How do I install Booksmate?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does Booksmate need an API key?

No required environment variable is listed on this record.

What transport does Booksmate use?

Booksmate is reached over HTTP.

When was Booksmate last checked?

Last checked 2026-11-08. Search, summarise and export your invoices and receipts collected from email and supplier portals.

Booksmate MCP server

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Add to Cursor Add in Claude Add to VS Code Run on PlugMCP

Host a copy with our keys and logs.

Server URL

https://mcp.booksmate.com

The Claude button above opens Claude with the name and URL filled in. You still confirm it there.

shClaude Code

1claude mcp add --transport http com.booksmate-booksmate https://mcp.booksmate.com

Run in a terminal.

jsonClaude Desktop

1{2  "mcpServers": {3    "com.booksmate-booksmate": {4      "command": "npx",5      "args": [6        "-y",7        "mcp-remote",8        "https://mcp.booksmate.com"9      ]10    }11  }12}

claude_desktop_config.json

Remote · HTTPPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Remote

Transport: http
Version: 1.0.0
Last checked

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

Questions

Booksmate

Fetch invoices and receipts from email and supplier portals, then work them in chat.

Booksmate pulls documents from connected Gmail and Microsoft mailboxes, and from supplier web portals via the Booksmate desktop app. It extracts fields with AI and exports to Xero or Google Drive. This plugin connects an agent to your account through the hosted MCP server at mcp.booksmate.com. Email ingestion runs here. Web portal fetching stays on the desktop app. Ask for last month's Amazon invoices and you get the real rows out of your account, not a guess.

Install

Cursor

Open the Cursor Marketplace and search for "Booksmate", then click install. You can also open Customize and search there.

The plugin ships an mcp.json pointing at the hosted server. Cursor picks it up automatically. There is nothing to configure.

Grok Bot

Add the server URL https://mcp.booksmate.com as an MCP connector. The skills in this repo are plain skills/*/SKILL.md files, so any agent that reads skill directories can use them alongside the connector.

Claude Code

Clone https://github.com/odwyersoftware/booksmate-plugins and start Claude Code with claude --plugin-dir booksmate-plugins/claude.

That flag loads the claude/ directory for the session. It ships a .mcp.json pointing at the hosted server over streamable HTTP. The server entry sets "type": "http", which Claude Code requires on a URL. There is nothing else to configure.

Any other MCP client

Point the client at https://mcp.booksmate.com. The transport is streamable HTTP.

Sign in

There is no API key. Authentication is OAuth 2.1 with dynamic client registration, so the first tool call opens a browser for consent. Approve it once and the client holds the token from then on. If you have no Booksmate account yet, sign up at booksmate.com first.

Revoke access any time from your Booksmate account settings.

What you can ask for

Show my invoices from last month.
What did I spend on software this quarter, broken down by vendor?
Find any duplicate payments over 500 in the last 90 days.
Upload this receipt PDF and pull out the vendor and total.
Import my latest receipts from Gmail.
Export everything unexported to Xero.
Zip up my Q1 invoices and give me a download link for my accountant.

Skills

Seven skills teach the agent how to drive the tools well.

Skill	What it covers
`document-search`	Find and inspect invoices and receipts by vendor, date, amount, or status
`spend-analysis`	Totals and trends by category, vendor, month, or document type
`upload-extract`	Upload PDFs, images, and office files for AI extraction
`duplicate-detection`	Catch double payments by comparing vendor, amount, and currency
`email-ingestion`	Pull documents from connected Gmail and Microsoft mailboxes
`export-workflow`	Send documents to Xero or Google Drive
`document-packaging`	Bundle documents into a ZIP with a signed download link

Docs

Full documentation lives at booksmate.com/docs/features/mcp-server/.

About this repository

This repository is a build artifact. Its contents are generated from the Booksmate source repository and pushed here by CI. Direct edits to .cursor-plugin/, mcp.json, skills/, assets/, grok/, claude/, and this README get overwritten on the next sync. File issues and suggestions at booksmate.com or email [email protected].

License

MIT.

Add this server

Host a copy with our keys and logs.

Server facts

Tools

Questions

How do I install Booksmate?

Does Booksmate need an API key?

What transport does Booksmate use?

When was Booksmate last checked?

Documentation

Booksmate

Install

Cursor

Grok Bot

Claude Code

Any other MCP client

Sign in

What you can ask for

Skills

Docs

About this repository

License