ezbookkeeping-mcp-server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@ezbookkeeping-mcp-serverGive me a financial summary for this 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.
ezBookkeeping MCP Server
An independent Model Context Protocol (MCP) server for the ezBookkeeping HTTP API. It supports stdio and Streamable HTTP transports.
MCP tools
Domain | Tools | Minimum profile |
System |
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Transactions |
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Transactions |
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Batch |
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Delete |
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Accounts |
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Accounts |
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Categories |
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Categories |
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Tags |
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Tags |
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Templates |
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Templates |
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Analytics |
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Exchange rates |
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Exchange rates |
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File import/export, picture upload, user authentication management, and clear-all operations are intentionally excluded.
Related MCP server: banktivity-mcp
Requirements
Node.js 20 or later
An ezBookkeeping instance with API tokens enabled
An ezBookkeeping API token
Read, write, batch, and delete flows have been verified against the official ezBookkeeping v1.6.1 Docker image.
Setup
cp .env.example .env
npm ci
npm run buildEZBK_BASE_URL=http://127.0.0.1:8080
EZBK_API_TOKEN=replace-with-api-token
EZBK_TIMEZONE=Asia/Tokyo
MCP_TRANSPORT=stdio
MCP_WRITE_PROFILE=read
MCP_CONFIRMATION_SECRET=Profiles above read require an MCP_CONFIRMATION_SECRET of at least 32 characters.
Write profiles
Profile | Permissions |
| Read and analytics only |
| Create, update, delete, and batch-update transactions |
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Start with read and enable only the permissions you need.
Running
stdio
set -a
. ./.env
set +a
npm startExample MCP client configuration:
{
"mcpServers": {
"ezbookkeeping": {
"command": "node",
"args": ["/absolute/path/to/ezbookkeeping-mcp/dist/index.js"],
"env": {
"EZBK_BASE_URL": "http://127.0.0.1:8080",
"EZBK_API_TOKEN": "...",
"EZBK_TIMEZONE": "Asia/Tokyo",
"MCP_WRITE_PROFILE": "read"
}
}
}
}Streamable HTTP
MCP_TRANSPORT=http \
MCP_HTTP_HOST=0.0.0.0 \
MCP_HTTP_ALLOWED_HOSTS=finance.example.com \
MCP_HTTP_BEARER_TOKEN="$(openssl rand -hex 32)" \
MCP_HTTP_PORT=3000 npm startMCP endpoint:
http://HOST:3000/mcpHealth check:
http://HOST:3000/healthz
Non-loopback bindings require a bearer token, or an authenticated reverse proxy with MCP_HTTP_ALLOW_UNAUTHENTICATED=true. Do not expose the endpoint directly to the internet.
Docker Compose
cp .env.example .env
docker compose up --build -d
curl http://127.0.0.1:3000/healthzVerification
npm run ciRead-only smoke test against a real ezBookkeeping instance:
EZBK_BASE_URL=https://example.invalid \
EZBK_API_TOKEN=... \
npm run test:realSafety
patch_transaction requires an expected_revision from a recent read. Batch updates and deletions revalidate the confirmation_token issued during Preview before Apply.
The ezBookkeeping API does not provide conditional writes, so revision validation and the upstream write are not fully atomic. Avoid updating the same transaction concurrently from the Web UI or another client. See SECURITY.md for HTTP exposure, secrets, and audit-log guidance.
License
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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