agents.hellobooks.ai MCP Server

AI agents that automate bookkeeping and financial close for SMBs.

Documentation

HelloBooks Public MCP Server

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.

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.

Install

Claude Code / Claude Desktop / Cursor

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

Or, for local development:

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

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.

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

Discoverability

Listed in the MCP registry.
Linked from the marketing site footer and /mcp page.
Referenced in https://hellobooks.ai/llms.txt.

License

MIT — see LICENSE.