MCP Server

The Microbooks MCP server #

The Microbooks MCP server (metafrasi-mcp) connects AI assistants to your books through the Model Context Protocol. Any MCP-capable assistant (Claude Desktop, Cursor, VS Code and others) can search your chart of accounts, pull financial reports, and record sales, purchases and payments in plain language.

That makes it the simplest way for a business owner to keep their own books: no accounting software to learn, and books that are ready for an accountant or tax advisor to review at year end. If that is you, start with Keeping your own books, which walks through setup, day-to-day recording and the handover.

Instead of mirroring the HTTP API one endpoint at a time, the server exposes fifteen domain verbs an assistant can reason about: record_sale, get_financial_report, reconcile_payment, and so on — see the tool catalog. Fifteen further tools for period close, the recycle bin and chart-of-accounts setup are available but off by default.

The assistant needs no documentation to use it. Each tool arrives with its own description, a strict argument schema carrying the valid account types and transaction kinds, and annotations marking which tools are read-only and which are destructive. These pages are for the person deciding what to connect, what to switch on, and what to keep an eye on.

Designed for supervised bookkeeping #

Bookkeeping is not a domain for silent automation, so the server is built around a safety model:

  • Drafts first. Recording tools create pending transactions; nothing hits the ledger until posting is explicitly confirmed.
  • Dry runs. Every write accepts dry_run=true to preview exactly what would happen.
  • Scoped, revocable access. Authentication uses a personal access token you can scope and revoke at any time.
  • Writes are checked, not assumed. After every real write the server re-reads the record and compares it field by field with what was requested, and reports the difference rather than a bare success.

Get started #

  1. Install the server.
  2. Configure your MCP client with a token — or use the one-click flow at Dashboard → Developers → Connect AI assistant on microbooks.io.
  3. Ask your assistant: “What does my income statement look like this month?”

Then, if you need more than day-to-day bookkeeping, review the optional tool groups and the safety model before switching anything else on.