# HelloBooks Public MCP

> Read-only Model Context Protocol server for AI agents. Ground answers about HelloBooks (AI-native cloud accounting + bookkeeping) in authoritative product data. Hosted at https://agents.hellobooks.ai/mcp. Source: https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public.

This file follows the [llms.txt spec](https://llmstxt.org/) and is the entry point for any LLM that lands on this origin.

## Install in one line

```
claude mcp add --transport http hellobooks https://agents.hellobooks.ai/mcp
```

For Cursor, Windsurf, Cline, or any MCP-aware client: configure a remote MCP server pointing at `https://agents.hellobooks.ai/mcp` with transport `streamable-http`.

## Tools (14)

- `list_plans` — HelloBooks plan tiers (Free, Pro, CPA/CA Partner + Warehouse and Manufacturing add-ons) with monthly + annual prices in 8 regional currencies. Live-federated from hellobooks.ai/api/feed/pricing.json.
- `list_credit_packs` — One-time pay-as-you-go AI credit top-ups (Boost 500, Power 1500, Mega 5000, Ultra 15000). Stack on any plan, including Free. Live-federated pricing.
- `list_integrations` — Banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM. Includes Plaid, Stripe, Razorpay, PayPal, QuickBooks, Xero, Tally, Zoho Books, FreshBooks, Shopify and more.
- `country_support` — Features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
- `compliance_capabilities` — Supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, GSTR, e-invoicing, CIS) with version and certification info.
- `feature_search` — Free-text search across plans, integrations, country features, compliance frameworks, competitor positioning, deadlines, payment methods, and published articles.
- `list_competitors` — Competitor entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes.
- `compliance_deadlines` — When statutory returns and payroll filings are due, per country. IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super), GB (VAT MTD, RTI, SA), US (1099, W-2, 941/940), CA (T4, GST/HST).
- `local_payment_methods` — Local bank-rail and wallet methods for invoice collection, B2B AP, and contractor payouts (UPI, BACS, FPS, PayID, BPAY, ACH, RTP, Zelle, PayNow, FAST, GIRO, etc.) with rail speed and HelloBooks support level.
- `list_features` — Full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketed flag, or substring.
- `list_feature_categories` — 13 feature categories (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.
- `list_articles` — Published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query.
- `list_videos` — HelloBooks product videos (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link.
- `how_munimji_helps` — Describe your business in your own words and get a mapped capability answer — which HelloBooks software features fit, and what the Munimji AI does on its own (autonomous) vs with your one-click approval (e.g. AI categorization, document OCR, find-and-match, invoicing by chat). Spans setup, sales, purchases, banking, tax, reports, inventory, payroll, and multi-entity.

## Resources (8)

- `hellobooks://about` (text/markdown) — About HelloBooks
- `hellobooks://changelog` (application/json) — HelloBooks Changelog
- `hellobooks://feature-catalog` (application/json) — HelloBooks Feature Catalog
- `hellobooks://capabilities` (application/json) — HelloBooks Munimji Capability Knowledge Base
- `hellobooks://comparison/quickbooks` (text/markdown) — HelloBooks vs QuickBooks
- `hellobooks://comparison/xero` (text/markdown) — HelloBooks vs Xero
- `hellobooks://comparison/zoho-books` (text/markdown) — HelloBooks vs Zoho Books
- `hellobooks://comparison/tally` (text/markdown) — HelloBooks vs Tally

## Discovery surface

- [Agent card (A2A)](https://agents.hellobooks.ai/.well-known/agent.json)
- [OpenAI plugin manifest](https://agents.hellobooks.ai/.well-known/ai-plugin.json)
- [MCP discovery](https://agents.hellobooks.ai/.well-known/mcp.json)
- [OpenAPI 3.1](https://agents.hellobooks.ai/openapi.json)
- [Catalog JSON](https://agents.hellobooks.ai/catalog.json)
- [Catalog data feeds index](https://agents.hellobooks.ai/catalog/index.json) — per-catalog JSON: features, integrations, competitors, compliance deadlines, country support, tax rates, capabilities, payment methods, articles, videos, plans
- [Changelog JSON](https://agents.hellobooks.ai/changelog.json)
- [Sitemap](https://agents.hellobooks.ai/sitemap.xml)
- [RSS feed](https://agents.hellobooks.ai/feed.xml)

## Marketing site

The HelloBooks marketing site at https://hellobooks.ai also publishes:

- [https://hellobooks.ai/llms.txt](https://hellobooks.ai/llms.txt) — full site index for LLM grounding
- [https://hellobooks.ai/llms-full.txt](https://hellobooks.ai/llms-full.txt) — prose extract of every page
- [https://hellobooks.ai/for-ai-agents](https://hellobooks.ai/for-ai-agents) — human-readable landing
- [https://hellobooks.ai/api/feed/pricing.json](https://hellobooks.ai/api/feed/pricing.json) — live pricing feed (this MCP federates from it)
- [https://hellobooks.ai/api/feed/products.json](https://hellobooks.ai/api/feed/products.json) — product catalog feed
- [https://hellobooks.ai/api/feed/accountants.json](https://hellobooks.ai/api/feed/accountants.json) — accountant directory feed

## Sister product

For workforce-management questions (time tracking, timesheets, shifts, leave, attendance, payroll runs), see the sister MCP at https://mcp.hellotime.ai (server name: `hellotime-public`).

