# Doklad.ai [Health: Active]

**Category:** 💻 Developer Tools  
**Repository:** https://github.com/vict0ry/doklad-ai-mcp  
**GitHub Stars:** 0  
**Views:** 0  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/doklad-ai

## Description
Czech invoicing for freelancers and SMEs: invoices, customers, expenses, payments, cash flow.

## Tools
Capabilities this server exposes over MCP:

- **list_invoices** — List invoices, filtered by status, customer, text search or date range
- **get_invoice** — One invoice with line items and customer details
- **create_invoice** — Create an invoice: customer, line items (description, quantity, unit price, VAT rate) and due date
- **update_invoice** — Update an invoice; only the fields you pass change
- **delete_invoice** — Delete an invoice (drafts and cancelled invoices only)
- **send_invoice_email** — Email an invoice to the customer
- **get_invoice_pdf_url** — Download URL of an invoice PDF
- **record_payment** — Record a received payment against an invoice (bookkeeping entry, moves no money)
- **list_customers** — Search customers by name, IČO or email
- **get_customer** — One customer
- **create_customer** — Create a customer
- **update_customer** — Update a customer
- **list_expenses** — List expenses, optionally by status
- **get_expense** — One expense
- **create_expense** — Record an expense
- **get_invoice_stats** — Invoice counts: total, paid, sent, overdue, drafts
- **get_cash_flow_summary** — Revenue, expenses and profit for a period

## Claude Desktop Quick Installation
Remote MCP endpoint (confidence: high). Install path detected from listing signals. Add as a URL/SSE server in your client:

```json
"mcpServers": {
  "doklad-ai": {
    "url": "https://doklad.ai/mcp"
  }
}
```

## Documentation & README

# Doklad.ai MCP Server

Connect AI assistants to [Doklad.ai](https://doklad.ai), Czech invoicing software for freelancers (OSVČ) and small companies. The hosted Doklad.ai MCP server lets Claude, ChatGPT, Codex, Claude Code, Cursor, VS Code, Gemini CLI and other [Model Context Protocol](https://modelcontextprotocol.io) clients create and send invoices, manage customers, log expenses, record received payments and summarise cash flow in your Doklad.ai account.

| | |
|---|---|
| Endpoint | `https://doklad.ai/mcp` |
| Transport | Streamable HTTP |
| Authentication | OAuth 2.1 (sign in with your Doklad.ai account; PKCE, dynamic client registration) or an API key `Authorization: Bearer dk_…` |
| Price | Doklad.ai is currently free, MCP included |
| Rate limit | 60 requests per minute per company |
| Official MCP Registry | `ai.doklad/mcp` |
| Setup guide (Czech) | https://doklad.ai/mcp-fakturace |

> This repository holds documentation and client configuration only. The MCP server is hosted and operated by Doklad.ai, so there is nothing to install or run on your side.

## Who it is for

- Freelancers (OSVČ) and small Czech companies that invoice in Doklad.ai and want to work with invoices from their AI assistant.
- Accountants and back-office teams automating routine invoicing and payment follow-up.
- Developers building agents on top of Czech invoicing data.

## What you can ask

- "Which invoices are overdue and how much is outstanding in total?"
- "Create an invoice for Alfa s.r.o. for 12 hours of consulting at 1,500 CZK excl. VAT, due in 14 days."
- "Email invoice 2026-0142 to the customer."
- "Record a payment of 18,150 CZK received today for invoice 2026-0137."
- "Show revenue, expenses and profit for September."

## Connect your client

Every client uses the same URL, `https://doklad.ai/mcp`. On first use the client opens Doklad.ai in your browser: sign in, pick the company and allow access. No key is copied anywhere. Only the owner or an admin of a company can grant access.

### Claude (claude.ai, Claude Desktop, mobile)

[Add the connector](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Doklad.ai&connectorUrl=https%3A%2F%2Fdoklad.ai%2Fmcp), or open **Customize → Connectors → Add custom connector**, enter `https://doklad.ai/mcp` and sign in. The connector then works on the web, in Claude Desktop and in the mobile app. Free plans allow one custom connector; on Team and Enterprise an Owner adds it under **Organization settings → Connectors**.

### ChatGPT

Turn on **Settings → Security and login → Developer mode**, then open [chatgpt.com/plugins](https://chatgpt.com/plugins), click **+**, enter `https://doklad.ai/mcp` with **OAuth** authentication and sign in. Developer mode is available on Plus, Pro, Business, Enterprise and Edu.

### Claude Code

```bash
claude mcp add --transport http --scope user doklad https://doklad.ai/mcp
```

Then run `/mcp`, select `doklad` and choose **Authenticate**.

