Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Beschreibung vom Entwickler (englisches Original)
Invoices, payments, expenses, customers, deals, proposals, eSign and reports for small businesses.
Diese drei werden nie zu einer Punktzahl zusammengefasst: Meinungen, Messungen und Beliebtheit sind verschiedene Dinge.
Für diesen Server haben wir noch keine Zusammenfassung in einfacher Sprache geschrieben. Unten stehen die Fakten, die wir aus der Registry gelesen haben.
Wähle die KI-App, die du nutzt, und kopiere die Einstellungen.
Du brauchst
Welche App nutzt du?
Wähle oben deine App. Wir merken sie uns, damit der Button beim nächsten Mal „In … installieren“ anzeigt.
Funktioniert in Claude im Web, auf dem Desktop und auf dem Handy:
https://mcp.bookipi.com/mcpFühre das in deinem Terminal aus
claude mcp add --transport http bookipi https://mcp.bookipi.com/mcpIn .cursor/mcp.json in deinem Projekt oder in ~/.cursor/mcp.json einfügen
{
"mcpServers": {
"bookipi": {
"url": "https://mcp.bookipi.com/mcp"
}
}
}Dein Browser fragt, ob er die App öffnen darf, dann zeigt die App die Einstellungen und bittet dich um Bestätigung. Schlüsselwerte bleiben leer, damit du sie selbst einträgst.
In .vscode/mcp.json in deinem Projekt einfügen
{
"servers": {
"bookipi": {
"type": "http",
"url": "https://mcp.bookipi.com/mcp"
}
}
}Dein Browser fragt, ob er die App öffnen darf, dann zeigt die App die Einstellungen und bittet dich um Bestätigung. Schlüsselwerte bleiben leer, damit du sie selbst einträgst.
ChatGPT verbindet sich nur mit Servern im Internet:
https://mcp.bookipi.com/mcpMenünamen können sich je nach Tarif und mit der Zeit leicht unterscheiden.
Deine Auswahl bleibt in einem Cookie auf diesem Gerät; kein Konto nötig.
Diese Einstellungen werden aus dem Registry-Eintrag des Entwicklers erzeugt. Wenn in der README etwas anderes steht, folge der README.
Der Server verlangt eine Anmeldung, bevor er seine Tools auflistet.
Wir prüfen Informationen, die jeder sehen kann; den Code haben wir nicht gelesen. Checks, die nicht zutreffen, werden nicht mitgezählt. · Geprüft am 8. Nov. 2026
Der Registry-Name wurde mit dem GitHub-Konto Bookipi-Group bestätigt, dem das Repo gehört
Dieses Repo haben wir noch nicht von GitHub gelesen
Dieses Repo haben wir noch nicht von GitHub gelesen
Antwort in 504 ms (HTTP 401)
Gibt OAuth-Anmeldung an, damit deine KI-App dich zum Einloggen weiterleiten kann
Noch nicht geprüft; wir lesen die Tool-Liste, wenn wir den Endpunkt prüfen
Verglichen mit allen aktiven Servern dieser Kategorie in der Registry. Sterne zählen nur, wenn dem Herausgeber das Repo gehört.
Er hat 3 von 3 zutreffenden Basischecks bestanden. Den Code haben wir nicht gelesen. Bevor du einen Schlüssel oder Token hinzufügst, sieh nach, welche Zugriffe der Server verlangt, und nutze einen Schlüssel, der nur die Berechtigungen hat, die du brauchst.
Die Registry nennt keinen erforderlichen Schlüssel, manche Server bitten dich aber bei der ersten Nutzung, dich anzumelden.
Er läuft in der Cloud des Entwicklers. Du verbindest dich übers Internet, ohne etwas zu installieren, aber was du sendest, läuft über die Server des Entwicklers.
Das GitHub-Repo wurde zuletzt – geändert, und die neueste Version (0.46.1) kam vor 8 Tagen in die Registry.
Apps, die MCP unterstützen, etwa Claude Desktop, Claude Code, Cursor und VS Code. Er verbindet sich per URL, also funktionieren auch Apps, die Remote-MCP-Server akzeptieren, zum Beispiel ChatGPT im Entwicklermodus.
