Setup MCP Server

Mini Accountant — MCP setup

Connect your AI assistant to your Mini Accountant workspace through our hosted Model Context Protocol (MCP) server. No local setup, no API keys — the server is remote and protected by OAuth 2.1, so you sign in once with your Mini Accountant account and your assistant acts on your behalf.

• Server: mini-accountant
• Transport: streamable HTTP
• URL: https://mcp.miniaccountant.app/v1beta
• Auth: OAuth 2.1 / OIDC (Authorization Code + PKCE) — you'll be prompted to sign in.

What you can do

Once connected, the assistant can:

• Invoices — create, read, update, delete; add/update/remove positions and transactions; change the customer on an invoice.
• Customers — create, read, update, delete; set a customer's payment method.
• Expenses — create, read, update, delete; fetch expenses for a period.
• Services — manage your reusable product/service catalogue.
• Payment settings — manage the payment-method documents customers reference.
• Analytics — run reporting queries; get invoices/transactions/expenses for a date range; estimate tax for a period.
• Account — read and update your user profile and app settings.

Guided skills and prompts (e.g. "create an invoice") are also exposed so the assistant discovers the right workflow automatically.

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Install in Claude Code (plugin)

The quickest path — installs the remote server as a plugin, no manual config file.

/plugin marketplace add miniaccountant/mcp-setup
/plugin install mini-accountant@miniaccountant
/reload-plugins

Then run /mcp and complete the OAuth sign-in when prompted. That's it — the mini-accountant tools are now available in your session.

Prefer not to use the marketplace? Add the server directly:

claude mcp add --transport http mini-accountant https://mcp.miniaccountant.app/v1beta

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Connect from other clients

Same remote URL, same OAuth sign-in — only the config location differs.

Claude Desktop / claude.ai connectors

Add a custom connector pointing at the server URL:

1. Open Settings → Connectors → Add custom connector (claude.ai) or the equivalent in Claude Desktop.
2. Name: Mini Accountant
3. URL: https://mcp.miniaccountant.app/v1beta
4. Save, then connect and sign in with your Mini Accountant account when prompted.

Cursor

Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (per-project):

{
  "mcpServers": {
    "mini-accountant": {
      "url": "https://mcp.miniaccountant.app/v1beta"
    }
  }
}

Reload Cursor, then authorize the server when Cursor opens the OAuth prompt.

VS Code (GitHub Copilot / MCP) and other clients

Any client that supports remote/streamable-HTTP MCP servers works with the same endpoint. Use the client's HTTP-server form:

{
  "servers": {
    "mini-accountant": {
      "type": "http",
      "url": "https://mcp.miniaccountant.app/v1beta"
    }
  }
}

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Authentication

The server implements OAuth 2.1 / OpenID Connect with:

• Authorization Code grant + PKCE (S256), refresh tokens.
• Dynamic Client Registration (RFC 7591) — clients register automatically.
• Discovery documents:
  • https://mcp.miniaccountant.app/.well-known/oauth-authorization-server
  • https://mcp.miniaccountant.app/.well-known/oauth-protected-resource
  • https://mcp.miniaccountant.app/.well-known/openid-configuration

Compliant MCP clients discover these automatically — you only need the server URL. Tokens are issued to your account; the assistant can only see and change your data.

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Troubleshooting

• 401 Unauthorized / prompted to sign in again — the access token expired (1h TTL). Re-run the client's connect/authorize action.
• Tools don't appear — confirm the client finished the OAuth flow (in Claude Code, run /mcp and check the server shows connected).
• Wrong workspace — sign out of the connector and reconnect with the correct Mini Accountant account.

Support

• Website: https://ad.miniaccountant.app
• Support: support@miniaccountant.app