AgenticBooks Server

Financial data infrastructure for AI agents. Connect Claude (or any MCP client) directly to a startup's books — read live P&L and bank balances, review and reclassify transactions, manage the chart of accounts, and connect banking sources — over a secure, OAuth-authenticated remote MCP server.

This is a hosted (remote) MCP server. You don't install or self-host it — you connect your MCP client to the AgenticBooks endpoint and authenticate with your AgenticBooks account. This repository is the public listing and connection guide; the server itself runs as managed infrastructure.

• Website: https://agenticbooks.com
• MCP endpoint: https://mcp.agenticbooks.ai/mcp
• Transport: Streamable HTTP
• Auth: OAuth 2.0 (Claude "Custom Connector" flow via Clerk) or an ab_ API key

---

What it does

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.

Typical prompts once connected:

• "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."

---

Connect

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

1. Open Settings → Connectors → Add custom connector.
2. Enter the MCP server URL: https://mcp.agenticbooks.ai/mcp
3. Complete the OAuth sign-in when prompted. You'll authenticate with your AgenticBooks account; access is scoped to your organisation.

See Anthropic's guide to remote custom connectors: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp

API key (any MCP client over HTTP)

If your client doesn't support the OAuth connector flow, authenticate with an ab_ 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 and ab_ keys both work; you only need one.

---

Tools

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

Reporting & balances

Tool	What it does
get_financial_summary	One-call snapshot: current-month P&L, balances across all connected providers, unreviewed-event count, and ledger sync health.
get_pnl_report	Profit & loss report over a date range, built from classified events.
get_account_balance	Current balances across the org's connected money providers.
get_bank_balances	Bank holdings, one line per connected bank (Mercury, etc.).
get_audit_log	Reads the append-only audit trail, newest first.

Review & classification

Tool	What it does
get_unreviewed_events	Lists classified events the rules engine couldn't confidently categorise.
get_pending_by_counterparty	Summarises the review queue clustered by counterparty and direction.
approve_classification	Approves one event from the review queue by assigning its account.
reclassify_entry	Changes the account on an already-posted ledger entry (audit-trailed).

Counterparty rules (the learned vendor map)

Tool	What it does
create_counterparty_rule	Creates/updates a persistent rule mapping a counterparty to an account.
list_counterparty_rules	Lists the org's learned counterparty → account rules.
update_counterparty_rule	Re-points an existing rule at a different account (affects future events).
delete_counterparty_rule	Removes a rule; future events from that counterparty stop auto-classifying.

Chart of accounts

Tool	What it does
list_chart_accounts	Lists the org's chart of accounts (code, name, type, active).
add_chart_account	Adds a new account; the system auto-assigns the code.
rename_chart_account	Renames an account (the code never changes).
set_chart_account_active	Deactivates or reactivates a chart account.

Periods & integrations

Tool	What it does
close_period	Runs the month-end close, including unrealized FX revaluation.
reimport_historical	Queues a historical import over a chosen window.
connect_mercury	Connects the org to Mercury via a read-only, scoped API token.
disconnect_mercury	Disables the org's Mercury integration (audit-trailed).

---

Security

• Every tool call is authenticated (OAuth access token or ab_ 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.

Links

• Website — https://agenticbooks.com
• Support — https://agenticbooks.com (contact via dashboard)

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