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Connect to a Folio business bank account for transactions and bookkeeping tasks.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "folio-mcp" yet — see the docs or source repo.
Please read my Folio business account, summarize transactions from the last 30 days, categorize them by income, expense, and counterparty, and flag unusual transaction amounts.
A categorized transaction summary with key statistics and flagged unusual transactions.
Please review this month’s expense transactions in my Folio account, identify items missing receipts, and generate a bookkeeping follow-up list.
A list of missing receipts and pending bookkeeping items for follow-up.
Please create payment drafts in Folio using the following vendor payment details and sort them by due date: Company A, 3,200 CNY, due May 20; Company B, 8,600 CNY, due May 28.
An organized list of payment drafts with amounts, payees, and due dates.
Let Claude natively use AppFolio APIs for leasing, financials, and maintenance.
Connect Claude to freee for expenses, transactions, and receipt image handling.
Manage FreeAgent accounting tasks like transactions, expenses, receipts, and mileage.
Query hledger accounts, transactions, and statements for financial analysis.
Let Claude access bank balances and transactions through a self-hosted Plaid server.
Chat with local documents securely for search, summaries, and Q&A.