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tech.portali/portali

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Publisher-provided title

Portali

Publisher-provided description

Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.

Summary by lookupd

Lets an agent manage CPA client bookkeeping, sync QuickBooks and bank data, generate reports, OCR documents, and handle billing.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http portali https://copilotkit.portali.tech/mcp

Codex, remote (streamable-http)

codex mcp add portali --url https://copilotkit.portali.tech/mcp

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

{
  "mcpServers": {
    "portali": {
      "url": "https://copilotkit.portali.tech/mcp"
    }
  }
}

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

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