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What is BookMind?

BookMind is an open-source MCP server that brings intelligent bookkeeping to QuickBooks Online. Unlike Intuit's official MCP server (a raw API wrapper), BookMind is an intelligent bookkeeping layer — you speak naturally, it handles the rest.

Why BookMind?

Problem	Solution
Manual transaction categorization	Auto-categorize with 90%+ accuracy using learned rules + any LLM
Month-end close takes hours	One prompt → full close package (P&L, BS, CF, action items)
Bank reconciliation is tedious	Automatic fuzzy matching by amount, date, vendor
Duplicate payments slip through	Statistical anomaly detection catches them
Chasing overdue invoices	Professional emails in friendly/firm/escalation tones
Vendor research is slow	Natural language search: "What did we pay AWS last quarter?"
Locked into one AI provider	Works with OpenAI, Anthropic, Google, Groq, Mistral, NVIDIA, Ollama — or no provider at all

Architecture

QuickBooks Online  ──►  BookMind (this MCP)  ──►  Local SQLite
                              │
                    ┌─────────┼─────────┐
                    ▼         ▼         ▼
              Rules Engine  Memory    Anomaly Detector

• 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

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Install

One command (any MCP client)

npx @bbookmind/mcp

Pre-built configs

Agent	Config	Location
Claude Desktop	install/claude-desktop.json	%APPDATA%\Claude\claude_desktop_config.json (Windows)
Cursor	install/cursor.json	~/.cursor/mcp.json
Cline	install/cline.json	VS Code → Extensions → Cline → MCP
Continue	install/continue.json	~/.continue/config.json
Windsurf	install/windsurf.json	~/.codeium/windsurf/mcp_config.json
VS Code Copilot	install/vscode-copilot.json	VS Code → GitHub Copilot → MCP

Environment (optional)

BookMind runs in rules-only mode by default (no API key needed). To enable AI categorization, add one provider key:

# Pick ONE:
export GROQ_API_KEY=...        # Free tier available
export NVIDIA_API_KEY=...      # Free tier available
export GOOGLE_API_KEY=...      # Free tier available
export OPENAI_API_KEY=...
export ANTHROPIC_API_KEY=...
export MISTRAL_API_KEY=...
export OLLAMA_BASE_URL=http://localhost:11434

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Tools

BookMind exposes 14 tools that your AI agent discovers automatically:

Category	Tool	Description
Categorization	bookmind.categorize	Auto-categorize uncategorized transactions
	bookmind.approve_categorizations	Approve pending categorizations in batch
	bookmind.reject_categorizations	Reject with feedback, auto-create rules
	bookmind.undo_categorize	Rollback from audit log
Data	bookmind.fetch_transactions	Pull transactions, invoices, bills from QBO
	bookmind.sync_to_qbo	Push approved changes back to QuickBooks
Reconciliation	bookmind.reconcile	Match bank feed ↔ invoices/bills
Intelligence	bookmind.anomalies	Duplicate, drift, outlier detection
	bookmind.monthly_close	Full close package (P&L, BS, CF)
	bookmind.vendor_search	Natural language vendor search
Communications	bookmind.chase_email	Overdue invoice email generator
Learning	bookmind.learn_rules	Create rules from user corrections
Multi-company	bookmind.select_company	Switch between QBO companies
	bookmind.list_companies	List connected companies

Example prompts

"Categorize my uncategorized transactions from last month"
"Reconcile my bank feed against open invoices"
"Generate March close package"
"Any duplicate payments to vendors?"
"What did we pay AWS last quarter?"
"Draft friendly chase emails for invoices over 30 days overdue"
"Remember: Stripe transactions → Payment Processing Fees"
"Switch to Acme Corp company"

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Pricing

Tier	Price	Transactions	Companies	Features
Free	$0	50/mo	1	Rules-only categorization, basic vendor search
Pro	$29/mo	1,000/mo	3	AI categorize, reconcile, anomalies, vendor search
Firm	$149/mo	Unlimited	Unlimited	Monthly close, chase emails, white-label PDFs, team seats

14-day Pro trial — no credit card required.

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Development

git clone https://github.com/bbookmind/mcp
cd bookmind
npm install
npm run dev      # watch mode
npm run build    # production build
npm test         # vitest

Project structure

src/
├── index.ts                # MCP server entry
├── tools/                  # 14 bookkeeping tools
│   ├── categorize.ts
│   ├── approveCategories.ts
│   ├── rejectCategories.ts
│   ├── undoCategories.ts
│   ├── fetchTransactions.ts
│   ├── syncToQbo.ts
│   ├── reconcile.ts
│   ├── anomalies.ts
│   ├── monthlyClose.ts
│   ├── vendorSearch.ts
│   ├── chaseEmail.ts
│   ├── learnRules.ts
│   ├── selectCompany.ts
│   └── listCompanies.ts
└── lib/
    ├── qbo.ts              # QuickBooks OAuth + API client
    ├── db.ts               # SQLite schema + migrations
    └── llm.ts              # Multi-provider LLM interface

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Distribution channels

• npm: npx @bbookmind/mcp
• MCP Registry: registry.modelcontextprotocol.io
• Claude Marketplace: /plugin install bookmind
• GitHub: github.com/bbookmind/mcp

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License

MIT — free to use, modify, and distribute.

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Support

• GitHub Issues
• Email