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Meru-Fin-Tech

HelloBooks AI MCP Server

by Meru-Fin-Tech
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TypeScript
Hybrid

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

Related MCP server: penni-mcp

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.

Install Server
A
license - permissive license
A
quality
B
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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Tools

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