AgenticBooks MCP Server

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AgenticBooks MCP Server

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 of accounts, and connect banking sources — over a secure, OAuth-authenticated remote MCP server.

This is a hosted (remote) MCP server. You don't install or self-host it — you connect your MCP client to the AgenticBooks endpoint and authenticate with your AgenticBooks account. This repository is the public listing and connection guide; the server itself runs as managed infrastructure.

Website: https://agenticbooks.com
MCP endpoint: https://mcp.agenticbooks.ai/mcp
Transport: Streamable HTTP
Auth: OAuth 2.0 (Claude "Custom Connector" flow via Clerk) or an ab_ API key

What it does

AgenticBooks ingests webhooks from Stripe, Mercury, RevenueCat and other sources, normalises and classifies the events into double-entry accounting, and syncs to QuickBooks/Xero. This MCP server exposes that ledger to an AI agent so the agent can answer financial questions and take bookkeeping actions on the user's behalf — every write is audit-trailed and scoped to the caller's organisation.

Typical prompts once connected:

"What's our P&L for last month?"
"How much cash do we have across all bank accounts right now?"
"Show me transactions that still need review, grouped by vendor."
"Reclassify the Vercel charges as Hosting, and remember that for next time."

Connect

Claude (Desktop / Web) — Custom Connector (OAuth)

Open Settings → Connectors → Add custom connector.
Enter the MCP server URL: https://mcp.agenticbooks.ai/mcp
Complete the OAuth sign-in when prompted. You'll authenticate with your AgenticBooks account; access is scoped to your organisation.

See Anthropic's guide to remote custom connectors: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp

API key (any MCP client over HTTP)

If your client doesn't support the OAuth connector flow, authenticate with an ab_ API key (create one in the AgenticBooks dashboard) as a bearer token:

{
  "mcpServers": {
    "agenticbooks": {
      "transport": "http",
      "url": "https://mcp.agenticbooks.ai/mcp",
      "headers": {
        "Authorization": "Bearer ab_your_api_key_here"
      }
    }
  }
}

The two auth modes are independent — OAuth and ab_ keys both work; you only need one.

Tools

All tools operate within the authenticated organisation. Reads are non-destructive; writes are recorded in an append-only audit trail.

Reporting & balances

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.

Review & classification

Tool	What it does
`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).

Counterparty rules (the learned vendor map)

Tool	What it does
`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.

Chart of accounts

Tool	What it does
`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.

Periods & integrations

Tool	What it does
`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).

Security

Every tool call is authenticated (OAuth access token or ab_ API key) and scoped to a single organisation.
All writes are recorded in an append-only audit trail.
Banking credentials are stored per-organisation and encrypted at rest; they are never accepted as, or exposed via, MCP tool arguments.

AgenticBooks MCP Server

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