HelloBooks Public MCP Server

MCP serverCommerce & finance

HelloBooks is an integration that lets your AI handle bookkeeping, reconciliation, and the financial close for a small or medium business. Once added, your AI can keep your books in order, match up transactions, and carry each close through to completion.

Use HelloBooks Public MCP Server in Claude, ChatGPT or Ahel Desktop

Free. Sign in, add HelloBooks Public MCP Server and connect your AI. About a minute.

Also: Claude Code · Cursor · Codex

Then ask your AI: use HelloBooks Public MCP Server to list plans

Details

Available today. Use it from your connected AI after setup.

After adding it, ask your AI to help with your bookkeeping, run a reconciliation, or get started on your next financial close.

HelloBooks Public MCP ServerStart free

What your AI can do with it

  • Keep your books up to date
  • Reconcile transactions so your records match
  • Work through the financial close
  • Handle your bookkeeping tasks

Install HelloBooks Public MCP Server

The server’s own address, for the clients that take one directly. Or connect Ahel once and every client you use reads it from one address, with the account kept on Ahel rather than in each client’s config.

  • Claude Code

    claude mcp add --transport http --scope user hellobooks-public-mcp-server 'https://agents.hellobooks.ai/mcp'

    Run it once in your project, then open /mcp to approve any sign-in the server asks for.

  • Claude Desktop

    https://agents.hellobooks.ai/mcp

    Add a custom connector in Settings, paste this address, and approve the sign-in.

  • Cursor

    cursor://anysphere.cursor-deeplink/mcp/install?name=hellobooks-public-mcp-server&config=eyJ1cmwiOiJodHRwczovL2FnZW50cy5oZWxsb2Jvb2tzLmFpL21jcCJ9

    Open the link and Cursor adds the server at that address.

  • ChatGPT

    https://agents.hellobooks.ai/mcp

    In Settings, enable Developer mode, create an MCP app, and paste this address. Your plan and workspace must allow custom apps.

  • Codex

    codex mcp add hellobooks-public-mcp-server --url 'https://agents.hellobooks.ai/mcp'

    Run it once, then sign in with codex mcp login hellobooks-public-mcp-server if the server asks for an account.

From the project's README

As published by meru-fin-tech/hellobooks-mcp-public in README.md.

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.

Developer Portal

Build an integration with the HelloBooks Developer Portal. The API documentation covers registering an app, connecting a company with OAuth, and testing with an India sandbox. The public MCP endpoint below provides product information to AI agents; company API access is configured through the Developer Portal.

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

ToolDescription
list_plansAll HelloBooks plans (Free, Starter, Pro, Business, Scale, Partner Program) + Warehouse / Manufacturing add-ons. Optional country and plan filters; non-priced supported countries return USD/default fallback pricing with metadata.
list_integrationsBanks, payments, payroll, time tracking, shipping, tax-compliance, accounting sync, ecommerce, CRM, storage (Drive/OneDrive), freelance (Upwork). Optional category, country, status filters.
country_supportCountry support matrix for all 187 public country hubs, with detailed compliance rows where separately curated.
compliance_capabilitiesFor a given country, the supported compliance frameworks with version + cert info.
list_competitorsCompetitor 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_deadlinesWhen 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_methodsLocal 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_searchFree-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_featuresFull 96-feature marketing catalog. Filter by category, tier, status, marketedOnly, or substring query.
list_feature_categoriesThe 13 feature categories on the marketing site with per-category counts by status (live/beta/planned).
list_articlesPublished content on hellobooks.ai — head-to-head compare pages, country guides, curated flagship posts, and sitemap-discovered blog posts. Optional country, tag, query, limit filters.
list_tax_ratesStatutory 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_ratePick 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

URIDescription
hellobooks://aboutMarkdown product summary.
hellobooks://changelogRecent release notes as JSON.
hellobooks://feature-catalogFull 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.

Tools it offers (29)

What this server listed when Ahel dialed its public endpoint in Oct 2026, with no key and no account of yours. The names are the server’s own.

  • list_plans
  • list_credit_packs
  • free_tier_eligibility
  • partner_program_info
  • practice_management_info
  • list_integrations
  • country_support
  • compliance_capabilities
  • feature_search
  • list_competitors
  • compliance_deadlines
  • local_payment_methods
  • list_features
  • list_feature_categories
  • list_articles
  • list_videos
  • analyze_qbo_journal_cleanup
  • analyze_qbo_journal_anomalies
  • analyze_xero_journal_cleanup
  • analyze_xero_journal_anomalies
  • analyze_journal_variance
  • compare_books_to_hellobooks
  • estimate_migration_effort
  • analyze_profit_loss
  • analyze_balance_sheet
  • list_tax_rates
  • lookup_tax_rate
  • analyze_trial_balance
  • how_munimji_helps

Signals

GitHub stars
1
Forks
1
Last commit
Sep 2026

Ahel review

  • S4low
    published under hellobooksaiagents's namespace; repository belongs to meru-fin-tech

Automated review, not a security audit. Ruleset v1.

Advanced
Delivery
hellobooks-mcp MCP server → your Ahel connector (mcp.ahel.ai) → your AI.
Item type
mcp-server
Key
io-github-hellobooksaiagents-hellobooks-mcp
Source
github.com/meru-fin-tech/hellobooks-mcp-public
Hosted endpoint
https://agents.hellobooks.ai/mcp