cash-book

One double-entry ledger derived from your invoices, bank, expenses, deposits and assets.

CommunityOnlineAPI key requiredGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    An API key from the service settings is required

    One double-entry ledger derived from your invoices, bank, expenses, deposits and assets.

    How to connect

    How to connect cash-book to Claude

    The server address to paste into Claude settings:

    https://mcp.zovo.one/mcp/cash-book

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect cash-book to ChatGPT

    The server address to paste into ChatGPT settings:

    https://mcp.zovo.one/mcp/cash-book

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect cash-book to Cursor

    The server address to paste into Cursor settings:

    https://mcp.zovo.one/mcp/cash-book

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (9)

    Raw names from tools/list. Only developers need these.

    ledger_buildDerive the double-entry ledger for one period in ONE currency from the invoice, credit note, deposit, expense, bank and asset stores, and register it. Nothing is written back. Free: 3 periods a month.
    period_deleteDelete one built period from the register and give its free-tier slot back. Refused when a closed month's snapshot covers the period, and that month is named. No sibling book is touched.
    trial_balanceTotal the debits and the credits for a period and prove they are equal to the minor unit. When they are not, name the entries whose own legs do not add up and the source document behind each. Free and unlimited.
    ledger_linesList the ledger lines for a period, filtered by account, source server, source_id or date; each carries its debit, credit and bank_ref, with the totals of the rows returned. Filtered totals do not balance. Free.
    month_closeList what a month leaves unposted or unbalanced, with its trial balance and bank reconciliation, then store the close as a snapshot; a later call names any drift against it. dry_run writes nothing. Pro.
    ledger_export_csvReturn the period's ledger lines as RFC 4180 CSV, one row per leg, as a download link valid for one hour. Pro, but ledger_lines returns these same fields free and unlimited; this only lays them out as CSV columns.
    ledger_reportReport a built period account by account: debits, credits, movement and closing balance, plus purchase commitments held as memos and the period's exceptions. Pro; ledger_lines gives the lines free.
    license_statusReport this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
    license_activateTurn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.