Documentation

Connect any MCP client to your accounting books in minutes.

Overview

This hosted MCP wraps Estonian RIK e-Financials (and Erply Books or Merit Aktiva on Pro+) as Model Context Protocol tools. Your AI assistant can list invoices, post transactions, run reports, and more — through tools that work with Claude, ChatGPT, Cursor, and any MCP-compatible client. Each MCP key is bound to one company and one provider.

Quick start (RIK e-Financials)

  1. Create an account

    Register at the dashboard — free tier included, no credit card.

  2. Create an API access permit

    In e-Financials admin: Settings → General settings → e-Financials API access permits.

    Click Add new API access permit, name it (e.g. MCP), and enter our server IP in the IP addresses field:

    Save, then click Download key on your row.

  3. Copy your MCP key and connect

    After saving credentials you receive a one-time MCP API key.

Erply Books (Pro+)

Erply Books MCP tools require a Pro+ (or Custom) plan. Each Erply company gets its own MCP URL and key.

  1. Upgrade to Pro+ (or receive a complimentary Pro+ grant), then open the dashboard.
  2. Add a company, choose Erply Books, and paste your Erply Books API token. If Erply requires IP allowlisting, enter our server IP from the callout (same egress IP as RIK).
  3. In Erply Books organisation API settings, copy the API Token:

    If Erply requires an IP allowlist, add our server IP and Save:

  4. Save to get a one-time MCP API key, then connect your client. Tool names are prefixed with erply_.

Need a token? Copy it from your live Erply Books organisation’s API settings. A sandbox or demo token is for testing only and will not show your real books.

Merit Aktiva (Pro+)

Merit Aktiva MCP tools require a Pro+ (or Custom) plan. Each Merit company gets its own MCP URL and key — the same multi-company model as RIK. Merit has no sandbox: use a free test company or your live company.

  1. Upgrade to Pro+ (or receive a complimentary Pro+ grant), then open the dashboard.
  2. Add a company, choose Merit Aktiva, and paste your API ID and API key from Settings → API Settings. Merit Pro/Premium is required on their side. Choose Estonia (aktiva.merit.ee) or Poland (360 Księgowość).
  3. Save to get a one-time MCP API key, then connect your client using the guides below. Tool names are prefixed with merit_.

Need credentials? Create them in Merit Settings → API Settings. Merit has no sandbox — a free test company is separate from your live books. Credentials from the wrong company will not show your real data.

Connect your client

Replace YOUR_MCP_KEY with the key issued after you save credentials.

Claude (web/mobile) and ChatGPT connect via OAuth — paste the URL only; you sign in on our dashboard when the client asks. Cursor and Claude Code use a static MCP API key instead.

On claude.ai, open Settings → Connectors → Add custom connector. Fill the dialog as shown below — leave Advanced settings empty. Sign in on our dashboard when prompted and pick the company.

  1. Name — anything you like (e.g. e-Financials)
  2. Remote MCP server URL — paste your MCP URL from below
  3. Advanced settings — leave OAuth Client ID and Client Secret empty
  4. Click Add, then sign in on our dashboard and pick the company

Multiple companies

Each connected company in the dashboard has its own MCP binding. Tools always run against the company tied to the connector or key you use — the assistant does not pick a company inside a tool call.

Static MCP API key (Cursor, Claude Code, and similar)

  1. In the dashboard, click “+ Add another company”, enter that company’s RIK, Erply Books, or Merit Aktiva credentials, and save.
  2. Copy the new one-time MCP API key (shown only once).
  3. Add a second entry in your client config with a distinct server name (use the company label so it doesn’t overwrite the first). Example:
    {
      "mcpServers": {
        "e-financials-acme": {
          "url": "https://mcp.example.com/mcp",
          "headers": { "Authorization": "Bearer KEY_FOR_ACME" }
        },
        "e-financials-beta": {
          "url": "https://mcp.example.com/mcp",
          "headers": { "Authorization": "Bearer KEY_FOR_BETA" }
        }
      }
    }
  4. In the AI client, enable or select the server that matches the company you want for that chat.
  5. Rotating or deleting a credential invalidates only that key — update that client entry.

OAuth (Claude web/mobile, ChatGPT)

  1. Copy that company’s MCP URL from the dashboard (Copy URL on the credential row). Each company has a distinct URL ending in /mcp/c/… — Claude only allows one connector per URL.
  2. Paste that company-specific URL into a new custom connector (no API key). At consent, sign in; the company is locked to that URL.
  3. For another company, add another connector using that company’s different MCP URL from the dashboard. Refreshing a token does not switch companies.

Free includes one connected company. Pro and Pro+ allow unlimited companies; Erply Books and Merit Aktiva require Pro+ or Custom. See pricing for details.

Self-hosted stdio is one company per process — use separate mcpServers entries with different RIK_* environment variables. See Self-hosting below.

Plans

Free includes read-only tools with no monthly call limit. Pro unlocks the full toolkit.

View pricing →

Tool catalog

All tools exposed by the hosted server (English).

Tool Category Description Plan

Self-hosting

Run the open-source server yourself with Docker or stdio transport.

GitHub setup guide →