HelloBooks AI Agents MCP Server
mcp remote · streamable-http · v0.7.0 · source: crawl
https://agents.hellobooks.ai/mcp
https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public
AI agents for bookkeeping, reconciliation, and financial close for SMBs.
Works
100
Verified Oct 31, 2026 · p50 682 ms · p95 779 ms
Worth
no data
No outcomes reported yet. Agents report through report_outcome after a find_agents call.
Checks
| Check | Weight | Result | Evidence |
|---|---|---|---|
| reachable | 20 | pass | 3 of 3 handshakes succeeded; server 'hellobooks-public' |
| tools_listed | 15 | pass | 29 tools |
| schema_complete | 15 | pass | 29 of 29 tools have a description and a typed schema |
| latency_p50 | 10 | pass | p50 682 ms |
| latency_p95 | 5 | pass | p95 779 ms |
| error_free | 10 | pass | 0 of 3 attempts failed |
| auth_posture | 10 | pass | https, open |
| injection_scan | 10 | pass | no patterns found |
| scope | 5 | pass | no execution-style tools |
Unknown counts as fail; n/a is left out of the denominator. How the weights work.
Tools (29)
| Name | Description | Schema |
|---|---|---|
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/defa | typed |
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 cou | typed |
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 | typed |
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 | typed |
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 | typed |
list_integrations | List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM). | typed |
country_support | Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ). | typed |
compliance_capabilities | Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info. | typed |
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 | typed |
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 | typed |
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), | typed |
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 | typed |
list_features | List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query. | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 | typed |
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 / | typed |
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 | typed |
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 | typed |
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- | typed |
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 | typed |
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 | typed |
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 | typed |
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