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HelloBooks AI Agents MCP Server

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

Open source Repository Open in the app JSON README (API)

About

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

Details

Kind
MCP servers
Topic
No topic detected
Publisher
hellobooksaiagents
Origin
official
Category
ferramentas
Transport
http
Version
0.7.0
Stars
1
Forks
1
Last push
2026-08-26T11:54:34Z
Repository state
ativo
Language
TypeScript
License
MIT
Added
2026-08-29 03:01:57
Updated
2026-08-29 03:01:57
Origin id
io.github.HelloBooksAIAgents/hellobooks-mcp

README

# HelloBooks Public MCP Server

A public, read-only [Model Context Protocol](https://modelcontextprotocol.io) 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`](https://github.com/Meru-Fin-Tech/AI-MCP-Hellobooks).

## Install

### Claude Code / Claude Desktop / Cursor

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

Or, for local development:

```bash
claude mcp add hellobooks-local node /path/to/HelloBooks-MCP-Public/dist/stdio.js
```

## Tools

| Tool | Description |
| --- | --- |
| `list_plans` | All HelloBooks plans (Free, Pro, Business, CPA) + Warehouse / Manufacturing add-ons. Optional `country` and `plan` filters. |
| `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` | Per-country feature availability (BAS, STP, GST e-invoice, MTD, 1099, etc.). |
| `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 and curated flagship 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

```bash
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.

```bash
docker build -t hellobooks-mcp-public .
docker run -p 8080:8080 hellobooks-mcp-public
```

## Discoverability

- Listed in the [MCP registry](https://github.com/modelcontextprotocol/registry).
- Linked from the marketing site footer and `/mcp` page.
- Referenced in `https://hellobooks.ai/llms.txt`.

## License

MIT — see `LICENSE`.

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