What is MCP?

Model Context Protocol (MCP) is an open standard that lets AI assistants communicate securely with external services. Instead of copying data manually, your AI assistant can retrieve it directly from SmartAccount.

Open standard

MCP is an open protocol supported by many AI clients, including Claude Desktop, Cursor, Windsurf and others.

Read-only data access

The MCP Server only has read-only access to your data. It cannot create, modify or delete any data in the system.

Prerequisites

API key

Generate an API key in the SmartAccount app under Settings → API keys. The key is used to authenticate the MCP server.

MCP-compatible client

You need an AI client that supports MCP, such as Claude Desktop, Cursor, Windsurf or Claude Code.

Setup

Claude Desktop

Add the following configuration to Claude Desktop settings (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "smartaccount": {
      "url": "https://api.smartaccount.hr/mcp",
      "headers": {
        "Authorization": "Bearer <VAŠ_API_KLJUČ>"
      }
    }
  }
}

Other clients

For other MCP-compatible clients, use these details:

Endpoint:https://api.smartaccount.hr/mcp
Transport:Streamable HTTP
Authentication:Bearer <API_KLJUČ>

Available tools

The MCP Server provides the following tools for your AI assistant:

Company details

Retrieve basic information about your company.

get_company_info

Clients

Search and retrieve client details.

list_clientsget_client

Sales invoices

Search and view issued invoices.

list_invoicesget_invoice

Purchase invoices

Search and view received invoices.

list_incoming_invoices

Transactions

View bank transactions.

list_transactions

Account balances

Retrieve current bank account balances.

get_account_balances

Products and services

View the catalogue of products and services.

list_products

Usage examples

Once set up, you can ask questions such as:

"How much did I invoice in total in February 2025?"

"Which clients have unpaid invoices?"

"Show me the last 10 bank transactions."

"How much is currently in my business account?"

Security and privacy

The MCP Server has read-only access; it cannot create, modify or delete data. All communication is authenticated using your API key.

You can revoke the API key at any time in SmartAccount settings, immediately ending access to the MCP server.

For further questions, please contact us.