Manage transactions, bank accounts, and financial contacts in Procfy.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Procfy" MCP server from askskill: Run: claude mcp add --transport http 'io-github-mcp-dir-procfy-mcp' 'https://api.mcp.ai/p_procfy'
Please create a new expense transaction in Procfy: on 2025-02-15, paid CNY 860 for office supplies from the CMB primary account, counterparty contact is M&G Stationery, category is office expense, and add the note "February purchase."
A new expense transaction is created with the linked bank account, contact, category, and note.
Please record an internal transfer in Procfy: transfer CNY 5,000 from the Alipay account to the ICBC bank account, dated today, with the note "petty cash allocation."
An inter-account transfer record is created, reflecting the outgoing and incoming account activity.
Please add a new contact in Procfy: company name "Shanghai Yunfan Technology Co., Ltd.", contact person "Li Ming", phone "13800000000", email "[email protected]", and mark it as a customer.
A new customer contact profile is created for future transaction linking and reconciliation.
Track expenses, monitor budgets, and generate personal finance insights and reports.
Manage personal finance data through AI-callable, schema-validated database tools.
Connect to a Folio business bank account for transactions and bookkeeping tasks.
Manage personal expenses, budgets, and financial summaries with natural language.
Track expenses, manage budgets, and analyze personal finance trends by chat.
Forecast 30/60/90-day cash flow with risks from accounting and payment data.