ezbookkeeping-mcp-server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| EZBK_BASE_URL | Yes | The base URL of your ezBookkeeping instance (e.g., http://127.0.0.1:8080) | |
| EZBK_TIMEZONE | No | Time zone used for date handling (e.g., Asia/Tokyo) | Asia/Tokyo |
| MCP_HTTP_HOST | No | HTTP server host (only used when MCP_TRANSPORT=http) | 0.0.0.0 |
| MCP_HTTP_PORT | No | HTTP server port (only used when MCP_TRANSPORT=http) | 3000 |
| MCP_TRANSPORT | No | Transport protocol; either 'stdio' (default) or 'http' | stdio |
| EZBK_API_TOKEN | Yes | Your ezBookkeeping API token | |
| MCP_WRITE_PROFILE | No | Permission profile: read, standard, extended, or admin | read |
| MCP_HTTP_BEARER_TOKEN | No | Bearer token required for non-loopback bindings (only used when MCP_TRANSPORT=http) | |
| MCP_HTTP_ALLOWED_HOSTS | No | Comma-separated allowed hosts for HTTP transport (only used when MCP_TRANSPORT=http) | |
| MCP_CONFIRMATION_SECRET | No | Confirmation secret required for profiles above 'read'; must be at least 32 characters | |
| MCP_HTTP_ALLOW_UNAUTHENTICATED | No | Set to 'true' to allow unauthenticated access when using an authenticated reverse proxy (only used when MCP_TRANSPORT=http) | false |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| logging | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_server_infoA | Return upstream version information and enabled MCP write capabilities. |
| get_financial_summaryC | Return period totals and category/account breakdown using ezBookkeeping server-side statistics. |
| get_financial_trendsB | Return monthly income/expense trends or daily asset balance trends. |
| get_reconciliation_statementB | Return account opening/closing balances and transaction running balances for reconciliation. |
| get_exchange_ratesA | Return latest upstream and user-custom exchange rates. |
| manage_custom_exchange_rateA | Set or delete a user custom exchange rate. Requires extended write profile. |
| search_transactionsC | Search ezBookkeeping transactions. Results include stable IDs, full tag data, editability and a revision hash for safe updates. |
| get_transactionB | Get one transaction by ID with a revision hash. |
| create_transactionC | Create an income, expense, transfer or balance modification transaction. Requires standard write profile. |
| patch_transactionA | Safely update selected transaction fields while preserving all unspecified fields. Supply expected_revision from get/search to prevent lost updates. |
| preview_transaction_batchB | Preview one batch category, tag or account update and receive a signed confirmation token. |
| apply_transaction_batchA | Apply a previously previewed batch operation. Every target revision is checked again before writing. |
| delete_transactionA | Preview or apply deletion of one transaction. Apply requires a signed confirmation token. |
| list_accountsA | List all accounts and subaccounts with IDs, balances and hierarchy paths. |
| manage_accountC | Create, update, hide, unhide, reorder or delete accounts. Account deletion requires admin profile and Preview/Apply. |
| list_categoriesB | List income, expense and transfer category trees. |
| manage_categoryB | Create, update, hide, unhide, reorder or delete transaction categories. Delete uses Preview/Apply. |
| list_tag_groupsB | List transaction tag groups. |
| manage_tag_groupB | Create, rename, reorder or delete a tag group. Delete uses Preview/Apply. |
| list_tagsB | List all transaction tags with group names. |
| manage_tagB | Create, update, hide, unhide, reorder or delete tags. Delete uses Preview/Apply. |
| list_templatesA | List normal or scheduled transaction templates. |
| manage_templateC | Create, update, hide, unhide, reorder or delete normal and scheduled transaction templates. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 23 tools
Most tools target distinct resources/actions, with clear separation between list/get/manage. Minor overlap exists between list_tags and list_tag_groups, and between get_financial_summary/trends/reconciliation, but descriptions differentiate purposes.
Follows a consistent snake_case verb_noun pattern (e.g., list_accounts, create_transaction), with some singular/plural inconsistency and the manage_* tools combining multiple operations. Overall predictable and readable.
At 23 tools, this is on the heavy side but each tool maps to a distinct entity or operation in the bookkeeping domain. The breadth is justified by the variety of resources (accounts, categories, tags, templates, transactions, exchange rates) and features.
Provides comprehensive lifecycle coverage: CRUD for accounts, categories, tags, tab groups, templates, transactions, plus reporting, exchange rates, and batch operations. No obvious missing operations for the stated purpose.