1. Sign in
Use your Needo account and complete mobile verification. Accountants use the mobile number invited by the owner.
Let your agent help
with the paperwork.
Upload bank statements and bills, organise records, and create monthly reports. You choose the restaurant and what your agent can do.
Connect through MCP
Add this server in your agent’s MCP settings, then sign in with Needo and approve the requested access.
https://cashbook.needo.co/mcp
Read access is the default. To upload files, prepare records or save reports, ask your agent to request the matching write permissions.
Read setup instructions & API examples OpenAPI specification2. Choose access
Connect one restaurant. Allow reading, document uploads, preparation of records or report creation.
3. Keep control
New records need review. Revoke a connection whenever you want from Needo’s connected agents page.
Using a browser agent?
It can use the ordinary Cashbook screens. Sign in, open Documents to upload and preview imports, then open Reports to create a monthly CSV or JSON report.
Sign in or sign up with NeedoAPI agents cannot approve records, manage your team, close months or make payments. Reports are working files based on the records you have added.