HelloBooks AI Agents MCP Server

Name: HelloBooks AI Agents MCP Server
Author: Meru-Fin-Tech

by Meru-Fin-Techversion 0.7.0i★ –iRuns in the cloud

Registry nameio.github.HelloBooksAIAgents/hellobooks-mcp

Install

Overview

Description from the maker (original English)

AI agents for bookkeeping, reconciliation, and financial close for SMBs.

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 checksi0 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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: 0 of 1 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://agents.hellobooks.ai/mcp

Run this in your terminal

claude mcp add --transport http hellobooks https://agents.hellobooks.ai/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "hellobooks": {
      "url": "https://agents.hellobooks.ai/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": {
    "hellobooks": {
      "type": "http",
      "url": "https://agents.hellobooks.ai/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://agents.hellobooks.ai/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

We have not read this server’s tool list yet; we check endpoints in rotation.

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 6, 2026

! Caution
Maker matches the repo
The publisher (HelloBooksAIAgents) is not the repo owner (Meru-Fin-Tech); someone else may have listed it
… 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
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… 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 1720 servers in this category
Published to the registry more recently than 15% of the other 1720 servers in this category
Basic checks equal to or better than 38% of the other 1720 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 HelloBooks AI Agents MCP Server safe?

It passed 0 of 1 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 (0.7.0) reached the registry 5 months 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 in developer mode.

What can I use instead?

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

Alternatives

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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Korea Tax Calculator

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Runs on your computer★ 97MITUpdated today

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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.

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 AI Agents MCP Server

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

HelloBooks Public MCP Server

Developer Portal

Install

Claude Code / Claude Desktop / Cursor

Tools

Resources

Security posture

Development

Project layout

Deployment

Discoverability

License