AgenticBooks MCP Server

Financial data infrastructure for AI agents. Connect Claude (or any MCP client) directly to a startup's books — read live P&L and bank balances, review and reclassify transactions, manage the chart of accounts, and connect banking sources — over a secure, OAuth-authenticated remote MCP server.

This is a hosted (remote) MCP server. You don't install or self-host it — you connect your MCP client to the AgenticBooks endpoint and authenticate with your AgenticBooks account. This repository is the public listing and connection guide; the server itself runs as managed infrastructure.

• Website: https://www.agenticbooks.ai

• MCP endpoint: https://mcp.agenticbooks.ai/mcp

• Transport: Streamable HTTP

• Auth: OAuth 2.0 (Claude "Custom Connector" flow via Clerk) or an ab_ API key

What it does

AgenticBooks ingests webhooks from Stripe, Mercury, RevenueCat and other sources, normalises and classifies the events into double-entry accounting, and syncs to QuickBooks/Xero. This MCP server exposes that ledger to an AI agent so the agent can answer financial questions and take bookkeeping actions on the user's behalf — every write is audit-trailed and scoped to the caller's organisation.

Typical prompts once connected:

• "What's our P&L for last month?"

• "How much cash do we have across all bank accounts right now?"

• "Show me transactions that still need review, grouped by vendor."

• "Reclassify the Vercel charges as Hosting, and remember that for next time."

Related MCP server: HelloBooks AI MCP Server

Connect

Claude (Desktop / Web) — Custom Connector (OAuth)

1. Open Settings → Connectors → Add custom connector.

2. Enter the MCP server URL: https://mcp.agenticbooks.ai/mcp

3. Complete the OAuth sign-in when prompted. You'll authenticate with your AgenticBooks account; access is scoped to your organisation.

See Anthropic's guide to remote custom connectors: https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp

Cursor — install as a plugin

This repository is an Agent Plugin: plugin.json carries the identity and mcp.json the remote server. Install it from the Cursor Directory or point Cursor at this repo; Cursor runs the OAuth sign-in on first use.

API key (any MCP client over HTTP)

If your client doesn't support the OAuth connector flow, authenticate with an ab_ API key (create one in the AgenticBooks dashboard) as a bearer token:

{
  "mcpServers": {
    "agenticbooks": {
      "transport": "http",
      "url": "https://mcp.agenticbooks.ai/mcp",
      "headers": {
        "Authorization": "Bearer ab_your_api_key_here"
      }
    }
  }
}

The two auth modes are independent — OAuth and ab_ keys both work; you only need one.

Tools

All tools operate within the authenticated organisation. Reads are non-destructive; writes are recorded in an append-only audit trail.

Reporting & balances

Review & classification

Counterparty rules (the learned vendor map)

Chart of accounts

Documents (receipts & invoices)

Periods & integrations

Security

• Every tool call is authenticated (OAuth access token or ab_ API key) and scoped to a single organisation.

• All writes are recorded in an append-only audit trail.

• Banking credentials are stored per-organisation and encrypted at rest; they are never accepted as, or exposed via, MCP tool arguments.

Links

• Website — https://www.agenticbooks.ai

• Support — https://www.agenticbooks.ai (contact via dashboard)

AgenticBooks is a hosted service. This repository documents how to connect; it is not the server source.