Financial Cents MCP server

What the model can do

Financial Cents practice management for accounting firms: clients and contacts, projects, templates, tasks with assignees and due dates, client tasks, time activities, invoices and client notes. Can add or edit a client note, create, rename or delete a client, add, edit or delete a contact, start a project from a template or create a blank one, mark tasks and client tasks done, send a client-task request to the client, set a client's about fields, add links to clients and projects, and delete a task.

Reads

• financialcents_clientsClients of the firm in Financial Cents, in name order, with their contacts' names and emails and the client id other tools take.
• financialcents_projectsProjects (a month-end close, a tax return) with their dates, due and extension dates, accounting period and how many tasks are done.
• financialcents_tasksTeam tasks with assignee, project, due date and completion, soonest due first.
• financialcents_time_activitiesTime recorded: date, hours, comments, person, client, project and task, with total hours.
• financialcents_invoicesInvoices with number, client, status, invoice and due dates.
• financialcents_client_notesNotes kept on one client, as plain text, newest as the API returns them.
• financialcents_usersThe firm's team in Financial Cents: name, email and user id.
• financialcents_templatesProject templates (a monthly close, a 1040 return) with their roles, and the template id financialcents_create_project_from_template takes.
• financialcents_sectionsThe sections of one project (team tasks, client tasks) with their ids, which financialcents_send_client_task_request takes.
• financialcents_client_contactsThe contacts of one client with name, email and the contact id that financialcents_update_contact and financialcents_delete_contact take.
• financialcents_client_tasksClient tasks (requests to the client for documents or answers) with project, client, due date and whether done…
• financialcents_client_about_fieldsA client's about fields (Entity Type, Formation Date, Year End…) with their values and the about_field_id financialcents_set_client_about_field takes.

Acts, when you ask

These change something in Financial Cents. 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.

• financialcents_add_client_noteAdds a note to a client in Financial Cents.
• financialcents_create_clientCreates a new client in Financial Cents, optionally with a first contact.
• financialcents_add_client_contactAdds a contact person to an existing client in Financial Cents.
• financialcents_update_clientRenames a client in Financial Cents.
• financialcents_update_contactEdits a client contact's name, email, phone, mobile, address or notes in Financial Cents, replacing what is there.
• financialcents_complete_taskMarks a team task done in Financial Cents, or moves it back to to-do.
• financialcents_complete_client_taskMarks a client task (a request to the client) complete, or not complete, in Financial Cents.
• financialcents_create_project_from_templateStarts a project in Financial Cents from a template (a month-end close, a return), for a client, with its tasks and dates from the template.
• financialcents_create_projectCreates a blank project (no tasks) for a client in Financial Cents.
• financialcents_update_client_noteReplaces the text (and optionally the title) of a note on a client in Financial Cents.
• financialcents_send_client_task_requestSends a project's client-task section to the client now: Financial Cents emails the client's contacts the request for documents or answers in that…
• financialcents_set_client_about_fieldSets one about field on a client in Financial Cents (Entity Type, Year End…), replacing its value.
• financialcents_add_client_linkAdds a labelled link (a shared drive folder, a portal) to a client's resources in Financial Cents.
• financialcents_add_project_linkAdds a labelled link to a project's resources in Financial Cents.
• financialcents_delete_taskPermanently deletes a team task in Financial Cents, with its subtasks.
• financialcents_delete_contactPermanently deletes a contact from a client in Financial Cents.
• financialcents_delete_clientPermanently deletes a client in Financial Cents.

Connect it

First connect Financial Cents on Dashboard → Connections, then add Memtro to your client once. The Financial Cents 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 Financial Cents 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 client tasks are overdue, and who are they assigned to?
• › How many hours went into Brightwave Ltd last month?
• › Which Northwind invoices are still open?
• › Start the month-end close project for BigCo from our template, due on the 10th
• › Send Acme the document request for their year-end project

Questions

Is this an official Financial Cents MCP server?

No. It is Memtro's MCP server with Memtro's Financial Cents connector behind it: the connector reads Financial Cents through its API with the credentials you connect on Dashboard → Connections, and Financial Cents 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 Financial Cents?

Only when you ask, and only what it has been granted: add a note to a client; create a client; add a contact to a client; rename a client; edit a contact's details; mark a task done, or move it back to to-do; mark a client task complete or not complete; start a project from a template; create a blank project for a client; edit a note on a client; send a project's client-task request to the client now (emails the client); set a client's about field; add a link to a client; add a link to a project; delete a task (permanent); delete a contact (permanent); delete a client (permanent). 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 · Work management

• Clio Manage MCP server
• Linear MCP server
• Jira MCP server
• Asana MCP server
• monday.com MCP server
• Airtable MCP server