All clients

MCP Server

Cline

Financial data in VS Code

Connect CashPanel to Cline and query your transactions, invoices, and reports directly from VS Code. Authentication is handled automatically via OAuth.

Setup steps

  1. 1In the Cline sidebar, go to the Remote Servers tab
  2. 2Add the server URL: https://api.cashpanel.io/mcp
  3. 3Click Authenticate and sign in to CashPanel in your browser

Requirements: VS Code with the Cline extension installed.