広告掲載
MCP.so
ログイン

MCP Server

@bbookmind

リポジトリ

基本情報

カテゴリ

金融とコマース

ライセンス

MIT

作者

bbookmind

投稿者

parrotSHRUchildish

MCP Server について

AI bookkeeping for QuickBooks Online — 14 tools for auto-categorize, reconcile, monthly close, anomaly detection

MCP Server の設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

{
  "mcpServers": {
    "mcp": {
      "command": "npx",
      "args": [
        "@bbookmind/mcp"
      ]
    }
  }
}

MCP Server のツール

14

Auto-categorize Uncategorized QuickBooks transactions using learned rules (regex) + keyword dict + LLM (when connected). Returns confidence-scored suggestions. Use bookmind.approve_categorizations to apply. New categorization requests stage in 'pending' status and follow approval workflow.

Match bank feed transactions to invoices/bills by amount, date tolerance, and vendor similarity. Returns matched pairs and unmatched items. Score uses Levenshtein vendor similarity and weighted date/amount distance.

Statistical anomaly detection: duplicate payments (Map-based O(n)), vendor cost drift (>25%), IQR outliers, frequency spikes (>10/mo), round numbers (>=$100), large weekend transactions (>=$500). Returns flagged items with severity. Persists to SQLite for review.

Generate complete monthly close package: P&L, Balance Sheet snapshot, Cash Flow, top vendors, expense breakdown, overdue AR, anomaly summary, and action items. Returns formatted markdown report.

Search transactions by vendor, description, category, or amount. Supports lookback and limit.

Generate overdue invoice chase emails in friendly, firm, or escalation tone. Returns ready-to-send drafts.

Learn categorization rules from user corrections. Stores regex patterns. Rules apply to current company by default; set global=true to share across all companies under one account.

Approve pending categorization suggestions. Accepts transaction IDs or 'all' to approve everything pending. Approved transactions get status='categorized' and approved=1.

Reject pending categorization suggestions with feedback. Rejected transactions return to 'uncategorized'. Optional rule learning: set learn_rules=true and provide corrected_category, vendor_pattern, or description_pattern to auto-create a correction rule.

Undo categorization changes on transactions. Restore previous category from audit log. Accepts transaction IDs or 'all' to undo all categorizations from today's session.

Fetch transactions from QuickBooks Online for a date range. Returns normalized JSON array compatible with categorize, reconcile, anomalies, and monthly_close tools. Caches results in local SQLite.

Push approved categorizations from local SQLite back to QuickBooks Online. Creates journal entries for category reclassifications. Only syncs approved (approved=1) transactions.

Switch between connected QuickBooks companies. Sets the active company for all subsequent operations. Returns the current company info.

List all companies configured in BookMind, showing company ID, name, and association status. Allows OAuth connection for unconnected companies.

概要

What is Mcp?

AI bookkeeping for QuickBooks Online. Open-source MCP server with 14 tools

How to use Mcp?

The README includes setup instructions such as npx @bbookmind/mcp.

Key features of Mcp

  • Zero cloud dependency — your data stays in local SQLite
  • Learns from you — every correction becomes a persistent rule
  • Model-agnostic — works with 7+ LLM providers (or rules-only mode)
  • Agent-agnostic — works with Claude, Cursor, Cline, Continue, Windsurf, VS Code Copilot, Goose
  • npm: npx @bbookmind/mcp

Use cases of Mcp

  • Connect an MCP-compatible client to this repository's service.
  • Review the README-backed setup before enabling it in production.

よくある質問

1

Where is the source code for Mcp?

The source code is linked from the repository URL on this page.

2

Does Mcp include a standard MCP config?

If the README contains a parseable MCP configuration block, it is shown in the Config tab.

コメント

「金融とコマース」の他のコンテンツ

LiquidVision.app — Crypto Derivatives Data

lv-analytics

Exchange-exact crypto derivatives data for AI agents and trading bots: open interest, funding and liquidations on 13 venues (Binance, Bybit, OKX, Hyperliquid, Lighter, GMX on Arbitrum and more), liquidation cascades, pos

Capital.com MCP

capital-com-sv

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 81.31% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understa

4

MySSAgent Social Security Claiming Estimator

MySSAgent

Optimal Social Security claiming, in minutes. MySSAgent's free estimator takes a birth month and year and the full-retirement-age benefit from an SSA statement, and returns a benefit table for every claiming age still op

SCDO Agent Ledger (SCDO x402)

SCDOLAB

Ledger service for AI agents. Each bot gets its own SCDO x402 wallet (USDC on Base), pays 0.01 USDC per call, writes signed work rows to the public SCDO Agent Ledger, and gets an ERC-8004 identity. One line: uvx scdo-age

Stoxly

wizard-exe

Remote MCP server for free stock & ETF fundamental analysis — 10-point score, verdict and metrics for any ticker

広告掲載