HelloBooks AI Agents MCP Server

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

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.

Add to Cursor Add to VS Code

Manual Client & Custom JSON ConfigExpand JSON ▾

Client Config & Setup

Remote HTTP

Choose your client or environment

Target File:~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

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

💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Capabilities & Tool Schemas (13)Self-reported

Inspect callable tools, capabilities, and parameters exposed to AI agents by HelloBooks AI Agents MCP Server.

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…

Documentation Overview

HelloBooks Public MCP Server

A public, read-only Model Context Protocol 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.

Developer Portal

Build an integration with the HelloBooks Developer Portal. The API documentation covers registering an app, connecting a company with OAuth, and testing with an India sandbox. The public MCP endpoint below provides product information to AI agents; company API access is configured through the Developer Portal.

Install

Claude Code / Claude Desktop / Cursor

Terminal

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

Or, for local development:

Terminal

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

Tools

Tool	Description
`list_plans`	All HelloBooks plans (Free, Starter, Pro, Business, Scale, Partner Program) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters; non-priced supported countries return USD/default fallback pricing with metadata.
`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`	Country support matrix for all 187 public country hubs, with detailed compliance rows where separately curated.
`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, country guides, curated flagship posts, and sitemap-discovered 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

Terminal

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

Code

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.

Terminal

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

Discoverability

Listed in the MCP registry.
Linked from the marketing site footer and /mcp page.
Referenced in https://hellobooks.ai/llms.txt.

License

MIT — see LICENSE.

Read the full README →View source on GitHub →

Related MCP Servers

View all in Finance & Fintech View all alternatives

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars

Stargazers on the source repository.

Last commit

16d ago

Most recent push to the default branch.

Tools exposed

Callable tools this server registers over MCP.

Directory activity

1 views

Config copies, upvotes, and views on AllMCPs.

Reviews

No reviews yet — be the first to share how this listing worked for you.

Frequently Asked Questions about HelloBooks AI Agents MCP Server

HelloBooks AI Agents MCP Server is a hosted MCP server. Add it as a remote server in your client's config: "mcpServers": { "hellobooks-ai-agents-mcp-server": { "url": "https://agents.hellobooks.ai/mcp" } }

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Technical Specs & Signals

CategoryFinance & Fintech

15/15 checks healthy over the last 46d

51Quality signal: Good · 51/100How this signal is calculated ▾

Server availabilityNot measured

Not scored for repo-hosted servers — we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20

Documentation & tools24/30

Adoption & activity4/15

Community engagement0/10

A guidance signal from public completeness & health data — not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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More in 💰 Finance & Fintech →Best MCP servers for Finance & Fintech →Alternatives to HelloBooks AI Agents MCP Server →Install in Claude Desktop Install in Cursor Install in VS Code Setup guides for all 13 MCP clients

HelloBooks AI Agents MCP Server

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

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.

Add to Cursor Add to VS Code

Manual Client & Custom JSON ConfigExpand JSON ▾

Client Config & Setup

Remote HTTP

Choose your client or environment

Target File:~/Library/Application Support/Claude/claude_desktop_config.json

claude_desktop_config.json

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

💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Capabilities & Tool Schemas (13)Self-reported

Inspect callable tools, capabilities, and parameters exposed to AI agents by HelloBooks AI Agents MCP Server.

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

Documentation Overview

HelloBooks Public MCP Server

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.

Developer Portal

Install

Claude Code / Claude Desktop / Cursor

Terminal

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

Or, for local development:

Terminal

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

Tools

Tool	Description
`list_plans`	All HelloBooks plans (Free, Starter, Pro, Business, Scale, Partner Program) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters; non-priced supported countries return USD/default fallback pricing with metadata.
`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`	Country support matrix for all 187 public country hubs, with detailed compliance rows where separately curated.
`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, country guides, curated flagship posts, and sitemap-discovered 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

Terminal

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

Code

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.

Terminal

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

Discoverability

Listed in the MCP registry.
Linked from the marketing site footer and /mcp page.
Referenced in https://hellobooks.ai/llms.txt.

License

MIT — see LICENSE.

Read the full README →View source on GitHub →

Related MCP Servers

View all in Finance & Fintech View all alternatives

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars

Stargazers on the source repository.

Last commit

16d ago

Most recent push to the default branch.

Tools exposed

Callable tools this server registers over MCP.

Directory activity

1 views

Config copies, upvotes, and views on AllMCPs.

Reviews

No reviews yet — be the first to share how this listing worked for you.

Frequently Asked Questions about HelloBooks AI Agents MCP Server

AllMCPs Directory Badge

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Showcase your server listing on GitHub or your project documentation. Embed this dynamic SVG badge to highlight official listing status and live engagement.

Badge Style:

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Markdown (GitHub README)

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Technical Specs & Signals

CategoryFinance & Fintech

15/15 checks healthy over the last 46d

51Quality signal: Good · 51/100How this signal is calculated ▾

Server availabilityNot measured

Not scored for repo-hosted servers — we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership10/20

Documentation & tools24/30

Adoption & activity4/15

Community engagement0/10

★ Featured

AllMCPs Server

Explore Server →

Own this project?

Free dofollow backlink: add your website and place the AllMCPs badge on it — no claim needed. We detect it automatically and keep it verified as long as the badge stays live.

Claim & get free dofollow

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