io.github.HelloBooksAIAgents/hellobooks-mcp

up checked 2026-11-11T07:39:54.724Z

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Publisher-provided title

HelloBooks AI Agents MCP Server

Publisher-provided description

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

Summary by lookupd

Runs bookkeeping checks on accounting exports, flags unbalanced or duplicate journals, and answers tax, pricing and compliance questions.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add hellobooks --url https://agents.hellobooks.ai/mcp

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

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

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

Tools (29 tools)

Publisher-provided text

• list_plans List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices (USD, INR, CAD, GBP, AUD, AED, SGD, NZD); other su
• list_credit_packs List HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits). The 8 priced regions return lo
• free_tier_eligibility Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K
• partner_program_info Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned who
• practice_management_info Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, work
• list_integrations List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
• country_support Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
• compliance_capabilities Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
• feature_search Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory d
• list_competitors Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing
• 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 Guarant
• local_payment_methods List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Ra
• list_features List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.
• list_feature_categories List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, I
• list_articles List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when
• list_videos List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each vi
• analyze_qbo_journal_cleanup Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journal
• analyze_qbo_journal_anomalies Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000,
• analyze_xero_journal_cleanup Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid da
• analyze_xero_journal_anomalies Scan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,00
• analyze_journal_variance Compare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods
• compare_books_to_hellobooks Take a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a st
• estimate_migration_effort Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, c
• analyze_profit_loss Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three che
• analyze_balance_sheet Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fund
• list_tax_rates List statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20
• lookup_tax_rate Pick a single statutory tax-rate slab — either by exact `id` (e.g. `IN-standard-18`, `GB-zero-0`, `CA-hst-13-on`) for a deterministic lookup, or by `country` +
• analyze_trial_balance Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balanc
• how_munimji_helps Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a cu

Details

• Version: 0.7.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 332 ms
• First indexed: 2026-11-01T09:10:15.470Z
• Last seen in registry: 2026-11-01T09:10:15.470Z
• Repository: https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public
• Website: https://agents.hellobooks.ai

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