# HelloBooks AI Agents MCP Server [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public  
**GitHub Stars:** 1  
**Views:** 0  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/hellobooks-ai-agents-mcp-server

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

## Tools
Capabilities this server exposes over MCP:

- **list_plans** — All HelloBooks plans (Free, Pro, Business, CPA) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters.
- **list_integrations** — Banks, payments, payroll, time tracking, shipping, tax-compliance, accounting sync, ecommerce, CRM, storage (Drive/OneDrive), freelance (Upwork). Optional `category`, `country`, `status` filters.
- **country_support** — Per-country feature availability (BAS, STP, GST e-invoice, MTD, 1099, etc.).
- **compliance_capabilities** — For a given country, the supported compliance frameworks with version + cert info.
- **list_competitors** — Competitor positioning (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional `country`, `tier`, and `id` filters.
- **compliance_deadlines** — 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 `for…
- **local_payment_methods** — Local bank-rail / wallet payment methods (UPI, BACS, PayID, BPAY, ACH, RTP, Zelle, PayNow, FAST, Interac, …) with rail speed, use-cases, authority, and HelloBooks support level. Optional `country`, `useCase`, `rail`, and `id` filters.
- **feature_search** — 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. Queries like `vs Xero`, `QuickBooks alternative`, `when is GSTR-3B due`, `UPI invo…
- **list_features** — Full 96-feature marketing catalog. Filter by `category`, `tier`, `status`, `marketedOnly`, or substring `query`.
- **list_feature_categories** — The 13 feature categories on the marketing site with per-category counts by status (live/beta/planned).
- **list_articles** — Published content on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Optional `country`, `tag`, `query`, `limit` filters.
- **list_tax_rates** — Statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant), UK VAT (20/5/zero/exempt), AU GST (10/GST-free), US state-administered summary, CA GST + HST (ON, Atlantic), SG GST 9%, NZ GST 15%, AE VAT 5%. Filter by `country`, `taxType`…
- **lookup_tax_rate** — Pick a single statutory rate by exact `id` (e.g. `IN-standard-18`) or by `country` + free-text `category` (e.g. "office supplies", "restaurant", "exports"). Returns the matched rate, score, and source URL.

## Claude Desktop Quick Installation
Remote MCP endpoint (confidence: high). Install path detected from listing signals. Add as a URL/SSE server in your client:

```json
"mcpServers": {
  "hellobooks-ai-agents-mcp-server": {
    "url": "https://modelcontextprotocol.io"
  }
}
```

## Documentation & README

# HelloBooks Public MCP Server

A public, read-only [Model Context Protocol](https://modelcontextprotocol.io) server
that lets AI agents answer questions about HelloBooks accurately — pricing, integrations,
country support, compliance frameworks — instead of relying on stale web snippets.

> This is the **public** server. It exposes only marketing-derived, public-domain data.
> The authenticated MCP server that reads a customer's books lives in
> [`AI-MCP-Hellobooks`](https://github.com/Meru-Fin-Tech/AI-MCP-Hellobooks).

## Install

### Claude Code / Claude Desktop / Cursor

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

Or, for local development:

```bash
claude mcp add hellobooks-local node /path/to/HelloBooks-MCP-Public/dist/stdio.js
```

