Ascora MCP server

Connect Ascora to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Ascora MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get invoices tool in Ascora
  • Use the mark payments as sent tool in Ascora
  • Use the get payments tool in Ascora
  • Use the mark invoices as sent tool in Ascora
  • Use the submit enquiry tool in Ascora
  • Use the list customers tool in Ascora

Supported Tools

get_invoices

Get Invoices

Retrieves invoices from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Optionally filter by date and company. Returns full invoice details including header information, customer data, and line items. Use **Mark Invoices** after processing to prevent re-retrieval.

mark_payments

Mark Payments as Sent

Marks one or more payments as successfully sent to an external accounting system. Once marked, these payments will no longer be returned by the Get Payments tool. Use this after you have successfully processed and pushed payments to your accounting package (e.g., Xero, QuickBooks, MYOB).

get_payments

Get Payments

Retrieves payments from the Ascora Accounting API that have not yet been marked as sent to an accounting system. Only returns payments linked to invoices that have already been marked as sent. Use **Mark Payments** after processing to prevent re-retrieval.

mark_invoices

Mark Invoices as Sent

Marks one or more invoices as successfully sent to an external accounting system. Once marked, these invoices will no longer be returned by the Get Invoices tool. Use this after you have successfully processed and pushed invoices to your accounting package (e.g., Xero, QuickBooks, MYOB).

submit_enquiry

Submit Enquiry

Creates a new enquiry in Ascora from external data such as website contact forms or CRM systems. The enquiry can later be converted into a Quote or Job within Ascora. Supports contact details, address information, a description of the enquiry, and any number of custom fields configured in your Ascora account.

list_customers

List Customers

Searches a page of customers from Ascora. Returns customer records including contact details and company information. Use this to look up existing customers, sync customer data to external systems, or verify customer records.

get_customer

Get Customer

Retrieve one Ascora customer, including contact details, addresses, customer type and custom fields. Use list_customers to discover the customer ID.

get_job

Get Job

Retrieve an Ascora job by its full job number, including status, customer relationships, address and pricing. Use list_jobs to find a job number.

list_jobs

List Jobs

Search a page of Ascora jobs by status, customer, assigned user, job type, creation date or text. Use a returned job number with get_job for full details.

Connect Ascora to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Ascora in Metorial. In your Metorial portal, enable the Ascora MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Ascora tools.

Run Ascora through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Ascora and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Ascora tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Ascora

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Ascora

Search and retrieve customers and jobs, submit enquiries with contact details and custom fields, and retrieve invoices and payments for accounting synchronisation. Mark invoices and payments as sent after successfully processing them in an external accounting system.

Frequently asked questions

Common questions about connecting Ascora to AI agents with Metorial.

  1. How many tools does the Ascora MCP server have?
    The Ascora MCP server exposes 9 tools, including Get Invoices, Mark Payments as Sent, Get Payments. Each one is governed and traced through Metorial.
  2. Ascora exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Ascora MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Ascora and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Ascora MCP server yourself or use the hosted gateway.

Connect Ascora to production AI agents

See how Metorial gives your team governed access to Ascora, with tracing and security controls built in.