Skip to content
Back to search
100
MCP live MCP 2025-06-18 streamable-http

HelloBooks AI Agents

io.github.hellobooksaiagents/hellobooks-mcp

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

Uptime
100.0%
1 direct probes · 30d
Response
865ms
last probe
Tools
29
callable
Resources
8
readable
Prompts
0
available

Tools · 29

list_plans

List HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD). Covers four core tiers — Free / Pro / Business / Partner Program (the `cpa…

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) priced in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD…

free_tier_eligibility

Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 supported countries (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$500K / AE AED 187.5K). Free …

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): B…

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 RBA…

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 pub…

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 …

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),…

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, CHA…

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, Industr…

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 …

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…

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 poste…

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). R…

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 …

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 C…

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 ne…

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…

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 /…

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 "T…

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 = Lia…

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-…

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 suppl…

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 ch…

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: busines…

Resources · 8

About HelloBooks

Markdown product summary covering features, plans, integrations, and supported markets.

hellobooks://about
HelloBooks Changelog

Most recent release notes (features, fixes, compliance updates).

hellobooks://changelog
HelloBooks Feature Catalog

Full marketing feature catalog mirrored from marketing/feature-catalog.json — 96+ features across 13 categories with tier, status, marketed flag, and competitor parity.

hellobooks://feature-catalog
HelloBooks Munimji Capability Knowledge Base

The live "what can HelloBooks + the Munimji AI do for my business?" knowledge base: 10 business-operation areas, the AI-autonomy layer (autonomous / approval / assist / manual — what Munimji does on i…

hellobooks://capabilities
HelloBooks vs QuickBooks Online

Honest positioning comparison: where HelloBooks wins, where QuickBooks Online wins, and public pricing posture.

hellobooks://comparison/quickbooks
HelloBooks vs Xero

Honest positioning comparison: where HelloBooks wins, where Xero wins, and public pricing posture.

hellobooks://comparison/xero
HelloBooks vs Zoho Books

Honest positioning comparison: where HelloBooks wins, where Zoho Books wins, and public pricing posture.

hellobooks://comparison/zoho-books
HelloBooks vs Tally (Tally Solutions)

Honest positioning comparison: where HelloBooks wins, where Tally (Tally Solutions) wins, and public pricing posture.

hellobooks://comparison/tally

How to use

Add to your Claude Desktop / Cursor / Cline MCP config:

{
  "mcpServers": {
    "hellobooks_ai_agents": {
      "url": "http://agents.hellobooks.ai/mcp",
      "transport": "streamable-http"
    }
  }
}