Ask your LLM to import a bank statement, categorize spending, reconcile a month, or generate a Schedule C. Bookie provides the correct double-entry ledger underneath — so the model reasons over real numbers, not a…
Bookie source profile. From the maintainer documentation: “Ask your LLM to import a bank statement, categorize spending, reconcile a month, or generate a Schedule C. Bookie provides the correct double-entry ledger underneath — so the model reasons over real numbers, not a spreadsheet it's improvising on the fly.”
The project provides a local client configuration using node. Follow the repository’s build and installation steps before copying it, and replace example paths with the paths on your own computer.
The example declares BOOKIE_DB_URL, BOOKIE_DB_DIRECT_URL, BOOKIE_API_KEY. Secret-looking values have been replaced with placeholders. Required and optional labels are shown only when the documentation states them.
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 |
|---|---|
| manage_accounts | Create/list/archive accounts (segment-scoped categories carry a tax line) |
| add_transaction | Record one balanced double-entry (money flows from → to) |
| split_transaction | One payment leg + N category legs (a receipt split across categories) |
| import_transactions | Import a bank/card CSV as balanced entries — preview → confirm, with dedup |
| manage_rules | Create/list/delete/test/suggest auto-categorization rules (categorize → account/property, or exclude) that power import-preview suggestions; action=suggest… |
| categorize_transaction | Re-categorize the income/expense leg of an existing entry — explicit account or apply a stored rule |
| reconcile | Match a bank/card statement CSV against the ledger and mark postings cleared — preview then commit |
| manage_receipts | Attach, list, delete, or get a signed download URL for receipt data; optionally upload the original file (JPEG, PNG, WEBP, HEIC, or PDF) to Railway Bucket… |
| generate_report | Monthly reconciliation summary, or fiscal-year Schedule C / Schedule E tax P&L |
| export_report | Render any report as markdown or CSV |
| send_report | Run a report and email it via Resend |
| query_transactions | List entries + postings by date range / account |
| account_balances | Current balance per account |
{
"mcpServers": {
"bookie": {
"command": "node",
"args": [
"/absolute/path/to/bookie/dist/index.js"
],
"env": {
"BOOKIE_DB_URL": "<printed by setup>",
"BOOKIE_DB_DIRECT_URL": "<printed by setup>",
"BOOKIE_API_KEY": "YOUR_BOOKIE_API_KEY"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
| Variable | Description | Required |
|---|---|---|
| BOOKIE_DB_URL | Declared in the maintainer’s client configuration. | Check documentation |
| BOOKIE_DB_DIRECT_URL | Declared in the maintainer’s client configuration. | Check documentation |
| BOOKIE_API_KEY | Declared in the maintainer’s client configuration. | Check documentation |
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