HelloBooks AI Agents MCP Server

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by Meru-Fin-Tech · TypeScript

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

HelloBooksAIAgents / hellobooks-mcp (MCP) Server

A public, read-only Model Context Protocol (MCP) server that enables AI agents to answer questions about HelloBooks accurately. It focuses on pricing, integrations, country support, and compliance frameworks, using server-provided information rather than potentially stale web snippets. The source data is described as marketing-derived and public-domain.

🛠️ Key Features

Public, read-only MCP server
Tooling to support answers about HelloBooks topics
Server provides details for pricing, integrations, country support, and compliance frameworks
Exposes marketing-derived, public-domain data

🚀 Use Cases

Support accurate agent responses about HelloBooks pricing
Help agents summarize HelloBooks integrations
Provide country support information for HelloBooks inquiries
Answer compliance framework-related questions for HelloBooks

⚡ Developer Benefits

Reduces reliance on stale web content for common HelloBooks questions
Standardizes access via Model Context Protocol

⚠️ Limitations

Public server is read-only
Authenticated customer-book reading is handled by a different server: AI-MCP-Hellobooks
Exposes only marketing-derived, public-domain data

Captured live from the server via tools/list.

list_plans

List HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD). Covers four core tiers — Free / Pro / Business / Partner Program (the `cpa` plan id) — plus two per-entity stackable add-ons (Warehouse, Manufacturing). Returns AI credit allowance, feature bullets (AI auto-categorization, unlimited users, multi-entity, 3-way matching, API access, etc.), and the public signup URL. Filter by `plan` (one of free / pro / business / cpa) or `country` (ISO code). Pricing follows Doc 19 v3 (Web-Fire #514, 2026-06-12): Business re-introduced as a 4th tier sized ~4× Pro to match Partner Points; the retired "$59.99/mo + $4.99/client" CPA SKU is gone and the `cpa` plan id now resolves to the free Partner Program (call `partner_program_info` for the status ladder + points math). HelloCPA Practice Management is a separate product on practice.hellobooks.ai — call `practice_management_info`, NOT this tool.

Parameters2

country	string	optional	ISO country code. Filters prices to one country. Omit to return all 8 markets.
plan	string	optional	Restrict the response to a single plan tier (`cpa` = free Partner Program).

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "ISO country code. Filters prices to one country. Omit to return all 8 markets."
    },
    "plan": {
      "type": "string",
      "enum": [
        "free",
        "pro",
        "business",
        "cpa"
      ],
      "description": "Restrict the response to a single plan tier (`cpa` = free Partner Program)."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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) priced in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD). Credit packs stack on any plan, including Free. Use this when a user asks how to buy more AI credits or top up after exhausting a plan allowance. Filter by `id` (boost / power / mega / ultra) or `country` (ISO code).

Parameters2

country	string	optional	ISO country code. Filters prices to one country. Omit to return all 8 markets.
id	string	optional	Restrict the response to a single credit pack.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "ISO country code. Filters prices to one country. Omit to return all 8 markets."
    },
    "id": {
      "type": "string",
      "enum": [
        "boost",
        "power",
        "mega",
        "ultra"
      ],
      "description": "Restrict the response to a single credit pack."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

free_tier_eligibility

Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 supported countries (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$500K / AE AED 187.5K). Free is unlimited features and unlimited AI credits subject to the monthly allowance, but per-entity invoice turnover above the country cap forces an upgrade to Pro or Business. Call with no args to get the full table, with `country` for one threshold, or with `country` AND `annualInvoiceRevenue` (in the country currency, NOT USD-equivalent) for a `freeEligible` verdict with headroom math. Bank-feed total, cash receipts, and gross transaction volume are explicitly NOT used.

Parameters2

country	string	optional	ISO country code of the entity. Omit to return the full 8-country threshold table.
annualInvoiceRevenue	number	optional	Annual invoice turnover for the entity, in its home currency (NOT USD-equivalent). Only used when `country` is also provided — the tool then returns a `freeEligible` verdict. Bank-feed total and cash receipts are explicitly NOT used by the gate.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "ISO country code of the entity. Omit to return the full 8-country threshold table."
    },
    "annualInvoiceRevenue": {
      "type": "number",
      "minimum": 0,
      "description": "Annual invoice turnover for the entity, in its home currency (NOT USD-equivalent). Only used when `country` is also provided — the tool then returns a `freeEligible` verdict. Bank-feed total and cash receipts are explicitly NOT used by the gate."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/mo, Business client = 4 pts/mo. Call with no args for the full ladder + meta; with `points` for current status + how many points to next tier; with `proClients` and/or `businessClients` to derive points from the client book and then return the same status verdict. The Partner Program is the `cpa` plan id in list_plans (the retired $59.99 SKU is gone). HelloCPA Practice Management at practice.hellobooks.ai is a different product and NOT the Partner Program.

