chat.conecto/bookkeeping

up checked 2026-11-11T11:39:11.060Z

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Publisher-provided title

Conecto Bookkeeping

Publisher-provided description

Double-entry bookkeeping with bank matching, reports and DATEV export. Pay per action.

Summary by lookupd

Books transactions, matches bank statement lines, applies bank rules, manages assets and budgets, and produces financial reports and tax…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http bookkeeping https://api.conecto.chat/mcp/books

Codex, remote (streamable-http)

codex mcp add bookkeeping --url https://api.conecto.chat/mcp/books

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "bookkeeping": {
      "url": "https://api.conecto.chat/mcp/books"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 62)

Publisher-provided text

• books_setup Start the business's double-entry books, or change their settings. The first call needs currency (the base currency of every report; it can't change once someth
• books_get The base currency, start date, fiscal year, locked period, which accounts hold which role, where invoice payments land, the taxes, how many entries there are an
• books_list_accounts Every account with its code, type, role and balance on as_of (default today). Balance sheet accounts show their balance; income and expense accounts show the fi
• books_save_accounts Add accounts or change them, matched by code: name, type (only while unused), description, a new code, archived (only with no balance and no role), a bank accou
• books_save_tax A tax rate the books use (VAT, GST, sales tax), matched by name. Tax charged on sales is owed on sales_account (default: the sales tax account); tax paid on pur
• books_record_entry Book an entry: two or more lines, each a debit or a credit on an account, which must balance. For anything the other tools don't cover: opening balances, a loan
• books_record_expense Book a cost the business paid: account is what it was for (an expense, or an asset like equipment), paid_from where the money came from (default the bank accoun
• books_repay_claims Pay back what someone paid for the business with their own money (expense claims, from books_record_expense with paid_by), like Xero's: all their open claims in
• books_list_claims Expense claims: what people paid for the business with their own money, still to repay (the default), repaid, void or all, newest first, with what each person i
• books_reverse_entry Undo an entry by booking its mirror image (entries are never edited or deleted). It is dated like the entry, or today when that period is locked, unless date is
• books_attach_receipt Attach a receipt or invoice from the file store to an entry that has none. It stays with the books: the file can't be deleted while the entry has it. Costs $0.0
• books_list_entries Entries newest first, each with its lines, filtered by dates, an account, where it came from (manual, expense, bank, invoice, invoice_payment, invoice_void, rev
• books_import_bank Read a bank statement from the file store onto a bank account (default the bank account): CSV as the bank exports it, CAMT.053 (.052, .054) or OFX/QFX. CSV colu
• books_bank_lines Imported bank lines, by default those still to match, oldest first, each with up to three suggestions of what it was: entries already booked (same amount, close
• books_match_bank_lines Say what bank lines were, up to 100 at a time, each one of: entries (entry numbers already booked whose lines on the bank account add up to the line), invoices
• books_save_bank_rule A bank rule, like Xero's: which new bank lines it matches and how to book them, so lines that come every month (bank fees, rent, the phone bill) book themselves
• books_list_bank_rules The bank rules, in the order they are tried: their conditions, where they book, and how often and when each was last used. Free.
• books_delete_bank_rule Delete a bank rule. What it booked stays booked. Free.
• books_apply_bank_rules Book every new bank line a rule matches, oldest first, each by the first rule that matches (up to limit), on one bank account or all. Run it after books_import_
• books_save_tracking A tracking category, like Xero's: a department, a region or a project line, with its options. Up to two at a time. Any line can then carry one option of each (t
• books_list_tracking The tracking categories with their options, archived ones marked. Free.
• books_save_budget A budget, like Xero's budget manager: an amount per income or expense account for each month from start (12 months unless months says otherwise). Each line give
• books_list_budgets The budgets with their months and every line's amounts and total. Free.
• books_delete_budget Delete a budget. The books don't change. Free.
• books_save_asset Put an asset the business bought in the register, like Xero's fixed assets: a van, a machine, a laptop, with its cost, purchase date and the asset account its p
• books_list_assets The asset register: each asset's cost, accumulated depreciation, book value, how it depreciates and through which month that is booked, with totals. due: what b
• books_depreciate Book the depreciation of every registered asset through a month's end (default: the end of last month), like Xero's run depreciation: one entry per month, dated
• books_dispose_asset Take an asset out of the books, sold or written off, like Xero's dispose. Its depreciation is booked through the month it goes first (to the day with actual_day
• books_delete_asset Take an asset registered by mistake out of the register. Only while none of its depreciation is booked and it is not sold or written off: else undo its deprecia
• books_report A report in the base currency. profit_and_loss and tax cover from-to (default: this fiscal year so far); balance_sheet and trial_balance are as of to (default t

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 763 ms
• First indexed: 2026-11-02T21:17:11.919Z
• Last seen in registry: 2026-11-02T22:17:19.002Z
• Website: https://conecto.chat/tools/books

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