Productivity
hellobooks.ai
Provides information about HelloBooks pricing plans, credit packs, free tier eligibility, partner program, and practice management features.
ENDPOINT 1
https://agents.hellobooks.ai/mcp
MCP server metadata
- Name
- hellobooks-public
- Version
- 1.5.0
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_plansList HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD).
Inferred read-onlylist_credit_packsList 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 effectsfree_tier_eligibilityReturn 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 effectspartner_program_infoReturn the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans.
Inferred read-onlypractice_management_infoReturn 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-onlylist_integrationsList integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
Inferred read-onlycountry_supportReturn features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
Inferred read-onlycompliance_capabilitiesReturn supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
Inferred read-onlyfeature_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 on hellobooks.ai.
Potential side effectslist_competitorsReturn competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes.
Inferred read-onlycompliance_deadlinesWhen statutory returns and payroll filings are due, per country.
Inferred read-onlylocal_payment_methodsList 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 effectslist_feature_categoriesList 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-onlylist_articlesList published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts.
Inferred read-onlylist_videosList HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link.
Inferred read-onlyanalyze_qbo_journal_cleanupScan 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-onlyanalyze_qbo_journal_anomaliesScan 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-onlyanalyze_xero_journal_cleanupScan 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-onlyanalyze_xero_journal_anomaliesScan 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-onlyanalyze_journal_varianceCompare 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-onlycompare_books_to_hellobooksTake 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-onlyestimate_migration_effortTake 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-onlyanalyze_profit_lossTake 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-onlyanalyze_balance_sheetTake 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-onlylist_tax_ratesList 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-onlyanalyze_trial_balanceTake 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-onlyhow_munimji_helpsExplain 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-onlyCONNECT 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.
hellobooks.ai is assessed as Trusted: Domain has an established technology history spanning over a year.
Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.