
A Merit Aktiva company with Pro/Premium (API Settings is not on lower plans).
Merit has no sandbox. Use a free test company (Program Settings → API Settings) or a real company you control.

API credentials

Create keys as an admin in Merit Aktiva → Settings → API Settings:

Add an API client. Merit shows an Api ID and Api Key.
Copy them into .env as MERIT_API_ID and MERIT_API_KEY (never commit .env).

Poland (360 Księgowość): set MERIT_BASE_URL=https://program.360ksiegowosc.pl.

Related MCP server: merit-aktiva-mcp

Quick start

git clone https://github.com/werkstatt-jasper/merit-aktiva-mcp.git
cd merit-aktiva-mcp
cp .env.example .env   # set MERIT_API_ID / MERIT_API_KEY
npm install
npm run build
npm start              # MCP server on stdio

Environment

Copy .env.example to .env and fill in values. The server loads .env via dotenv with quiet: true so the banner cannot corrupt MCP stdio. Never commit .env (it is gitignored).

Variable	Required	Default	Description
`MERIT_API_ID`	yes	—	Api ID from Settings → API Settings
`MERIT_API_KEY`	yes	—	Api Key (HMAC-SHA256 shared secret; never sent on the wire)
`MERIT_BASE_URL`	no	`https://aktiva.merit.ee`	Poland: `https://program.360ksiegowosc.pl`
`MERIT_HTTP_MAX_RETRIES`	no	`0`	Extra attempts on 429/5xx/network errors
`MERIT_HTTP_RETRY_BASE_MS`	no	`500`	Exponential backoff base delay
`MERIT_REQUEST_TIMEOUT_MS`	no	`30000`	Outbound HTTP timeout
`LOG_LEVEL`	no	`info`	pino level; logs go to stderr only

Structured logs go to stderr only. stdout is reserved for MCP JSON-RPC.

MCP host configuration

Point your MCP client at the built server (dist/index.js). Use an absolute path.

Cursor (~/.cursor/mcp.json or project .cursor/mcp.json):

{
  "mcpServers": {
    "merit-aktiva": {
      "command": "node",
      "args": ["/absolute/path/to/merit-aktiva-mcp/dist/index.js"],
      "env": {
        "MERIT_API_ID": "your_api_id",
        "MERIT_API_KEY": "your_api_key"
      }
    }
  }
}

Claude Desktop — same mcpServers shape in claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/; Linux: ~/.config/Claude/; Windows: %APPDATA%\Claude\).

If .env is populated and the working directory is the project root, npm start picks up credentials without duplicating them in the MCP client env block.

Architecture

flowchart LR
  subgraph host [MCP_host]
    Client[Cursor_or_Claude]
  end
  subgraph mcp [merit_aktiva_mcp]
    Server[stdio_MCP_server]
    HttpClient[MeritClient]
  end
  subgraph merit [Merit_Aktiva]
    API[aktiva.merit.ee]
  end
  Client <-->|stdio_JSON_RPC| Server
  Server --> HttpClient
  HttpClient -->|"POST HMAC query auth"| API

Authentication

Merit signs every request with HMAC-SHA256 query parameters (apiId, UTC timestamp as yyyyMMddHHmmss, signature):

Body is JSON.stringify of the payload (compact — pretty-print will not match the official signing vector).
Signature is HMAC-SHA256 over utf8(apiId + timestamp + rawBody), then URL-encoded on the query string.
On 429 / 5xx retries the client must mint a fresh timestamp and signature (reusing the first signature fails). See src/auth.ts and src/client.ts.

The Api Key never leaves the process. URLs logged on error have the query string stripped.

Dates and periods

Tool date arguments accept ISO YYYY-MM-DD and are converted to Merit's yyyymmdd.
List filters (periodStart / periodEnd) are capped by Merit at 3 months, except recurring-invoice lists (max 180 days; period = next-invoice date).
Offer and purchase-invoice payments send PaymentDate as yyyyMMddHHmm (ISO date or datetime in, midnight if date-only).
Paginated reports continue via HasMore / Id4More → POST /api/v2/getmoredata (merit_get_customer_payments_report does this automatically).

Destructive and send-external tools

These tools mutate the company or send mail. Descriptions start with DESTRUCTIVE or SENDS …:

merit_delete_sales_invoice, merit_delete_purchase_invoice, merit_delete_payment
merit_email_sales_invoice (SENDS EMAIL)
merit_send_sales_invoice_einvoice (SENDS E-INVOICE; receiver not capable → api-noeinv)

Sales invoices cannot be updated — delete and recreate. Credit invoice: negative quantity and totalAmount.

