AutoFYI

A standalone, safety-first MCP server over the existing AutoFYI REST API at https://autofyi.kellyautomations.com.

It does not import, modify, or replace the current AutoFYI backend or frontend. Claude runs this project locally over stdio; this project calls the deployed API over HTTPS.

Safety contract

• Financial writes are disabled by default.
• Search scores rank candidates only. Claude compares names, proposes a likely non-exact match, and asks the user to confirm its stable client ID.
• Ltd, Limited, punctuation, case, and extra spaces are normalized for comparison.
• Every allocation request contains exactly one complete service/job type. It never mixes monthly, weekly, VAT, annual, or subscription work.
• Live months are classified before writes; partially allocated months are never re-split.
• Every write is a two-stage operation: prepare_* then execute_confirmed_action.
• Preparing reads current FYI jobs/interims, validates the exact payload, and returns a single-use confirmation ID plus the exact phrase the user must provide.
• The executor accepts only the stored payload; it cannot be changed during execution.
• Confirmations expire after 10 minutes by default and cannot be replayed.
• Draft invoices are the default. Approval uses a stronger confirmation phrase.
• Write failures and timeouts are never automatically retried.

Prepared allocations.lines are the operational source of truth for service NET amounts, matching the existing frontend. Raw xero_invoices are supporting information and a source for warnings; the server does not blindly overwrite prepared allocations from raw Xero data.

Install

cd /Users/saiganeshreddykodekandla/Documents/automatefyi/AutoFYI-MCP
cp .env.example .env
uv sync --extra dev
uv run autofyi-mcp-smoke
uv run pytest

The smoke command reads only /health and /openapi.json. It never calls a write endpoint.

Start the MCP manually:

uv run autofyi-mcp

An stdio MCP normally appears to wait silently. That is correct: it is waiting for an MCP client and writes protocol data only to stdout. Logs go to stderr.

Connect Claude Code

claude mcp add --transport stdio --scope user \
  --env AUTOFYI_API_BASE=https://autofyi.kellyautomations.com \
  --env AUTOFYI_ENABLE_WRITES=false \
  autofyi -- /opt/homebrew/bin/uv --directory \
  /Users/saiganeshreddykodekandla/Documents/automatefyi/AutoFYI-MCP \
  run autofyi-mcp

Verify with:

claude mcp get autofyi
claude mcp list

Inside Claude Code, run /mcp and ask:

Check AutoFYI health, then search for client Example Limited.
Do not make any financial changes.

Connect Claude Desktop

Add this entry to the Claude Desktop MCP configuration and restart Claude Desktop:

{
  "mcpServers": {
    "autofyi": {
      "type": "stdio",
      "command": "/opt/homebrew/bin/uv",
      "args": [
        "--directory",
        "/Users/saiganeshreddykodekandla/Documents/automatefyi/AutoFYI-MCP",
        "run",
        "autofyi-mcp"
      ],
      "env": {
        "AUTOFYI_API_BASE": "https://autofyi.kellyautomations.com",
        "AUTOFYI_ENABLE_WRITES": "false"
      }
    }
  }
}

Use the full uv path because desktop applications may not inherit the terminal PATH.

Host on Render (shared team server)

The MCP server can run on Render over Streamable HTTP so the whole team connects to one URL. The AutoFYI backend (Playwright + FYI browser session) stays on the local machine behind the Cloudflare tunnel; Render only hosts this MCP layer in front of it.

Team Claude clients ──HTTPS──> Render (this MCP) ──HTTPS──> Cloudflare tunnel ──> local backend ──> FYI

Deploy with the render.yaml blueprint; full steps, operating rules, and troubleshooting are in docs/DEPLOY.md. The team endpoint is https://<service>.onrender.com/mcp, protected by per-teammate bearer tokens (AUTOFYI_MCP_AUTH_TOKENS). Per-client connection instructions — Claude Desktop, Claude Code, Cursor, claude.ai web, ChatGPT — are in docs/HOST.md.

Enabling financial writes

Do this only after read-only testing and access protection are complete:

AUTOFYI_ENABLE_WRITES=true

Restart the MCP process after changing the environment. A confirmation prepared before the restart is intentionally lost and must be prepared again from fresh FYI information.

If Cloudflare Access is added later, the server supports service-token headers:

AUTOFYI_CF_ACCESS_CLIENT_ID=...
AUTOFYI_CF_ACCESS_CLIENT_SECRET=...

It also supports an optional backend bearer token through AUTOFYI_API_TOKEN.

Documentation

• Deploy to Render
• Connect a client to the hosted server
• Tool reference
• Reference user flows
• Edge and corner cases
• Architecture and reliability

The examples are illustrative only. The MCP always re-reads the selected client's actual information, prepared allocations, FYI jobs, and interim rows instead of depending on an example name, amount, tag, month, or job convention.

Client catalog analytics

The AutoFYI backend can publish a validated FYI CSV snapshot as an additive SQLite read model. This does not replace or modify the existing client JSON files, Xero invoices, allocations, frontend state, or browser automation.

• get_client_catalog_status reports the active snapshot.
• describe_client_catalog lists safe columns and their distinct counts. Ask for one column to receive at most its 10 most common values; values_truncated=true is not exhaustive.
• query_client_catalog supports structured count, list, distinct, group_count, and numeric summary operations. It never accepts raw SQL.
• Catalog answers describe the imported FYI snapshot. They do not prove that a live FYI job or an unallocated interim exists.

CSV import belongs entirely to the AutoFYI backend. Open its Swagger UI, use POST /catalog/import, choose the complete FYI CSV, and click Execute. Each successful upload validates the file and atomically replaces the backend SQLite catalog. MCP never reads or uploads local CSV files; it only calls the hosted status, schema, and query endpoints.