Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者による説明(英語の原文)
Books your AI keeps from your own bank statements: cards, loans, bills, receipts and the tax year.
この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。
このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。
使っているAIアプリを選んで、設定をコピーしてください。
必要なもの
どのアプリを使っていますか?
上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。
ウェブ、デスクトップ、モバイルのClaudeで使えます:
https://saybooks.io/mcpターミナルでこれを実行します
claude mcp add --transport http saybooks https://saybooks.io/mcpプロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"saybooks": {
"url": "https://saybooks.io/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"saybooks": {
"type": "http",
"url": "https://saybooks.io/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
ChatGPTがつなげるのは、インターネット上のサーバーだけです:
https://saybooks.io/mcpメニューの名前は、プランや時期によって少し違うことがあります。
選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。
この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。
このサーバーは、ツール一覧を表示する前にサインインを求めます。
誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月8日にチェック
レジストリ名は、リポジトリを所有するGitHubアカウント alviso で確認済みです
このリポジトリはまだGitHubから読み取っていません
このリポジトリはまだGitHubから読み取っていません
551ミリ秒で応答(HTTP 401)
OAuthでのサインインに対応しているため、AIアプリがログイン画面へ案内してくれます
まだチェックしていません。エンドポイントをチェックするときにツール一覧を読み取ります
レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。
当てはまる基本チェック3項目のうち3項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。
レジストリには必須のキーは載っていません。ただし、最初に使うときにサインインを求めるサーバーもあります。
作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。
GitHubリポジトリの最終更新は–、最新バージョン(0.4.0)がレジストリに届いたのは6 日前です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。URLでつながるので、リモートMCPサーバーに対応したアプリ(開発者モードのChatGPTなど)でも使えます。
同じカテゴリには:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。
カードの見方:↓ 週あたりのダウンロードi★ GitHubスターi3つの柱:レビュー · チェック · 利用状況i更新=最新バージョンをレジストリに公開した日i
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.
作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。
The books you can talk to. The books that stay books.
Saybooks is an open-source ERP where your agent and your interface are the same system: one command registry, one rulebook, one audit trail. Tell Claude to import a card statement, issue the invoice or ship the order, or click the button: same command, same rules, same record of who did what and why.
For your household: [saybooks.io/personal](https://saybooks.io/personal). Hand your agent the bank and card statements and it keeps the accounts, the card, the mortgage and the car loan, the bills and the receipts, with a year summary for taxes. No bank feed and no bank password: a statement is taken only when its rows add up to its printed balances. Any bank, any currency. See a made-up household with no signup, connect https://saybooks.io/mcp/household, or watch the five-part series.
Live: [saybooks.io](https://saybooks.io). Try the demo with no signup, or sign in with Google and pick the modules your books carry. Connect Claude by adding https://saybooks.io/mcp as a connector (OAuth, no keys to paste); the same books are in the browser as ordinary pages.
Watch: [Saybooks process demos](https://www.youtube.com/playlist?list=PLPEkxX4HVTlI), five short videos recorded live against the demo books: purchase orders and receiving, inventory value, the month-end close, bank reconciliation, and sales tax.
Fourteen modules today, every one spec-first with executable conformance scenarios:
| module | for | what it keeps |
|---|---|---|
| solo (Invoicing) | freelancers | clients, invoices with a link and a PDF, payments, outstanding; any currency, your tax scheme |
| o2c (Order to cash) | small businesses | quotes, orders, shipments, invoices, receivables, with a credit gate the agent cannot talk past |
| crm | small businesses | campaigns, accounts, contacts with sources, gaps, pipeline; outreach drafts the agent writes and a person sends; events with their source and a calendar |
| prospect | anyone with a bought list | a holding area in front of the CRM: the agent stages and judges rows, only a person promotes |
| jobhunt | people open to work | postings, applications, interviews, recruiters, a duplicate guard, one next action |
| p2p (Purchasing) | small businesses that buy stock | purchase orders at the vendor's price, goods received against them, vendor bills held to a 3-way match before a person approves paying |
| inventory | small businesses that hold stock | every stock move kept, the moving average cost, each shipment's cost and margin, counts with reasons, a value that ties to the books |
| purchases (Personal finances) | anyone | accounts and net worth, transfers between them, card dues, interest and refunds, expected bills, autopay and what is due, work expenses paid back, tax tags and the year; bank and card statements and receipts the agent reads: rows with provenance, review, subscriptions, spend |
| bankrec (Bank) | anyone whose accountant asks "does the bank tie?" | each statement against the books, deposits matched to recorded payments, items in transit named, a sign-off by a person |
| loans (Personal finances, Loans) | anyone with a mortgage or a car loan | the lender's figures, each payment split into principal, interest and escrow, what is owed and when it ends, interest per year, a check against the lender |
| salestax (Sales tax) | anyone who charges sales tax and files it | the return for a month or quarter from what was invoiced and credited, a filing a person records, the payment, a liability that ties |
| gl (Month-end) | anyone closing the books | a close checklist, adjusting entries that balance and can reverse, closed periods that stop moving, corrections in the next open period |
| bridge (Ledger) | anyone with an accountant | the hand-over to QuickBooks, Xero or a plain CSV: map their chart once, export a period, keep what went and through when |
| core | every space | customers, items, the company profile, search, audit, setup |
"Conversational ERP" usually means a chat layer bolted onto a system that doesn't know the agent exists. Saybooks inverts that: every business act is declared once, and everything else is *derived* from that declaration:
| derived | so that |
|---|---|
| the MCP tool (name, doctrine, JSON Schema, annotations) | the agent sees exactly what the UI can do |
| the UI form (fields, widgets, validation) | the human sees exactly what the agent can do |
| the guard evaluation | a greyed-out button's tooltip, the thrown refusal, and the agent's answer are the same sentence, asserted by test |
| the audit row | every write from either surface lands in one log with an actor and a reason; refusals included |
Nothing outside the registry may call a handler. A click and a tool call go through the same command, the same guards, the same transaction. The two surfaces cannot drift, because neither is authored, and test/contract.test.js fails the build if anyone tries.
