get_financial_summaryLABSCO SUMMARY
Books an agent can correct, with the trail to show for it.
Reading a P&L from a chat is common. The useful part here is the write side: approving a classification, reclassifying a vendor's charges, and turning that correction into a rule that holds next time. Each write is logged and scoped to your organisation.
What it is
A hosted MCP server over AgenticBooks, which ingests Stripe, Mercury and RevenueCat webhooks into double-entry accounting and syncs to QuickBooks or Xero. It exposes that ledger for reading and for bookkeeping actions; every write is audit-trailed and scoped to the caller's organisation.
What you get
- A P&L report for a period, and a financial summary of the business
- Live cash across every connected bank account, or one account's balance
- The review queue: unreviewed events, and what is pending grouped by counterparty
- Classifications approved, and entries reclassified when the automatic call was wrong
- Counterparty rules created and listed, so the same vendor lands correctly next month
- An audit log of what was done through the connection
Requirements
An AgenticBooks account; nothing to self-host. Connect over Streamable HTTP at https://mcp.agenticbooks.ai/mcp, either through the OAuth custom-connector flow or with an ab_ API key as a bearer token. The two modes are independent — one is enough.
Setup effort
Paste a URL with a key — add the endpoint to your client
USE CASES
01
Answering how the month went
Pull the P&L for the period with the summary beside it, rather than exporting from the accounting package.
02
Checking runway before a spending decision
Read cash across every bank source at once, or drill into the one account that matters.
03
Clearing the bookkeeping backlog
See what still needs review, grouped by vendor so similar items are handled together.
04
Fixing a vendor that keeps landing in the wrong account
Reclassify the entries, then write the rule so the next charge classifies itself.
05
Approving what the classifier got right
Confirm the pending classifications instead of leaving the queue to grow.
06
Reviewing what the agent changed
Read the audit log and the rules currently in force before the next close.
21 tools
Listed in project docs. Your client may show a different list.
get_pnl_reportget_account_balanceget_bank_balancesget_audit_logget_unreviewed_eventsget_pending_by_counterpartyapprove_classificationreclassify_entrycreate_counterparty_rulelist_counterparty_rulesupdate_counterparty_ruledelete_counterparty_rulelist_chart_accountsadd_chart_accountrename_chart_accountset_chart_account_activeclose_periodreimport_historicalconnect_mercurydisconnect_mercuryBEFORE YOU INSTALL
What to know first
Tools you get
21 tools named in the project's documentation.
Requires
A client that can reach a remote MCP server over HTTP
Where it runs
The documented client connects to a hosted endpoint.
INSTALLATION
Connect your client
Add the endpoint to your client.
Server setup
ENDPOINT URL
https://mcp.agenticbooks.ai/mcpMCP Clients
Any MCP client — API key
ANY MCP CLIENT — API KEY · JSON
{
"mcpServers": {
"agenticbooks": {
"type": "http",
"url": "https://mcp.agenticbooks.ai/mcp",
"headers": {
"Authorization": "Bearer <YOUR_API_KEY>"
}
}
}
}