Parameters3

points	number	optional	Current Partner Points total. If supplied, the response includes the partner's status + how many more points are needed to reach the next tier.
proClients	number	optional	Active Pro-plan clients (1 point each per month). Combined with `businessClients` to derive points if `points` is not supplied directly.
businessClients	number	optional	Active Business-plan clients (4 points each per month). Combined with `proClients` to derive points.

Raw schema

{
  "type": "object",
  "properties": {
    "points": {
      "type": "number",
      "minimum": 0,
      "description": "Current Partner Points total. If supplied, the response includes the partner's status + how many more points are needed to reach the next tier."
    },
    "proClients": {
      "type": "number",
      "minimum": 0,
      "description": "Active Pro-plan clients (1 point each per month). Combined with `businessClients` to derive points if `points` is not supplied directly."
    },
    "businessClients": {
      "type": "number",
      "minimum": 0,
      "description": "Active Business-plan clients (4 points each per month). Combined with `proClients` to derive points."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

practice_management_info

Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy). NOT the Partner Program and NOT a tier in list_plans. Per-user pricing model — US shipped at $9.99/user/month (free up to 2 users + 10 clients, 90-day trial, enterprise at 50+ users). 7 other markets (IN, GB, AU, CA, AE, SG, NZ) are roadmap as of 2026-06-12. Call with no args for the full 8-region matrix + features + meta, or with `country` for one region's status + pricing + competitor frame.

Parameters1

country

string

optional

ISO country code. Omit to get the full 8-region matrix. US is shipped; the other 7 are roadmap as of 2026-06-12.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "ISO country code. Omit to get the full 8-region matrix. US is shipped; the other 7 are roadmap as of 2026-06-12."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_integrations

List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).

Parameters3

category	string	optional	Filter to one integration category.
country	string	optional	Only return integrations available in this country (or global).
status	string	optional	Filter by rollout status.

Raw schema

{
  "type": "object",
  "properties": {
    "category": {
      "type": "string",
      "enum": [
        "banking",
        "payment",
        "payroll",
        "time-tracking",
        "shipping",
        "tax-compliance",
        "accounting-sync",
        "ecommerce",
        "crm",
        "storage",
        "freelance"
      ],
      "description": "Filter to one integration category."
    },
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Only return integrations available in this country (or global)."
    },
    "status": {
      "type": "string",
      "enum": [
        "live",
        "beta",
        "coming-soon"
      ],
      "description": "Filter by rollout status."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

country_support

Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).

Parameters1

country

string

optional

Single ISO country code. Omit for the full matrix.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Single ISO country code. Omit for the full matrix."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

compliance_capabilities

Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.

Parameters1

country

string

required

Required ISO country code.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Required ISO country code."
    }
  },
  "required": [
    "country"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

feature_search

Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and published articles on hellobooks.ai. Queries like "vs Xero", "QuickBooks alternative", "GSTR-3B due", "UPI invoice", "1099 article", or "agentic accounting" surface the matching entry near the top.

Parameters2

query	string	required	Free-text query, e.g. "BAS lodgement", "multi-currency", "vs QuickBooks", "GSTR-3B due", or "UPI invoice cap".
limit	integer	optional	Max results to return (default 20).

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "minLength": 2,
      "maxLength": 120,
      "description": "Free-text query, e.g. \"BAS lodgement\", \"multi-currency\", \"vs QuickBooks\", \"GSTR-3B due\", or \"UPI invoice cap\"."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "description": "Max results to return (default 20)."
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_competitors

Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier (primary / secondary), and id filters.

Parameters3

country	string	optional	Only return competitors whose primary market is this country, or who are also evaluated in this market.
tier	string	optional	Filter to head-on rivals (primary) or adjacent / segment-specific overlaps (secondary).
id	string	optional	Return a single competitor by id (e.g. "quickbooks", "xero", "tally").

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Only return competitors whose primary market is this country, or who are also evaluated in this market."
    },
    "tier": {
      "type": "string",
      "enum": [
        "primary",
        "secondary"
      ],
      "description": "Filter to head-on rivals (primary) or adjacent / segment-specific overlaps (secondary)."
    },
    "id": {
      "type": "string",
      "description": "Return a single competitor by id (e.g. \"quickbooks\", \"xero\", \"tally\")."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 form filters. Note: dates rotate annually — every response carries a disclaimer with the per-deadline `source` URL for authority confirmation.

