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Folio

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Enables Claude to interact with a Folio business bank account for managing accounts, transactions, receipts, bookkeeping, and payments as drafts.

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Описание

Enables Claude to interact with a Folio business bank account for managing accounts, transactions, receipts, bookkeeping, and payments as drafts.

README

Talk to your Folio business bank account from Claude.

An MCP server for the official Folio API. It exposes accounts, transactions, receipts, bookkeeping and payments as tools for Claude and any other MCP client.

"Which card purchases from May are still missing receipts?" · "Upload this receipt to the Clas Ohlson purchase" · "What did we spend on advertising this quarter?" · "Draft the June rent payment"

This is an unofficial community project, not affiliated with or endorsed by Folio. The Folio name belongs to its owner and is used here descriptively. Payments created through the API are always drafts that must be approved in the Folio app before any money moves.

Install

You need a Folio API key. Create one at app.folio.no/til/api-tilgang.

Claude Desktop: Download the latest folio-mcp.mcpb from Releases, double-click it and paste your API key. The key is stored in your OS keychain; nothing is sent anywhere except directly to Folio.

Claude Code

claude mcp add folio --env FOLIO_API_KEY=your-key -- npx -y @henrikkvamme/folio-mcp

Any MCP client: Run the stdio command npx -y @henrikkvamme/folio-mcp (or bunx) with FOLIO_API_KEY set in the environment.

Tools

Read list_accounts · get_account_balance · list_transactions · get_transaction · list_events · list_payments · get_payment · get_ledger_category · download_attachment
Write update_event (purpose/note/participants/category) · set_event_completion · upload_attachment (receipts: PDF/PNG/JPEG)
Payments create_payment (creates a draft for approval in the Folio app) · cancel_payment

Receipts download as inline images. Ledger categories map to Norsk Standardkontoplan (NS4102) with VAT codes.

Try it without a Folio account

No public sandbox exists, so the repo ships a stateful mock of the API with realistic data:

bun install && bun run mock                # mock API on :8787
FOLIO_API_KEY=test FOLIO_API_URL=http://localhost:8787 bun run inspect

Remote server (optional)

A Streamable HTTP entry point (Hono, stateless, bearer-auth) for VPS deployment:

MCP_AUTH_TOKEN=$(openssl rand -hex 32) FOLIO_API_KEY=your-key bun run src/http.ts
claude mcp add --transport http folio https://your-host/mcp --header "Authorization: Bearer $MCP_AUTH_TOKEN"

⚠️ The API key reads your full account history and can create payment drafts. Prefer local stdio; never expose the HTTP entry without auth.

Development

Bun + TypeScript, @modelcontextprotocol/sdk, zod v4, oxlint/oxfmt, tsdown.

bun install
bun run typecheck && bun run lint   # checks
bun run inspect                     # MCP Inspector
bun run build                       # npm dist (Node ≥ 18)
bun run mcpb                        # Claude Desktop bundle

src/server.ts holds all tool definitions in a createServer() factory shared by both transports (src/stdio.ts, src/http.ts).

License

MIT

from github.com/henrikkvamme/folio-mcp

Установить Folio в Claude Desktop, Claude Code, Cursor

Рекомендуется · одна команда, все IDE
unyly install folio-mcp

Ставит в Claude Desktop, Claude Code, Cursor и VS Code — сам разбирается с npx, uvx и сборкой из исходников.

Впервые? Поставь CLI: curl -fsSL https://unyly.org/install | sh

Или настроить вручную

Выполни в терминале:

claude mcp add folio-mcp -- npx -y @henrikkvamme/folio-mcp

FAQ

Folio MCP бесплатный?

Да, Folio MCP бесплатный — установка в пару кликов через Unyly без оплаты.

Нужен ли API-ключ для Folio?

Нет, Folio работает без API-ключей и переменных окружения.

Folio — hosted или self-hosted?

Self-hosted: сервер запускается локально на твоей машине командой из раздела установки.

Как установить Folio в Claude Desktop, Claude Code или Cursor?

Открой Folio на unyly.org, выбери вкладку своего клиента (Claude Desktop, Claude Code, Cursor) и нажми Install — конфиг сгенерируется автоматически, без правки JSON.

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