### Codex (CLI, IDE extension, ChatGPT desktop app)

```bash
codex mcp add doklad --url https://doklad.ai/mcp
codex mcp login doklad
```

### Cursor

[Install in Cursor](https://github.com/vict0ry/doklad-ai-mcp/blob/HEAD/cursor://anysphere.cursor-deeplink/mcp/install?name=doklad&config=eyJ1cmwiOiJodHRwczovL2Rva2xhZC5haS9tY3AifQ==), or add to `~/.cursor/mcp.json`:

```json
{
  "mcpServers": {
    "doklad": { "url": "https://doklad.ai/mcp" }
  }
}
```

### VS Code (GitHub Copilot agent mode)

Add to `.vscode/mcp.json` (VS Code 1.99+):

```json
{
  "servers": {
    "doklad": { "type": "http", "url": "https://doklad.ai/mcp" }
  }
}
```

### Gemini CLI

```bash
gemini mcp add --scope user --transport http doklad https://doklad.ai/mcp
```

Then run `/mcp auth doklad`. This repository is also a Gemini CLI extension (`gemini-extension.json`).

### API key (n8n, scripts, clients without OAuth)

Create a key in Doklad.ai under **Integrace → API klíče a webhooky → MCP server** and send it as `Authorization: Bearer dk_…`:

```bash
claude mcp add --transport http doklad https://doklad.ai/mcp --header "Authorization: Bearer $DOKLAD_API_KEY"
```

```toml
# ~/.codex/config.toml
[mcp_servers.doklad]
url = "https://doklad.ai/mcp"
bearer_token_env_var = "DOKLAD_API_KEY"
```

Claude Desktop's `claude_desktop_config.json` only runs local servers, so use the `mcp-remote` bridge (Node.js 20.18+):

```json
{
  "mcpServers": {
    "doklad": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://doklad.ai/mcp", "--header", "Authorization:${DOKLAD_AUTH_HEADER}"],
      "env": { "DOKLAD_AUTH_HEADER": "Bearer dk_YOUR_KEY" }
    }
  }
}
```

## Tools

| Tool | What it does | Access |
|---|---|---|
| `list_invoices` | List invoices, filtered by status, customer, text search or date range | Read |
| `get_invoice` | One invoice with line items and customer details | Read |
| `create_invoice` | Create an invoice: customer, line items (description, quantity, unit price, VAT rate) and due date | Write |
| `update_invoice` | Update an invoice; only the fields you pass change | Write |
| `delete_invoice` | Delete an invoice (drafts and cancelled invoices only) | Destructive |
| `send_invoice_email` | Email an invoice to the customer | Write, sends email |
| `get_invoice_pdf_url` | Download URL of an invoice PDF | Read |
| `record_payment` | Record a received payment against an invoice (bookkeeping entry, moves no money) | Write |
| `list_customers` | Search customers by name, IČO or email | Read |
| `get_customer` | One customer | Read |
| `create_customer` | Create a customer | Write |
| `update_customer` | Update a customer | Write |
| `list_expenses` | List expenses, optionally by status | Read |
| `get_expense` | One expense | Read |
| `create_expense` | Record an expense | Write |
| `get_invoice_stats` | Invoice counts: total, paid, sent, overdue, drafts | Read |
| `get_cash_flow_summary` | Revenue, expenses and profit for a period | Read |

Every tool carries MCP annotations (`title`, `readOnlyHint`, `destructiveHint`, `openWorldHint`), so clients ask for confirmation before tools that change data or send email.

## Security

- OAuth 2.1 with PKCE (S256), dynamic client registration (RFC 7591), refresh-token rotation with reuse detection, RFC 9207 `iss`. Discovery: `https://doklad.ai/.well-known/oauth-protected-resource/mcp`.
- Access is granted per company on a Doklad.ai consent page; only owners and admins can grant it. Connections are listed and revocable under **Integrace → API klíče a webhooky → Připojené aplikace**.
- Every tool call is written to the company's audit log. Tokens and API keys are stored only as hashes.
- 60 requests per minute per company.

## Česky

Návod k připojení v češtině: **https://doklad.ai/mcp-fakturace** (Claude, ChatGPT, Codex, Claude Code, Cursor, VS Code, Gemini CLI, n8n).

## Support

podpora@doklad.ai · https://doklad.ai

## License

The documentation and configuration files in this repository are MIT licensed. The Doklad.ai service is subject to its [terms](https://doklad.ai/terms) and [privacy policy](https://doklad.ai/privacy).