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bbookmind

BookMind

by bbookmind
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What is BookMind?

BookMind is an open-source MCP server that brings intelligent bookkeeping to QuickBooks Online. Unlike Intuit's official MCP server (a raw API wrapper), BookMind is an intelligent bookkeeping layer — you speak naturally, it handles the rest.

Why BookMind?

Problem

Solution

Manual transaction categorization

Auto-categorize with 90%+ accuracy using learned rules + any LLM

Month-end close takes hours

One prompt → full close package (P&L, BS, CF, action items)

Bank reconciliation is tedious

Automatic fuzzy matching by amount, date, vendor

Duplicate payments slip through

Statistical anomaly detection catches them

Chasing overdue invoices

Professional emails in friendly/firm/escalation tones

Vendor research is slow

Natural language search: "What did we pay AWS last quarter?"

Locked into one AI provider

Works with OpenAI, Anthropic, Google, Groq, Mistral, NVIDIA, Ollama — or no provider at all

Architecture

QuickBooks Online  ──►  BookMind (this MCP)  ──►  Local SQLite
                              │
                    ┌─────────┼─────────┐
                    ▼         ▼         ▼
              Rules Engine  Memory    Anomaly Detector

  • Zero cloud dependency — your data stays in local SQLite

  • Learns from you — every correction becomes a persistent rule

  • Model-agnostic — works with 7+ LLM providers (or rules-only mode)

  • Agent-agnostic — works with Claude, Cursor, Cline, Continue, Windsurf, VS Code Copilot, Goose

Related MCP server: qbo-mcp

Install

One command (any MCP client)

npx @bbookmind/mcp

Pre-built configs

Agent

Config

Location

Claude Desktop

install/claude-desktop.json

%APPDATA%\Claude\claude_desktop_config.json (Windows)

Cursor

install/cursor.json

~/.cursor/mcp.json

Cline

install/cline.json

VS Code → Extensions → Cline → MCP

Continue

install/continue.json

~/.continue/config.json

Windsurf

install/windsurf.json

~/.codeium/windsurf/mcp_config.json

VS Code Copilot

install/vscode-copilot.json

VS Code → GitHub Copilot → MCP

Environment (optional)

BookMind runs in rules-only mode by default (no API key needed). To enable AI categorization, add one provider key:

# Pick ONE:
export GROQ_API_KEY=...        # Free tier available
export NVIDIA_API_KEY=...      # Free tier available
export GOOGLE_API_KEY=...      # Free tier available
export OPENAI_API_KEY=...
export ANTHROPIC_API_KEY=...
export MISTRAL_API_KEY=...
export OLLAMA_BASE_URL=http://localhost:11434

Tools

BookMind exposes 14 tools that your AI agent discovers automatically:

Category

Tool

Description

Categorization

bookmind.categorize

Auto-categorize uncategorized transactions

bookmind.approve_categorizations

Approve pending categorizations in batch

bookmind.reject_categorizations

Reject with feedback, auto-create rules

bookmind.undo_categorize

Rollback from audit log

Data

bookmind.fetch_transactions

Pull transactions, invoices, bills from QBO

bookmind.sync_to_qbo

Push approved changes back to QuickBooks

Reconciliation

bookmind.reconcile

Match bank feed ↔ invoices/bills

Intelligence

bookmind.anomalies

Duplicate, drift, outlier detection

bookmind.monthly_close

Full close package (P&L, BS, CF)

bookmind.vendor_search

Natural language vendor search

Communications

bookmind.chase_email

Overdue invoice email generator

Learning

bookmind.learn_rules

Create rules from user corrections

Multi-company

bookmind.select_company

Switch between QBO companies

bookmind.list_companies

List connected companies

Example prompts

"Categorize my uncategorized transactions from last month"
"Reconcile my bank feed against open invoices"
"Generate March close package"
"Any duplicate payments to vendors?"
"What did we pay AWS last quarter?"
"Draft friendly chase emails for invoices over 30 days overdue"
"Remember: Stripe transactions → Payment Processing Fees"
"Switch to Acme Corp company"

Pricing

Tier

Price

Transactions

Companies

Features

Free

$0

50/mo

1

Rules-only categorization, basic vendor search

Pro

$29/mo

1,000/mo

3

AI categorize, reconcile, anomalies, vendor search

Firm

$149/mo

Unlimited

Unlimited

Monthly close, chase emails, white-label PDFs, team seats

14-day Pro trial — no credit card required.

Development

git clone https://github.com/bbookmind/mcp
cd bookmind
npm install
npm run dev      # watch mode
npm run build    # production build
npm test         # vitest

Project structure

src/
├── index.ts                # MCP server entry
├── tools/                  # 14 bookkeeping tools
│   ├── categorize.ts
│   ├── approveCategories.ts
│   ├── rejectCategories.ts
│   ├── undoCategories.ts
│   ├── fetchTransactions.ts
│   ├── syncToQbo.ts
│   ├── reconcile.ts
│   ├── anomalies.ts
│   ├── monthlyClose.ts
│   ├── vendorSearch.ts
│   ├── chaseEmail.ts
│   ├── learnRules.ts
│   ├── selectCompany.ts
│   └── listCompanies.ts
└── lib/
    ├── qbo.ts              # QuickBooks OAuth + API client
    ├── db.ts               # SQLite schema + migrations
    └── llm.ts              # Multi-provider LLM interface

Distribution channels

  • npm: npx @bbookmind/mcp

  • MCP Registry: registry.modelcontextprotocol.io

  • Claude Marketplace: /plugin install bookmind

  • GitHub: github.com/bbookmind/mcp

License

MIT — free to use, modify, and distribute.

Support

This server cannot be installed

A
license - permissive license
-
quality - not tested
C
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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