Parameters3

country	string	optional	ISO country code. Filters to one country (IN, AU, GB, US, CA covered today).
frequency	string	optional	Filing cadence. Useful for "what are my monthly returns" style queries.
form	string	optional	Substring match against form name, e.g. "GSTR-3B", "BAS", "1099", "T4". Case-insensitive.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "ISO country code. Filters to one country (IN, AU, GB, US, CA covered today)."
    },
    "frequency": {
      "type": "string",
      "enum": [
        "monthly",
        "quarterly",
        "half-yearly",
        "annual",
        "per-event"
      ],
      "description": "Filing cadence. Useful for \"what are my monthly returns\" style queries."
    },
    "form": {
      "type": "string",
      "minLength": 2,
      "maxLength": 60,
      "description": "Substring match against form name, e.g. \"GSTR-3B\", \"BAS\", \"1099\", \"T4\". Case-insensitive."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP, Zelle, PayNow, FAST, GIRO, NZ Direct Credit, etc.). Returns rail (instant / same-day / next-day / multi-day), use-cases, issuing authority, HelloBooks support level, and operational notes (per-transaction caps, settlement windows, retirement timelines). Filter by country, useCase, rail, or id.

Parameters4

country	string	optional	Filter to one country (IN, US, CA, GB, AU, AE, SG, NZ).
useCase	string	optional	Filter by payment use-case. Defaults to HelloBooks' invoice-collection + b2b-supplier + contractor-payout scope; pass an explicit value to widen.
rail	string	optional	Filter by settlement rail (instant, same-day, next-day, multi-day).
id	string	optional	Return a single payment method by id (e.g. "in-upi", "au-payid", "us-rtp").

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Filter to one country (IN, US, CA, GB, AU, AE, SG, NZ)."
    },
    "useCase": {
      "type": "string",
      "enum": [
        "payroll",
        "contractor-payout",
        "invoice-collection",
        "b2b-supplier",
        "p2p"
      ],
      "description": "Filter by payment use-case. Defaults to HelloBooks' invoice-collection + b2b-supplier + contractor-payout scope; pass an explicit value to widen."
    },
    "rail": {
      "type": "string",
      "enum": [
        "instant",
        "same-day",
        "next-day",
        "multi-day"
      ],
      "description": "Filter by settlement rail (instant, same-day, next-day, multi-day)."
    },
    "id": {
      "type": "string",
      "description": "Return a single payment method by id (e.g. \"in-upi\", \"au-payid\", \"us-rtp\")."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_features

List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.

Parameters6

category	string	optional	Filter to one feature category (core-accounting, invoicing-billing, etc.).
tier	string	optional	Filter by the minimum plan tier / add-on that unlocks the feature.
status	string	optional	Filter by rollout status. Defaults to all.
marketedOnly	boolean	optional	If true, only return features marketed on the public website.
query	string	optional	Optional substring match against label + shortDescription.
limit	integer	optional	Max number of features to return. Default 200.

Raw schema

{
  "type": "object",
  "properties": {
    "category": {
      "type": "string",
      "enum": [
        "core-accounting",
        "invoicing-billing",
        "banking-reconciliation",
        "reports",
        "tax-compliance",
        "inventory",
        "warehouse",
        "manufacturing",
        "ai-automation",
        "integrations",
        "mobile",
        "operations",
        "industry-modules"
      ],
      "description": "Filter to one feature category (core-accounting, invoicing-billing, etc.)."
    },
    "tier": {
      "type": "string",
      "enum": [
        "free",
        "pro",
        "business",
        "cpa",
        "warehouse-addon",
        "manufacturing-addon"
      ],
      "description": "Filter by the minimum plan tier / add-on that unlocks the feature."
    },
    "status": {
      "type": "string",
      "enum": [
        "live",
        "beta",
        "planned"
      ],
      "description": "Filter by rollout status. Defaults to all."
    },
    "marketedOnly": {
      "type": "boolean",
      "description": "If true, only return features marketed on the public website."
    },
    "query": {
      "type": "string",
      "minLength": 2,
      "maxLength": 120,
      "description": "Optional substring match against label + shortDescription."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200,
      "description": "Max number of features to return. Default 200."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_feature_categories

List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 a user asks "do you have a blog/article about X?".

