Bookipi

Name: Bookipi
Author: Bookipi-Group

by Bookipi-Groupversion 0.47.0i★ –iRuns in the cloud

Registry nameio.github.Bookipi-Group/bookipi

Install

Overview

Description from the maker (original English)

Invoices, payments, expenses, customers, deals, proposals, eSign and reports for small businesses.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi3 of 3 passedChecked from public information; code not scanned yet
UsageiEarly★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 3 of 3 passed
Runs on the maker’s server: what you ask it goes through their server.
The registry lists no key to fill in.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://mcp.bookipi.com/mcp

Run this in your terminal

claude mcp add --transport http bookipi https://mcp.bookipi.com/mcp

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "bookipi": {
      "url": "https://mcp.bookipi.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "bookipi": {
      "type": "http",
      "url": "https://mcp.bookipi.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://mcp.bookipi.com/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

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 9, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account Bookipi-Group, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
✓ Pass
Endpoint responds
Responded in 818 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

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 2967 servers in this category
Published to the registry more recently than 100% of the other 2967 servers in this category
Basic checks equal to or better than 100% of the other 2967 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 Bookipi safe?

It passed 3 of 3 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 –, and the latest version (0.47.0) reached the registry today.

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 in developer mode.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

Alternatives

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.

by JerBoumaWidely used↓ 15.5K/wk★ 5.5KUpdated 2 days ago

Computer or cloud

Install

SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

by SolidInvoiceGrowing★ 981Updated 10 days ago

Runs in the cloud✓ solidinvoice.co

Install

Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

by UpstageAIGrowing↓ 3.2K/wk★ 97Updated today

Runs on your computer

Install

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.

Bookipi CLI

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

Ways to use it
Install the skill — Claude Desktop & Cowork · Claude Code · Codex · Gemini CLI · Other agents
Allow network access (Cowork)
Sign in and workspaces
Things to ask
Build on the CLI — Commands
Help and bug reports
Privacy
License

Ways to use it

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.

Install the skill

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.

Claude Desktop & Cowork

Download bookipi-cli.skill from the latest release.
Double-click it and confirm. It appears in your Skills list as bookipi-cli.

Nothing happens? Drag the file into the Cowork window. If your browser dropped the .skill extension, rename it back first.

Claude Code

/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/.

Codex

/plugin marketplace add Bookipi-Group/bookipi-cli

/plugin install bookipi

Gemini CLI

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.

Other agents

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.

Allow network access (Cowork)

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.

Sign in and workspaces

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.

Cowork: New Project → Use a folder → pick a folder. Claude Code: start claude in any folder.
Ask: *"Set up Bookipi in this folder."* Claude gives you a sign-in link.
Check with: *"Who am I logged in as?"*

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.

Things to ask

	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."

Build on the CLI

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/.

Commands

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.

Help and bug reports

Open a GitHub issue with what you asked, what Claude did, and what you expected.

Security issues: please report privately — see SECURITY.md.

Privacy

Bookipi CLI works with your own Bookipi account. Full policy: bookipi.com/privacy-policy.

Business data (invoices, customers, expenses, deals, proposals, contracts, meetings, website) is read from and written to your Bookipi account over HTTPS — nowhere else.
Sign-in tokens stay on your machine, in the workspace's .bookipi/ or ~/.bookipi/, readable only by you. They go only to Bookipi's sign-in service; bookipi logout deletes them.
Receipt and logo images are uploaded to Bookipi's S3 storage for scanning and invoice previews.
Usage analytics go to Amplitude: which command ran, how long it took, whether it failed, and the CLI version, OS and client. You're identified by a one-way hash of your email or machine — never arguments, invoice contents, customer records or credentials. Turn off with BOOKIPI_NO_ANALYTICS=1 or DO_NOT_TRACK=1.
Update check: once a day the CLI asks GitHub for the latest release, sending only its version. Turn off with 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.

Bookipi

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

Bookipi CLI

Ways to use it

Install the skill

Claude Desktop & Cowork

Claude Code

Codex

Gemini CLI

Other agents

Allow network access (Cowork)

Sign in and workspaces

Things to ask

Build on the CLI

Commands

Help and bug reports

Privacy

License