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 supported country hubs return the USD/default list price with pricingCountry=US fallback metadata while local books use the country currency.
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 local currency prices; other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata. Credit packs s
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 / SG S$1M / AE AED 375K). Free includes one-time free AI credits with no published number, plus up to 200 transactions per year; per-entity
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/
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 Progr
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", "
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.
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 filt
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.
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?".
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,
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
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 Xer
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. Return
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 materi
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: t
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. Heurist
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 row
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.neg
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 / input-taxed), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13%
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, th
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
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)
FAQ
Questions
How do I install HelloBooks AI Agents MCP Server?
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 HelloBooks AI Agents MCP Server need an API key?
No required environment variable is listed on this record.
What transport does HelloBooks AI Agents MCP Server use?
HelloBooks AI Agents MCP Server is reached over HTTP.
When was HelloBooks AI Agents MCP Server last checked?
Last checked 2026-11-09. AI agents for bookkeeping, reconciliation, and financial close for SMBs.
From the publisher
Documentation
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
claude mcp add --transport http hellobooks https://agents.hellobooks.ai/mcp
Or, for local development:
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, , , or surface the matching entry at the top.
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
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
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.
docker build -t hellobooks-mcp-public .
docker run -p 8080:8080 hellobooks-mcp-public
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.
