Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Invoices, payments, expenses, customers, deals, proposals, eSign and reports for small businesses.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
웹, 데스크톱, 모바일의 Claude에서 쓸 수 있어요:
https://mcp.bookipi.com/mcp터미널에서 이 명령어를 실행하세요
claude mcp add --transport http bookipi https://mcp.bookipi.com/mcp프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"bookipi": {
"url": "https://mcp.bookipi.com/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"bookipi": {
"type": "http",
"url": "https://mcp.bookipi.com/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요:
https://mcp.bookipi.com/mcp메뉴 이름은 요금제나 시기에 따라 조금 다를 수 있어요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
서버가 도구 목록을 보여 주기 전에 로그인을 요구해요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 8일 점검
레지스트리 이름이 GitHub 계정 Bookipi-Group 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
504ms 만에 응답(HTTP 401)
OAuth 로그인을 지원한다고 밝혀서, AI 앱이 로그인 화면으로 안내해 줘요
아직 점검하지 않았어요. 엔드포인트를 점검할 때 도구 목록을 읽어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 3개 중 3개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
레지스트리에 필수 키가 나와 있지 않아요. 다만 처음 쓸 때 로그인을 요구하는 서버도 있어요.
제작자의 클라우드에서 실행돼요. 설치 없이 인터넷으로 연결하지만, 보내는 내용은 제작자의 서버를 거쳐요.
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.46.1)은 9일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되기 때문에, 원격 MCP 서버를 지원하는 앱(예: 개발자 모드의 ChatGPT)에서도 쓸 수 있어요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
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.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
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.