Omie — Claude Code MCP server: setup
Connects an AI agent to Omie for payables, receivables, bank movements, customers and documents. Useful for bookkeeping tasks and reconciliation.
claude mcp add --transport http omie-mcp https://api.mcp.ai/p_omieWhat Omie does
Omie connects an agent to Omie through its JSON API. It can read and edit payables and receivables, register customers or suppliers, inspect financial movements, checking accounts, categories, projects and issued invoices.
The server also handles write operations: create or settle a payable, cancel a payment, move funds between company accounts, and attach a PDF or PNG to an Omie document. It uses MCP over HTTP at https://api.mcp.ai/p_omie, with sign-in through a magic link. Account deletion is permanent, so deletion requests need a careful review.
What it helps with
- create a payable or receivable
- settle a payment or customer receipt
- review movements for bank reconciliation
- transfer funds between company accounts
- attach proof to a financial document
Example prompts for the agent
- Create a R$ 500 payable in Omie for Acme Ltda, due on the 30th.
- List financial movements settled during the last 7 days for bank reconciliation.
- Attach this PDF to the payable I just created.
How to install Omie
Platform CLI: remote server
claude mcp add --transport http omie-mcp https://api.mcp.ai/p_omiePlatform CLI: remote server
codex mcp add omie --url https://api.mcp.ai/p_omieConfig file
{
"mcpServers": {
"omie": {
"url": "https://api.mcp.ai/p_omie"
}
}
}Config file
{
"servers": {
"omie": {
"type": "http",
"url": "https://api.mcp.ai/p_omie"
}
}
}Platform CLI: remote server
gemini mcp add -t http omie https://api.mcp.ai/p_omieStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Omie
How do I install Omie in Claude Code?
Run claude mcp add --transport http omie-mcp https://api.mcp.ai/p_omie, then connect the server in Claude Code.
What does Omie do?
It lets an AI agent work with Omie financial records, including payables, receivables, bank accounts, customers, suppliers, movements and attachments.
What is required to use Omie?
The client must support MCP over HTTP. Connection uses the server URL and a magic-link login.
