Financial management: Invoices, Estimates, Transactions, Bank Accounts, Payments, Recurring Invoices. Manage your business finances.
This MCP Bundle Server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Create a new bank account. Returns the created item with assigned ID.
Create a new bank account group. Returns the created item with assigned ID.
Create a new business line. Returns the created item with assigned ID.
Create a new commitment. Returns the created item with assigned ID.
Create a new customer payment. Returns the created item with assigned ID.
Create a new estimate. Returns the created item with assigned ID.
Create a new estimate contacts. Returns the created item with assigned ID.
Create a new estimate item. Returns the created item with assigned ID.
Create a new estimate template. Returns the created item with assigned ID.
Create a new invoice. Returns the created item with assigned ID.
Create a new invoice contacts. Returns the created item with assigned ID.
Create a new invoice item. Returns the created item with assigned ID.
Create a new item relations. Returns the created item with assigned ID.
Create a new organization. Returns the created item with assigned ID.
Create a new plan money. Returns the created item with assigned ID.
Create a new plan money payment log. Returns the created item with assigned ID.
Create a new recurring invoice. Returns the created item with assigned ID.
Create a new recurring invoice item. Returns the created item with assigned ID.
Create a new relations. Returns the created item with assigned ID.
Create a new transaction. Returns the created item with assigned ID.
Create a new transaction pls. Returns the created item with assigned ID.
Delete a bank account. CAUTION: This action is permanent and cannot be undone.
Delete a bank account group. CAUTION: This action is permanent and cannot be undone.
Delete a business line. CAUTION: This action is permanent and cannot be undone.
Delete a commitment. CAUTION: This action is permanent and cannot be undone.
Delete a customer payment. CAUTION: This action is permanent and cannot be undone.
Delete a estimate. CAUTION: This action is permanent and cannot be undone.
Delete a estimate contacts. CAUTION: This action is permanent and cannot be undone.
Delete a estimate item. CAUTION: This action is permanent and cannot be undone.
Delete a estimate template. CAUTION: This action is permanent and cannot be undone.
Delete a invoice. CAUTION: This action is permanent and cannot be undone.
Delete a invoice contacts. CAUTION: This action is permanent and cannot be undone.
Delete a invoice item. CAUTION: This action is permanent and cannot be undone.
Delete a item relations. CAUTION: This action is permanent and cannot be undone.
Delete a organization. CAUTION: This action is permanent and cannot be undone.
Delete a plan money. CAUTION: This action is permanent and cannot be undone.
Delete a plan money payment log. CAUTION: This action is permanent and cannot be undone.
Delete a recurring invoice. CAUTION: This action is permanent and cannot be undone.
Delete a recurring invoice item. CAUTION: This action is permanent and cannot be undone.
Delete a relations. CAUTION: This action is permanent and cannot be undone.
Delete a transaction. CAUTION: This action is permanent and cannot be undone.
Delete a transaction pls. CAUTION: This action is permanent and cannot be undone.
Get details for a specific bank account by ID. Returns complete information including all fields.
Get details for a specific bank account group by ID. Returns complete information including all fields.
Get details for a specific business line by ID. Returns complete information including all fields.
Get details for a specific commitment by ID. Returns complete information including all fields.
Get details for a specific customer payment by ID. Returns complete information including all fields.
Get details for a specific estimate by ID. Returns complete information including all fields.
Get details for a specific estimate contacts by ID. Returns complete information including all fields.
Get details for a specific estimate item by ID. Returns complete information including all fields.
Get details for a specific estimate template by ID. Returns complete information including all fields.
Get details for a specific invoice by ID. Returns complete information including all fields.
Get details for a specific invoice contacts by ID. Returns complete information including all fields.
Get details for a specific invoice item by ID. Returns complete information including all fields.
Get details for a specific item relations by ID. Returns complete information including all fields.
Get details for a specific organization by ID. Returns complete information including all fields.
Get details for a specific plan money by ID. Returns complete information including all fields.
Get details for a specific plan money payment log by ID. Returns complete information including all fields.
Get details for a specific recurring invoice by ID. Returns complete information including all fields.
Get details for a specific recurring invoice item by ID. Returns complete information including all fields.
Get details for a specific relations by ID. Returns complete information including all fields.
Get details for a specific transaction by ID. Returns complete information including all fields.
Get details for a specific transaction pls by ID. Returns complete information including all fields.
List all bank account items. Returns paginated results with essential details.
List all bank account group items. Returns paginated results with essential details.
List all business line items. Returns paginated results with essential details.
List all commitment items. Returns paginated results with essential details.
List all customer payment items. Returns paginated results with essential details.
List all estimate items. Returns paginated results with essential details.
List all estimate contacts items. Returns paginated results with essential details.
List all estimate item items. Returns paginated results with essential details.
List all estimate template items. Returns paginated results with essential details.
List all invoice items. Returns paginated results with essential details.
List all invoice contacts items. Returns paginated results with essential details.
List all invoice item items. Returns paginated results with essential details.
List all item relations items. Returns paginated results with essential details.
List all organization items. Returns paginated results with essential details.
List all plan money items. Returns paginated results with essential details.
List all plan money payment log items. Returns paginated results with essential details.
List all recurring invoice items. Returns paginated results with essential details.
List all recurring invoice item items. Returns paginated results with essential details.
List all relations items. Returns paginated results with essential details.
List all transaction items. Returns paginated results with essential details.
List all transaction pls items. Returns paginated results with essential details.
Update an existing bank account. Supports partial updates - only provided fields will be updated.
Update an existing bank account group. Supports partial updates - only provided fields will be updated.
Update an existing business line. Supports partial updates - only provided fields will be updated.
Update an existing commitment. Supports partial updates - only provided fields will be updated.
Update an existing customer payment. Supports partial updates - only provided fields will be updated.
Update an existing estimate. Supports partial updates - only provided fields will be updated.
Update an existing estimate contacts. Supports partial updates - only provided fields will be updated.
Update an existing estimate item. Supports partial updates - only provided fields will be updated.
Update an existing estimate template. Supports partial updates - only provided fields will be updated.
Update an existing invoice. Supports partial updates - only provided fields will be updated.
Update an existing invoice contacts. Supports partial updates - only provided fields will be updated.
Update an existing invoice item. Supports partial updates - only provided fields will be updated.
Update an existing item relations. Supports partial updates - only provided fields will be updated.
Update an existing organization. Supports partial updates - only provided fields will be updated.
Update an existing plan money. Supports partial updates - only provided fields will be updated.
Update an existing plan money payment log. Supports partial updates - only provided fields will be updated.
Update an existing recurring invoice. Supports partial updates - only provided fields will be updated.
Update an existing recurring invoice item. Supports partial updates - only provided fields will be updated.
Update an existing relations. Supports partial updates - only provided fields will be updated.
Update an existing transaction. Supports partial updates - only provided fields will be updated.
Update an existing transaction pls. Supports partial updates - only provided fields will be updated.
Connect this Flowlu Finance MCP Bundle Server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.