How do I install the hellobooks ai agents mcp server?

Use a recorded configuration for your client, replace example credential values and paths, and verify the documented runtime. Restart or reconnect the client, then inspect the available tools.

What credentials does it need?

It reads `GA4_MEASUREMENT_ID`, `GA4_API_SECRET` from the environment. Store these in your client's env block or a secrets manager — never commit them to a repository — and grant the narrowest scope that still covers your use case.

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HelloBooks AI Agents MCP Server

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

Local serverstdio

What is the HelloBooks AI Agents MCP Server?

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

What the server does

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.

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

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
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,
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 fi
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. Que
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 (O
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.

How to install the HelloBooks AI Agents MCP Server

{
  "mcpServers": {
    "hellobooks": {
      "command": "npx",
      "args": ["-y", "npm"],
      "env": {
        "GA4_MEASUREMENT_ID": "your-value",
        "GA4_API_SECRET": "your-value"
      }
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Configuration

Variable	Description	Required
GA4_MEASUREMENT_ID	Configuration value read at startup.	Optional
GA4_API_SECRET	Credential the server authenticates with.	Yes

Example prompts to try

“Use HelloBooks AI Agents to list plans.”
“Use HelloBooks AI Agents to list integrations.”
“Use HelloBooks AI Agents to country support.”

Frequently asked questions

AI agents for bookkeeping, reconciliation, and financial close for SMBs. Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.