Parameters4

country	string	optional	ISO country code or "global". Returns articles whose countryRelevance matches OR is "global". Omit to return everything.
tag	string	optional	Single tag to filter on (case-insensitive substring match against the article tag list). e.g. "gst", "1099", "tally".
query	string	optional	Free-text query — substring-matched against the title, excerpt and tags of each article. e.g. "QuickBooks alternative" or "audit trail".
limit	integer	optional	Max articles to return (default 20).

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "AU",
        "US",
        "CA",
        "GB",
        "AE",
        "SG",
        "NZ",
        "global"
      ],
      "description": "ISO country code or \"global\". Returns articles whose countryRelevance matches OR is \"global\". Omit to return everything."
    },
    "tag": {
      "type": "string",
      "minLength": 2,
      "maxLength": 40,
      "description": "Single tag to filter on (case-insensitive substring match against the article tag list). e.g. \"gst\", \"1099\", \"tally\"."
    },
    "query": {
      "type": "string",
      "minLength": 2,
      "maxLength": 120,
      "description": "Free-text query — substring-matched against the title, excerpt and tags of each article. e.g. \"QuickBooks alternative\" or \"audit trail\"."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "description": "Max articles to return (default 20)."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_videos

List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each video returns title, description, category, watch URL, embed URL and thumbnail. Filter by category (demo / features / overview), featuredOnly, or free-text query. Use this when a user asks for a demo, walkthrough or video. Note: this is the curated set, not a live mirror of every channel upload — the response includes the channel URL for the full catalog.

Parameters3

category	string	optional	Filter to one video category (demo, features, overview).
featuredOnly	boolean	optional	If true, only return videos flagged as featured on the marketing site.
query	string	optional	Optional substring match against video title + description.

Raw schema

{
  "type": "object",
  "properties": {
    "category": {
      "type": "string",
      "enum": [
        "demo",
        "features",
        "overview"
      ],
      "description": "Filter to one video category (demo, features, overview)."
    },
    "featuredOnly": {
      "type": "boolean",
      "description": "If true, only return videos flagged as featured on the marketing site."
    },
    "query": {
      "type": "string",
      "minLength": 2,
      "maxLength": 120,
      "description": "Optional substring match against video title + description."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

analyze_qbo_journal_cleanup

Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal numbers). Input is the raw CSV content the user pastes after exporting from QBO via Reports → Accountant → Journal → Export. Max 5,000 rows; max 5 MB. Returns a structured flag list with severity (high/medium/low), a roll-up summary by category and severity, parse diagnostics (column mapping + unmapped columns), and a shareable URL at agents.hellobooks.ai/r/{slug} (7-day TTL) that renders a branded analysis page suitable for sending to a CA or bookkeeper. Use this when a user pastes QBO journal data, asks "check my books", "find issues in my QBO journal", or "what is wrong with my journal entries". Each flag includes a `fixableInHellobooks` boolean — true means HelloBooks can resolve it automatically in the paid product.

Parameters2

csvText	string	required	Raw CSV text of a QuickBooks Online "Journal Entries" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly.
fileName	string	optional	Optional original filename, used only as a label on the share page.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a QuickBooks Online \"Journal Entries\" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional original filename, used only as a label on the share page."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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, above a $1,000 materiality threshold). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or fraud signals worth review. Input is raw CSV text from QBO Reports → Accountant → Journal. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes QBO data and asks "any anomalies?", "look for round numbers", or "anything suspicious". Tier-0 subset — HelloBooks Phase 3.0 anomaly detection in the paid product additionally catches GL outliers vs entity history, vendor-history mismatches, archived-vendor activity, and AI-narrated suspicious lines (which require the live HelloBooks account).

Parameters2

csvText	string	required	Raw CSV text of a QuickBooks Online "Journal Entries" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly.
fileName	string	optional	Optional original filename, used only as a label on the share page.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a QuickBooks Online \"Journal Entries\" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional original filename, used only as a label on the share page."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from Xero via Accounting → Advanced → Manual Journals → Export. Xero-specific idioms handled: signed Amount column (positive = credit, negative = debit), explicit Debit/Credit fallback shape, Reference-or-Narration+Date grouping, account code preferred over name. Max 5,000 rows; max 5 MB. Returns structured flags with severity, a roll-up summary, parse diagnostics, and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes Xero manual-journal data, asks "check my Xero books", or "find issues in my Xero journal". The funnel CTA routes to /migrate/from-xero for users who want to fix at scale.