Tools

Each tool POSTs to the Merit API. Required columns are MCP argument names (camelCase); the client maps them to PascalCase wire fields. Full path matrix: docs/api-coverage.md.

Customers

Tool	API	Required
`merit_list_customers`	`/api/v1/getcustomers`	—
`merit_create_customer`	`/api/v2/sendcustomer`	`name`, `notTDCustomer`, `countryCode`
`merit_update_customer`	`/api/v1/updatecustomer`	`id`
`merit_list_customer_groups`	`/api/v2/getcustomergroups`	—
`merit_create_customer_group`	`/api/v2/sendcustomergroup`	`id`, `name`, `code`

Vendors

Tool	API	Required
`merit_list_vendors`	`/api/v1/getvendors`	—
`merit_create_vendor`	`/api/v2/sendvendor`	`name`, `vatAccountable`, `countryCode`
`merit_update_vendor`	`/api/v2/updatevendor`	`id`
`merit_list_vendor_groups`	`/api/v2/getvendorgroups`	—
`merit_create_vendor_group`	`/api/v2/sendvendorgroup`	`id`, `name`, `code`

Sales invoices

Tool	API	Required
`merit_list_sales_invoices`	`/api/v2/getinvoices`	`periodStart`, `periodEnd`
`merit_list_sales_invoices_by_number_or_customer`	`/api/v2/getinvoices2`	—
`merit_get_sales_invoice`	`/api/v2/getinvoice`	`id`
`merit_create_sales_invoice`	`/api/v2/sendinvoice`	`customer`, `invoiceNo`, `docDate`, `invoiceRows`, `taxAmount`, `totalAmount`
`merit_get_sales_invoice_pdf`	`/api/v2/getsalesinvpdf`	`id`
`merit_email_sales_invoice`	`/api/v2/sendinvoicebyemail`	`id`
`merit_send_sales_invoice_einvoice`	`/api/v2/sendinvoiceaseinv`	`id`
`merit_delete_sales_invoice`	`/api/v1/deleteinvoice`	`id`

Sales offers

Tool	API	Required
`merit_list_sales_offers`	`/api/v2/getoffers`	`periodStart`, `periodEnd`
`merit_get_sales_offer`	`/api/v2/getoffer`	`id`
`merit_create_sales_offer`	`/api/v2/sendoffer`	`customer`, `offerNo`, `docDate`, `offerRows`, `taxAmount`, `totalAmount`
`merit_update_sales_offer`	`/api/v2/updateoffer`	`offerNo`
`merit_set_sales_offer_status`	`/api/v2/setofferstatus`	`id`, `newStatus` (`comment` required when `newStatus` is 5)
`merit_create_invoice_from_sales_offer`	`/api/v2/offer2inv`	`id`

DocType: 1 = quote, 2 = order, 3 = prepayment. DocStatus: 1–7 (7 = canceled).

Payments

Tool	API	Required
`merit_list_payments`	`/api/v2/getpayments`	`periodStart`, `periodEnd`
`merit_list_payment_types`	`/api/v2/getpaymenttypes`	`type` (1 = purchases, 2 = expense reports, 3 = sales)
`merit_create_sales_invoice_payment`	`/api/v2/sendpayment`	`customerName`, `invoiceNo`, `paymentDate`, `amount`
`merit_create_purchase_invoice_payment`	`/api/v2/sendPaymentV`	`vendorName`, `billNo`, `paymentDate`, `amount`
`merit_create_sales_offer_payment`	`/api/v2/sendPaymentO`	`customerName`, `offerNo`, `paymentDate`, `amount`
`merit_delete_payment`	`/api/v1/deletepayment`	`id`

Purchases

Tool	API	Required
`merit_list_purchase_invoices`	`/api/v2/getpurchorders`	`periodStart`, `periodEnd`
`merit_get_purchase_invoice`	`/api/v2/getpurchorder`	`id`
`merit_list_purchase_orders`	`/api/v2/GetPOrders`	`periodStart`, `periodEnd`
`merit_create_purchase_invoice`	`/api/v2/sendpurchinvoice`	`vendor`, `billNo`, `docDate`, `invoiceRows`, `taxAmount`, `totalAmount`
`merit_delete_purchase_invoice`	`/api/v1/deletepurchinvoice`	`id`

GetPOrders is purchase orders waiting for approval, not the booked purchase-invoice list. sendpurchinvoice books immediately (bypasses approval).