In derselben Kategorie: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Server derselben Kategorie von anderen Entwicklern, sortiert nach Sternen.
So liest du eine Karte:★ GitHub-SterneiDrei Säulen: Bewertungen · Checks · NutzungiAktualisiert = neueste Version in der Registry veröffentlichti
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Unverändert aus dem Repo des Entwicklers übernommen. PopNx MCP hat den Inhalt weder geprüft noch empfiehlt es ihn. HTML, Bilder und Skripte wurden entfernt. Links führen von dieser Website weg.
Run your back office — invoices, payments, customers, expenses, proposals, contracts and reports — by asking Claude in plain English, or from your own code with --json commands.
Anything that emails someone, records a payment or publishes waits for your OK first, and Bookipi never moves money. Overview: bookipi.com/cli.
Contents
| You want to… | Use |
|---|---|
| Ask Claude (Cowork, Claude Desktop, Claude Code, Codex, Gemini CLI) | The skill — it includes the CLI |
| Use Bookipi in claude.ai or any MCP client, nothing to install | The Bookipi connector — also in the MCP Registry as io.github.Bookipi-Group/bookipi |
| Script it, or build it into your own agents and products | The CLI |
It's the same tool underneath every option.
The skill includes the Bookipi CLI, so there's nothing else to install. When it runs on your own computer (Claude Code, Codex, Gemini CLI), it needs Node 22.12+, and on first use it adds a bookipi command to ~/.local/bin so you can run it yourself too.
bookipi-cli.skill from the latest release.bookipi-cli.Nothing happens? Drag the file into the Cowork window. If your browser dropped the .skill extension, rename it back first.
/plugin marketplace add Bookipi-Group/bookipi-cli
/plugin install bookipi@bookipi-cli
To upgrade, refresh the marketplace first, then update (keep the @bookipi-cli part, or you get "Plugin not found"):
/plugin marketplace update bookipi-cli
/plugin update bookipi@bookipi-cli
A skill installed in Claude Desktop also works in Claude Code sessions started from the desktop app. To install by hand, unzip the .skill file into ~/.claude/skills/.
/plugin marketplace add Bookipi-Group/bookipi-cli
/plugin install bookipi
gemini extensions install https://github.com/Bookipi-Group/bookipi-cli
Upgrade with gemini extensions update bookipi. The extension also includes the Bookipi connector: run /mcp auth bookipi once to sign in, and the skill uses it instead of the CLI.
For Cursor, GitHub Copilot, Antigravity, Windsurf and other agents that read skills, install it with the skills CLI:
npx skills add Bookipi-Group/bookipi-cli --skill bookipi-cli
Upgrade with npx skills update bookipi-cli. Or copy .agents/skills/bookipi-cli/ from this repo into your project's or agent's skills folder by hand.
Skip this on Claude Code, or if your workspace admin has already added the domains below.
Cowork runs in a sandbox that blocks unknown websites, so Bookipi must be on your organization's allowlist or sign-in fails. An admin adds these under Organization Settings → Capabilities → Code execution → Additional allowed domains:
*.bkpi.co
*.bookipi.com *.bookipay.com *.s3.amazonaws.com *.amplitude.com
The first three are Bookipi's servers; S3 is for receipt uploads and images in invoice previews. If one is missing, Claude says so on the first request and lists these domains — forward that to your admin.
Each Bookipi workspace is a folder on your computer. Your sign-in is saved in that folder's .bookipi/ (git-ignored), so every session in it stays signed in.
claude in any folder.For another Bookipi account, use another folder.
Cowork projects without a folder are cloud-only and wiped between chats,
so you'd sign in every time. Attach a folder, or use the
Bookipi connector, which keeps the sign-in on your
Claude account.