Parameters2

csvText	string	required	Raw CSV text of a Xero "Manual Journals" report. Export from Xero: Accounting → Advanced → Manual Journals → Export. Paste the file contents directly.
fileName	string	optional	Optional original filename, used only as a label on the share page.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a Xero \"Manual Journals\" report. Export from Xero: Accounting → Advanced → Manual Journals → Export. Paste the file contents directly."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional original filename, used only as a label on the share page."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 $1,000 materiality threshold). Input is raw CSV text from Xero Accounting → Advanced → Manual Journals → Export. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes Xero data and asks "any anomalies?", "look for round numbers", or "anything suspicious". Same Tier-0 / paid-product split as the QBO variant — history-aware anomaly checks (GL outliers, vendor history, archived-vendor activity, LLM-narrated suspicious) live in the authenticated MCP / paid product.

Parameters2

csvText	string	required	Raw CSV text of a Xero "Manual Journals" report. Export from Xero: Accounting → Advanced → Manual Journals → Export. Paste the file contents directly.
fileName	string	optional	Optional original filename, used only as a label on the share page.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a Xero \"Manual Journals\" report. Export from Xero: Accounting → Advanced → Manual Journals → Export. Paste the file contents directly."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional original filename, used only as a label on the share page."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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. Aggregates lines per account into a net total for each period, then surfaces accounts where the period-over-period change crosses a materiality threshold (≥5% relative AND ≥$100 absolute; severity high at ≥50%, medium at ≥20%, low at ≥5%). Inputs are two CSV exports — periodACsv (earlier period) and periodBCsv (later period). Optional periodALabel / periodBLabel for human-readable flag messages (e.g. "Q1 FY2024" vs "Q2 FY2024"). Max 5,000 rows per period; max 5 MB each. Use this when a user pastes two periods and asks "what changed?", "show me variances", "what jumped period-over-period". Returns a flag list ordered by largest delta, a roll-up, and a shareable URL. Both periods must be the same source — mixing QBO + Xero in one call returns an error.

Parameters4

periodACsv	string	required	Raw CSV text of the EARLIER period's journal-entry export (QBO Journal Entries or Xero Manual Journals). Source is auto-detected from the headers.
periodBCsv	string	required	Raw CSV text of the LATER period's journal-entry export. Source is auto-detected from the headers (must match periodACsv).
periodALabel	string	optional	Optional human label for the earlier period — e.g. "Q1 FY2024". Used in flag messages.
periodBLabel	string	optional	Optional human label for the later period — e.g. "Q2 FY2024".

Raw schema

{
  "type": "object",
  "properties": {
    "periodACsv": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of the EARLIER period's journal-entry export (QBO Journal Entries or Xero Manual Journals). Source is auto-detected from the headers."
    },
    "periodBCsv": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of the LATER period's journal-entry export. Source is auto-detected from the headers (must match periodACsv)."
    },
    "periodALabel": {
      "type": "string",
      "maxLength": 80,
      "description": "Optional human label for the earlier period — e.g. \"Q1 FY2024\". Used in flag messages."
    },
    "periodBLabel": {
      "type": "string",
      "maxLength": 80,
      "description": "Optional human label for the later period — e.g. \"Q2 FY2024\"."
    }
  },
  "required": [
    "periodACsv",
    "periodBCsv"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 structured side-by-side comparison — "your books have X issues; here is how HelloBooks resolves each phase". This is the direct funnel tool: the response includes per-category counts mapped to HelloBooks Phases 1, 2, 3.0, 3.1, with exclusive-advantage bullets (command-center dashboard, conversational interface, one-prompt JE posting, cross-phase orchestration, auto ID resolution). Use this when a user is evaluating HelloBooks vs their current QBO/Xero, asks "should I migrate?", or pastes data while comparing accounting software. Output is suitable for the host LLM to narrate as a positioning argument; the share URL points at a branded landing page with the issue breakdown and a 1-click migrate CTA.

Parameters2

csvText	string	required	Raw CSV text of a journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from the headers.
fileName	string	optional	Optional filename label.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a journal-entry export from QBO (\"Journal Entries\") or Xero (\"Manual Journals\"). Source is auto-detected from the headers."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional filename label."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heuristic-based — refined against the live entity once the user signs up. Accepts larger files than the other analytical tools (up to 50,000 rows / 20 MB) because no detection runs here, just sizing. Use this when a user is weighing the cost of moving books to HelloBooks, pastes data and asks "how long will migration take?", "what would this cost?", or "is it worth migrating?". The funnel CTA points at /migrate/<source>?ref=<shareUrl> to start the assisted flow with the parsed sizing pre-populated.

