How do I use KikoBooks MCP Server?

1. Click on "Deploy Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@KikoBooks MCP Server list my unpaid invoices from last month" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

KikoBooks MCP Server

by AccountantInc

Overview Schema Source Related Servers Discussions Admin

TypeScript

Remote

KikoBooks MCP Server

A Model Context Protocol (MCP) server for KikoBooks — enterprise AI-agentic bookkeeping software. This server enables AI assistants like Claude, GitHub Copilot, and OpenAI-powered agents to interact with your KikoBooks accounting data through natural language.

Building an agent on top of this server? Read SKILL.md — the operating guide (status-first connect, write-tier approval, read-back verification, never expose secrets).

Features

Chart of Accounts — Search, get, create, and update GL accounts
Customers — Full CRUD with soft delete for customer management
Invoices — Search, create, and manage AR invoices
Items — Manage products and services
Vendors — Full CRUD with soft delete for vendor management
Bills — Full CRUD with void for AP bills
Journal Entries — Search, create, post, and reverse GL journal entries
Bill Payments — Search, create, and void AP payments
Purchases / Expenses — Full CRUD with delete for expense transactions
Customer Payments — Search, create, and manage AR payments
Credit Memos — Search, create, and manage AR credit memos
Sales Receipts — Search, create, and manage sales receipts
CRM — Leads, deals, and pipeline (search/create/update), plus stage moves and customer promotion
Proposals — Search and copy proposals; convert accepted proposals to invoices or jobs
Workflow — Jobs (Projects/Engagements) and tasks; status updates and job-to-invoice billing
Lifecycle bridges — CRM deal → proposal → job → invoice, end to end
Reports — Trial balance, profit & loss, AR/AP aging, cash position, income/expense by category, business health (read-only)
Banking — Bank accounts, imported transactions, and reconciliation sessions/summary (read-only)
Deposits, Fixed Assets, Recurring Schedules, Statements — Search and get (read-only)
Connection & discovery — Connection status and per-org enabled-module discovery (no secrets exposed)

CRM, Proposals, and Workflow tools require the org to have the Sales / Workflow modules enabled (always on for accounting firms; opt-in for self-service businesses). Call get_enabled_modules first to check.

Related MCP server: Alegra MCP Server

Prerequisites

Node.js 18 or higher
A KikoBooks account with API access
An API key from your KikoBooks organization settings

Setup

Most users don't need this. To use the published server, skip to Configuration — the npx command pulls it from npm automatically. The steps below are for local development / contributing.

Install dependencies:

npm install

Create a .env file (copy from .env.example):

KIKOBOOKS_BASE_URL=https://ai.kikobooks.com
KIKOBOOKS_API_KEY=your_api_key_here

Build:

npm run build

Configuration

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "kikobooks": {
      "command": "npx",
      "args": ["-y", "@agentkiko/kikobooks-mcp-server@latest"],
      "env": {
        "KIKOBOOKS_BASE_URL": "https://ai.kikobooks.com",
        "KIKOBOOKS_API_KEY": "your_api_key_here"
      }
    }
  }
}

VS Code (GitHub Copilot)

Add to .vscode/mcp.json in your project:

{
  "servers": {
    "kikobooks": {
      "command": "npx",
      "args": ["-y", "@agentkiko/kikobooks-mcp-server@latest"],
      "env": {
        "KIKOBOOKS_BASE_URL": "https://ai.kikobooks.com",
        "KIKOBOOKS_API_KEY": "your_api_key_here"
      }
    }
  }
}

Local Development

For local development, point to the built output:

{
  "servers": {
    "kikobooks": {
      "command": "node",
      "args": ["C:/Apps/kikobooks-mcp-server/dist/index.js"],
      "env": {
        "KIKOBOOKS_BASE_URL": "https://ai.kikobooks.com",
        "KIKOBOOKS_API_KEY": "your_api_key_here"
      }
    }
  }
}

Available Tools (116 total)

Chart of Accounts

Tool	Description
`search_accounts`	Search accounts with filtering by category, type, and text
`get_account`	Get full account details by ID
`create_account`	Create a new GL account
`update_account`	Update an existing account

Customers

Tool	Description
`search_customers`	Search customers with text search and pagination
`get_customer`	Get full customer details by ID
`create_customer`	Create a new customer
`update_customer`	Update an existing customer
`delete_customer`	Soft delete (deactivate) a customer

Invoices

Tool	Description
`search_invoices`	Search invoices with status, customer, date, and overdue filters
`get_invoice`	Get full invoice details including line items and payments
`create_invoice`	Create a new invoice with line items
`update_invoice`	Update an existing invoice

Items (Products/Services)

Tool	Description
`search_items`	Search products and services
`get_item`	Get item details including pricing
`create_item`	Create a new product or service
`update_item`	Update an existing item

Vendors

Tool	Description
`search_vendors`	Search vendors with text search
`get_vendor`	Get full vendor details
`create_vendor`	Create a new vendor
`update_vendor`	Update an existing vendor
`delete_vendor`	Soft delete (deactivate) a vendor

