MCP server

Portali Official

tech.portali/portali

Checked 26 Oct 2026, 08:29 UTC · It answered and asked for a sign-in

Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.

Website

At a glance

Type

MCP server

Publisher

portali.tech (verified by the MCP Registry)

Status

Signs in with your account

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 portali https://copilotkit.portali.tech/mcp

Claude Desktop

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

Codex (config.toml)

[mcp_servers.portali]
url = "https://copilotkit.portali.tech/mcp"

Gemini CLI

{"mcpServers":{"portali":{"httpUrl":"https://copilotkit.portali.tech/mcp"}}}

Cursor

{"mcpServers":{"portali":{"url":"https://copilotkit.portali.tech/mcp"}}}

VS Code

{"servers":{"portali":{"type":"http","url":"https://copilotkit.portali.tech/mcp"}}}

Antigravity

agy mcp add portali https://copilotkit.portali.tech/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":"portali","server_url":"https://copilotkit.portali.tech/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"portali","server_url":"https://copilotkit.portali.tech/mcp"}

Signs in with your account: your agent app opens a sign-in page the first time you use it.

Browse

• Website monitoring
• OCR (text from images)
• Invoicing and accounting

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