Parameters2

csvText	string	required	Raw CSV text of a journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from headers.
fileName	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 20971520,
      "description": "Raw CSV text of a journal-entry export from QBO (\"Journal Entries\") or Xero (\"Manual Journals\"). Source is auto-detected from headers."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 checks: (1) pnl.subtotal_mismatch — each "Total Section" subtotal equals the sum of its preceding line items (catches missing or duplicated rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or > 95%, or negative total revenue. Input is raw CSV text of a P&L report (Reports → Profit and Loss in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, a summary with totalRevenue / totalCogs / grossProfit / grossMarginPct / netIncome (when detected), and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes a P&L and asks "does my P&L look right?", "any sign errors?", "what is my gross margin?", or "anything suspicious in my income statement?". For period-over-period comparison use analyze_journal_variance with two periods of journal-entry data; this tool is single-period only.

Parameters2

csvText	string	required	Raw CSV text of a Profit & Loss / Income Statement report. Works with QuickBooks Online (Reports → Profit and Loss), Xero (Reports → Profit and Loss), Zoho Books (Reports → Profit & Loss), and Wave (Reports → Profit & Loss). Source is auto-detected from section names. Statement should include section headers, line items, "Total X" subtotals, and a Net Income / Net Profit row at the bottom.
fileName	string	optional	Optional filename for the share-page label.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a Profit & Loss / Income Statement report. Works with QuickBooks Online (Reports → Profit and Loss), Xero (Reports → Profit and Loss), Zoho Books (Reports → Profit & Loss), and Wave (Reports → Profit & Loss). Source is auto-detected from section names. Statement should include section headers, line items, \"Total X\" subtotals, and a Net Income / Net Profit row at the bottom."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional filename for the share-page label."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal). Input is raw CSV text of a Balance Sheet (Reports → Balance Sheet in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, totals (totalAssets, totalLiabilities, totalEquity, equationBalances boolean), and a shareable URL. Use this when a user pastes a Balance Sheet and asks "does my balance sheet balance?", "is the accounting equation satisfied?", or "is my company solvent on paper?". A Balance Sheet that fails Assets = Liabilities + Equity invalidates every downstream financial-ratio analysis — this is the single most important check for any BS.

Parameters2

csvText	string	required	Raw CSV text of a Balance Sheet report. Works with QuickBooks Online (Reports → Balance Sheet), Xero (Reports → Balance Sheet), Zoho Books (Reports → Balance Sheet), and Wave (Reports → Balance Sheet). Statement should include Total Assets, Total Liabilities, and Total Equity rows. Source is auto-detected from section name signatures.
fileName	string	optional	Optional filename for the share-page label.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a Balance Sheet report. Works with QuickBooks Online (Reports → Balance Sheet), Xero (Reports → Balance Sheet), Zoho Books (Reports → Balance Sheet), and Wave (Reports → Balance Sheet). Statement should include Total Assets, Total Liabilities, and Total Equity rows. Source is auto-detected from section name signatures."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional filename for the share-page label."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 / 5 / zero / exempt), AU GST (10 / GST-free), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13% ON / 15% Atlantic, SG GST 9%, NZ GST 15%, AE VAT 5%. Filter by `country`, `taxType` (GST/VAT/Sales-Tax/HST/IGST/CGST-SGST/TDS/TCS), or `scheme` (standard / reduced / zero / exempt / composition / cess / state-summary). Every entry carries an effective-from date and an authoritative `source` URL (CBIC, gov.uk, ATO, CRA, IRAS, IRD, FTA, Tax Foundation) — agents should confirm the rate against the source before quoting figures to a user. Use this when a user asks "what is the GST rate on X?", "what VAT band does Y fall into?", or "what are the composition slabs in India?". This is the public statutory reference — for an org-specific tax assignment use the authenticated books_classify_event tool.

Parameters3

country	string	optional	Filter to one jurisdiction. Omit to return every supported country.
taxType	string	optional	Filter by statutory tax type (GST, VAT, Sales-Tax, HST, etc.).
scheme	string	optional	Filter by slab category — standard, reduced, zero, exempt, composition, cess.

