InFakt MCP Server
AI-powered bridge to InFakt accounting API for Polish businesses
InFakt MCP Server provides seamless AI integration with InFakt - Poland's leading invoicing and accounting platform for small businesses, freelancers, and self-employed professionals.
This server enables AI assistants like Claude to interact with InFakt's accounting data through natural language queries, allowing users to manage invoices, clients, expenses, and financial reports conversationally.
Key Capabilities
- Invoices: List and search VAT invoices, proforma and corrections
- Clients & Products: Manage client database and product/service catalog
- Costs: Track business expenses
- JPK Reports: Access JPK SAF-V7 files
- Bank Accounts: View company bank accounts
- Taxes & Fees: Income taxes (PIT), ZUS contributions, VAT EU
- Books & Reports: Revenue and expense ledgers (KPiR), fiscal reports
- Documents: Internal company documents
- KSeF: Integration with National e-Invoice System
- Reference Data: VAT rates, flat-rate tax, MOSS and VAT exemptions
- Account Management: User account details and activity logs
Core Operations
| Feature | Description | Tools |
|---|---|---|
| Invoices | List, search, and create VAT invoices, proforma, and corrections | infakt_get_invoices_list, infakt_get_invoice, infakt_invoice_create, infakt_invoice_create_similar, infakt_corrective_invoice_create |
| Clients | Manage client database with filtering | infakt_get_clients_list, infakt_create_client |
| Products | Product and service catalog management | infakt_get_products_list, infakt_product_create |
| Costs | Track business expenses | infakt_get_costs_list, infakt_get_cost |
| JPK Reports | Access JPK SAF-V7 files | infakt_get_jpk_files_list, infakt_get_jpk_file |
| Bank Accounts | View company bank accounts | infakt_get_bank_accounts_list |
| User Account | User details and activity | infakt_get_account_details, infakt_get_account_activities_list |
| Income Taxes | PIT taxes | infakt_get_income_taxes_list, infakt_get_income_tax |
| ZUS Contributions | Insurance contributions | infakt_get_insurance_fees_list, infakt_get_insurance_fee |
| VAT EU | VAT for EU transactions | infakt_get_vat_eu_taxes_list, infakt_get_vat_eu_tax |
| Books | Revenue and expense ledgers (KPiR) | infakt_get_books_list, infakt_get_book |
| Fiscal Reports | Fiscal cash register reports | infakt_get_fiscal_reports_list, infakt_get_fiscal_report |
| Internal Documents | Internal company documents | infakt_get_internal_evidences_list, infakt_get_internal_evidence |
| KSeF | National e-Invoice System | infakt_get_ksef_integration_status, infakt_send_invoice_to_ksef |
| Tax Rates | VAT, flat-rate, and MOSS rates | infakt_get_rates_list |
| VAT Exemptions | VAT exemption bases | infakt_get_vat_exemptions_list, infakt_get_vat_exemption |
Safety Annotations
All tools have proper MCP safety annotations:
| Annotation | Description | Tools |
|---|---|---|
readOnlyHint: true | Read-only operations that do not modify data | All list/get operations |
destructiveHint: true | Write operations that create or modify data | Create operations for invoices, clients, and products |
How Access Works
- Install the MCP server in your AI assistant.
- On the first request that needs account data, sign in to InFakt and approve OAuth access.
- Start asking about invoices, clients, expenses, taxes, or reports in natural language.
Write actions still require explicit confirmation from the user before anything is created or modified.
Enterprise-Grade Security
The server implements the Model Context Protocol (MCP) with enterprise-grade security features:
- Multi-tenant isolation with automatic cleanup (300-second TTL)
- OAuth 2.1 authentication with Fernet encryption at rest
- Horizontal scalability through Valkey-backed state management
- Comprehensive rate limiting
- All API communication uses HTTPS/TLS encryption
Ready to get started? Go to Quick Start to connect your account in seconds.