BookMind

AI bookkeeping for QuickBooks Online. Use any model, any provider.

Auto-categorize · Reconcile · Monthly Close · Anomaly Detection · Chase Emails

npx @bbookmind/mcp

--- ## 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) ```bash 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: ```bash # 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 ```bash 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](https://github.com/bbookmind/mcp) --- ## License MIT — free to use, modify, and distribute. --- ## Support - [GitHub Issues](https://github.com/bbookmind/mcp/issues) - [Email](mailto:support@bookmind.dev)