Revizo MCP server
Revizo has a built-in MCP server (Model Context Protocol) that lets AI agents such as Claude Desktop, Cursor and GitHub Copilot connect to Revizo and perform actions.
What is MCP?
MCP is an open standard that lets AI models discover and use tools from external systems. With Revizo’s MCP server, an AI agent can:
- See reconciliation status for all clients
- Run Smart Match
- Run control reports (accounts receivable, accounts payable, payroll)
- Fetch trial balance from the accounting system via adapter (
revizo_get_trial_balance) and transactions in Tripletex (bank lines) - Create vouchers and invoices in Tripletex
- Search invoices, vouchers, general ledger postings and bank lines in Tripletex, search employees and departments, and approve supplier invoices
- Manage tasks
Setup
1. Generate an API key
- Go to Settings → MCP API keys
- Click Create new key
- Give the key a name (for example «Claude Desktop»)
- Choose a role: Member (read + write) or Administrator
- Copy the key — it is shown only once
2. Connect the AI agent
Add Revizo to the configuration for your AI agent. Example for Claude Desktop / Cursor:
{
"mcpServers": {
"revizo": {
"url": "https://app.revizo.ai/api/mcp",
"headers": {
"Authorization": "Bearer rvz_sk_din_nøkkel_her"
}
}
}
}
3. Start using it
After connecting, you can talk to the AI agent about Revizo data:
«Show reconciliation status for all clients»
«Run Smart Match for client 1920 Bank deposits»
«What are the accounts receivable for Eksempel AS as of 31 March?»
Available tools
Clients and reconciliation
| Tool | Description |
|---|---|
revizo_list_clients | List of clients with reconciliation status |
revizo_get_client_status | Detailed status for one client |
revizo_get_unmatched_transactions | Unmatched transactions |
revizo_search_transactions | Search transactions |
Companies
| Tool | Description |
|---|---|
revizo_list_companies | List of companies with integration status |
revizo_get_company | Details for one company |
Smart Match
| Tool | Description |
|---|---|
revizo_preview_smart_match | Preview matching without saving |
revizo_run_smart_match | Run and save Smart Match |
revizo_get_matching_rules | Show matching rules for a client |
Control reports
| Tool | Description |
|---|---|
revizo_run_control | Run a control report (accounts receivable, accounts payable, payroll, accruals) |
revizo_list_control_types | Show available control types |
Accounting data
| Tool | Description |
|---|---|
revizo_get_trial_balance | Trial balance from the accounting system |
revizo_get_accounts_receivable | Accounts receivable |
revizo_get_accounts_payable | Accounts payable |
Tasks
| Tool | Description |
|---|---|
revizo_list_tasks | List of tasks |
revizo_create_task | Create a new task |
revizo_update_task_status | Update task status |
Tripletex actions
| Tool | Description |
|---|---|
revizo_create_voucher | Create a voucher in Tripletex |
revizo_create_invoice | Create an invoice in Tripletex |
revizo_search_tripletex_customers | Search for customers in Tripletex |
revizo_search_tripletex_suppliers | Search for suppliers |
revizo_search_tripletex_accounts | Search the chart of accounts |
revizo_get_tripletex_vat_types | Fetch VAT codes |
revizo_search_tripletex_invoices | Search outgoing customer invoices (period, pagination) |
revizo_search_tripletex_supplier_invoices | Search incoming supplier invoices |
revizo_approve_tripletex_supplier_invoice | Approve a supplier invoice (requires write access) |
revizo_search_tripletex_vouchers | Search vouchers in Tripletex |
revizo_get_tripletex_ledger_postings | Fetch postings from the general ledger |
revizo_get_tripletex_bank_transactions | Bank transactions for one account (accountId required) |
revizo_search_tripletex_employees | Search employees |
revizo_search_tripletex_departments | Search departments (active) |
Security
- API keys: Hashed with SHA-256, shown only at creation
- Tenant isolation: Each key is tied to one organisation
- Role-based access: The key inherits the role (a reader cannot run Smart Match)
- Expiry: Set an optional expiry date on the key
- Revocation: Keys can be revoked immediately under Settings
Managing keys
Under Settings → MCP API keys you can:
- See all active keys with prefix, role and last used
- Create new keys
- Revoke keys that should no longer be used
Example: Auditor with Claude Desktop
Auditor: «Give me an overview of reconciliation status for all
clients in Eksempel AS»
Claude uses: revizo_list_clients(companyId: "...")
→ 24 clients: 20 fully reconciled, 3 with discrepancies, 1 not started
Claude: «Eksempel AS has 24 clients. 20 are fully reconciled.
3 have discrepancies:
- 1500 Accounts receivable: 15 unmatched (NOK 45,230)
- 1920 Bank deposits: 3 unmatched (NOK 12,100)
- 2400 Accounts payable: 1 unmatched (NOK 890)
Would you like me to run Smart Match on these?»
Auditor: «Yes, run Smart Match»
Claude uses: revizo_run_smart_match(clientId: "...")
→ 12 new matches, 6 remaining
Claude: «Smart Match completed. 12 transactions were matched.
6 remain for manual review.»