MCP server

HelloBooks AI Agents MCP Server

io.github.HelloBooksAIAgents/hellobooks-mcp

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

AI agents for bookkeeping, reconciliation, and financial close for SMBs.

Website Source

At a glance

Type

MCP server

Publisher

Not verified

Status

Working at last check

Tools

29

Token cost

About 11,819 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http hellobooks-mcp https://agents.hellobooks.ai/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.hellobooks-mcp]
url = "https://agents.hellobooks.ai/mcp"

Gemini CLI

{"mcpServers":{"hellobooks-mcp":{"httpUrl":"https://agents.hellobooks.ai/mcp"}}}

Cursor

{"mcpServers":{"hellobooks-mcp":{"url":"https://agents.hellobooks.ai/mcp"}}}

VS Code

{"servers":{"hellobooks-mcp":{"type":"http","url":"https://agents.hellobooks.ai/mcp"}}}

Antigravity

agy mcp add hellobooks-mcp https://agents.hellobooks.ai/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"hellobooks-mcp","server_url":"https://agents.hellobooks.ai/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"hellobooks-mcp","server_url":"https://agents.hellobooks.ai/mcp"}

Tools

• analyze_balance_sheet ~507 tokens
  Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.neg
• analyze_journal_variance ~533 tokens
  Compare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods. Aggregates lines per account into a net total for each period, then surfaces accounts where the period-over-period change crosses a materi
• analyze_profit_loss ~551 tokens
  Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each "Total Section" subtotal equals the sum of its preceding line items (catches missing or duplicated row
• analyze_qbo_journal_anomalies ~421 tokens
  Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or
• analyze_qbo_journal_cleanup ~462 tokens
  Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal n
• analyze_trial_balance ~500 tokens
  Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.) and run three checks: (1) tb.unbalanced — debits ≠ credits (every downstream P&L / BS / cash-flow report built from
• analyze_xero_journal_anomalies ~370 tokens
  Scan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Input is raw CSV text from Xero Accounting → Advanced → Manual Journals → Export. Max 5,000 rows; max 5 MB. Return
• analyze_xero_journal_cleanup ~425 tokens
  Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from Xer
• compare_books_to_hellobooks ~396 tokens
  Take a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a structured side-by-side comparison — "your books have X issues; here is how HelloBooks resolves each phase". This is the direct funnel tool: t
• compliance_capabilities ~128 tokens
  Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
• compliance_deadlines ~324 tokens
  When statutory returns and payroll filings are due, per country. Covers IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super Guarantee), GB (VAT MTD, RTI, Self Assessment), US (1099-NEC/MISC, W-2, Form 941/940), CA (T4, GST/HST). Optional country, frequency, and form filt
• country_support ~370 tokens
  Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
• estimate_migration_effort ~363 tokens
  Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heurist
• feature_search ~256 tokens
  Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and published articles on hellobooks.ai. Queries like "vs Xero", "QuickBooks alternative", "GSTR-3B due", "
• free_tier_eligibility ~373 tokens
  Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$1M / AE AED 375K). Free includes the standard monthly AI-credit allowance, but per-entity invoice turnover above the country cap forc
• how_munimji_helps ~681 tokens
  Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup)
• list_articles ~576 tokens
  List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when a user asks "do you have a blog/article about X?".
• list_competitors ~250 tokens
  Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier (primary / secondary), and id filters.
• list_credit_packs ~564 tokens
  List HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits). The 8 priced regions return local currency prices; other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata. Credit packs s
• list_feature_categories ~122 tokens
  List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.
• list_features ~371 tokens
  List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.
• list_integrations ~218 tokens
  List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
• list_plans ~681 tokens
  List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices (USD, INR, CAD, GBP, AUD, AED, SGD, NZD); other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata while local books use the country currency.
• list_tax_rates ~552 tokens
  List statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20 / 5 / zero / exempt), AU GST (10 / GST-free / input-taxed), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13%
• list_videos ~308 tokens
  List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each video returns title, description, category, watch URL, embed URL and thumbnail. Filter by category (demo / features / overview), featuredOnly,
• local_payment_methods ~422 tokens
  List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP,
• lookup_tax_rate ~363 tokens
  Pick a single statutory tax-rate slab — either by exact `id` (e.g. `IN-standard-18`, `GB-zero-0`, `CA-hst-13-on`) for a deterministic lookup, or by `country` + free-text `category` (e.g. "office supplies", "restaurant", "exports", "domestic fuel") for a fuzzy best-match. Returns the matched rate, th
• partner_program_info ~428 tokens
  Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/
• practice_management_info ~304 tokens
  Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy). NOT the Partner Progr

Browse

• GitHub tools
• Website monitoring
• OCR (text from images)
• Spreadsheets
• Notes and wikis

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