## Tools

| Tool | Description |
| --- | --- |
| `list_plans` | All HelloBooks plans (Free, Pro, Business, CPA) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters. |
| `list_integrations` | Banks, payments, payroll, time tracking, shipping, tax-compliance, accounting sync, ecommerce, CRM, storage (Drive/OneDrive), freelance (Upwork). Optional `category`, `country`, `status` filters. |
| `country_support` | Per-country feature availability (BAS, STP, GST e-invoice, MTD, 1099, etc.). |
| `compliance_capabilities` | For a given country, the supported compliance frameworks with version + cert info. |
| `list_competitors` | Competitor positioning (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional `country`, `tier`, and `id` filters. |
| `compliance_deadlines` | 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` filters. Dates rotate annually — every response carries a disclaimer with per-deadline `source` URLs. |
| `local_payment_methods` | Local bank-rail / wallet payment methods (UPI, BACS, PayID, BPAY, ACH, RTP, Zelle, PayNow, FAST, Interac, …) with rail speed, use-cases, authority, and HelloBooks support level. Optional `country`, `useCase`, `rail`, and `id` filters. |
| `feature_search` | 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. Queries like `vs Xero`, `QuickBooks alternative`, `when is GSTR-3B due`, `UPI invoice cap`, `do you have a blog on 1099`, or `agentic accounting` surface the matching entry at the top. |
| `list_features` | Full 96-feature marketing catalog. Filter by `category`, `tier`, `status`, `marketedOnly`, or substring `query`. |
| `list_feature_categories` | The 13 feature categories on the marketing site with per-category counts by status (live/beta/planned). |
| `list_articles` | Published content on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Optional `country`, `tag`, `query`, `limit` filters. |
| `list_tax_rates` | Statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant), UK VAT (20/5/zero/exempt), AU GST (10/GST-free), US state-administered summary, CA GST + HST (ON, Atlantic), SG GST 9%, NZ GST 15%, AE VAT 5%. Filter by `country`, `taxType` (GST/VAT/Sales-Tax/HST/…), or `scheme` (standard/reduced/zero/exempt/composition/cess). Every entry carries an effective-from date and a `source` URL — confirm before quoting. |
| `lookup_tax_rate` | Pick a single statutory rate by exact `id` (e.g. `IN-standard-18`) or by `country` + free-text `category` (e.g. "office supplies", "restaurant", "exports"). Returns the matched rate, score, and source URL. |

## Resources

| URI | Description |
| --- | --- |
| `hellobooks://about` | Markdown product summary. |
| `hellobooks://changelog` | Recent release notes as JSON. |
| `hellobooks://feature-catalog` | Full marketing feature catalog (96+ features across 13 categories) as JSON. |

## Security posture

- **Read-only by construction.** No tool mutates state. No tool reaches a customer system.
- **Public data only.** All catalog content is sourced from the public marketing site.
- **No authentication.** Intentional — this is a knowledge endpoint.
- **Rate-limited.** 120 req/min per IP, 60 req/min per session.
- **Audit gate.** `npm run audit:public-data` blocks deploys if any PII / auth token strings appear in `src/data/`.

## Development

```bash
npm install
npm run dev         # HTTP server on :8080 with watch mode
npm run dev:stdio   # stdio transport for local MCP client testing
npm test            # node:test runner
npm run build
npm run audit:public-data
```

### Project layout

```
src/
  data/             # Static catalogs — plans, integrations, countries, articles, about
  tools/            # One file per MCP tool
  resources/        # MCP resource registry
  server.ts         # MCP server factory (wires tools + resources)
  http.ts           # Streamable HTTP transport with rate limiting
  stdio.ts          # stdio transport entry point
test/
  tools.test.ts
  resources.test.ts
  public-data.test.ts  # Audit gate
scripts/
  audit-public-data.ts  # CI-callable audit
```

## Deployment

Containerised — see `Dockerfile`. Designed to run behind a TLS-terminating load balancer.
Set `PORT` and `HOST` via environment.

Optional anonymous usage telemetry (Layer-2 server-side analytics) is sent to GA4 via
the Measurement Protocol when `GA4_MEASUREMENT_ID` and `GA4_API_SECRET` are both set —
see `.env.example` and `src/analytics.ts`. Leave them unset and the server runs with
telemetry fully disabled. No customer data, request bodies, tool-argument values, or
IP addresses are ever sent — only anonymous counts. See strategy doc 73.

```bash
docker build -t hellobooks-mcp-public .
docker run -p 8080:8080 hellobooks-mcp-public
```

## Discoverability

- Listed in the [MCP registry](https://github.com/modelcontextprotocol/registry).
- Linked from the marketing site footer and `/mcp` page.
- Referenced in `https://hellobooks.ai/llms.txt`.

## License

MIT — see `LICENSE`.