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://agenticbooks.com
• 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."*

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

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

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

_AgenticBooks is a hosted service. This repository documents how to connect; it

is not the server source._