AgenticBooks

AgenticBooks ingests webhooks from Stripe, Mercury, RevenueCat and other sources, normalises and classifies the events into double-entry accounting, and syncs to QuickBooks/Xero. This MCP server exposes that ledger to an AI agent so the agent can answer financial questions and take bookkeeping actions on the user's behalf — every write is audit-trailed and scoped to the caller's organisation.

- "What's our P&L for last month?"
- "How much cash do we have across all bank accounts right now?"
- "Show me transactions that still need review, grouped by vendor."
- "Reclassify the Vercel charges as Hosting, and remember that for next time."

Claude (Desktop / Web) — Custom Connector (OAuth)

If your client doesn't support the OAuth connector flow, authenticate with anab_API key (create one in the AgenticBooks dashboard) as a bearer token:

{ "mcpServers": { "agenticbooks": { "transport": "http", "url": "https://mcp.agenticbooks.ai/mcp", "headers": { "Authorization": "Bearer ab_your_api_key_here" } } } }

The two auth modes are independent — OAuth andab_keys both work; you only need one.

All tools operate within the authenticated organisation. Reads are non-destructive; writes are recorded in an append-only audit trail.

Counterparty rules (the learned vendor map)

- Every tool call is authenticated (OAuth access token orab_API key) and scoped to a single organisation.
- All writes are recorded in an append-only audit trail.
- Banking credentials are stored per-organisation and encrypted at rest; they are never accepted as, or exposed via, MCP tool arguments.

AgenticBooks is a hosted service. This repository documents how to connect; it is not the server source.

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