Developers

Usetally MCP server

Usetally makes branded quotes, invoices and receipts for small businesses. Its remote MCP server lets AI assistants (ChatGPT, Claude, Grok and any MCP client) work in a customer's Usetally: create and send quotes and invoices, record payments, and answer questions about money owed. Every customer connects their own account.

Connection

Server URL: https://usetally.cc/mcp
Transport: Streamable HTTP (stateless, JSON responses). POST only; no SSE stream or session ID.
Protocol: Model Context Protocol, revisions 2025-06-18 and 2025-11-25
Authentication: OAuth 2.1, authorization code with PKCE (S256). Each customer signs in with their own Usetally account.
Client registration: Dynamic Client Registration (RFC 7591) or Client ID Metadata Documents (CIMD). Public clients, token_endpoint_auth_method "none".
Scopes: usetally.read (view only) · usetally.write (create, send, record payments). offline_access for refresh tokens.
Tokens: Access tokens last 1 hour. Refresh tokens last 90 days, are single use and rotate; reusing one ends the connection.

How sign-in works

The client calls POST /mcp without a token and gets 401 with WWW-Authenticate: Bearer resource_metadata=….
It reads the metadata documents below, then registers (DCR) or presents its CIMD URL as the client ID.
The customer signs in to Usetally, picks one of their businesses and chooses Full access or View only.
The client swaps the code (with its PKCE verifier) for tokens and calls /mcp with Authorization: Bearer ….

Redirect URIs must be https, or http on localhost / 127.0.0.1 (matched on any port). Customers can see and disconnect every connection in Usetally under Settings → AI & MCP.

Protected resource metadata (RFC 9728): https://usetally.cc/.well-known/oauth-protected-resource/mcp
Authorization server metadata (RFC 8414): https://usetally.cc/.well-known/oauth-authorization-server
Authorize: https://usetally.cc/oauth/authorize
Token: https://usetally.cc/oauth/token
Register (DCR): https://usetally.cc/oauth/register
Revoke (RFC 7009): https://usetally.cc/oauth/revoke

Tools

12 tools. View-only connections get only the read tools. Connecting needs a Usetally trial or paid plan; a business on the Free plan gets one tool that explains how to upgrade, and no access to its data. Every change runs as the signed-in person, so their team role, approval rules and plan limits apply exactly as in the app. Amounts are normal amounts in the document's currency (150000 means ₦150,000).

get_business_overview

Read only

What's happening in your business: money owed, overdue invoices, payments this month, quotes waiting for an answer, drafts, and whether it can send. Start here when asked how the business is doing.

list_documents

Read only

Find quotes and invoices, newest first. Filter by kind, status (unpaid and overdue included) or customer.

Parameter	Type	Notes
kind	quote \| invoice \| all
status	all \| draft \| awaiting_approval \| sent \| viewed \| accepted \| declined \| unpaid \| overdue \| partially_paid \| paid \| void
customer	string	Part of the customer's name or company.
limit	integer

get_document

Read only

Everything on one quote or invoice: items, totals, what's been paid, and its links (the customer's link and PDF once it's sent).

Parameter	Type	Notes
document*	string	The document's number (e.g. INV-0042, QT-0007) or id.

find_customers

Read only

Search the business's saved customers by name, company, email or phone.

Parameter	Type	Notes
query	string
limit	integer

find_products

Read only

Search the business's price list (saved products and services) to use their names and prices on documents.

Parameter	Type	Notes
query	string
limit	integer

create_invoice

Changes data · asks first

Create a draft invoice in your business, branded with the business's template. Nothing is sent: show the person the total and ask before using send_document. Prices are normal amounts in the document's currency.

Parameter	Type	Notes
customer*	object	Who the document is for.
customer.id	string	An existing customer's id from find_customers. Leave out to use a name.
customer.name	string	Customer's name. An existing customer with exactly this name or email is reused.
customer.company	string
customer.email	string	Needed to email the document to them.
customer.phone	string
customer.address	string
items*	array	What the customer pays for, 1 to 200 lines.
items[].description*	string	What it is, e.g. "Logo design".
items[].quantity	number
items[].unit_price	number or string	Price for one, in the document's currency as a normal amount (150000 means ₦150,000, not kobo). Leave out when using product_id.
items[].details	string	A second line under the description.
items[].vat	standard \| zero \| exempt	Only for VAT-registered businesses: zero-rated or exempt items.
items[].product_id	string	A product from find_products; its name and price are used unless given.
title	string	Optional heading, e.g. "Website redesign".
currency	string	3-letter code (NGN, USD, GBP…). Leave out for the business's usual currency.
discount	number or string	A discount off the total, as an amount.
tax_rate	number	Tax percentage. Leave out to use the business's usual tax.
tax_label	string	The tax's name, e.g. VAT.
notes	string	A note shown to the customer.
terms	string	Payment terms. Leave out for the business's usual terms.
due_date	string	YYYY-MM-DD. Leave out for the business's usual payment terms.

create_quote

Changes data · asks first

Create a draft quote in your business, branded with the business's template. Nothing is sent: show the person the total and ask before using send_document. Prices are normal amounts in the document's currency.

