Financial data infrastructure for AI agents. Connect Claude (or any MCP client) directly to a startup's books — read live P&L and bank balances, review and reclassify transactions, manage the chart…
agenticbooks-mcp is an MCP project maintained in the agenticbooks/agenticbooks-mcp repository. The maintainer describes its purpose as “Financial data infrastructure for AI agents. Connect Claude (or any MCP client) directly to a startup's books — read live P&L and bank balances, review…”. Read the project documentation for the complete scope.
The maintainer’s configuration uses https://mcp.agenticbooks.ai/mcp. Check the project’s account and authentication instructions when adding the endpoint to your client.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_financial_summary | One-call snapshot: current-month P&L, balances across all connected providers, unreviewed-event count, and ledger sync health. |
| get_pnl_report | Profit & loss report over a date range, built from classified events. |
| get_account_balance | Current balances across the org's connected money providers. |
| get_bank_balances | Bank holdings, one line per connected bank (Mercury, etc.). |
| get_audit_log | Reads the append-only audit trail, newest first. |
| get_books_status | Everything an agent needs first: what is connected, every open queue, and the ONE next step. |
| get_transaction | Full detail for one transaction: booking, counterparty, attached evidence, audit history. |
| get_billing_status | The org's AgenticBooks subscription state (trial, active, grace, walled). |
| get_unreviewed_events | Lists classified events the rules engine couldn't confidently categorise. |
| get_pending_by_counterparty | Summarises the review queue clustered by counterparty and direction. |
| approve_classification | Approves one event from the review queue by assigning its account. |
| reclassify_entry | Changes the account on an already-posted ledger entry (audit-trailed). |
| list_suggested_transfers | Bank-to-bank transfer pairs the matcher proposed but could not book with certainty. |
| confirm_transfer | Books a suggested transfer pair as an internal transfer (no P&L effect). |
| reject_transfer | Rejects a suggested pair so both legs return to ordinary classification. |
| create_counterparty_rule | Creates/updates a persistent rule mapping a counterparty to an account. |
| list_counterparty_rules | Lists the org's learned counterparty → account rules. |
| update_counterparty_rule | Re-points an existing rule at a different account (affects future events). |
| delete_counterparty_rule | Removes a rule; future events from that counterparty stop auto-classifying. |
| list_chart_accounts | Lists the org's chart of accounts (code, name, type, active). |
| add_chart_account | Adds a new account; the system auto-assigns the code. |
| rename_chart_account | Renames an account (the code never changes). |
| set_chart_account_active | Deactivates or reactivates a chart account. |
| list_documents | Stored receipts and invoices with their pipeline status; surfaces open match proposals. |
| attach_document | Attaches a stored document to a transaction as its evidence (never books anything). |
| close_period | Runs the month-end close, including unrealized FX revaluation. |
| reimport_historical | Queues a historical import over a chosen window. |
| connect_mercury | Connects the org to Mercury via a read-only, scoped API token. |
| disconnect_mercury | Disables the org's Mercury integration (audit-trailed). |
| connect_meow | Connects the org to Meow via a read-only API key. |
| disconnect_meow | Disables the org's Meow integration (audit-trailed). |
| get_onboarding_status | Connection-only walk (superseded by get_books_status). |
{
"mcpServers": {
"agenticbooks": {
"transport": "http",
"url": "https://mcp.agenticbooks.ai/mcp",
"headers": {
"Authorization": "YOUR_AUTHORIZATION"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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