Bbookmind MCP
About
AI bookkeeping for QuickBooks Online. Open-source MCP server with 14 tools
Details
- Author
- bbookmind
- Downloads
- 258
- Categories
- Finance
Jump to
- 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
- npm: npx @bbookmind/mcp
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
Bbookmind MCPCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
The README includes setup instructions such as npx @bbookmind/mcp.
bookmind.categorize
Auto-categorize Uncategorized QuickBooks transactions using learned rules (regex) + keyword dict + LLM (when connected). Returns confidence-scored suggestions. Use bookmind.approve_categorizations to apply. New categorization requests stage in 'pending' status and follow approval workflow.
bookmind.reconcile
Match bank feed transactions to invoices/bills by amount, date tolerance, and vendor similarity. Returns matched pairs and unmatched items. Score uses Levenshtein vendor similarity and weighted date/amount distance.
bookmind.anomalies
Statistical anomaly detection: duplicate payments (Map-based O(n)), vendor cost drift (>25%), IQR outliers, frequency spikes (>10/mo), round numbers (>=$100), large weekend transactions (>=$500). Returns flagged items with severity. Persists to SQLite for review.
bookmind.monthly_close
Generate complete monthly close package: P&L, Balance Sheet snapshot, Cash Flow, top vendors, expense breakdown, overdue AR, anomaly summary, and action items. Returns formatted markdown report.
bookmind.vendor_search
Search transactions by vendor, description, category, or amount. Supports lookback and limit.
bookmind.chase_email
Generate overdue invoice chase emails in friendly, firm, or escalation tone. Returns ready-to-send drafts.
bookmind.learn_rules
Learn categorization rules from user corrections. Stores regex patterns. Rules apply to current company by default; set global=true to share across all companies under one account.
bookmind.approve_categorizations
Approve pending categorization suggestions. Accepts transaction IDs or 'all' to approve everything pending. Approved transactions get status='categorized' and approved=1.
bookmind.reject_categorizations
Reject pending categorization suggestions with feedback. Rejected transactions return to 'uncategorized'. Optional rule learning: set learn_rules=true and provide corrected_category, vendor_pattern, or description_pattern to auto-create a correction rule.
bookmind.undo_categorize
Undo categorization changes on transactions. Restore previous category from audit log. Accepts transaction IDs or 'all' to undo all categorizations from today's session.
bookmind.fetch_transactions
Fetch transactions from QuickBooks Online for a date range. Returns normalized JSON array compatible with categorize, reconcile, anomalies, and monthly_close tools. Caches results in local SQLite.
bookmind.sync_to_qbo
Push approved categorizations from local SQLite back to QuickBooks Online. Creates journal entries for category reclassifications. Only syncs approved (approved=1) transactions.
bookmind.select_company
Switch between connected QuickBooks companies. Sets the active company for all subsequent operations. Returns the current company info.
bookmind.list_companies
List all companies configured in BookMind, showing company ID, name, and association status. Allows OAuth connection for unconnected companies.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"bbookmind mcp": {
"mcp": {
"command": "npx",
"args": [
"@bbookmind/mcp"
]
}
}
}
}McpServers
{
"mcp": {
"command": "npx",
"args": [
"@bbookmind/mcp"
]
}
}<div align="center">
<br>
<h1>BookMind</h1>
<p><strong>AI bookkeeping for QuickBooks Online. Use any model, any provider.</strong></p>
<p>Auto-categorize · Reconcile · Monthly Close · Anomaly Detection · Chase Emails</p>
<p>
<a href="#install">Install</a> ·
<a href="#tools">Tools</a> ·
<a href="#pricing">Pricing</a> ·
<a href="https://bookmind.dev">Website</a>
</p>
<br>
<pre><code>npx @bbookmind/mcp</code></pre>
</div>
---
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
---
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
- GitHub Issues
- Email
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