# RoboSystems MCP server > Query and operate accounting knowledge graphs: SEC XBRL filings, QuickBooks ledgers, financial reports and forecasts. - Listing: https://mcp.tc/i/robosystems - Connect: use the server's own URL `https://api.robosystems.ai/v1/mcp` (OAuth sign-in at the server); clients connect to it directly. The listing link is a page, not an MCP endpoint. - Type: remote (Streamable HTTP) - Auth: OAuth sign-in - Category: [Finance & Payments](https://mcp.tc/c/finance-payments) - Vendor: RoboFinSystems - Homepage: - Docs: - Repository: ## About RoboSystems is an open-source financial intelligence platform that models a company's ledger, reports and portfolios as a knowledge graph. Through MCP, an assistant can query that graph with natural language or Cypher, and work with SEC XBRL filings alongside your own accounting data, including QuickBooks ledgers, reports and forecasts. The server is hosted at api.robosystems.ai and uses streamable HTTP. Users sign in through OAuth with the mcp and offline\_access scopes. The platform is Apache-2.0 licensed and can also be deployed to your own AWS account from the GitHub repository. ## What it can do - Query financial knowledge graphs in natural language or Cypher - Search SEC XBRL filings alongside your own ledger - Work with QuickBooks-synced accounting data - Produce financial reports and statements - Run forecasts and operating-plan scenarios - Search indexed documents with full-text and semantic search ## Example prompts - "Compare our revenue trend with public SEC filings from similar companies" - "Show the current income statement from our ledger" - "Which items are blocking the close for last month?" - "Forecast next quarter's operating expenses with a 5 percent growth scenario" ## Install ### Claude Code 1. Run this in a terminal, in your project folder: ```bash claude mcp add --transport http robosystems https://api.robosystems.ai/v1/mcp ``` 2. Start Claude Code, type `/mcp`, pick **robosystems** and choose **Authenticate**. A browser window opens for the RoboFinSystems sign-in. Add `--scope user` to make it available in every project, not just this one. ### Claude Desktop 1. Open **Settings → Connectors** and click **Add custom connector**. 2. Name it **RoboSystems** and paste this URL: ```url https://api.robosystems.ai/v1/mcp ``` 3. Click **Add**, then **Connect**, and sign in when RoboFinSystems asks. Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too. ### claude.ai 1. Open the connector form on claude.ai. This button fills in the name and URL for you: [Add to claude.ai]() (opens connector settings) 2. Check that the URL reads `https://api.robosystems.ai/v1/mcp` and click **Add**. 3. Click **Connect** and sign in when RoboFinSystems asks. Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under **Organization settings → Connectors**. ### ChatGPT 1. On chatgpt.com, open **Settings → Security and login** and turn on **Developer mode**. 2. Go to `chatgpt.com/plugins` and click **+** to create an app for a remote MCP server. 3. Paste `https://api.robosystems.ai/v1/mcp` as the server URL and choose **OAuth**. ChatGPT sends you to RoboFinSystems to sign in. Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts. ### Cursor [Add to Cursor]() (opens Cursor) Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project): `mcp.json`: ```json { "mcpServers": { "robosystems": { "url": "https://api.robosystems.ai/v1/mcp" } } } ``` Cursor shows **Needs login** next to the server. Click it to sign in. ### VS Code [Install in VS Code]() (opens VS Code) Or from a terminal: ```bash code --add-mcp '{"name":"robosystems","type":"http","url":"https://api.robosystems.ai/v1/mcp"}' ``` Or commit it to the repo in `.vscode/mcp.json`: `.vscode/mcp.json`: ```json { "servers": { "robosystems": { "type": "http", "url": "https://api.robosystems.ai/v1/mcp" } } } ``` VS Code asks you to sign in the first time the server starts. ### Devin Desktop 1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows): `mcp_config.json`: ```json { "mcpServers": { "robosystems": { "serverUrl": "https://api.robosystems.ai/v1/mcp" } } } ``` 2. Refresh the MCP server list in Cascade and sign in when asked. Devin Desktop is the new name for Windsurf. It reads `serverUrl` (or `url`) for remote servers. ### Codex ```bash codex mcp add robosystems --url https://api.robosystems.ai/v1/mcp codex mcp login robosystems ``` Or edit `~/.codex/config.toml` directly: `config.toml`: ```toml [mcp_servers.robosystems] url = "https://api.robosystems.ai/v1/mcp" ``` ### Gemini CLI ```bash gemini mcp add --transport http robosystems https://api.robosystems.ai/v1/mcp ``` Then, inside Gemini CLI, run `/mcp auth robosystems` to sign in. This adds it to the current project. Add `-s user` to use it everywhere. ### Any client Most clients accept this shape. Some name the URL field differently: `serverUrl` in Devin Desktop, `httpUrl` in Gemini CLI’s settings file. ```json { "mcpServers": { "robosystems": { "type": "http", "url": "https://api.robosystems.ai/v1/mcp" } } } ``` Zed puts servers under `context_servers` in its settings. Cline needs `"type": "streamableHttp"`, or it assumes SSE. Client only starts local servers? Bridge it with `npx -y mcp-remote https://api.robosystems.ai/v1/mcp`. ## Details - Server version: 1.10.2 - Last checked: 2026-10-04 (reachable, asks for credentials) - Listed: 2026-10-04 - Updated: 2026-10-04 --- Source: https://mcp.tc/i/robosystems (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report