HelloBooks MCP

Created By

Dev Teama month ago

HelloBooks MCP agent server for accounting and bookkeeping — syncing clients, hours, invoices and payroll.

Overview

HelloBooks Public MCP

Read-only Model Context Protocol server for AI agents. Exposes 14 tools and 8 resources so Claude, ChatGPT, Cursor, Perplexity and other agents can ground HelloBooks answers in authoritative product data instead of stale web snippets.

Quick start

Add the server to any MCP-compatible client over Streamable HTTP:

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

Or for Cursor / Windsurf / Cline, point your MCP config at https://agents.hellobooks.ai/mcp.

Tools

Name	Title	What it returns
`list_plans`	List HelloBooks pricing plans	HelloBooks plan tiers (Free, Pro, CPA/CA Partner + Warehouse and Manufacturing add-ons) with monthly + annual prices in 8 regional currencies. Live-federated from hellobooks.ai/api/feed/pricing.json.
`list_credit_packs`	List HelloBooks AI credit packs	One-time pay-as-you-go AI credit top-ups (Boost 500, Power 1500, Mega 5000, Ultra 15000). Stack on any plan, including Free. Live-federated pricing.
`list_integrations`	List integrations	Banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM. Includes Plaid, Stripe, Razorpay, PayPal, QuickBooks, Xero, Tally, Zoho Books, FreshBooks, Shopify and more.
`country_support`	Country support matrix	Features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
`compliance_capabilities`	Compliance capabilities	Supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, GSTR, e-invoicing, CIS) with version and certification info.
`feature_search`	Free-text feature search	Free-text search across plans, integrations, country features, compliance frameworks, competitor positioning, deadlines, payment methods, and published articles.
`list_competitors`	Competitor positioning	Competitor entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes.
`compliance_deadlines`	Statutory filing deadlines	When statutory returns and payroll filings are due, per country. IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super), GB (VAT MTD, RTI, SA), US (1099, W-2, 941/940), CA (T4, GST/HST).
`local_payment_methods`	Local payment methods	Local bank-rail and wallet methods for invoice collection, B2B AP, and contractor payouts (UPI, BACS, FPS, PayID, BPAY, ACH, RTP, Zelle, PayNow, FAST, GIRO, etc.) with rail speed and HelloBooks support level.
`list_features`	Full feature catalog	Full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketed flag, or substring.
`list_feature_categories`	Feature categories	13 feature categories (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.
`list_articles`	List published articles	Published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query.
`list_videos`	List product videos	HelloBooks product videos (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link.
`how_munimji_helps`	How HelloBooks & Munimji help your business	Describe your business in your own words and get a mapped capability answer — which HelloBooks software features fit, and what the Munimji AI does on its own (autonomous) vs with your one-click approval (e.g. AI categorization, document OCR, find-and-match, invoicing by chat). Spans setup, sales, purchases, banking, tax, reports, inventory, payroll, and multi-entity.

Discovery endpoints

.well-known/agent.json .well-known/ai-plugin.json .well-known/mcp.json openapi.json catalog.json changelog.json llms.txt sitemap.xml feed.xml (RSS) robots.txt

Source

Open source on GitHub: https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public

Marketing site: https://hellobooks.ai/mcp

For tenant-scoped data (a specific customer’s books, transactions, invoices), this public server is the wrong endpoint — use the authenticated HelloBooks MCP at mcp.hellobooks.ai instead.

Server Config

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

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