TreeBeam Server

MCP (Model Context Protocol) server for TreeBeam — a financial management and accounting platform. This server lets AI assistants interact with your TreeBeam organizations and projects through any MCP-compatible client.

Prerequisites

• Node.js 18 or later — How to install Node.js
• Git (only needed if installing from source) — How to install Git
• Claude Code (if using as your AI assistant) — How to install Claude Code
• A TreeBeam account — sign up at treebeam.com

New to these tools? Each link above has a plain-English guide walking you through installation step by step.

Installation

npm (recommended)

npm install -g @treebeam/mcp

From source

git clone https://github.com/treebeam-code/tb-mcpserver.git
cd tb-mcpserver
npm install

Authentication

The server uses OAuth 2.0 device flow for authentication. Tokens are stored securely in your OS keychain (macOS Keychain, Windows Credential Vault, or Linux Secret Service). Once authenticated, tokens are cached and refreshed automatically.

In your AI assistant (recommended)

The easiest way to authenticate is directly inside your AI conversation. Just ask the assistant to log in to TreeBeam — it will use the treebeam_login tool to start the device flow, provide you with a link, and handle the rest automatically. No terminal commands needed.

You can also ask the assistant to check your auth status or log out at any time using the treebeam_auth_status and treebeam_logout tools.

Command line (alternative)

If you prefer to authenticate outside of your AI client, you can use the CLI directly:

treebeam-mcp login       # Opens browser to complete sign-in
treebeam-mcp status      # Check current auth status
treebeam-mcp logout      # Remove stored credentials

If running from source, replace treebeam-mcp with npm run in the commands above.

Client Configuration

Add the TreeBeam MCP server to your client's config file. The JSON structure is the same across clients — only the file location differs.

Config file locations:

Client	Path
Claude Desktop (macOS)	~/Library/Application Support/Claude/claude_desktop_config.json
Claude Desktop (Windows)	%APPDATA%\Claude\claude_desktop_config.json
Claude Code	~/.claude/settings.json or project .mcp.json

If installed globally via npm:

{
  "mcpServers": {
    "treebeam": {
      "command": "treebeam-mcp"
    }
  }
}

If running from source:

{
  "mcpServers": {
    "treebeam": {
      "command": "node",
      "args": ["/absolute/path/to/tb-mcpserver/src/index.js"]
    }
  }
}

Other MCP Clients

Any MCP-compatible client can use this server. Configure it as a stdio transport — the client launches the process and communicates over stdin/stdout.

Available Tools

Once connected, the following tools are available to your AI assistant. Here are some highlights:

Tool	Description
treebeam_login	Authenticate via device flow (opens browser)
treebeam_logout	Remove stored credentials from OS keychain
treebeam_auth_status	Check whether a valid token exists and when it expires
list_organizations	List all accounting organizations you have access to
list_projects	List all projects, optionally filtered by organization ID

The server provides 47 tools in total covering full CRUD operations for entities, accounts, account groups, periods, unadjusted balances, adjustments, adjustment line items, and entity relationship sets. Each resource supports search_*, get_*, create_*, update_*, and delete_* operations. See src/tool.js for the complete list.

Authentication is handled automatically — if your token expires during a session, the server initiates re-authentication via device flow.

Troubleshooting

"Not authenticated" errors

Run treebeam-mcp login (or npm run login from source) to re-authenticate. If the problem persists, run treebeam-mcp logout first to clear stale credentials, then log in again.

Keychain access issues

The server uses keytar for OS keychain storage. On Linux, ensure libsecret is installed:

# Debian/Ubuntu
sudo apt install libsecret-1-dev

# Fedora
sudo dnf install libsecret-devel

Node.js version

Verify you're running Node.js 18+:

node --version

License

Apache License 2.0 — Copyright 2026 TNS Solutions, Inc.