AI agents for bookkeeping, reconciliation, and financial close for SMBs.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
π‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)
Inspect callable tools, capabilities, and parameters exposed to AI agents by HelloBooks AI Agents MCP Server.
list_plansAll HelloBooks plans (Free, Pro, Business, CPA) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters.
list_integrationsBanks, payments, payroll, time tracking, shipping, tax-compliance, accounting sync, ecommerce, CRM, storage (Drive/OneDrive), freelance (Upwork). Optional `category`, `country`, `status` filters.
country_supportPer-country feature availability (BAS, STP, GST e-invoice, MTD, 1099, etc.).
compliance_capabilitiesFor a given country, the supported compliance frameworks with version + cert info.
list_competitorsCompetitor 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_deadlinesWhen 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 `forβ¦
A public, read-only Model Context Protocol server that lets AI agents answer questions about HelloBooks accurately β pricing, integrations, country support, compliance frameworks β 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.
Or, for local development:
| 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 β 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, β¦) 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 β 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 β 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/β¦), or scheme (standard/reduced/zero/exempt/composition/cess). Every entry carries an effective-from date and a source URL β 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. |
| 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. |
npm run audit:public-data blocks deploys if any PII / auth token strings appear in src/data/.Containerised β 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 β
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 β only anonymous counts. See strategy doc 73.
/mcp page.https://hellobooks.ai/llms.txt.MIT β see LICENSE.
Showcase your server listing on GitHub or your project documentation. Embed this dynamic SVG badge to highlight official listing status and live engagement.
[](https://allmcps.com/mcp/hellobooks-ai-agents-mcp-server)<a href="https://allmcps.com/mcp/hellobooks-ai-agents-mcp-server"><img src="https://allmcps.com/api/badge/hellobooks-ai-agents-mcp-server?style=directory" alt="HelloBooks AI Agents MCP Server on AllMCPs" /></a>