← Registry

Productivity

hellobooks.ai

Provides information about HelloBooks pricing plans, credit packs, free tier eligibility, partner program, and practice management features.

1 endpoint29 known toolsFirst detected June 22, 2026Last detected September 8, 2026

ENDPOINT 1

https://agents.hellobooks.ai/mcp

No auth detected

MCP server metadata

Name
hellobooks-public
Version
1.5.0
Capabilities
tools.listChangedresources.listChangedcompletions
Server instructions

Public read-only HelloBooks knowledge base. Use these tools to answer questions about HelloBooks plans, pricing, integrations, supported countries, compliance frameworks, published articles, competitor positioning, filing deadlines, local payment methods, product videos, and the marketing feature catalog. No customer or account data is available through this server. For time-tracking, timesheets, shifts, leave, or workforce-management questions, see the sister product at mcp.hellotime.ai (server: hellotime-public).

Known tools 29

list_plans

List HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD).

Inferred read-only
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).

Potential side effects
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).

Potential side effects
partner_program_info

Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans.

Inferred read-only
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).

Inferred read-only
list_integrations

List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).

Inferred read-only
country_support

Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).

Inferred read-only
compliance_capabilities

Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.

Inferred read-only
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.

Potential side effects
list_competitors

Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes.

Inferred read-only
compliance_deadlines

When statutory returns and payroll filings are due, per country.

Inferred read-only
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, Zelle, PayNow, FAST, GIRO, NZ Direct Credit, etc.).

Potential side effects
list_features

List the full HelloBooks marketing feature catalog (145+ items).

Inferred read-only
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.

Inferred read-only
list_articles

List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts.

Inferred read-only
list_videos

List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link.

Inferred read-only
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 numbers).

Inferred read-only
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).

Inferred read-only
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).

Inferred read-only
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).

Inferred read-only
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.

Inferred read-only
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".

Inferred read-only
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.

Inferred read-only
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 rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or > 95%, or negative total revenue.

Inferred read-only
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.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal).

Inferred read-only
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% ON / 15% Atlantic / 14% NS + provincial PST 7% BC / 6% SK / RST 7% MB + QST 9.975% QC, SG GST 9% (+ superseded 8% / zero / exempt), NZ GST 15% (+ zero / exempt), AE VAT 5% (+ zero / exempt).

Inferred read-only
lookup_tax_rate

Pick a single statutory tax-rate slab — either by exact `id` (e.g.

Inferred read-only
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 this TB is wrong until fixed); (2) tb.wrong_sign — accounts whose name suggests a class (Revenue / COGS / Expense / AR / AP) carrying a balance on the wrong side (classic posting-error signal); (3) tb.round_balance — exact-multiple-of-$10,000 balances (plug-entry signal).

Inferred read-only
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.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.hellobooks-public]
url = "https://agents.hellobooks.ai/mcp"
enabled = true
Claude Code

.mcp.json

{
  "mcpServers": {
    "hellobooks-public": {
      "type": "http",
      "url": "https://agents.hellobooks.ai/mcp"
    }
  }
}
Claude Desktop

Settings → Connectors → Add custom connector

Name: hellobooks-public
Remote MCP URL: https://agents.hellobooks.ai/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "hellobooks-public": {
      "url": "https://agents.hellobooks.ai/mcp"
    }
  }
}
Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code
{
  "servers": {
    "hellobooks-public": {
      "type": "http",
      "url": "https://agents.hellobooks.ai/mcp"
    }
  }
}
Generic MCP

Client-specific MCP configuration

{
  "name": "hellobooks-public",
  "transport": "streamable-http",
  "url": "https://agents.hellobooks.ai/mcp"
}
MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Trust Data Available

BuiltWith Trust API v2 evidence for hellobooks.ai was fetched 2026-08-24T00:38:10.070Z and is being refreshed.

Trust status Trusted

hellobooks.ai is assessed as Trusted: Domain has an established technology history spanning over a year.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.