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Bokio MCP server

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.

Bokio is not a separate install. One Activepieces MCP server exposes it alongside 770+ other apps, behind a single URL.

Tools
11
Works with
Any MCP client
Auth
Custom auth
License
MIT, open source
Updated
September 2026

About the Bokio MCP server

Connect Bokio once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches Bokio and 770+ other apps over a single connection, on our cloud or a self-hosted install.

Tools

Bokio tools your AI can run

Once connected, your assistant can call any of these Bokio actions by asking in plain language.

  • Create Customer

    Creates a new customer in Bokio

    13 fields

  • Create Invoice

    Creates a new draft invoice in Bokio

    9 fields

  • Add line item to invoice

    Adds a line item to an existing draft invoice

    3 fields

  • Create an item

    Creates a new item in Bokio

    2 fields

  • Create a journal entry

    Creates a new journal entry in Bokio

    3 fields

  • Update an invoice

    Updates an existing draft invoice in Bokio

    9 fields

  • Find Customer

    Find customers in Bokio by filtering and pagination

    4 fields

  • Get Draft Invoice by Customer Name

    Get all draft invoices for a customer by customer name

    3 fields

  • Get an invoice

    Retrieve a specific invoice by its ID

    1 field

  • Get a journal entry

    Retrieve a specific journal entry by its ID

    1 field

  • Custom API Call

    Make a custom API call to a specific endpoint

    10 fields

Give your assistant Bokio

Connect Bokio once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 770+ other apps. Free to start.

Bokio MCP, answered.

No. That is the point of it. One Activepieces server exposes Bokio alongside every other piece you connect, so your client keeps a single connection.

Yes. Activepieces is open source and free to start, and the MCP server is included on every plan, from the free cloud tier to any self-hosted deployment.

Connect Bokio in Activepieces, enable the server under Settings → MCP Server, then paste your server URL into your client config. It authenticates over OAuth on first use.

It can call 11 tools, including Create Customer, Create Invoice, Add line item to invoice, and chain them with steps in other apps inside the same run.

Connections use OAuth2 with limited scopes and are stored under 256-bit encryption, with no API to read them back, so an agent gets scoped access rather than your keys.