# HelloBooks AI Agents MCP Server

- Registry name: `io.github.HelloBooksAIAgents/hellobooks-mcp` · version 0.7.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Not declared (tools carry no read/destructive hints)
- Capabilities (declared by the server): completions, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.HelloBooksAIAgents%2Fhellobooks-mcp
- Server page: https://mcpstation.net/s/io.github.HelloBooksAIAgents--hellobooks-mcp.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://agents.hellobooks.ai/mcp`

## Tools (as reported by the server, not verified)

- `list\_plans`: List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices \(USD, INR, CAD, GBP, AUD, AED, SGD, NZD\); other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata while local books use the country currency.
- `list\_credit\_packs`: List HelloBooks AI credit packs — one-time pay-as-you-go top-ups \(Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits\). The 8 priced regions return local currency prices; other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata. Credit packs s
- `free\_tier\_eligibility`: Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets \(IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$1M / AE AED 375K\). Free includes the standard monthly AI-credit allowance, but per-entity invoice turnover above the country cap forc
- `partner\_program\_info`: Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model \(no commission\): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/
- `practice\_management\_info`: Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice \(proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy\). NOT the Partner Progr
- `list\_integrations`: List integrations \(banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM\).
- `country\_support`: Return features available per supported country \(AU, IN, UK, US, CA, AE, SG, NZ\).
- `compliance\_capabilities`: Return supported compliance frameworks for a country \(BAS, STP, GST, MTD, 1099, etc.\) with version and certification info.
- `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 on hellobooks.ai. Queries like "vs Xero", "QuickBooks alternative", "GSTR-3B due", "
- `list\_competitors`: Return competitor positioning entries \(QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally\) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier \(primary / secondary\), 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 filt
- `local\_payment\_methods`: List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection \(AR\), B2B supplier payments \(AP\), and contractor payouts \(UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP,
- `list\_features`: List the full HelloBooks marketing feature catalog \(145+ items\). Filter by category, tier, status, marketedOnly, or substring query.
- `list\_feature\_categories`: List the 13 feature categories on the marketing site \(Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules\) with per-category counts by status.
- `list\_articles`: List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when a user asks "do you have a blog/article about X?".
- `list\_videos`: List HelloBooks product videos curated on the marketing site \(homepage demo + feature walkthroughs\) and the official @hellobooksai YouTube channel link. Each video returns title, description, category, watch URL, embed URL and thumbnail. Filter by category \(demo / features / overview\), featuredOnly,
- `analyze\_qbo\_journal\_cleanup`: Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals \(debits ≠ credits, with severity by deviation\), duplicate journals \(same date + same totals, likely posted twice\), and schema problems \(invalid dates, malformed amounts, missing accounts, missing journal n
- `analyze\_qbo\_journal\_anomalies`: Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines \(debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold\). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or
- `analyze\_xero\_journal\_cleanup`: Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals \(same date + same totals\), and schema problems \(invalid dates, malformed amounts, missing account code/name, missing group key\). Input is the raw CSV content the user pastes after exporting from Xer
- `analyze\_xero\_journal\_anomalies`: Scan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines \(debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold\). Input is raw CSV text from Xero Accounting → Advanced → Manual Journals → Export. Max 5,000 rows; max 5 MB. Return
- `analyze\_journal\_variance`: Compare two periods of journal-entry data \(QBO or Xero — source auto-detected from headers\) and flag accounts whose movement deviates materially between periods. Aggregates lines per account into a net total for each period, then surfaces accounts where the period-over-period change crosses a materi
- `compare\_books\_to\_hellobooks`: Take a QBO or Xero journal-entry CSV \(source auto-detected\), run the full Tier-0 detection set \(imbalance + duplicates + round-number + schema\), and return a structured side-by-side comparison — "your books have X issues; here is how HelloBooks resolves each phase". This is the direct funnel tool: t
- `estimate\_migration\_effort`: Take a QBO or Xero journal-entry CSV \(source auto-detected\) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification \(low / medium / high\), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heurist
- `analyze\_profit\_loss`: Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave \(source auto-detected from section names\) and run three checks: \(1\) pnl.subtotal\_mismatch — each "Total Section" subtotal equals the sum of its preceding line items \(catches missing or duplicated row
- `analyze\_balance\_sheet`: Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave \(source auto-detected\) and run three checks: \(1\) bs.equation\_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold \(every downstream ratio analysis is invalid until fixed\); \(2\) bs.neg
- `list\_tax\_rates`: List statutory tax-rate slabs by jurisdiction — IN GST \(5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess\), UK VAT \(20 / 5 / zero / exempt\), AU GST \(10 / GST-free / input-taxed\), US sales-tax \(state-administered summary, no federal rate\), CA GST 5% + HST 13%
- `lookup\_tax\_rate`: Pick a single statutory tax-rate slab — either by exact \`id\` \(e.g. \`IN-standard-18\`, \`GB-zero-0\`, \`CA-hst-13-on\`\) for a deterministic lookup, or by \`country\` + free-text \`category\` \(e.g. "office supplies", "restaurant", "exports", "domestic fuel"\) for a fuzzy best-match. Returns the matched rate, th
- `analyze\_trial\_balance`: Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave \(source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.\) and run three checks: \(1\) tb.unbalanced — debits ≠ credits \(every downstream P&L / BS / cash-flow report built from
- `how\_munimji\_helps`: Explain how HelloBooks and Munimji \(the in-app AI assistant\) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas \(sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup\)

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html