How to connect your AI tools to NoCFO via MCP

Written By Teemu Karuluoto

Last updated About 1 month ago

How to connect your AI tools to NoCFO via MCP

NoCFO's MCP server lets you connect AI tools like Claude, Cursor, and ChatGPT directly to your real financial data: bookkeeping, invoices, reports, cash flow. Ask questions in plain language and get answers from your actual books.

MCP server endpoint: mcp.nocfo.io


What you can do once connected

  • "How many sales invoices do I have this month?"

  • "Who are my top 10 customers by revenue this year?"

  • "Show unpaid invoices due this week."

  • "What was my VAT total last quarter?"

  • "What's my net margin this month?"

  • “Send an invoice for me” 

  • “Create a report from my accounting”

Option 1: Fastest setup — Hosted MCP (recommended)

Use this if your AI tool supports remote MCP connectors. No installation required.

Connect to Claude

  1. Open Claude and go to Settings > Connectors (or Integrations > MCP).

  2. Add a new connector.

  3. Enter server URL: mcp.nocfo.io

  4. Sign in with your NoCFO account when prompted.

  5. Open a new chat and test: "List my businesses" or "Show this month's sales invoices."

Connect to ChatGPT

  1. Open ChatGPT settings and go to Connectors / Integrations.

  2. Add a custom MCP connector.

  3. Set server URL to mcp.nocfo.io

  4. Complete sign-in with your NoCFO account.

  5. Test with: "List my contacts" or "Show unpaid purchase invoices."

If your ChatGPT plan doesn't yet show MCP/connector options, use the local setup below.

Option 2: Local setup — Claude Desktop

Use this if you want to run MCP locally on your machine.

Step 1 — Install the toolkit

pip install nocfo-cli

Or run without installing:

uvx nocfo-cli --help

Step 2 — Create a NoCFO API token

  1. Go to login.nocfo.io/auth/tokens

  2. Click Create new key

  3. Name it (e.g. Claude Desktop)

  4. Copy the token and save it somewhere safe

Step 3 — Add NoCFO to your Claude Desktop config

Open the Claude Desktop config file and add:

{
  "mcpServers": {
    "nocfo": {
      "command": "uvx",
      "args": ["--from", "nocfo-cli", "nocfo", "mcp"],
      "env": {
        "NOCFO_JWT_TOKEN": "your_token_here"
      }
    }
  }
}

Config file location:

OS

Path

Mac

~/Library/Application Support/Claude/claude_desktop_config.json

Windows

%APPDATA%\Claude\claude_desktop_config.json

Restart Claude Desktop after saving.

Option 3: Local setup — Cursor

Add the following to your Cursor MCP config at ~/.cursor/mcp.json:

{
  "mcpServers": {
    "nocfo": {
      "command": "uvx",
      "args": ["--from", "nocfo-cli", "nocfo", "mcp"],
      "env": {
        "NOCFO_JWT_TOKEN": "your_token_here"
      }
    }
  }
}

Test with: "List my businesses"

Troubleshooting

Authentication error: Double-check that your token is correct and hasn't expired. Generate a new one at login.nocfo.io/auth/tokens.

Tool not showing up in Claude: Make sure you restarted Claude Desktop after editing the config file.

"No businesses found": Make sure your NoCFO account has at least one business set up at app.nocfo.io.

Connection refused: Confirm the server URL is exactly mcp.nocfo.io with no trailing slash.

Security

  • Never share your API token publicly or commit it to version control

  • Use a separate token for each AI tool

  • You can revoke tokens at any time at login.nocfo.io/auth/tokens


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