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Available as Markdown and JSON. Pod is also available over MCP.

Briefcase MCP Server

Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. It codes every bill and receipt line by line, explains each decision, learns from corrections and publishes on its own when it is confident.

You can ask for a profit and loss, balance sheet or aged debtors, see what needs review and why, and publish transactions, raise invoices, post journals and run month-end schedules. It also works for Xero and QuickBooks books through Briefcase Connect.

Claude acts as you, on the clients you choose, with your permissions. It asks before every change, previews anything that posts to the books, and records every change in Settings → AI assistants. It never moves money.

Publisher claimed. 49 tools reported by the publisher. Pod has not connected to this server, so nothing here is verified.

Categorised under financial-services, productivity. Published by briefcase.so.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod has not dialled Briefcase yet, so everything on this page is what its publisher reported rather than what we observed. Registries describe servers; they do not connect to them. Until a check runs, treat the tool list below as a claim.

Tools

Its publisher lists 49 tools. Pod has not verified these against the live server yet.

Show all 49 publisher-reported tools
  • briefcase_add_claim_transactions
  • briefcase_archive_close_item
  • briefcase_archive_transaction
  • briefcase_create_close_item
  • briefcase_create_customer
  • briefcase_create_document_upload
  • briefcase_create_expense_claim
  • briefcase_create_manual_journal
  • briefcase_get_aged_report
  • briefcase_get_archived_document
  • briefcase_get_attachment_download
  • briefcase_get_balance_sheet
  • briefcase_get_bank_statement
  • briefcase_get_client
  • briefcase_get_close_item
  • briefcase_get_close_tracker
  • briefcase_get_connection
  • briefcase_get_contact
  • briefcase_get_expense_claim
  • briefcase_get_help_article
  • briefcase_get_journal
  • briefcase_get_operation
  • briefcase_get_profit_and_loss
  • briefcase_get_reference_data
  • briefcase_get_sales_invoice
  • briefcase_get_transaction
  • briefcase_list_ai_memories
  • briefcase_list_archived_documents
  • briefcase_list_bank_statements
  • briefcase_list_bank_transactions
  • briefcase_list_clients
  • briefcase_list_close_items
  • briefcase_list_contacts
  • briefcase_list_expense_claims
  • briefcase_list_journals
  • briefcase_list_sales_invoices
  • briefcase_list_transactions
  • briefcase_list_users
  • briefcase_publish_close_item
  • briefcase_publish_expense_claim
  • briefcase_publish_transaction
  • briefcase_raise_sales_invoice
  • briefcase_remove_claim_transaction
  • briefcase_search_help
  • briefcase_submit_document
  • briefcase_unarchive_close_item
  • briefcase_unarchive_document
  • briefcase_update_close_item
  • briefcase_update_transaction

Connect

A hosted endpoint at https://api.briefcase.so/mcp, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "briefcase": {
      "type": "http",
      "url": "https://api.briefcase.so/mcp"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used Briefcase yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find Briefcase, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "Briefcase",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=Briefcase' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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