Fortnox

Provides access to Fortnox data and actions for invoices, customers, suppliers, orders, accounts, vouchers, and analytics via MCP.
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4 months ago

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2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

You can connect your workflow to Fortnox through this MCP server to manage invoices, customers, suppliers, orders, accounts, vouchers, and business analytics. It supports both remote usage via a web URL and local, self-hosted usage for developers who want to run the server on their own machine.

How to use

You use an MCP client to talk to the Fortnox MCP server. For remote usage, you simply authorize once in your browser and start sending requests using the provided MCP URL. For local usage, you run the server on your machine with your own Fortnox credentials and then connect to it from your MCP client just like a locally hosted service.

How to install

Prerequisites: you need Node.js and npm installed on your system. You should also have a Fortnox developer account to obtain client credentials if you plan to run a local server.

Additional setup and usage notes

Two usage modes are available. Remote mode requires no credentials in advance; you authorize in your browser after you point your client at the MCP URL. Local mode requires you to provide Fortnox OAuth credentials and to configure environment variables before starting the server. You can host remotely at a URL like https://fortnox-mcp.vercel.app/mcp or run the server locally with the npx command described in the configuration steps.

Configuration and security

For remote usage, ensure AUTH_MODE is set to remote and provide the public SERVER_URL, a JWT_SECRET for signing tokens, and your Fortnox credentials as described in the remote configuration. For local usage, supply your Fortnox Client ID, Client Secret, and Refresh Token as environment variables, along with optional transport settings and a port if you wish to change defaults.

Examples and practical usage tips

Use the available tools to manage your Fortnox data. Start with listing customers or invoices, then perform create or update actions as needed. When you start using the server, you gain access to a wide range of operations across customers, invoices, suppliers, orders, accounts, vouchers, and analytics.

Troubleshooting and notes

If you encounter authentication issues, re-run the OAuth flow for local use or re-authorize remote access in your MCP client. For rate limiting, the server enforces Fortnox API limits automatically. Ensure your environment variables are set correctly and restart the client after any changes.

Installation guide detailed steps

Follow these concrete steps to get started quickly.

Using it with Claude Desktop

Integrate the MCP server with Claude Desktop by adding the proper configuration that points to the Fortnox MCP URL or by running the local server as described in the local configuration steps.

Available tools

fortnox_list_customers

List and search Fortnox customers.

fortnox_get_customer

Get details for a specific Fortnox customer.

fortnox_create_customer

Create a new Fortnox customer.

fortnox_update_customer

Update an existing Fortnox customer.

fortnox_delete_customer

Delete a Fortnox customer.

fortnox_list_invoices

List Fortnox invoices with optional filtering.

fortnox_get_invoice

Get details for a specific invoice, including line items.

fortnox_create_invoice

Create a new Fortnox invoice.

fortnox_update_invoice

Update a draft Fortnox invoice.

fortnox_bookkeep_invoice

Bookkeep an invoice in Fortnox.

fortnox_cancel_invoice

Cancel an existing Fortnox invoice.

fortnox_credit_invoice

Create a credit note for an invoice.

fortnox_send_invoice_email

Send an invoice via email.

fortnox_list_suppliers

List and search Fortnox suppliers.

fortnox_get_supplier

Get details for a specific supplier.

fortnox_create_supplier

Create a new Fortnox supplier.

fortnox_update_supplier

Update an existing Fortnox supplier.

fortnox_delete_supplier

Delete a Fortnox supplier.

fortnox_list_supplier_invoices

List supplier invoices with filtering.

fortnox_get_supplier_invoice

Get details for a supplier invoice.

fortnox_approve_supplier_invoice

Approve a supplier invoice for payment.

fortnox_payables_report

Get accounts payable aging report.

fortnox_list_orders

List sales orders with filtering.

fortnox_list_offers

List offers or quotes with filtering.

fortnox_list_accounts

List chart of accounts.

fortnox_get_account

Get details for an account.

fortnox_create_account

Create a new account.

fortnox_update_account

Update an account.

fortnox_delete_account

Delete an account.

fortnox_list_vouchers

List vouchers (journal entries).

fortnox_get_voucher

Get voucher details with rows.

fortnox_create_voucher

Create a manual voucher.

fortnox_list_voucher_series

List available voucher series.

fortnox_account_activity

Get activity for a specific account.

fortnox_search_vouchers

Search vouchers by description, account, or amount.

fortnox_get_company_info

Get company information.

fortnox_list_financial_years

List company financial years.

fortnox_invoice_summary

Get invoice statistics by period.

fortnox_top_customers

Get top customers by revenue.

fortnox_unpaid_report

Get a detailed unpaid invoice report.

fortnox_cash_flow_forecast

Forecast cash flow based on invoices and payables.

fortnox_order_pipeline

Analyze sales order pipeline.

fortnox_sales_funnel

Analyze sales funnel from offers to invoices.

fortnox_product_performance

Analyze product performance.

fortnox_period_comparison

Compare financial metrics across periods.

fortnox_customer_growth

Analyze customer growth and acquisition.

fortnox_project_profitability

Analyze project profitability.

fortnox_cost_center_analysis

Analyze costs by cost center.

fortnox_expense_analysis

Analyze expenses by category.

fortnox_yearly_comparison

Compare year-over-year performance.

fortnox_gross_margin_trend

Track gross margin trends over time.

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