Codat MCP server

What the model can do

Codat, one API over the accounting software of the businesses it connects: companies and their connections, how fresh each data type is, invoices and bills with amounts due, customers and suppliers by name, the chart of accounts, profit and loss and balance sheet, and the status of writes; when you ask, can create or delete a company, refresh its data, create customers, suppliers, invoices, bills and journal entries in its accounting software, record a payment against an invoice or a bill, and delete an invoice, bill or journal entry where the software allows it.

Reads

• codat_list_companiesCompanies (the businesses) in the Codat instance with their connections: platform, status (Linked, PendingAuth, Unlinked, Deauthorized)…
• codat_get_data_statusHow fresh Codat's copy of a company's data is: for each data type, its current status and when it last read successfully.
• codat_list_invoicesA company's sales invoices from its accounting software, newest issued first: number, customer, status, issue and due dates, totals, amount due…
• codat_list_billsA company's supplier bills from its accounting software, newest issued first: reference, supplier, status, dates, totals and amount due…
• codat_list_contactsA company's customers or suppliers from its accounting software, by name: id (which invoices, bills and payments take), status and default currency.
• codat_list_accountsA company's chart of accounts: id (which invoice and bill lines, journal entries and payments take), code, name, category, type, status…
• codat_get_financial_statementA company's profit and loss or balance sheet for consecutive periods of whole months, with each section's total and its lines (two levels).
• codat_get_push_operationThe outcome of a write to a company's accounting software: Pending, Success, Failed or TimedOut, the record it created or changed…

Acts, when you ask

These change something in Codat. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• codat_create_companyCreates a company in the Codat instance for a business, with a name and optional description.
• codat_delete_companyPermanently deletes a company from Codat with all its connections and cached data; Codat calls it irreversible.
• codat_refresh_company_dataAsks Codat to read all of a company's data again from its linked software (the data types set to fetch on first link).
• codat_refresh_data_typeAsks Codat to read one data type of a company again from its software, optionally from one connection only.
• codat_create_customerCreates a customer in a company's accounting software through one of its connections.
• codat_create_supplierCreates a supplier in a company's accounting software through one of its connections.
• codat_create_invoiceCreates a sales invoice for a customer in a company's accounting software, a real record in its books (Draft unless status says Submitted).
• codat_delete_invoiceDeletes an invoice from a company's accounting software.
• codat_create_billCreates a supplier bill in a company's accounting software, a real payable in its books (Open unless status says Draft).
• codat_delete_billDeletes a bill from a company's accounting software, where Codat supports deletion for that software (it says when not).
• codat_create_journal_entryPosts a journal entry to a company's general ledger: two or more lines on accounts whose amounts net to zero (debits positive, credits negative).
• codat_delete_journal_entryDeletes a journal entry from a company's ledger, where Codat supports deletion for that software.
• codat_record_paymentRecords in a company's accounting software that a customer paid an invoice: the amount reduces what the invoice has outstanding and lands in the…
• codat_record_bill_paymentRecords in a company's accounting software that a bill was paid: the amount reduces what the bill has outstanding and comes from the account named.

Connect it

First connect Codat on Dashboard → Connections, then add Memtro to your client once. The Codat tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Codat connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which invoices are overdue for Northwind?
• › How much does BigCo owe its suppliers right now?
• › What was Acme's revenue last quarter?
• › When did Codat last read Northwind's data?
• › Which companies have a connection that is not linked?

Questions

Is this an official Codat MCP server?

No. It is Memtro's MCP server with Memtro's Codat connector behind it: the connector reads Codat through its API with the credentials you connect on Dashboard → Connections, and Codat publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Codat?

Only when you ask, and only what it has been granted: create a company in Codat (not yet connected to any software); delete a company with its connections and cached data (permanent); refresh all of a company's data from its software; refresh one data type of a company; create a customer in a company's accounting software; create a supplier in a company's accounting software; create an invoice in a company's accounting software; delete an invoice from a company's accounting software (QuickBooks Online only); create a bill in a company's accounting software; delete a bill from a company's accounting software (where supported); create a balanced journal entry in a company's ledger; delete a journal entry from a company's ledger (where supported); record a customer payment against an invoice (no money moves); record a payment of a bill (no money moves). Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

Other MCP servers · Finance and commerce

• Xero MCP server
• Stripe MCP server
• Felloh MCP server
• Wise MCP server
• Starling Bank MCP server
• QuickBooks Online MCP server