Bills (Accounts Payable)

Tool	Description
`search_bills`	Search bills with status, vendor, date, and overdue filters
`get_bill`	Get full bill details including line items
`create_bill`	Create a new bill
`update_bill`	Update an existing bill
`void_bill`	Void a posted bill (reverses accounting impact)

Journal Entries

Tool	Description
`search_journal_entries`	Search entries with date, source, and posted filters
`get_journal_entry`	Get full entry with debit/credit lines
`create_journal_entry`	Create a manual journal entry (debits must equal credits)
`post_journal_entry`	Post a draft journal entry to the ledger
`reverse_journal_entry`	Reverse a posted journal entry

Bill Payments (Accounts Payable)

Tool	Description
`search_bill_payments`	Search bill payments with vendor.and date filters
`get_bill_payment`	Get full bill payment details
`create_bill_payment`	Create a new bill payment
`void_bill_payment`	Void a bill payment (reverses accounting impact)

Purchases / Expenses

Tool	Description
`search_purchases`	Search expense transactions with filters
`get_purchase`	Get full expense/purchase details
`create_purchase`	Create a new expense/purchase
`update_purchase`	Update an existing expense/purchase
`delete_purchase`	Delete an expense/purchase

Customer Payments (AR)

Tool	Description
`search_payments`	Search AR payments with customer and date filters
`get_payment`	Get full payment details
`create_payment`	Record a customer payment

Credit Memos (AR)

Tool	Description
`search_credit_memos`	Search credit memos with filters
`get_credit_memo`	Get full credit memo details
`create_credit_memo`	Create a new credit memo

Sales Receipts

Tool	Description
`search_sales_receipts`	Search sales receipts with filters
`get_sales_receipt`	Get full sales receipt details
`create_sales_receipt`	Create a new sales receipt

CRM (requires the Sales module)

Tool	Description
`search_leads`	Search CRM leads
`get_lead`	Get a lead by ID
`create_lead`	Create a new lead
`search_deals`	Search CRM deals (pipeline opportunities)
`get_deal`	Get a deal by ID
`create_deal`	Create a new deal from a lead
`update_deal`	Update an existing deal
`get_pipeline`	Get the pipeline with stages and per-stage deal counts
`move_deal_stage`	Move a deal to another pipeline stage
`promote_deal_to_customer`	Promote a deal's customer (gate before proposal/job)

Proposals (requires the Sales module)

Tool	Description
`search_proposals`	Search proposals by customer, status, date
`get_proposal`	Get full proposal details
`copy_proposal`	Duplicate a proposal into a new draft
`generate_invoice_from_proposal`	Create a DRAFT invoice from a signed proposal (bridge)
`create_job_from_proposal`	Create a job with tasks from an accepted proposal (bridge)

Workflow (requires the Workflow module)

Tool	Description
`search_jobs`	Search jobs (Projects for CB / Engagements for CA)
`get_job`	Get full job details
`list_job_tasks`	List the tasks for a job
`update_job_status`	Update a job's status
`update_task_status`	Update a task's status (e.g. mark complete)
`generate_invoice_from_job`	Create a DRAFT invoice from a job's timesheets + expenses (bridge)

Connection & Discovery

Tool	Description
`get_connection_status`	Report connected / unauthenticated / disconnected — never returns secrets
`get_enabled_modules`	List which modules (Sales, Workflow) the org has enabled

Reports (read-only)

Tool	Description
`get_trial_balance`	Trial balance (debit/credit per GL account) as of a date
`get_profit_and_loss`	Monthly profit & loss (income statement) trend
`get_ar_aging`	AR aging brackets (current, 1-30, 31-60, 61-90, 90+)
`get_ap_aging`	AP aging brackets (current, 1-30, 31-60, 61-90, 90+)
`get_cash_position`	Cash across GL + bank accounts as of a date
`get_expense_by_category`	Expense breakdown by category
`get_income_by_category`	Income breakdown by category
`get_business_health`	Composite business-health indicators

Banking (read-only)

Tool	Description
`search_bank_accounts`	Search bank accounts with paging and filters
`get_bank_account`	Get a bank account by ID
`search_bank_transactions`	Search imported bank transactions (append-only evidence)
`get_bank_transaction`	Get a bank transaction by ID
`search_reconciliation_sessions`	Search reconciliation sessions
`get_reconciliation_summary`	Reconciliation summary across accounts

Deposits, Fixed Assets, Recurring, Statements (read-only)

Tool	Description
`search_deposits` / `get_deposit`	Bank deposits and allocated payments
`search_fixed_assets` / `get_fixed_asset`	Capitalized assets and depreciation settings
`search_recurring_schedules` / `get_recurring_schedule`	Recurring invoice schedules
`search_statements` / `get_statement`	Customer AR statements
`get_organization_details`	Connected org profile and settings

Deposits / Fixed Assets / Recurring / Statements / Reconciliation (write)

Mutating — require a read-write API key and are hidden when KIKOBOOKS_DISABLE_WRITE is set.

