Knowledge base

    MCP Server

    The SmartAccount MCP Server gives AI assistants such as Claude, ChatGPT and others access to your accounting data through the Model Context Protocol (MCP).

    Ask questions about clients, invoices, transactions and financial data in natural language — the AI assistant retrieves the data directly from SmartAccount.

    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.