CCXT
Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets
Runs on your computer
Booksmate
What it does
Search, summarise and export your invoices and receipts collected from email and supplier portals.
- Connects Runs in the cloud
- Account or key Sign in to the service when you connect (OAuth)
- Category Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Passed 4/4 checks · What you ask goes through the maker’s server (mcp.booksmate.com) · ✓ Commands checked Nov 13, 2026
First: which AI do you use?
Pick your app and the steps appear below.
Works with Claude · about 2 min
No key, nothing to install · Set it up once on claude.ai or the desktop app, then use it in chat · free accounts can add 1 · on Team/Enterprise an Owner adds it
Open Claude’s Connectors page
CustomizeConnectors
Click “Add” → “Custom” → “Web” and fill in these 2 fields
Copy each value into the field with the same name in Claude, then click Continue
Name · NameBooksmateRemote MCP server URL · Addresshttps://mcp.booksmate.comClick Continue past the sign-in settings Claude detected · under Authentication choose what the maker says (Sign in now, Sign in when needed or No sign in), then click Add
Turn it on in a chat
+ConnectorsBooksmate
Try it
Use Booksmate and tell me what you can do for me, then show me one thing✓ If Claude says it is using Booksmate or shows a Booksmate tool in the answer, you are connected
Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version
Works with ChatGPT, depending on your plan
Full MCP: ChatGPT Business, Enterprise or Edu on the web · Pro: connects with read/fetch permissions, so tools that change data may not work · Plus: not confirmed in OpenAI’s docs; if you see an add-custom-MCP option on the Plugins page you can try these steps · web only
Open ChatGPT’s add-MCP page on the web
Plugins+Add custom MCP server
Fill in the name and address
Enter a name, paste the address under Connection, tick the risk warning and click Create as a plugin
Name · NameBooksmateConnection · Addresshttps://mcp.booksmate.comPick Booksmate in a chat
Start a new chat and pick Booksmate from your plugins before typing
Try it
Use Booksmate and tell me what you can do for me, then show me one thing✓ If ChatGPT says it is using Booksmate or shows a Booksmate tool in the answer, you are connected
Menu names checked against OpenAI’s help page on Nov 11, 2026 · your screen may differ slightly by app version
Works with Claude Code · about 2 min
No key, nothing to install
Open Terminal
Mac: press Command+Space and type Terminal · Windows: open PowerShell
Paste this command and press Enter
claude mcp add --transport http --scope user booksmate https://mcp.booksmate.comType /mcp in Claude Code
You should see Booksmate listed as connected
Try it
Use Booksmate and tell me what you can do for me, then show me one thing✓ If Claude Code says it is using Booksmate or shows a Booksmate tool in the answer, you are connected
Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version
Works with Cursor · about 2 min
No key, nothing to install
Open the AI chat in Cursor in Agent mode
Try it
Use Booksmate and tell me what you can do for me, then show me one thing✓ If Cursor says it is using Booksmate or shows a Booksmate tool in the answer, you are connected
Menu names checked against Cursor’s help page on Nov 11, 2026 · your screen may differ slightly by app version
Works with VS Code · about 2 min
No key, nothing to install
Open the AI chat in VS Code in Agent mode
Try it
Use Booksmate and tell me what you can do for me, then show me one thing✓ If VS Code says it is using Booksmate or shows a Booksmate tool in the answer, you are connected
Menu names checked against VS Code’s help page on Nov 11, 2026 · your screen may differ slightly by app version
Other apps that use MCP, such as Windsurf, Zed or Gemini CLI, each add servers differently. See how in the app list.
Address for apps that connect over the web
Address
https://mcp.booksmate.comJSON settings are under “For developers” below
For developers: Terminal commands and JSON settings
Over the web
Claude Code
claude mcp add --transport http --scope user booksmate https://mcp.booksmate.comCursor (~/.cursor/mcp.json)
{
"mcpServers": {
"booksmate": {
"url": "https://mcp.booksmate.com"
}
}
}VS Code (mcp.json)
{
"servers": {
"booksmate": {
"type": "http",
"url": "https://mcp.booksmate.com"
}
}
}These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
At a glance
- Downloads per weeki
- Not on npm/PyPI
- Verified domain
- ✓ booksmate.com
- Connection
- Runs in the cloud
- Transport
- streamable-http
- Latest versioni
- 1.0.0
- Categoryi
- Accounting, finance & tax
- Published to registryi
- Oct 28, 2026
- Code last changedi
- Sep 24, 2026
- Maker
- odwyersoftware
- Website
- booksmate.com
- Registry status
- Active
Which apps can use it
Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.
Connect over the internet in
ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast
Related guides
What it can do
The server asks you to sign in before it lists its tools.
Basic checksi
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 13, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified against the domain booksmate.com (the registry checks domain ownership)
- ✓ Pass
Still maintained
Code last changed 2 months ago
- – Not applicable
Has a licence
Not applicable: a cloud server run by the owner of booksmate.com; you don't run code from the repo
- ✓ Pass
Endpoint responds
Responded in 114 ms (HTTP 401)
- ✓ Pass
Sign-in with OAuth
Declares OAuth sign-in, so your AI app can take you to log in
- … Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint
Discussion
Ask, share a tip or report that it does not work. Sorted by what people marked helpful.
No posts yet. Be the first to ask or share.
Posts here are written by users, not the PopNx team.
User reviews
No reviews yet
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 3187 servers in this category
- Published to the registry more recently than 63% of the other 3187 servers in this category
- Basic checks equal to or better than 100% of the other 3187 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Booksmate safe?
It passed 4 of 4 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
Is it still maintained?
The GitHub repo last changed 2 months ago, and the latest version (1.0.0) reached the registry 16 days ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT on the web (full MCP on Business and above; Pro read-only).
What can I use instead?
In the same category: CCXT, Finance Toolkit, AKQuant
Others in the same category
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud
README from the maker
Open the README
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
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 richard@booksmate.com.
License
MIT.