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HelloBooks AI Agents MCP Server

by io.github.HelloBooksAIAgents

practice_management_info

Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy). NOT the Partner Program and NOT a tier in list_plans. Per-user pricing model — US shipped at $9.99/user/month (free up to 2 users + 10 clients, 90-day trial, enterprise at 50+ users). 7 other markets (IN, GB, AU, CA, AE, SG, NZ) are roadmap as of 2026-06-12. Call with no args for the full 8-region matrix + features + meta, or with country for one region's status + pricing + competitor frame.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
countryNoISO country code. Omit to get the full 8-region matrix. US is shipped; the other 7 are roadmap as of 2026-06-12.

TDQS

A4.6/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, so description carries full burden. Discloses that most countries are 'roadmap as of 2026-06-12', details pricing, regions, and features. Lacks mention of data freshness or rate limits but adequate for an info tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Dense but efficient. Front-loads purpose, then exclusions, pricing, and usage modes. Some details (e.g., 'US shipped at $9.99/user/month') could be shortened but overall well-structured.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but description fully explains return variants: full matrix vs region-specific. Covers features, pricing, regions, trial, enterprise, and competitor context. No critical gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, baseline 3. Description adds significant value: explains calling without args gives full matrix, with 'country' gives region-specific status, pricing, competitor frame. Enriches the enum's meaning.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns 'HelloCPA Practice Management info', specifying the standalone product and distinguishing from sibling tools like 'partner_program_info' and 'list_plans'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'NOT the Partner Program and NOT a tier in list_plans', and describes two usage modes: call with 'country' for one region or without for full matrix. Provides clear when-to-use guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.8/5.0
Disambiguation4/5

Tools are largely distinct, each targeting a specific report type (balance sheet, P&L, trial balance) or functionality. Some overlap exists between QBO and Xero variants, but descriptions clearly differentiate them. Overall, an agent can reliably select the right tool.

Naming Consistency4/5

Most tools follow a consistent snake_case verb_noun pattern (e.g., analyze_balance_sheet, list_articles). A few exceptions like free_tier_eligibility and how_munimji_helps break the pattern but are still readable and predictable.

Tool Count3/5

With 29 tools, the count is on the higher side but justified by the domain's breadth (financial analysis, compliance, migration, pricing, etc.). Some reduction through parameterization (e.g., merging QBO/Xero variants) would improve scope.

Completeness4/5

The tool surface covers key areas: financial statement analysis, compliance, migration estimation, feature/pricing info, and partner programs. Missing are direct data manipulation tools (e.g., create/edit journal entries), which may be intentional for a read-only analysis agent.

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