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 2026-10-16. AI agents for bookkeeping, reconciliation, and financial close for SMBs.

HelloBooks AI Agents MCP Server MCP server

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`, `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

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

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.

HelloBooks Public MCP Server

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

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`, `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

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.

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.

HelloBooks AI Agents MCP Server

Add this server

Host a copy with our keys and logs.

Related MCP

Related skills

Questions

HelloBooks Public MCP Server

Developer Portal

Install

Claude Code / Claude Desktop / Cursor

Tools

Resources

Security posture

Development

Project layout

Deployment

Discoverability

License

HelloBooks AI Agents MCP Server

Add this server

Host a copy with our keys and logs.

Related MCP

Related skills

Questions

HelloBooks Public MCP Server

Developer Portal

Install

Claude Code / Claude Desktop / Cursor

Tools

Resources

Security posture

Development

Project layout

Deployment

Discoverability

License