On Claude Code the folder is optional: just say *"log me in to Bookipi"* and the sign-in is saved to ~/.bookipi/, for every folder on your machine.
| Try | |
|---|---|
| Money owed | "Who owes me money?" · "Show my overdue invoices." · "Send reminders to all my overdue invoices." |
| Invoices | "Create an invoice for Acme — $5,000 for consulting." · "Show me what INV-650 looks like." · "Send INV-650 to alice@acme.com." · "Mark INV-650 as paid." |
| Customers | "Pull up Wayne Construction." · "Add a new customer: Acme Corp, billing@acme.com." · "Email Maria — I'll be late to the call." |
| Deals & proposals | "Add a deal — Stark kitchen renovation, $40,000." · "Draft a proposal for the Stark deal." · "Mark the Stark deal as won." |
| Contracts | "Turn that accepted proposal into a contract." · "Send the MSA to Bruce." · "Has Bruce signed yet?" |
| Expenses | Drop in a receipt: "Log this as an expense." · "Show my expenses this month." |
| Reports | "Give me the morning brief." · "Who's my biggest customer this quarter?" · "Build me a dashboard for last quarter." |
| Calendar | "What's on my calendar today?" · "Find my meetings with Maria this week." |
| Account | "What companies do I have?" · "Switch to my other Bookipi account." · "Log me out." |
A JSON-first command-line tool for scripts, automations and your own agents. Node 22.12+, no build step.
Install (macOS/Linux): run the one-line installer from the latest release page. It verifies the download, installs to ~/.local/share/bookipi-cli and adds bookipi to ~/.local/bin. It never installs Node or edits your shell profile. Run it again to update.
Or run it from a clone — the production build is at skills/bookipi-cli/bin/bookipi.js:
git clone https://github.com/Bookipi-Group/bookipi-cli.git ~/bookipi-cli
alias bookipi=~/bookipi-cli/skills/bookipi-cli/bin/bookipi.js
Use:
bookipi init # create a workspace and sign in
bookipi invoice list --status overdue --json # structured output
For CI or headless use, set BOOKIPI_TOKEN instead of signing in. Ready-made scripts (chase overdue invoices, weekly digest to Slack, receipts folder to expenses) are in examples/.
Every command accepts --json; bookipi --help lists the flags.
| Group | Covers | Subcommands |
|---|---|---|
invoice | Invoices and related documents | list get preview create create-from-proposal duplicate update delete send send-receipt mark-paid void remind collections attach-photo |
customer | Customers, payments, email | list get payments create update delete send-email emails |
item | Products and services | list create set-photo |
expense | Expenses and receipt scanning | categories list upload scan create delete |
paylink | BPay payment links | create list get status send |
deal | Pipeline deals | list create update |
proposal | AI-written proposals | list generate update duplicate send delete |
contract | eSign contracts | list draft upload create-from-proposal finalize send |
report | Reports, dashboards, insights | summary customers items dashboard insights digest suggest open |
meeting | Recorded meetings and bookings | list |
calendar | Calendar connection | status |
company | The active company | list set |
website | The AI-built company website | status content pages page create generate add-page update ask preview publish analytics open |
| — | Session and workspace | setup login logout whoami init mcp |
bookipi setup is the first call for an agent: it checks the sign-in, starts one if needed, and returns the next step as JSON.
Commands that email someone, record or clear a payment, create or send a payment link, or publish the website refuse to run without --yes. In chat, Claude asks you first; in a script, pass --yes yourself.
Open a GitHub issue with what you asked, what Claude did, and what you expected.
Security issues: please report privately — see SECURITY.md.
Bookipi CLI works with your own Bookipi account. Full policy: bookipi.com/privacy-policy.
.bookipi/ or ~/.bookipi/, readable only by you. They go only to Bookipi's sign-in service; bookipi logout deletes them.BOOKIPI_NO_ANALYTICS=1 or DO_NOT_TRACK=1.BOOKIPI_NO_UPDATE_CHECK=1.It doesn't scan your files (only the workspace folder and files you point it at), doesn't collect your conversations with Claude, and doesn't share data for advertising or model training. Business data follows Bookipi's retention policy; local sign-ins last until you log out.
Questions or deletion requests: support@bookipi.com.
Copyright © Bookipi. All rights reserved — see LICENSE. Use is subject to Bookipi's Terms of Service.