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HelloBooks AI Agents MCP Server

io.github.HelloBooksAIAgents/hellobooks-mcp
Negocio y operaciones Datos y analítica Finanzas e inversión Público y accesible MCP 2025-11-25

Qué hace este MCP

Analyzes bookkeeping exports, accounting anomalies, financial statements, tax compliance information, payment methods, and accounting product capabilities.

Capacidades

Herramientas

29 herramientas
analyze_balance_sheet
Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal). Input is raw CSV text of a Balance Sheet (Reports → Balance Sheet in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, totals (totalAssets, totalLiabilities, totalEquity, equationBalances boolean), and a shareable URL. Use this when a user pastes a Balance Sheet and asks "does my balance sheet balance?", "is the accounting equation satisfied?", or "is my company solvent on paper?". A Balance Sheet that fails Assets = Liabilities + Equity invalidates every downstream financial-ratio analysis — this is the single most important check for any BS.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a Balance Sheet report. Works with QuickBooks Online (Reports â\x86\x92 Balance Sheet), Xero (Reports â\x86\x92 Balance Sheet), Zoho Books (Reports â\x86\x92 Balance Sheet), and Wave (Reports â\x86\x92 Balance Sheet). Statement should include Total Assets, Total Liabilities, and Total Equity rows. Source is auto-detected from section name signatures.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional filename for the share-page label.'}}, 'additionalProperties': False}
analyze_journal_variance
Compare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods. Aggregates lines per account into a net total for each period, then surfaces accounts where the period-over-period change crosses a materiality threshold (≥5% relative AND ≥$100 absolute; severity high at ≥50%, medium at ≥20%, low at ≥5%). Inputs are two CSV exports — periodACsv (earlier period) and periodBCsv (later period). Optional periodALabel / periodBLabel for human-readable flag messages (e.g. "Q1 FY2024" vs "Q2 FY2024"). Max 5,000 rows per period; max 5 MB each. Use this when a user pastes two periods and asks "what changed?", "show me variances", "what jumped period-over-period". Returns a flag list ordered by largest delta, a roll-up, and a shareable URL. Both periods must be the same source — mixing QBO + Xero in one call returns an error.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['periodACsv', 'periodBCsv'], 'properties': {'periodACsv': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': "Raw CSV text of the EARLIER period's journal-entry export (QBO Journal Entries or Xero Manual Journals). Source is auto-detected from the headers."}, 'periodBCsv': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': "Raw CSV text of the LATER period's journal-entry export. Source is auto-detected from the headers (must match periodACsv)."}, 'periodALabel': {'type': 'string', 'maxLength': 80, 'description': 'Optional human label for the earlier period â\x80\x94 e.g. "Q1 FY2024". Used in flag messages.'}, 'periodBLabel': {'type': 'string', 'maxLength': 80, 'description': 'Optional human label for the later period â\x80\x94 e.g. "Q2 FY2024".'}}, 'additionalProperties': False}
analyze_profit_loss
Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each "Total Section" subtotal equals the sum of its preceding line items (catches missing or duplicated rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or > 95%, or negative total revenue. Input is raw CSV text of a P&L report (Reports → Profit and Loss in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, a summary with totalRevenue / totalCogs / grossProfit / grossMarginPct / netIncome (when detected), and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes a P&L and asks "does my P&L look right?", "any sign errors?", "what is my gross margin?", or "anything suspicious in my income statement?". For period-over-period comparison use analyze_journal_variance with two periods of journal-entry data; this tool is single-period only.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a Profit & Loss / Income Statement report. Works with QuickBooks Online (Reports â\x86\x92 Profit and Loss), Xero (Reports â\x86\x92 Profit and Loss), Zoho Books (Reports â\x86\x92 Profit & Loss), and Wave (Reports â\x86\x92 Profit & Loss). Source is auto-detected from section names. Statement should include section headers, line items, "Total X" subtotals, and a Net Income / Net Profit row at the bottom.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional filename for the share-page label.'}}, 'additionalProperties': False}
analyze_qbo_journal_anomalies
Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or fraud signals worth review. Input is raw CSV text from QBO Reports → Accountant → Journal. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes QBO data and asks "any anomalies?", "look for round numbers", or "anything suspicious". Tier-0 subset — HelloBooks Phase 3.0 anomaly detection in the paid product additionally catches GL outliers vs entity history, vendor-history mismatches, archived-vendor activity, and AI-narrated suspicious lines (which require the live HelloBooks account).