Parameter	Type	Notes
customer*	object	Who the document is for.
customer.id	string	An existing customer's id from find_customers. Leave out to use a name.
customer.name	string	Customer's name. An existing customer with exactly this name or email is reused.
customer.company	string
customer.email	string	Needed to email the document to them.
customer.phone	string
customer.address	string
items*	array	What the customer pays for, 1 to 200 lines.
items[].description*	string	What it is, e.g. "Logo design".
items[].quantity	number
items[].unit_price	number or string	Price for one, in the document's currency as a normal amount (150000 means ₦150,000, not kobo). Leave out when using product_id.
items[].details	string	A second line under the description.
items[].vat	standard \| zero \| exempt	Only for VAT-registered businesses: zero-rated or exempt items.
items[].product_id	string	A product from find_products; its name and price are used unless given.
title	string	Optional heading, e.g. "Website redesign".
currency	string	3-letter code (NGN, USD, GBP…). Leave out for the business's usual currency.
discount	number or string	A discount off the total, as an amount.
tax_rate	number	Tax percentage. Leave out to use the business's usual tax.
tax_label	string	The tax's name, e.g. VAT.
notes	string	A note shown to the customer.
terms	string	Payment terms. Leave out for the business's usual terms.
valid_until	string	YYYY-MM-DD. Leave out for the business's usual validity.

update_draft

Changes data · asks first

Change a draft quote or invoice. Only the fields given change; items, if given, replace all the items. Sent documents can't be edited here.

Parameter	Type	Notes
document*	string	The document's number (e.g. INV-0042, QT-0007) or id.
customer	object	Who the document is for.
customer.id	string	An existing customer's id from find_customers. Leave out to use a name.
customer.name	string	Customer's name. An existing customer with exactly this name or email is reused.
customer.company	string
customer.email	string	Needed to email the document to them.
customer.phone	string
customer.address	string
items	array	What the customer pays for, 1 to 200 lines.
items[].description*	string	What it is, e.g. "Logo design".
items[].quantity	number
items[].unit_price	number or string	Price for one, in the document's currency as a normal amount (150000 means ₦150,000, not kobo). Leave out when using product_id.
items[].details	string	A second line under the description.
items[].vat	standard \| zero \| exempt	Only for VAT-registered businesses: zero-rated or exempt items.
items[].product_id	string	A product from find_products; its name and price are used unless given.
title	string	Optional heading, e.g. "Website redesign".
currency	string	3-letter code (NGN, USD, GBP…). Leave out for the business's usual currency.
discount	number or string	A discount off the total, as an amount.
tax_rate	number	Tax percentage. Leave out to use the business's usual tax.
tax_label	string	The tax's name, e.g. VAT.
notes	string	A note shown to the customer.
terms	string	Payment terms. Leave out for the business's usual terms.
due_date	string	Invoices: YYYY-MM-DD.
valid_until	string	Quotes: YYYY-MM-DD.

send_document

Changes data · asks firstEmails the customer

Send a quote or invoice: it's marked sent, gets its customer link and PDF, and is emailed to the customer (or the email given). Already-sent documents are emailed again. Always confirm with the person first. If the person's role needs approval, it's sent for approval instead.

Parameter	Type	Notes
document*	string	The document's number (e.g. INV-0042, QT-0007) or id.
email	string	Send to this address instead of the customer's saved email.
message	string	A short personal message for the email.
email_customer	boolean	false: just mark it sent and return the link, e.g. to share on WhatsApp.

convert_quote_to_invoice

Changes data · asks first

Make an invoice from a sent or accepted quote, with the same customer and items. Like in the app, the invoice is live straight away (its customer link and PDF work) but isn't emailed: use send_document to email it.

Parameter	Type	Notes
document*	string	The quote's number or id.

record_payment

Changes data · asks first

Record money the customer paid outside Usetally (bank transfer, cash, POS). A receipt is issued automatically. Confirm the amount first.

Parameter	Type	Notes
document*	string	The invoice's number or id.
amount*	number or string	The amount received, as a normal amount.
method	bank_transfer \| cash \| pos \| other
date	string	YYYY-MM-DD when it was paid. Leave out for today.
reference	string	Bank or teller reference.
note	string

void_document

Destructive · asks first

Cancel a sent quote or invoice so it can't be paid or accepted. It stays in the records, marked void. This can't be undone, so confirm first.

Parameter	Type	Notes
document*	string	The document's number (e.g. INV-0042, QT-0007) or id.

Try it

With the MCP Inspector: npx @modelcontextprotocol/inspector, choose Streamable HTTP, enter https://usetally.cc/mcp and connect. It walks the same OAuth sign-in a customer sees.

Questions: signed-in customers can write to us from Ideas & help in the app. See also the privacy policy and terms.