Raw schema

{
  "type": "object",
  "properties": {
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Filter to one jurisdiction. Omit to return every supported country."
    },
    "taxType": {
      "type": "string",
      "enum": [
        "GST",
        "IGST",
        "CGST-SGST",
        "VAT",
        "Sales-Tax",
        "HST",
        "TDS",
        "TCS"
      ],
      "description": "Filter by statutory tax type (GST, VAT, Sales-Tax, HST, etc.)."
    },
    "scheme": {
      "type": "string",
      "enum": [
        "standard",
        "reduced",
        "zero",
        "exempt",
        "composition",
        "cess",
        "state-summary"
      ],
      "description": "Filter by slab category — standard, reduced, zero, exempt, composition, cess."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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` + free-text `category` (e.g. "office supplies", "restaurant", "exports", "domestic fuel") for a fuzzy best-match. Returns the matched rate, the match score, and the authoritative `source` URL. Use this when a user asks "what slab does X fall into in India?" or "what VAT rate applies to children's car seats?". For broader exploration (all slabs in a country / all rates of one scheme), use list_tax_rates. No customer data — public statutory reference only.

Parameters3

id	string	optional	Exact rate id, e.g. ``IN-standard-18`` or ``GB-zero-0``. When set, country/category are ignored.
country	string	optional	Country to search within. Required when ``id`` is not provided.
category	string	optional	Free-text query — "office supplies", "restaurant", "exports", "domestic fuel".

Raw schema

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "minLength": 3,
      "description": "Exact rate id, e.g. ``IN-standard-18`` or ``GB-zero-0``. When set, country/category are ignored."
    },
    "country": {
      "type": "string",
      "enum": [
        "IN",
        "US",
        "CA",
        "GB",
        "AU",
        "AE",
        "SG",
        "NZ"
      ],
      "description": "Country to search within. Required when ``id`` is not provided."
    },
    "category": {
      "type": "string",
      "minLength": 2,
      "maxLength": 120,
      "description": "Free-text query — \"office supplies\", \"restaurant\", \"exports\", \"domestic fuel\"."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 Balance indicates Zoho, etc.) and run three checks: (1) tb.unbalanced — debits ≠ credits (every downstream P&L / BS / cash-flow report built from this TB is wrong until fixed); (2) tb.wrong_sign — accounts whose name suggests a class (Revenue / COGS / Expense / AR / AP) carrying a balance on the wrong side (classic posting-error signal); (3) tb.round_balance — exact-multiple-of-$10,000 balances (plug-entry signal). Input is raw CSV text of a Trial Balance report. Max 5,000 rows; max 5 MB. Returns flagged accounts with severity, a roll-up showing whether the TB balances, parse diagnostics, and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes a Trial Balance and asks "does my TB balance?", "are there sign errors?", "what looks suspicious?", or "is this TB clean?". The Trial Balance is the foundation document for every other financial statement — if it does not balance, every downstream report is invalid.

Parameters2

csvText	string	required	Raw CSV text of a Trial Balance report. Works with QuickBooks Online (Reports → Trial Balance), Xero (Reports → Trial Balance), Zoho Books (Reports → Accountant → Trial Balance), and Wave (Reports → Trial Balance). Source is auto-detected from column headers.
fileName	string	optional	Optional filename for the share-page label.

Raw schema

{
  "type": "object",
  "properties": {
    "csvText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 5242880,
      "description": "Raw CSV text of a Trial Balance report. Works with QuickBooks Online (Reports → Trial Balance), Xero (Reports → Trial Balance), Zoho Books (Reports → Accountant → Trial Balance), and Wave (Reports → Trial Balance). Source is auto-detected from column headers."
    },
    "fileName": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional filename for the share-page label."
    }
  },
  "required": [
    "csvText"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup), and for each AI capability WHO does the work — `autonomous` (Munimji does it on its own, e.g. OCR extraction, running reports), `approval` (Munimji prepares the entry and you one-click approve before it posts to the ledger, e.g. AI categorization, find-and-match, creating invoices/bills by chat), `assist` (co-pilot, e.g. guided onboarding, voice), or `manual` (a software feature you run yourself). Each capability links to the backing software features. Use this when a user describes their business and asks "how can HelloBooks help me?", "what can the AI do for my shop/practice/agency?", or "what can Munimji do on its own vs what do I approve?". Pass their description in `businessDescription`; optionally filter by `area` or `autonomy`. The AI never posts to a ledger without approval. For the full software catalog call list_features; for pricing call list_plans.

Parameters3

businessDescription	string	optional	Optional. The user describes their business and operations in their own words (industry, what they sell, how they get paid, who they pay, tax regime, pain points). It is echoed back as context — the calling assistant maps it to the returned areas + capabilities. No keyword scoring is done here; the LLM does the matching.
area	string	optional	Optional. Narrow to one business-operation area.
autonomy	string	optional	Optional. Filter Munimji capabilities by who does the work: `autonomous` (Munimji does it alone), `approval` (Munimji prepares, you approve before it posts), `assist` (co-pilot), `manual` (software feature you run yourself).