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a QuickBooks Online "Journal Entries" report. Export from QBO: Reports â\x86\x92 Accountant â\x86\x92 Journal â\x86\x92 Export as CSV. Paste the file contents directly.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional original filename, used only as a label on the share page.'}}, 'additionalProperties': False}
analyze_qbo_journal_cleanup
Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal numbers). Input is the raw CSV content the user pastes after exporting from QBO via Reports → Accountant → Journal → Export. Max 5,000 rows; max 5 MB. Returns a structured flag list with severity (high/medium/low), a roll-up summary by category and severity, parse diagnostics (column mapping + unmapped columns), and a shareable URL at agents.hellobooks.ai/r/{slug} (7-day TTL) that renders a branded analysis page suitable for sending to a CA or bookkeeper. Use this when a user pastes QBO journal data, asks "check my books", "find issues in my QBO journal", or "what is wrong with my journal entries". Each flag includes a `fixableInHellobooks` boolean — true means HelloBooks can resolve it automatically in the paid product.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a QuickBooks Online "Journal Entries" report. Export from QBO: Reports â\x86\x92 Accountant â\x86\x92 Journal â\x86\x92 Export as CSV. Paste the file contents directly.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional original filename, used only as a label on the share page.'}}, 'additionalProperties': False}
analyze_trial_balance
Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.) and run three checks: (1) tb.unbalanced — debits ≠ credits (every downstream P&L / BS / cash-flow report built from this TB is wrong until fixed); (2) tb.wrong_sign — accounts whose name suggests a class (Revenue / COGS / Expense / AR / AP) carrying a balance on the wrong side (classic posting-error signal); (3) tb.round_balance — exact-multiple-of-$10,000 balances (plug-entry signal). Input is raw CSV text of a Trial Balance report. Max 5,000 rows; max 5 MB. Returns flagged accounts with severity, a roll-up showing whether the TB balances, parse diagnostics, and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes a Trial Balance and asks "does my TB balance?", "are there sign errors?", "what looks suspicious?", or "is this TB clean?". The Trial Balance is the foundation document for every other financial statement — if it does not balance, every downstream report is invalid.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a Trial Balance report. Works with QuickBooks Online (Reports â\x86\x92 Trial Balance), Xero (Reports â\x86\x92 Trial Balance), Zoho Books (Reports â\x86\x92 Accountant â\x86\x92 Trial Balance), and Wave (Reports â\x86\x92 Trial Balance). Source is auto-detected from column headers.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional filename for the share-page label.'}}, 'additionalProperties': False}
analyze_xero_journal_anomalies
Scan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Input is raw CSV text from Xero Accounting → Advanced → Manual Journals → Export. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes Xero data and asks "any anomalies?", "look for round numbers", or "anything suspicious". Same Tier-0 / paid-product split as the QBO variant — history-aware anomaly checks (GL outliers, vendor history, archived-vendor activity, LLM-narrated suspicious) live in the authenticated MCP / paid product.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a Xero "Manual Journals" report. Export from Xero: Accounting â\x86\x92 Advanced â\x86\x92 Manual Journals â\x86\x92 Export. Paste the file contents directly.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional original filename, used only as a label on the share page.'}}, 'additionalProperties': False}
analyze_xero_journal_cleanup
Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from Xero via Accounting → Advanced → Manual Journals → Export. Xero-specific idioms handled: signed Amount column (positive = credit, negative = debit), explicit Debit/Credit fallback shape, Reference-or-Narration+Date grouping, account code preferred over name. Max 5,000 rows; max 5 MB. Returns structured flags with severity, a roll-up summary, parse diagnostics, and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes Xero manual-journal data, asks "check my Xero books", or "find issues in my Xero journal". The funnel CTA routes to /migrate/from-xero for users who want to fix at scale.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a Xero "Manual Journals" report. Export from Xero: Accounting â\x86\x92 Advanced â\x86\x92 Manual Journals â\x86\x92 Export. Paste the file contents directly.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional original filename, used only as a label on the share page.'}}, 'additionalProperties': False}
