QuickFile MCP server

What the model can do

Read QuickFile accounts: sales invoices, estimates and recurring invoices, clients, purchases, payments, and the debtor and creditor ageing report. Can add a note, add a client or supplier, raise an invoice or estimate, email an invoice, record a payment, convert, accept or decline an estimate, update a client, and delete invoices or clients by id, when you ask.

Reads

• quickfile_search_invoicesSearch QuickFile sales invoices (or estimates, or recurring invoice profiles): number, client, issue and due dates, amount, status.
• quickfile_search_clientsSearch QuickFile clients (customers) by company name, contact name or email, with totals invoiced and paid.
• quickfile_search_purchasesSearch QuickFile purchases (supplier bills and receipts): supplier, receipt number and date, amount.
• quickfile_search_paymentsSearch payments received in QuickFile: client, amount, method, date, and whether allocated to an invoice.
• quickfile_get_ageing_reportThe QuickFile aged debtors report (who owes us, and how overdue) or aged creditors (who we owe).
• quickfile_list_pay_methodsThe payment method codes QuickFile accepts (BACS, CASH, CHEQUE, PAYPAL…), for quickfile_record_payment.

Acts, when you ask

These change something in QuickFile. 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.

• quickfile_create_noteAdds a note to one QuickFile client, invoice (estimates and recurring invoices included), supplier or purchase.
• quickfile_create_clientAdds a new client (customer) record to QuickFile: company name, and optionally address, account reference, VAT number, currency and payment term.
• quickfile_create_supplierAdds a new supplier record to QuickFile: company name and country, and optionally address, reference, company number, VAT number, a contact's name…
• quickfile_create_invoiceRaises a sales invoice (or an estimate) in QuickFile for one client, with item lines priced by unit cost and quantity.
• quickfile_send_invoiceEmails one QuickFile invoice (or estimate) to the client, to their default contact or the contact id given.
• quickfile_record_paymentRecords a payment in QuickFile's books: money received from a client against an invoice, money paid to a supplier, or a credit held on the account.
• quickfile_convert_estimateTurns a QuickFile estimate into an invoice for the same client and lines, which enters the accounts at once with the next number.
• quickfile_set_estimate_statusMarks a QuickFile estimate accepted, declined, or back to draft.
• quickfile_update_clientChanges a QuickFile client's company details: name, account reference, address, VAT number or exemption, default currency or payment term.
• quickfile_delete_invoicesPermanently deletes up to 10 QuickFile invoices (or estimates) by id.
• quickfile_delete_clientsPermanently deletes up to 10 QuickFile clients by id, with their contacts.

Connect it

First connect QuickFile on Dashboard → Connections, then add Memtro to your client once. The QuickFile 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 QuickFile 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

• › Who owes us money, and how overdue is it?
• › What has Acme been invoiced this year?
• › Has Brightwave Ltd paid invoice 1042 yet?
• › Record Northwind's bank transfer of 1,200 pounds against invoice 1042
• › Raise an invoice for Globex for ten hours of consulting and email it to them

Questions

Is this an official QuickFile MCP server?

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

Only when you ask, and only what it has been granted: add a note to a client, invoice, supplier or purchase; create a client record (company and address, no portal login); create a supplier record; raise an invoice or estimate for a client; email an invoice to the client; record a payment from a client or to a supplier; convert an estimate into an invoice; mark an estimate accepted, declined or back to draft; update a client's company details; permanently delete invoices by id; permanently delete clients by id. 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.

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