{"apiVersion":"v1","directorySlug":"agents-mcp-1fb53009f5","title":"AI Accounting Software — Free Plan + Pro | HelloBooks.ai","description":"AI accounting software for small business. Free Plan — 2,500 AI credits, no credit card. Pro adds unlimited users & 15,000 credits. Start free in 60 seconds.","pageUrl":"https://www.mcpbundles.com/skills/agents-mcp-1fb53009f5","connectPath":"importable","connectAction":"import_server","catalogListing":false,"bundleSlug":null,"listingKind":"remote_mcp","kind":"provider","transportUrl":"https://agents.hellobooks.ai/mcp","hostedMcpUrl":null,"toolCount":29,"toolInventoryStatus":"observed","refreshedAt":"2026-11-03T13:26:00.516172+00:00","registryName":"ai.hellobooks/agents-mcp-1fb53009f5","registryVersion":"2026.11.3","registryEligible":true,"tools":[{"name":"list_plans","description":"List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices (USD, INR, CAD, GBP, AUD, AED, SGD, NZD); other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata while local books use the country currency. Covers the five-rung ladder — Free / Starter / Pro / Business / Scale — plus the free Partner Program (`cpa` plan id) and two per-entity stackable add-ons (Warehouse, Manufacturing). Returns AI credit","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"plan":{"enum":["free","starter","pro","business","scale","cpa"],"type":"string"},"country":{"enum":["IN","US","GB","AU","AE","CA","SG","NZ","HK","DE","FR","NL","ES","IT","JP","KR","SA","IE","ZA","MY","PH","NG","KE","ID","TH","VN","PK","BD","BR","MX","AR","CL","CO","SE","NO","DK","FI","BE","AT","CH","PL","PT","CZ","RO","HU","GR","TR","UA","IL","EG","BG","HR","SI","SK","LT","LV","EE","RS","MA","QA","KW","JO","OM","BH","TN","DZ","GH","TZ","UG","ET","ZM","ZW","RW","SN","LK","NP","MM","KH","LA","PE","EC","BO","PY","UY","CR","PA","GT","DO","KZ","UZ","BY","MD","BA","MK","AL","LB","IQ","TT","MO","BN","CY","MT","LU","IS","ME","GE","AM","AZ","TM","TJ","KG","MN","CI","CM","TG","BJ","BF","ML","SL","LR","GN","MR","NE","TD","CD","CG","GA","MW","MZ","NA","BW","LS","SZ","MG","AO","MU","SC","CV","HN","SV","NI","JM","BB","GY","SR","FJ","PG","HT","BS","VE","IR","AF","SY","YE","LY","SD","SO","CU","KP","TW","PS","ER","DJ","SS","CF","GQ","BI","KM","ST","GW","EH","WS","TO","VU","SB","KI","TV","NR","PW","FM","MH","AG","LC","VC","KN","DM","GD"],"type":"string"}},"additionalProperties":false},"logicalName":"list_plans","displayName":"list_plans","title":"list_plans","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_credit_packs","description":"List HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits). The 8 priced regions return local currency prices; other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata. Credit packs stack on any plan, including Free. Use this when a user asks how to buy more AI credits or top up after exhausting a plan allowance. Filter by `id` (boost / power / mega / ultra) or any supported `coun","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"id":{"enum":["boost","power","mega","ultra"],"type":"string"},"country":{"enum":["IN","US","GB","AU","AE","CA","SG","NZ","HK","DE","FR","NL","ES","IT","JP","KR","SA","IE","ZA","MY","PH","NG","KE","ID","TH","VN","PK","BD","BR","MX","AR","CL","CO","SE","NO","DK","FI","BE","AT","CH","PL","PT","CZ","RO","HU","GR","TR","UA","IL","EG","BG","HR","SI","SK","LT","LV","EE","RS","MA","QA","KW","JO","OM","BH","TN","DZ","GH","TZ","UG","ET","ZM","ZW","RW","SN","LK","NP","MM","KH","LA","PE","EC","BO","PY","UY","CR","PA","GT","DO","KZ","UZ","BY","MD","BA","MK","AL","LB","IQ","TT","MO","BN","CY","MT","LU","IS","ME","GE","AM","AZ","TM","TJ","KG","MN","CI","CM","TG","BJ","BF","ML","SL","LR","GN","MR","NE","TD","CD","CG","GA","MW","MZ","NA","BW","LS","SZ","MG","AO","MU","SC","CV","HN","SV","NI","JM","BB","GY","SR","FJ","PG","HT","BS","VE","IR","AF","SY","YE","LY","SD","SO","CU","KP","TW","PS","ER","DJ","SS","CF","GQ","BI","KM","ST","GW","EH","WS","TO","VU","SB","KI","TV","NR","PW","FM","MH","AG","LC","VC","KN","DM","GD"],"type":"string"}},"additionalProperties":false},"logicalName":"list_credit_packs","displayName":"list_credit_packs","title":"list_credit_packs","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"free_tier_eligibility","description":"Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$1M / AE AED 375K). Free includes the standard monthly AI-credit allowance, but per-entity invoice turnover above the country cap forces an upgrade to Pro or Business. Call with no args to get the full table, with `country` for one threshold, or with `country` AND `annualInvoiceRevenue` (in the country currency, NOT USD-equivalent)","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"annualInvoiceRevenue":{"type":"number","minimum":0}},"additionalProperties":false},"logicalName":"free_tier_eligibility","displayName":"free_tier_eligibility","title":"free_tier_eligibility","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"partner_program_info","description":"Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/mo, Business