# RoboSystems

A remote MCP server that lets an agent read and operate financial data: chart of accounts, entries, statements and public SEC filings.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 28
- Author: RoboFinSystems
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/RoboFinSystems/robosystems
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/robosystems

## What it does

RoboSystems keeps financial records as a graph: transactions, reporting facts and the calculation links between them stay connected, so nothing gets reduced to flat tables. An agent can query that graph and act on it — closing a period, assembling statements, looking at a portfolio next to public SEC filings.

The server speaks HTTP and works with Claude, Codex, Cursor, GitHub Copilot, Windsurf, Cline and Zed at `https://api.robosystems.ai/v1/mcp`. Two domains sit behind it: RoboLedger for bookkeeping and reporting, RoboInvestor for portfolios. The chart of accounts gets mapped onto US-GAAP concepts, writes go through named operations, and finished reports can be exported as an XBRL 2.1 package. Reads use GraphQL; every write is idempotent.

Each tenant gets a graph of its own on a separate instance, with a dedicated OLTP schema, so your taxonomies and calculation structures never share a table with another account. Access to the platform and an auth key are prerequisites — requests to `api.robosystems.ai` fail without them. QuickBooks sync staleness is one of the gates on period close, which means a ledger that has drifted out of step will block the close until it is resolved.

## Requirements
- Remote server: `https://api.robosystems.ai/v1/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http robosystems https://api.robosystems.ai/v1/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add robosystems --url https://api.robosystems.ai/v1/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "robosystems": {
            "url": "https://api.robosystems.ai/v1/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "robosystems": {
            "type": "http",
            "url": "https://api.robosystems.ai/v1/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http robosystems https://api.robosystems.ai/v1/mcp
```

## When to use it
- map the chart of accounts to US-GAAP and spot gaps
- close a period only after the balance equation checks out
- render a multi-period statement from shared facts
- project an operating plan onto the same statement structures
- export a finished report as an XBRL 2.1 package

## Example prompts
- Show the schedule obligations still open at quarter end
- Draft an income statement for the last few periods
- Compare our numbers against the public SEC filings library

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