AI agents for bookkeeping, reconciliation, and financial close for SMBs.
Connect HelloBooks AI Agents to Claude, Cursor or any other MCP client and it stops being a tab you switch to. AI agents for bookkeeping, reconciliation, and financial close for SMBs. The hellobooks ai agents mcp server is what makes that connection.
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.
The toolset is worth reading before you wire it up, because it tells you what the integration is really for:
list_plans — All HelloBooks plans (Free, Pro, Business, CPA) + Warehouse / Manufacturing add-ons. Optional country and plan filterslist_integrations — Banks, payments, payroll, time tracking, shipping, tax-compliance, accounting sync, ecommerce, CRM, storage (Drive/OneDrive), freelance (Upwork)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 infolist_competitors — Competitor positioning (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricingcompliance_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, STPlocal_payment_methods — Local bank-rail / wallet payment methods (UPI, BACS, PayID, BPAY, ACH, RTP, Zelle, PayNow, FAST, Interac, …) with rail speed, use-cases, authorityfeature_search — Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioninglist_features — Full 96-feature marketing catalog. Filter by category, tier, status, marketedOnly, or substring querylist_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 filterslist_tax_rates — Statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant), UK VATConfiguration is passed through the environment: GA4_MEASUREMENT_ID, GA4_API_SECRET. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
The server ships on npm as npm, so your MCP client can launch it on demand — there is no separate build step. Add the server block to your client's configuration, restart it, and the tools register themselves.
Plenty of payments and commerce servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. HelloBooks AI Agents's toolset — list_plans, list_integrations, country_support and 10 more — is a fair guide to whether it matches your workflow. It is maintained by HelloBooksAIAgents; worth a glance at recent repository activity before you build anything load-bearing on it.
We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.
| 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. |
{
"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.
| Variable | Description | Required |
|---|---|---|
| GA4_MEASUREMENT_ID | Configuration value read at startup. | Optional |
| GA4_API_SECRET | Credential the server authenticates with. | Yes |
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