client = 4 pts/mo. Call with no args for the full ladder + meta; with `points` for current status + how many points to next tier; with `proClients` and/or `businessClients` to derive poin","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"points":{"type":"number","minimum":0},"proClients":{"type":"number","minimum":0},"businessClients":{"type":"number","minimum":0}},"additionalProperties":false},"logicalName":"partner_program_info","displayName":"partner_program_info","title":"partner_program_info","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"practice_management_info","description":"Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy). NOT the Partner Program and NOT a tier in list_plans. Per-user pricing model — US shipped at $9.99/user/month (free up to 2 users + 10 clients, 90-day trial, enterprise at 50+ users). 7 other markets (IN, GB, AU, CA, AE,","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"}},"additionalProperties":false},"logicalName":"practice_management_info","displayName":"practice_management_info","title":"practice_management_info","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_integrations","description":"List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"status":{"enum":["live","beta","coming-soon"],"type":"string"},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"category":{"enum":["banking","payment","payroll","time-tracking","shipping","tax-compliance","accounting-sync","ecommerce","crm","storage","freelance"],"type":"string"}},"additionalProperties":false},"logicalName":"list_integrations","displayName":"list_integrations","title":"list_integrations","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"country_support","description":"Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"country":{"enum":["IN","US","GB","AU","AE","CA","SG","NZ","HK","DE","FR","NL","ES","IT","JP","KR","SA","IE","ZA","MY","PH","NG","KE","ID","TH","VN","PK","BD","BR","MX","AR","CL","CO","SE","NO","DK","FI","BE","AT","CH","PL","PT","CZ","RO","HU","GR","TR","UA","IL","EG","BG","HR","SI","SK","LT","LV","EE","RS","MA","QA","KW","JO","OM","BH","TN","DZ","GH","TZ","UG","ET","ZM","ZW","RW","SN","LK","NP","MM","KH","LA","PE","EC","BO","PY","UY","CR","PA","GT","DO","KZ","UZ","BY","MD","BA","MK","AL","LB","IQ","TT","MO","BN","CY","MT","LU","IS","ME","GE","AM","AZ","TM","TJ","KG","MN","CI","CM","TG","BJ","BF","ML","SL","LR","GN","MR","NE","TD","CD","CG","GA","MW","MZ","NA","BW","LS","SZ","MG","AO","MU","SC","CV","HN","SV","NI","JM","BB","GY","SR","FJ","PG","HT","BS","VE","IR","AF","SY","YE","LY","SD","SO","CU","KP","TW","PS","ER","DJ","SS","CF","GQ","BI","KM","ST","GW","EH","WS","TO","VU","SB","KI","TV","NR","PW","FM","MH","AG","LC","VC","KN","DM","GD"],"type":"string"}},"additionalProperties":false},"logicalName":"country_support","displayName":"country_support","title":"country_support","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"compliance_capabilities","description":"Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["country"],"properties":{"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"}},"additionalProperties":false},"logicalName":"compliance_capabilities","displayName":"compliance_capabilities","title":"compliance_capabilities","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"feature_search","description":"Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and published articles on hellobooks.ai. Queries like \"vs Xero\", \"QuickBooks alternative\", \"GSTR-3B due\", \"UPI invoice\", \"1099 article\", or \"agentic accounting\" surface the matching entry near the top.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["query"],"properties":{"limit":{"type":"integer","maximum":50,"minimum":1},"query":{"type":"string","maxLength":120,"minLength":2}},"additionalProperties":false},"logicalName":"feature_search","displayName":"feature_search","title":"feature_search","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_competitors","description":"Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier (primary / secondary), and id filters.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"id":{"type":"string"},"tier":{"enum":["primary","secondary"],"type":"string"},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"}},"additionalProperties":false},"logicalName":"list_competitors","displayName":"list_competitors","title":"list_competitors","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"compliance_deadlines","description":"When statutory returns and payroll filings are due, per country. Covers IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super Guarantee), GB (VAT MTD, RTI, Self Assessment), US (1099-NEC/MISC, W-2, Form 941/940), CA (T4, GST/HST). Optional country, frequency, and form filters. Note: dates rotate annually — every response carries a disclaimer with the per-deadline `source` URL for authority confirmation.