Raw schema

{
  "type": "object",
  "properties": {
    "businessDescription": {
      "type": "string",
      "minLength": 3,
      "maxLength": 2000,
      "description": "Optional. The user describes their business and operations in their own words (industry, what they sell, how they get paid, who they pay, tax regime, pain points). It is echoed back as context — the calling assistant maps it to the returned areas + capabilities. No keyword scoring is done here; the LLM does the matching."
    },
    "area": {
      "type": "string",
      "enum": [
        "getting-started",
        "sales-receivables",
        "purchases-payables",
        "banking-cash",
        "documents-data-entry",
        "tax-compliance",
        "reporting-insights",
        "inventory-operations",
        "payroll-workforce",
        "multi-entity-scale"
      ],
      "description": "Optional. Narrow to one business-operation area."
    },
    "autonomy": {
      "type": "string",
      "enum": [
        "autonomous",
        "approval",
        "assist",
        "manual"
      ],
      "description": "Optional. Filter Munimji capabilities by who does the work: `autonomous` (Munimji does it alone), `approval` (Munimji prepares, you approve before it posts), `assist` (co-pilot), `manual` (software feature you run yourself)."
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

README.md7 KBView on GitHub

HelloBooks Public MCP Server

A public, read-only Model Context Protocol server that lets AI agents answer questions about HelloBooks accurately — pricing, integrations, country support, compliance frameworks — 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.

Developer Portal

Build an integration with the HelloBooks Developer Portal. The API documentation covers registering an app, connecting a company with OAuth, and testing with an India sandbox. The public MCP endpoint below provides product information to AI agents; company API access is configured through the Developer Portal.

Install

Claude Code / Claude Desktop / Cursor

bash

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

Or, for local development:

bash

claude mcp add hellobooks-local node /path/to/HelloBooks-MCP-Public/dist/stdio.js

Tools

Tool	Description
`list_plans`	All HelloBooks plans (Free, Starter, Pro, Business, Scale, Partner Program) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters; non-priced supported countries return USD/default fallback pricing with metadata.
`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`	Country support matrix for all 187 public country hubs, with detailed compliance rows where separately curated.
`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 `form` filters. Dates rotate annually — every response carries a disclaimer with per-deadline `source` URLs.
`local_payment_methods`	Local 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_search`	Free-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_features`	Full 96-feature marketing catalog. Filter by `category`, `tier`, `status`, `marketedOnly`, or substring `query`.
`list_feature_categories`	The 13 feature categories on the marketing site with per-category counts by status (live/beta/planned).
`list_articles`	Published content on hellobooks.ai — head-to-head compare pages, country guides, curated flagship posts, and sitemap-discovered blog posts. Optional `country`, `tag`, `query`, `limit` filters.
`list_tax_rates`	Statutory tax-rate slabs by jurisdiction — 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 — confirm before quoting.
`lookup_tax_rate`	Pick 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

URI	Description
`hellobooks://about`	Markdown product summary.
`hellobooks://changelog`	Recent release notes as JSON.
`hellobooks://feature-catalog`	Full 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 — 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

bash

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 — 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 — 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 — 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 — only anonymous counts. See strategy doc 73.

bash

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 — see LICENSE.

Install

Tools (29)

list_planslist_credit_packsfree_tier_eligibilitypartner_program_infopractice_management_infolist_integrationscountry_supportcompliance_capabilities

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://agents.hellobooks.ai/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "hellobooks-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://agents.hellobooks.ai/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

HelloBooksAIAgents / hellobooks-mcp (MCP) Server

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

list_plans

list_credit_packs

free_tier_eligibility

partner_program_info

practice_management_info

list_integrations

country_support

compliance_capabilities

feature_search

list_competitors

compliance_deadlines

local_payment_methods

list_features

list_feature_categories

list_articles

list_videos

analyze_qbo_journal_cleanup

analyze_qbo_journal_anomalies

analyze_xero_journal_cleanup

analyze_xero_journal_anomalies

analyze_journal_variance

compare_books_to_hellobooks

estimate_migration_effort

analyze_profit_loss

analyze_balance_sheet

list_tax_rates

lookup_tax_rate

analyze_trial_balance

how_munimji_helps

HelloBooks Public MCP Server

Developer Portal

Install

Claude Code / Claude Desktop / Cursor

Tools

Resources

Security posture

Development

Project layout

Deployment

Discoverability

License

Install

Remote endpoint

Related servers