Agent-first, not parser-first: where a file is involved (a statement, a receipt), the agent reads it and hands over what it read; the module checks the control totals, keeps the provenance of every row, and refuses what does not reconcile. No bank parsers to maintain.
src/registry.js declare once; derive tools, forms, guards, audit; enforce
src/workspace.js a SQLite database per space (per person, per sandbox) src/members.js capability-token identity: named members with roles src/oauth.js OAuth 2.0 front door for MCP clients (DCR, client-id metadata documents) src/mcp-http.js MCP over streamable HTTP; one tool list per space's modules src/document.js the invoice document: one PDF renderer, previewed as its own pages src/modules/core, o2c, crm, prospect, jobhunt, solo, purchases, bridge specs/ /spec.md the area spec: calibration, entities, invariants, read models specs/ /scenarios/ executable conformance scenarios (refusals are contract) src/conformance.js replays scenarios through the real registry; keeps evidence server.js workbench + hosted demo + MCP + OAuth (all one registry) mcp-server.js stdio MCP for local development test/contract.test.js the 24-gate contract (see below) test/smoke.mjs every workbench view and detail panel rendered in headless Chrome test/local/ plain-language scripts run against a local model, checked in the database
Access control: every command declares a permission tag; four roles (owner / controller / clerk / viewer); enforcement at the registry choke point; denials are one-sentence refusals, logged. An agent connecting through a member's key is that member's *delegate*: their name, their permissions. Every write carries a reason; reads are never logged.
Money is integer minor units everywhere, with a currency; sums are per currency and never cross. Nothing is invented: a missing amount, date or name is asked for, never guessed.
Every module — present and future — is held to: MCP/UI parity · namespace prefixes · doctrine on every write · guards declared · table ownership (no cross-module writes) · a tool budget · module mounts · one-sentence rule · audit behavior · fixture replay · spec conformance (an implementation claiming an area must map every act and pass every scenario) · permissions (unpermissioned commands do not ship) · spec version (a module implements the version its acts file declares) · human-only (a field or a whole act a person must do, refused to agents whatever their role) · the door (staged rows are judged by an agent and promoted only by a person) · the claim gate (what a campaign may say is a person's to set, and holds on edit) · bills (only a person approves paying one; a payment is recorded after it happened, against a statement row that matches it).
The endgame is competing implementations of the same area, certified by replaying the same scenario files — the spec speaks in acts, not commands, so any conforming module runs them.
npm install
npm test # the 24 gates npm run smoke # every workbench view and panel, in headless Chrome npm run local -- --model --script plain-invoicing --instructions off # a local model, plain prompts npm run demo # a full quote-to-cash run, human and agent interleaved npm start # workbench on http://127.0.0.1:8140 npm run mcp # stdio MCP server (OTC_WORKSPACE=you)
Register for a Claude Code session: claude mcp add saybooks-local -e SAYBOOKS_WORKSPACE=$USER -- node /mcp-server.js
Saybooks is a plain MCP server, so a model on your own machine can keep the books with nothing leaving it. Tested with Gemma 4 26B A4B in LM Studio on a 32 GB laptop: a full invoice cycle and a full statement cycle from plain sentences, no coaching. In LM Studio's mcp.json:
{ "mcpServers": { "saybooks": {
"command": "/usr/local/bin/node", "args": ["/path/to/saybooks/mcp-server.js"], "env": { "SAYBOOKS_WORKSPACE": "main", "SAYBOOKS_MODULES": "core,solo", "SAYBOOKS_ACTOR": "gemma-4" } } } }
SAYBOOKS_MODULES picks the tools the model sees (core,solo is 35 tools; core,purchases 60; all fourteen modules is 236 and too many for a small model). Load the model with one concurrent slot. What that took, and the six fixes it forced in the tools, is in saybooks.io/notes/local-models; the plain-language harness that measures it is npm run local.
Any currency per invoice but no conversion between them (sums stay per currency), one company per space, no tax engine (rates are captured and frozen per line; determination is an integration's job), no outbound anything: Saybooks never emails a customer, charges a card, or books a shipment. It records what happened. The ledger hand-over writes import files for QuickBooks Online and Xero; it does not post over their APIs. Each area's deferred list, with reasons, is in its spec under specs/.
AGPL-3.0-only. Copyright (C) 2026 Peter Varga. If you run a modified Saybooks as a service, share your changes — that's the deal.