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"form":{"type":"string","maxLength":60,"minLength":2},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"frequency":{"enum":["monthly","quarterly","half-yearly","annual","per-event"],"type":"string"}},"additionalProperties":false},"logicalName":"compliance_deadlines","displayName":"compliance_deadlines","title":"compliance_deadlines","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"local_payment_methods","description":"List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP, Zelle, PayNow, FAST, GIRO, NZ Direct Credit, etc.). Returns rail (instant / same-day / next-day / multi-day), use-cases, issuing authority, HelloBooks support level, and operational notes (per-transa","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"id":{"type":"string"},"rail":{"enum":["instant","same-day","next-day","multi-day"],"type":"string"},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"useCase":{"enum":["payroll","contractor-payout","invoice-collection","b2b-supplier","p2p"],"type":"string"}},"additionalProperties":false},"logicalName":"local_payment_methods","displayName":"local_payment_methods","title":"local_payment_methods","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_features","description":"List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"tier":{"enum":["free","pro","business","cpa","warehouse-addon","manufacturing-addon"],"type":"string"},"limit":{"type":"integer","maximum":200,"minimum":1},"query":{"type":"string","maxLength":120,"minLength":2},"status":{"enum":["live","beta","planned"],"type":"string"},"category":{"enum":["core-accounting","invoicing-billing","banking-reconciliation","reports","tax-compliance","inventory","warehouse","manufacturing","ai-automation","integrations","mobile","operations","industry-modules"],"type":"string"},"marketedOnly":{"type":"boolean"}},"additionalProperties":false},"logicalName":"list_features","displayName":"list_features","title":"list_features","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_feature_categories","description":"List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{},"additionalProperties":false},"logicalName":"list_feature_categories","displayName":"list_feature_categories","title":"list_feature_categories","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_articles","description":"List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when a user asks \"do you have a blog/article about X?\".","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"tag":{"type":"string","maxLength":40,"minLength":2},"limit":{"type":"integer","maximum":100,"minimum":1},"query":{"type":"string","maxLength":120,"minLength":2},"country":{"enum":["IN","US","GB","AU","AE","CA","SG","NZ","HK","DE","FR","NL","ES","IT","JP","KR","SA","IE","ZA","MY","PH","NG","KE","ID","TH","VN","PK","BD","BR","MX","AR","CL","CO","SE","NO","DK","FI","BE","AT","CH","PL","PT","CZ","RO","HU","GR","TR","UA","IL","EG","BG","HR","SI","SK","LT","LV","EE","RS","MA","QA","KW","JO","OM","BH","TN","DZ","GH","TZ","UG","ET","ZM","ZW","RW","SN","LK","NP","MM","KH","LA","PE","EC","BO","PY","UY","CR","PA","GT","DO","KZ","UZ","BY","MD","BA","MK","AL","LB","IQ","TT","MO","BN","CY","MT","LU","IS","ME","GE","AM","AZ","TM","TJ","KG","MN","CI","CM","TG","BJ","BF","ML","SL","LR","GN","MR","NE","TD","CD","CG","GA","MW","MZ","NA","BW","LS","SZ","MG","AO","MU","SC","CV","HN","SV","NI","JM","BB","GY","SR","FJ","PG","HT","BS","VE","IR","AF","SY","YE","LY","SD","SO","CU","KP","TW","PS","ER","DJ","SS","CF","GQ","BI","KM","ST","GW","EH","WS","TO","VU","SB","KI","TV","NR","PW","FM","MH","AG","LC","VC","KN","DM","GD","global"],"type":"string"}},"additionalProperties":false},"logicalName":"list_articles","displayName":"list_articles","title":"list_articles","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_videos","description":"List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each video returns title, description, category, watch URL, embed URL and thumbnail. Filter by category (demo / features / overview), featuredOnly, or free-text query. Use this when a user asks for a demo, walkthrough or video. Note: this is the curated set, not a live mirror of every channel upload — the response includes the channel URL for th","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"query":{"type":"string","maxLength":120,"minLength":2},"category":{"enum":["demo","features","overview"],"type":"string"},"featuredOnly":{"type":"boolean"}},"additionalProperties":false},"logicalName":"list_videos","displayName":"list_videos","title":"list_videos","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_qbo_journal_cleanup","description":"Scan a QuickBooks Online \"Journal Entries\" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal numbers). Input is the raw CSV content the user pastes after exporting from QBO via Reports → Accountant → Journal → Export. Max 5,000 rows; max 5 MB. Returns a structured flag list with severity (high","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_qbo_journal_cleanup","displayName":"analyze_qbo_journal_cleanup","title":"analyze_qbo_journal_cleanup","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_qbo_journal_anomalies","description":"Scan a QuickBooks Online \"Journal Entries\" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or fraud signals worth review. Input is raw CSV text from QBO Reports → Accountant → Journal. