Doklad.ai MCP Server

Connect AI assistants to 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 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, 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, 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

Terminal

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, or add to ~/.cursor/mcp.json:

config.json

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

VS Code (GitHub Copilot agent mode)

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

config.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_…:

Terminal

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+):

config.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 and privacy policy.