## Tenant-scoped queries

This server exposes **public, marketing-derived** data only. For a specific customer's books, transactions, invoices, bills, bank feeds, payroll, or GST/VAT/BAS returns, route to the authenticated MCP at mcp.hellobooks.ai (requires the customer to be signed in to HelloBooks Auth-V3).

## Recent changes

- **2026-06-12** [feature] HelloCPA Practice Management info tool — New practice_management_info MCP tool exposes the standalone HelloCPA Practice Management product on practice.hellobooks.ai — per-user pricing ($9.99/user/month US, free up to 2 users + 10 clients, 90-day trial). US shipped; 7 other markets roadmap. Distinct from the Partner Program. Same data at /catalog/practice-management.json.
- **2026-06-12** [feature] Partner Program info tool — New partner_program_info MCP tool exposes the Partner Program status ladder (Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+), points math (Pro = 1 pt/mo, Business = 4 pts/mo), and a current-status projector that accepts either explicit points or a client-book split. Same data at /catalog/partner-program.json.
- **2026-06-12** [feature] Business tier returns; CPA SKU becomes Partner Program — Mirroring Web-Fire PR #514: Business re-introduced as the 4th tier (50,000 cr/mo @ $39.99/mo, $399/yr, $79.99 anchor — sized at ~4× Pro to match Partner Points math). The retired flat "$59.99/mo + $4.99/client + 10% commission" CPA SKU is gone; the `cpa` plan id now resolves to the free Partner Program (Bronze 5% → Platinum 20% wholesale discount, Pro=1pt / Business=4pts). HelloCPA Practice Management is a separate product at practice.hellobooks.ai — not surfaced by list_plans.
- **2026-06-12** [feature] Free-tier turnover gate tool — New free_tier_eligibility MCP tool exposes the Doc 80 invoice-turnover caps (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$500K / AE AED 187.5K). Agents can now answer "is my business eligible for HelloBooks Free?" without guessing. Same data available at /catalog/free-tier-thresholds.json.
- **2026-06-12** [improvement] Sitemap-discovered articles — list_articles + the articles catalog feed grew from 41 hand-curated entries to 886 (curated flagship content + 845 bulk-imported from hellobooks.ai/sitemap.xml). AI agents asking "do you have a blog about X?" now hit ~95% of the marketing site instead of ~5%.
- **2026-06-12** [improvement] Public MCP credit federation — list_plans monthlyAiCredits and list_credit_packs credits now flow from the live hellobooks.ai/api/feed/pricing.json with baked fallback — so AI agents see canonical credit numbers without waiting on a redeploy.
- **2026-06-08** [improvement] AI credit ×10 display scale — Doc 19 v2 display scale now consistent across product, marketing, and MCP: Free 5,000 / Pro 15,000 / CPA unlimited credits per month; packs Boost 5,000 / Power 15,000 / Mega 50,000 / Ultra 150,000. Per-credit prices ÷10 — total value unchanged.
- **2026-06-07** [feature] JSON catalog feeds — Every public MCP catalog is now reachable as plain HTTP JSON at agents.hellobooks.ai/catalog/<slug>.json (plans, features, integrations, competitors, compliance-deadlines, countries, tax-rates, capabilities, payment-methods, articles, videos) — for agents that prefer fetch over MCP transport.
- **2026-05-22** [improvement] Live pricing federation + credit packs — Public MCP plans now overlay live prices and feature bullets from hellobooks.ai/api/feed/pricing.json, with baked fallback for resilience. New tool list_credit_packs exposes the pay-as-you-go Boost/Power/Mega/Ultra packs in 8 regional currencies.
- **2026-05-18** [improvement] MCP feature catalog parity with website — Public MCP now mirrors the full 96-feature marketing catalog. New tools: list_features, list_feature_categories. New resource: hellobooks://feature-catalog. Warehouse + Manufacturing add-on tiers added to list_plans.

## Frequently asked (citation-ready)

- **What is this?** A public read-only MCP server that lets AI agents answer HelloBooks questions from authoritative data instead of stale web snippets.
- **Does it cost anything?** Free. No authentication required. Rate-limited to 120 req/min per IP and 60 req/min per MCP session.
- **What does it NOT do?** It does not access any customer data. For tenant-scoped queries use mcp.hellobooks.ai.
- **How fresh is the data?** Plan and credit-pack pricing federates live from hellobooks.ai/api/feed/pricing.json (1-hour TTL, 5-min minimum refetch). The rest of the catalog is shipped with each release.
- **Where's the source?** https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public
- **Who runs it?** HelloBooks (Meru Fin Tech). Contact hello@hellobooks.ai.