General ledger

Tool	API	Required
`merit_list_accounts`	`/api/v1/getaccounts`	—
`merit_list_gl_batches`	`/api/v1/getglbatches`	`periodStart`, `periodEnd`
`merit_get_gl_batch`	`/api/v1/getglbatch`	`id`
`merit_list_gl_batches_full`	`/api/v1/GetGLBatchesFull`	`periodStart`, `periodEnd`
`merit_create_gl_batch`	`/api/v1/sendglbatch`	`docNo`, `batchDate`, `entryRows`

Items

Tool	API	Required
`merit_list_items`	`/api/v1/getitems`	—
`merit_list_item_groups`	`/api/v2/getitemgroups`	—
`merit_create_items`	`/api/v2/senditems`	`items`
`merit_update_item`	`/api/v1/updateitem`	`id`
`merit_create_item_groups`	`/api/v2/senditemgroups`	`itemGroups`

Reference data

Tool	API	Required
`merit_list_taxes`	`/api/v1/gettaxes`	—
`merit_list_projects`	`/api/v1/getprojects`	—
`merit_list_cost_centers`	`/api/v1/getcostcenters`	—
`merit_list_dimensions`	`/api/v2/getdimensions`	—
`merit_list_departments`	`/api/v1/getdepartments`	—
`merit_list_units`	`/api/v1/getunits`	—
`merit_list_banks`	`/api/v1/getbanks`	—
`merit_list_financial_years`	`/api/v2/getaccperiods`	—

Reports

Tool	API	Required
`merit_get_customer_debts_report`	`/api/v1/getcustdebtrep`	—
`merit_get_customer_payments_report`	`/api/v2/getcustpaymrep`	`periodStart`, `periodEnd`
`merit_get_profit_report`	`/api/v1/getprofitrep`	`endDate`, `periodCount`
`merit_get_balance_report`	`/api/v1/getbalancerep`	`endDate`, `periodCount`
`merit_get_inventory_report`	`/api/v2/getinventoryreport`	`reportDate`
`merit_get_sales_report`	`/api/v2/getsalesrep`	`startDate`, `endDate`, `reportType`
`merit_get_purchase_report`	`/api/v2/getpurchrep`	`startDate`, `endDate`, `reportType`

Recurring invoices

Tool	API	Required
`merit_list_recurring_invoices`	`/api/v2/getperinvoices`	`periodStart`, `periodEnd`
`merit_get_recurring_invoice`	`/api/v2/getperinvoice`	`id`
`merit_create_recurring_invoice`	`/api/v2/sendperinvoice`	`customer`, `startDate`, `nextDate`, `cycle`, `period`, `invoiceRows`, `taxAmount`, `totalAmount`
`merit_list_recurring_invoice_addresses`	`/api/v2/getpershaddress`	—
`merit_send_recurring_indication_values`	`/api/v1/sendindvalues`	`artCode`, `values`

Inventory

Tool	API	Required
`merit_list_locations`	`/api/v2/getlocations`	—
`merit_list_inventory_movements`	`/api/v2/getinvmovements`	`periodStart`, `periodEnd`
`merit_create_inventory_movement`	`/api/v2/SendInvMovement`	`docDate`, `type`, `rows`

Type: 1 = in, 2 = out, 3 = between stocks.

Fixed assets

Tool	API	Required
`merit_list_fixed_asset_locations`	`/api/v2/getfalocations`	—
`merit_list_fixed_asset_employees`	`/api/v2/getfaresppersons`	—
`merit_list_fixed_assets`	`/api/v2/getfixassets`	—
`merit_create_fixed_assets`	`/api/v2/sendfixedassets`	`fixedAssets`

Prices and discounts

Tool	API	Required
`merit_list_prices`	`/api/v2/getprices`	—
`merit_get_price`	`/api/v2/getprice`	`itemCode`, `docDate`, plus `customerId` or `custName` / `custRegNo`
`merit_send_prices`	`/api/v2/sendprices`	`prices`
`merit_list_discounts`	`/api/v2/getdiscounts`	—
`merit_send_discounts`	`/api/v2/senddiscounts`	`discounts`

Development

npm run lint            # Biome
npm run test:coverage   # Vitest, 100% coverage thresholds on src/
npm run build           # tsc
npm run test:integration  # live API tests; skip cleanly without credentials

See CONTRIBUTING.md for the pre-push checklist.