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a sh","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_qbo_journal_anomalies","displayName":"analyze_qbo_journal_anomalies","title":"analyze_qbo_journal_anomalies","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_xero_journal_cleanup","description":"Scan a Xero \"Manual Journals\" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from Xero via Accounting → Advanced → Manual Journals → Export. Xero-specific idioms handled: signed Amount column (positive = credit, negative = debit), explicit Debit/Credit fallback shape, Reference-or-Nar","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_xero_journal_cleanup","displayName":"analyze_xero_journal_cleanup","title":"analyze_xero_journal_cleanup","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_xero_journal_anomalies","description":"Scan a Xero \"Manual Journals\" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Input is raw CSV text from Xero Accounting → Advanced → Manual Journals → Export. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes Xero data and asks \"any anomalies?\", \"look for round numbers\", or \"anything suspici","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_xero_journal_anomalies","displayName":"analyze_xero_journal_anomalies","title":"analyze_xero_journal_anomalies","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_journal_variance","description":"Compare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods. Aggregates lines per account into a net total for each period, then surfaces accounts where the period-over-period change crosses a materiality threshold (≥5% relative AND ≥$100 absolute; severity high at ≥50%, medium at ≥20%, low at ≥5%). Inputs are two CSV exports — periodACsv (earlier period) and periodBCsv (later period). Optional p","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["periodACsv","periodBCsv"],"properties":{"periodACsv":{"type":"string","maxLength":5242880,"minLength":1},"periodBCsv":{"type":"string","maxLength":5242880,"minLength":1},"periodALabel":{"type":"string","maxLength":80},"periodBLabel":{"type":"string","maxLength":80}},"additionalProperties":false},"logicalName":"analyze_journal_variance","displayName":"analyze_journal_variance","title":"analyze_journal_variance","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"compare_books_to_hellobooks","description":"Take a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a structured side-by-side comparison — \"your books have X issues; here is how HelloBooks resolves each phase\". This is the direct funnel tool: the response includes per-category counts mapped to HelloBooks Phases 1, 2, 3.0, 3.1, with exclusive-advantage bullets (command-center dashboard, conversational interface, one-prompt JE posting, cross-","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"compare_books_to_hellobooks","displayName":"compare_books_to_hellobooks","title":"compare_books_to_hellobooks","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"estimate_migration_effort","description":"Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heuristic-based — refined against the live entity once the user signs up. Accepts larger files than the other analytical tools (up to 50,000 rows / 20 MB) because no detection runs here, just sizing. Use thi","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":20971520,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"estimate_migration_effort","displayName":"estimate_migration_effort","title":"estimate_migration_effort","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_profit_loss","description":"Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each \"Total Section\" subtotal equals the sum of its preceding line items (catches missing or duplicated rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or >","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_profit_loss","displayName":"analyze_profit_loss","title":"analyze_profit_loss","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_balance_sheet","description":"Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal). Input is raw CSV text of a Balance S","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_balance_sheet","displayName":"analyze_balance_sheet","title":"analyze_balance_sheet","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"list_tax_rates","description":"List statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20 / 5 / zero / exempt), AU GST (10 / GST-free / input-taxed), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13% ON / 