Tool	Description
`create_deposit` / `update_deposit` / `delete_deposit` / `void_deposit` / `post_deposit`	Full deposit lifecycle (draft → post / void)
`create_fixed_asset` / `update_fixed_asset` / `dispose_fixed_asset`	Fixed-asset register and disposal
`run_depreciation`	Post depreciation for a fiscal year + period
`delete_recurring_schedule` / `pause_recurring_schedule` / `resume_recurring_schedule` / `activate_recurring_schedule` / `generate_recurring_invoice`	Recurring schedule lifecycle
`delete_statement` / `send_statement`	Customer statement delete and send
`start_reconciliation` / `complete_reconciliation` / `cancel_reconciliation` / `set_statement_balance`	Bank reconciliation session lifecycle

Not yet exposed (deferred): create_recurring_schedule, create_statement, and per-transaction bank match/categorize — their request bodies are large nested templates that warrant dedicated design rather than a best-effort mapping.

Scope tiers

Read tools (get_*, search_*) always load. Mutating tools are grouped into scope tiers that can be suppressed at startup:

Env flag	Suppresses
`KIKOBOOKS_DISABLE_WRITE`	`create_`, `post_`, `reverse_`, `move_`, `promote_`, `copy_`, `generate_*`
`KIKOBOOKS_DISABLE_UPDATE`	`update_*`
`KIKOBOOKS_DISABLE_DELETE`	`delete_`, `void_`

Authentication

The server supports two authentication methods:

API Key (Recommended)

Set KIKOBOOKS_API_KEY — the server automatically exchanges it for JWT tokens and handles refresh.

Direct Token

Set KIKOBOOKS_ACCESS_TOKEN (and optionally KIKOBOOKS_REFRESH_TOKEN) if you manage tokens externally.

Environment Variables

Variable	Required	Description
`KIKOBOOKS_BASE_URL`	Yes	KikoBooks API base URL
`KIKOBOOKS_API_KEY`	Yes*	Org API key for authentication
`KIKOBOOKS_ACCESS_TOKEN`	Alt*	Direct JWT access token
`KIKOBOOKS_REFRESH_TOKEN`	No	JWT refresh token
`KIKOBOOKS_TOKEN_STORE_PATH`	No	Absolute path to persist the rotated JWT between runs (API key is never written)
`KIKOBOOKS_DISABLE_WRITE`	No	Suppress create/post/bridge tools
`KIKOBOOKS_DISABLE_UPDATE`	No	Suppress update tools
`KIKOBOOKS_DISABLE_DELETE`	No	Suppress delete/void tools

* Either KIKOBOOKS_API_KEY or KIKOBOOKS_ACCESS_TOKEN is required.

Development

# Install dependencies
npm install

# Build
npm run build

# Watch mode
npm run watch

# Lint
npm run lint

Architecture

src/
├── index.ts                 # Entry point
├── config.ts                # Env config (base URL, key, token-store path, scope flags)
├── clients/
│   ├── kikobooks-client.ts   # HTTP client with JWT auth + auto-refresh (get/post/put/delete)
│   └── token-store.ts        # Optional file-backed JWT cache (API key never persisted)
├── server/
│   └── kikobooks-mcp-server.ts  # MCP server singleton
├── tools/                   # Tool definitions grouped by verb, registered via tool-factory
│   ├── tool-factory.ts       # Registers all tools + applies scope-tier gating
│   ├── search/  get/  create/  update/  delete/  action/
│   └── ... (116 tools)
├── handlers/                # Business logic (calls the API client)
├── helpers/                 # register-tool, format-error, get-package-version
└── types/                   # tool-definition, tool-response

Roadmap

See ROADMAP.md for the full implementation plan:

Phase 1 ✅ Core Bookkeeping (12 accounting entities)
Phase 2 ✅ Practice Management (CRM, Proposals, Workflow) + lifecycle bridges
Phase 3 Banking & Reconciliation
Phase 4 Reports & Analytics

License

MIT — see LICENSE

Links

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityMaintained

ResponsivenessNo issues

Resources

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KikoBooks MCP Server

Features

Prerequisites

Setup

Configuration

Claude Desktop

VS Code (GitHub Copilot)

Local Development

Available Tools (116 total)

Chart of Accounts

Customers

Invoices

Items (Products/Services)

Vendors

Bills (Accounts Payable)

Journal Entries

Bill Payments (Accounts Payable)

Purchases / Expenses

Customer Payments (AR)

Credit Memos (AR)

Sales Receipts

CRM (requires the Sales module)

Proposals (requires the Sales module)

Workflow (requires the Workflow module)

Connection & Discovery

Reports (read-only)

Banking (read-only)

Deposits, Fixed Assets, Recurring, Statements (read-only)

Deposits / Fixed Assets / Recurring / Statements / Reconciliation (write)

Scope tiers

Authentication

API Key (Recommended)

Direct Token

Environment Variables

Development

Architecture

Roadmap

License

Links

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

Moneybird MCP Server

Alegra MCP Server

Kanta MCP Server

MCP-Odoo