API reference: Merit AKTIVA Reference Manual

Acknowledgements

The endpoint map (paths, request-body fields, and behavioural quirks) was seeded from roosa-dev/merit-aktiva-mcp (src/server.ts ENDPOINTS table), used under the MIT License:

MIT License — Copyright (c) 2026 Roosa

This project is an independent implementation (typed schemas, retrying signed client, test suite) and is not affiliated with Merit Software or roosa-dev.

License

Install Server

RayrunBuild, deploy, and operate MCP servers without becoming an infrastructure team.ray.runAd

license - permissive license

quality

maintenance

How are these scores calculated?

Maintenance

0Releases (12mo)

Commit activity

Resources

GitHub Repository

Need Help?

Related Servers

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

Tools

View all tools

Related MCP Connectors

Dataassist-IO
io.github.DataAssistIO
Query your org's data in natural language — read-only MCP access to SQL, NoSQL, files & warehouses.
Search Databases
2
tally-mcp
io.github.usualaccountant
AI for Tally Prime and Tally ERP 9. Hosted MCP server to ask your accounts in any language.
ERP Systems Finance
2
Ledger Botje - Exact Online MCP
nl.ledgerbotje
Connect Exact Online to your AI assistant via MCP. Manage Exact Online with natural language.
Finance ERP Systems
1
NuMetric
xyz.virifi.numetric-mcp
Read-only NuMetric.work accounting & ERP data: statements, KPIs, reports, invoices, documents.
ERP Systems Finance
2

Related MCP Servers

QuickBooks Online MCP Serverofficial
Finance Payments & Billing
Intuit-CA
A
license
Not graded
quality
B
maintenance
Enables full CRUD operations on 29 QuickBooks Online entity types and 11 financial reports via natural language, allowing users to manage customers, invoices, payments, and more through MCP-compatible clients.
Updated 3 months ago (2026-06-13 15:40 UTC)
Apache 2.0
merit-aktiva-mcp
roosa-dev
A
license
Not graded
quality
B
maintenance
Exposes ~60 tools for the Merit Aktiva accounting API, covering sales/purchase invoices, payments, customers, vendors, items, general ledger, offers, reference data, and reports with both read and write operations.
Updated a month ago (2026-07-19 20:40 UTC)
17
MIT
NuMetric MCP Server
ERP Systems Finance
lowwmax
A
license
Not graded
quality
B
maintenance
A read-only MCP server for the NuMetric.work accounting/POS/ERP platform, exposing 38 tools to query live business data such as financial statements, invoices, taxes, projects, inventory, and documents. It enables AI assistants to answer from real accounting data without any create, edit, or delete capabilities.
Updated 17 days ago (2026-08-15 17:36 UTC)
MIT
Company Data MCP Server
Databases File Systems Search
Sidrahhh
F
license
Not graded
quality
C
maintenance
Enables read-only access to company data across PostgreSQL, MongoDB Atlas, and flat files through MCP tools, allowing AI assistants to query and retrieve information via natural language.
Updated 7 days ago (2026-08-25 13:48 UTC)

View all related MCP servers

Latest Blog Posts

Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)
By Om-Shree-0709 on July 25, 2026.
mcp
Agent Identity
OAuth 2.1
Your AI Chatbot Just Exposed Your CEO's Salary to an Intern
By Om-Shree-0709 on July 2, 2026.
Agent Identity
MCP Security
OAuth Delegation
Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)
By Om-Shree-0709 on June 30, 2026.
Agentic Ai
Prompt Injection
WebAssembly

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/werkstatt-jasper/merit-aktiva-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server

merit-aktiva-mcp

Prerequisites

API credentials

Quick start

Environment

MCP host configuration

Architecture

Authentication

Dates and periods

Destructive and send-external tools

Tools

Customers

Vendors

Sales invoices

Sales offers

Payments

Purchases

General ledger

Items

Reference data

Reports

Recurring invoices

Inventory

Fixed assets

Prices and discounts

Development

Acknowledgements

License

Maintenance

Resources

Looking for Admin?

Tools

Related MCP Connectors

Related MCP Servers

QuickBooks Online MCP Serverofficial

merit-aktiva-mcp

NuMetric MCP Server

Company Data MCP Server

Latest Blog Posts

MCP directory API