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  3. HelloBooks AI Agents MCP Server
H
Health: ActiveRecent health check succeeded.Last checked 8/11/2026, 12:02:01 AM

HelloBooks AI Agents MCP Server

Enrichment pendingWe haven’t run our AI enrichment pass on this listing yet, so the overview, use cases, and FAQ below may be sparse or missing. We work through the catalog over time β€” check back soon.
View Repository1 GitHub StarsTotal stargazers on GitHub for the source repository (1 stars).Visit Website

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 β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Install Config Generator

Choose your client
claude_desktop_config.json
{
  "mcpServers": {
    "hellobooks-ai-agents-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "https://modelcontextprotocol.io"
      ]
    }
  }
}

πŸ’‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

Install Tool Schemas (13) Directory Badge Claim listing AlternativesπŸ’° More in Finance & Fintech

Capabilities & Tool Schemas (13) ~648 tokensApproximate context cost of this server’s tool schemas (~4 chars/token), before any tool is called. Actual usage depends on your client and model.Self-reported Self-reportedParsed from the repository README, not verified against a live server β€” may be incomplete or out of date.

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 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.

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

ToolDescription
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 form filters. Dates rotate annually β€” every response carries a disclaimer with per-deadline source URLs.
local_payment_methodsLocal 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_searchFree-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_featuresFull 96-feature marketing catalog. Filter by category, tier, status, marketedOnly, or substring query.
list_feature_categoriesThe 13 feature categories on the marketing site with per-category counts by status (live/beta/planned).
list_articlesPublished content on hellobooks.ai β€” head-to-head compare pages and curated flagship blog posts. Optional country, tag, query, limit filters.
list_tax_ratesStatutory 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/…), 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_ratePick 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

URIDescription
hellobooks://aboutMarkdown product summary.
hellobooks://changelogRecent release notes as JSON.
hellobooks://feature-catalogFull 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 β€” 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 β€” 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 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.

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 β€” see LICENSE.

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Frequently Asked Questions about HelloBooks AI Agents MCP Server

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "hellobooks-ai-agents-mcp-server": { "command": "npx", "args": ["-y", "HelloBooks AI Agents MCP Server"] } }

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Technical Specs & Signals

CategoryπŸ’°Finance & Fintech
More technical detailsExpand β–Ύ
TransportSSE (Remote)
RuntimeNode.js
5/5 checks healthy over the last 6h
Views0
Unique ViewsTotal visits recorded for this listing page on AllMCPs.
Installs0
Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
GitHub stars1
GitHub Star CountTotal stargazers on GitHub representing community popularity (1 stars).
Last commit11d ago
Last Repository CommitThe most recent commit or push recorded for this server's GitHub repository.Last commit on Jul 30, 2026
51Quality signal: Good Β· 51/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” 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 β€” 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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