How do I use KikoBooks MCP Server?

1. Click on "Install 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 Related Servers Score Discussions

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.

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

Related MCP server: Moneybird MCP Server

Prerequisites

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

Setup

Install dependencies:

npm install

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

KIKOBOOKS_BASE_URL=https://mcp.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", "@kikobooks/kikobooks-mcp-server@latest"],
      "env": {
        "KIKOBOOKS_BASE_URL": "https://mcp.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", "@kikobooks/kikobooks-mcp-server@latest"],
      "env": {
        "KIKOBOOKS_BASE_URL": "https://mcp.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://mcp.kikobooks.com",
        "KIKOBOOKS_API_KEY": "your_api_key_here"
      }
    }
  }
}

Available Tools (50 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

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*	API key for authentication
`KIKOBOOKS_ACCESS_TOKEN`	Alt*	Direct JWT access token
`KIKOBOOKS_REFRESH_TOKEN`	No	JWT refresh token
`KIKOBOOKS_ENVIRONMENT`	No	`sandbox` or `production`

* 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 — registers all 50 tools
├── clients/
│   └── kikobooks-client.ts  # HTTP client with JWT auth (get/post/put/delete)
├── server/
│   └── kikobooks-mcp-server.ts  # MCP server singleton
├── tools/                   # Tool definitions (schema + handler glue)
│   ├── search-accounts.tool.ts
│   ├── create-invoice.tool.ts
│   ├── delete-customer.tool.ts
│   └── ... (50 files)
├── handlers/                # Business logic (calls API client)
│   ├── search-kikobooks-accounts.handler.ts
│   ├── create-kikobooks-invoice.handler.ts
│   ├── delete-kikobooks-customer.handler.ts
│   └── ... (50 files)
├── helpers/                 # Utilities
│   ├── register-tool.ts
│   └── format-error.ts
└── types/                   # TypeScript types
    ├── tool-definition.ts
    └── tool-response.ts

Roadmap

See ROADMAP.md for the full implementation plan:

Phase 1 ✅ Core Bookkeeping (50 tools across 12 entities)
Phase 2 Banking & Reconciliation
Phase 3 Reports & Analytics
Phase 4 Advanced Features

License

MIT — see LICENSE

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KikoBooks MCP Server

KikoBooks MCP Server

Features

Prerequisites

Setup

Configuration

Claude Desktop

VS Code (GitHub Copilot)

Local Development

Available Tools (50 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

Authentication

API Key (Recommended)

Direct Token

Environment Variables

Development

Architecture

Roadmap

License

Links

Maintenance

Resources

Looking for Admin?

Latest Blog Posts

MCP directory API