15% Atlantic / 14% NS + provincial PST 7% BC / 6% SK / RST 7% MB + QST 9.975% QC, SG GST 9% (+ superseded 8% / zero / exempt), NZ GST 15% (+ zero / exempt), AE VAT 5% (+ zero / exempt). Filter b","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"scheme":{"enum":["standard","reduced","zero","exempt","input-taxed","composition","cess","state-summary"],"type":"string"},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"taxType":{"enum":["GST","IGST","CGST-SGST","VAT","Sales-Tax","HST","PST","QST","TDS","TCS"],"type":"string"}},"additionalProperties":false},"logicalName":"list_tax_rates","displayName":"list_tax_rates","title":"list_tax_rates","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"lookup_tax_rate","description":"Pick a single statutory tax-rate slab — either by exact `id` (e.g. `IN-standard-18`, `GB-zero-0`, `CA-hst-13-on`) for a deterministic lookup, or by `country` + free-text `category` (e.g. \"office supplies\", \"restaurant\", \"exports\", \"domestic fuel\") for a fuzzy best-match. Returns the matched rate, the match score, and the authoritative `source` URL. Use this when a user asks \"what slab does X fall into in India?\" or \"what VAT rate applies to children's car seats?\". For broader exploration (all sl","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"id":{"type":"string","minLength":3},"country":{"enum":["IN","US","CA","GB","AU","AE","SG","NZ"],"type":"string"},"category":{"type":"string","maxLength":120,"minLength":2}},"additionalProperties":false},"logicalName":"lookup_tax_rate","displayName":"lookup_tax_rate","title":"lookup_tax_rate","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"analyze_trial_balance","description":"Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.) and run three checks: (1) tb.unbalanced — debits ≠ credits (every downstream P&L / BS / cash-flow report built from this TB is wrong until fixed); (2) tb.wrong_sign — accounts whose name suggests a class (Revenue / COGS / Expense / AR / AP) carrying a balance on the wrong side (classic posting-error signal); (3) tb","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","required":["csvText"],"properties":{"csvText":{"type":"string","maxLength":5242880,"minLength":1},"fileName":{"type":"string","maxLength":200}},"additionalProperties":false},"logicalName":"analyze_trial_balance","displayName":"analyze_trial_balance","title":"analyze_trial_balance","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"how_munimji_helps","description":"Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup), and for each AI capability WHO does the work — `autonomous` (Munimji does it on its own, e.g. OCR extraction, running reports), `approval` (Munimji prepares the entry and you one-click approve befor","inputSchema":{"type":"object","$schema":"http://json-schema.org/draft-07/schema#","properties":{"area":{"enum":["getting-started","sales-receivables","purchases-payables","banking-cash","documents-data-entry","tax-compliance","reporting-insights","inventory-operations","payroll-workforce","multi-entity-scale"],"type":"string"},"autonomy":{"enum":["autonomous","approval","assist","manual"],"type":"string"},"businessDescription":{"type":"string","maxLength":2000,"minLength":3}},"additionalProperties":false},"logicalName":"how_munimji_helps","displayName":"how_munimji_helps","title":"how_munimji_helps","annotations":{"untrustedContentHint":true,"readOnlyHint":true}}],"toolSource":"directory_preview","agentAction":"both","installLinks":[{"id":"cursor","label":"Cursor","href":"cursor://anysphere.cursor-deeplink/mcp/install?name=AI-Accounting-Software-Free-Plan-Pro-HelloBooks-ai&config=eyJ1cmwiOiAiaHR0cHM6Ly9hZ2VudHMuaGVsbG9ib29rcy5haS9tY3AifQ%3D%3D"},{"id":"vscode","label":"VS Code","href":"vscode:mcp/install?%7B%22name%22%3A%22AI-Accounting-Software-Free-Plan-Pro-HelloBooks-ai%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fagents.hellobooks.ai%2Fmcp%22%7D"},{"id":"vscode-insiders","label":"VS Code Insiders","href":"vscode-insiders:mcp/install?%7B%22name%22%3A%22AI-Accounting-Software-Free-Plan-Pro-HelloBooks-ai%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fagents.hellobooks.ai%2Fmcp%22%7D"},{"id":"claude-web","label":"Claude.ai","href":"https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=AI+Accounting+Software+%E2%80%94+Free+Plan+%2B+Pro+%7C+HelloBooks.ai&connectorUrl=https%3A%2F%2Fagents.hellobooks.ai%2Fmcp"},{"id":"codex","label":"Codex","copyText":"codex mcp add \"AI-Accounting-Software-Free-Plan-Pro-HelloBooks-ai\" --url \"https://agents.hellobooks.ai/mcp\""},{"id":"chatgpt","label":"ChatGPT","href":"https://www.mcpbundles.com/docs/integrations/chatgpt"}],"catalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/agents-mcp-1fb53009f5","callUrl":"https://www.mcpbundles.com/api/directory/v1/servers/agents-mcp-1fb53009f5/tools/{tool}","mcpServerUrl":"https://agents.hellobooks.ai/mcp","liveCatalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/agents-mcp-1fb53009f5?live=1"}