compare_books_to_hellobooks
Take a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a structured side-by-side comparison — "your books have X issues; here is how HelloBooks resolves each phase". This is the direct funnel tool: the response includes per-category counts mapped to HelloBooks Phases 1, 2, 3.0, 3.1, with exclusive-advantage bullets (command-center dashboard, conversational interface, one-prompt JE posting, cross-phase orchestration, auto ID resolution). Use this when a user is evaluating HelloBooks vs their current QBO/Xero, asks "should I migrate?", or pastes data while comparing accounting software. Output is suitable for the host LLM to narrate as a positioning argument; the share URL points at a branded landing page with the issue breakdown and a 1-click migrate CTA.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 5242880, 'minLength': 1, 'description': 'Raw CSV text of a journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from the headers.'}, 'fileName': {'type': 'string', 'maxLength': 200, 'description': 'Optional filename label.'}}, 'additionalProperties': False}
compliance_capabilities
Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['country'], 'properties': {'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Required ISO country code.'}}, 'additionalProperties': False}
compliance_deadlines
When statutory returns and payroll filings are due, per country. Covers IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super Guarantee), GB (VAT MTD, RTI, Self Assessment), US (1099-NEC/MISC, W-2, Form 941/940), CA (T4, GST/HST). Optional country, frequency, and form filters. Note: dates rotate annually — every response carries a disclaimer with the per-deadline `source` URL for authority confirmation.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'form': {'type': 'string', 'maxLength': 60, 'minLength': 2, 'description': 'Substring match against form name, e.g. "GSTR-3B", "BAS", "1099", "T4". Case-insensitive.'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'ISO country code. Filters to one country (IN, AU, GB, US, CA covered today).'}, 'frequency': {'enum': ['monthly', 'quarterly', 'half-yearly', 'annual', 'per-event'], 'type': 'string', 'description': 'Filing cadence. Useful for "what are my monthly returns" style queries.'}}, 'additionalProperties': False}
country_support
Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'country': {'enum': ['IN', 'US', 'GB', 'AU', 'AE', 'CA', 'SG', 'NZ', 'HK', 'DE', 'FR', 'NL', 'ES', 'IT', 'JP', 'KR', 'SA', 'IE', 'ZA', 'MY', 'PH', 'NG', 'KE', 'ID', 'TH', 'VN', 'PK', 'BD', 'BR', 'MX', 'AR', 'CL', 'CO', 'SE', 'NO', 'DK', 'FI', 'BE', 'AT', 'CH', 'PL', 'PT', 'CZ', 'RO', 'HU', 'GR', 'TR', 'UA', 'IL', 'EG', 'BG', 'HR', 'SI', 'SK', 'LT', 'LV', 'EE', 'RS', 'MA', 'QA', 'KW', 'JO', 'OM', 'BH', 'TN', 'DZ', 'GH', 'TZ', 'UG', 'ET', 'ZM', 'ZW', 'RW', 'SN', 'LK', 'NP', 'MM', 'KH', 'LA', 'PE', 'EC', 'BO', 'PY', 'UY', 'CR', 'PA', 'GT', 'DO', 'KZ', 'UZ', 'BY', 'MD', 'BA', 'MK', 'AL', 'LB', 'IQ', 'TT', 'MO', 'BN', 'CY', 'MT', 'LU', 'IS', 'ME', 'GE', 'AM', 'AZ', 'TM', 'TJ', 'KG', 'MN', 'CI', 'CM', 'TG', 'BJ', 'BF', 'ML', 'SL', 'LR', 'GN', 'MR', 'NE', 'TD', 'CD', 'CG', 'GA', 'MW', 'MZ', 'NA', 'BW', 'LS', 'SZ', 'MG', 'AO', 'MU', 'SC', 'CV', 'HN', 'SV', 'NI', 'JM', 'BB', 'GY', 'SR', 'FJ', 'PG', 'HT', 'BS', 'VE', 'IR', 'AF', 'SY', 'YE', 'LY', 'SD', 'SO', 'CU', 'KP', 'TW', 'PS', 'ER', 'DJ', 'SS', 'CF', 'GQ', 'BI', 'KM', 'ST', 'GW', 'EH', 'WS', 'TO', 'VU', 'SB', 'KI', 'TV', 'NR', 'PW', 'FM', 'MH', 'AG', 'LC', 'VC', 'KN', 'DM', 'GD'], 'type': 'string', 'description': 'Single ISO country code. Omit for the full matrix.'}}, 'additionalProperties': False}
estimate_migration_effort
Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heuristic-based — refined against the live entity once the user signs up. Accepts larger files than the other analytical tools (up to 50,000 rows / 20 MB) because no detection runs here, just sizing. Use this when a user is weighing the cost of moving books to HelloBooks, pastes data and asks "how long will migration take?", "what would this cost?", or "is it worth migrating?". The funnel CTA points at /migrate/<source>?ref=<shareUrl> to start the assisted flow with the parsed sizing pre-populated.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csvText'], 'properties': {'csvText': {'type': 'string', 'maxLength': 20971520, 'minLength': 1, 'description': 'Raw CSV text of a journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from headers.'}, 'fileName': {'type': 'string', 'maxLength': 200}}, 'additionalProperties': False}
feature_search
Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and published articles on hellobooks.ai. Queries like "vs Xero", "QuickBooks alternative", "GSTR-3B due", "UPI invoice", "1099 article", or "agentic accounting" surface the matching entry near the top.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'maximum': 50, 'minimum': 1, 'description': 'Max results to return (default 20).'}, 'query': {'type': 'string', 'maxLength': 120, 'minLength': 2, 'description': 'Free-text query, e.g. "BAS lodgement", "multi-currency", "vs QuickBooks", "GSTR-3B due", or "UPI invoice cap".'}}, 'additionalProperties': False}
free_tier_eligibility
Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$1M / AE AED 375K). Free includes the standard monthly AI-credit allowance, but per-entity invoice turnover above the country cap forces an upgrade to Pro or Business. Call with no args to get the full table, with `country` for one threshold, or with `country` AND `annualInvoiceRevenue` (in the country currency, NOT USD-equivalent) for a `freeEligible` verdict with headroom math. Bank-feed total, cash receipts, and gross transaction volume are explicitly NOT used.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'ISO country code of the entity. Omit to return the full 8-country threshold table.'}, 'annualInvoiceRevenue': {'type': 'number', 'minimum': 0, 'description': 'Annual invoice turnover for the entity, in its home currency (NOT USD-equivalent). Only used when `country` is also provided â\x80\x94 the tool then returns a `freeEligible` verdict. Bank-feed total and cash receipts are explicitly NOT used by the gate.'}}, 'additionalProperties': False}
how_munimji_helps
Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: business-operation areas (sales, purchases, banking, tax, reports, inventory, payroll, multi-entity, setup), and for each AI capability WHO does the work — `autonomous` (Munimji does it on its own, e.g. OCR extraction, running reports), `approval` (Munimji prepares the entry and you one-click approve before it posts to the ledger, e.g. AI categorization, find-and-match, creating invoices/bills by chat), `assist` (co-pilot, e.g. guided onboarding, voice), or `manual` (a software feature you run yourself). Each capability links to the backing software features. Use this when a user describes their business and asks "how can HelloBooks help me?", "what can the AI do for my shop/practice/agency?", or "what can Munimji do on its own vs what do I approve?". Pass their description in `businessDescription`; optionally filter by `area` or `autonomy`. The AI never posts to a ledger without approval. For the full software catalog call list_features; for pricing call list_plans.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'area': {'enum': ['getting-started', 'sales-receivables', 'purchases-payables', 'banking-cash', 'documents-data-entry', 'tax-compliance', 'reporting-insights', 'inventory-operations', 'payroll-workforce', 'multi-entity-scale'], 'type': 'string', 'description': 'Optional. Narrow to one business-operation area.'}, 'autonomy': {'enum': ['autonomous', 'approval', 'assist', 'manual'], 'type': 'string', 'description': 'Optional. Filter Munimji capabilities by who does the work: `autonomous` (Munimji does it alone), `approval` (Munimji prepares, you approve before it posts), `assist` (co-pilot), `manual` (software feature you run yourself).'}, 'businessDescription': {'type': 'string', 'maxLength': 2000, 'minLength': 3, 'description': 'Optional. The user describes their business and operations in their own words (industry, what they sell, how they get paid, who they pay, tax regime, pain points). It is echoed back as context â\x80\x94 the calling assistant maps it to the returned areas + capabilities. No keyword scoring is done here; the LLM does the matching.'}}, 'additionalProperties': False}
list_articles
List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when a user asks "do you have a blog/article about X?".
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'tag': {'type': 'string', 'maxLength': 40, 'minLength': 2, 'description': 'Single tag to filter on (case-insensitive substring match against the article tag list). e.g. "gst", "1099", "tally".'}, 'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Max articles to return (default 20).'}, 'query': {'type': 'string', 'maxLength': 120, 'minLength': 2, 'description': 'Free-text query â\x80\x94 substring-matched against the title, excerpt and tags of each article. e.g. "QuickBooks alternative" or "audit trail".'}, 'country': {'enum': ['IN', 'US', 'GB', 'AU', 'AE', 'CA', 'SG', 'NZ', 'HK', 'DE', 'FR', 'NL', 'ES', 'IT', 'JP', 'KR', 'SA', 'IE', 'ZA', 'MY', 'PH', 'NG', 'KE', 'ID', 'TH', 'VN', 'PK', 'BD', 'BR', 'MX', 'AR', 'CL', 'CO', 'SE', 'NO', 'DK', 'FI', 'BE', 'AT', 'CH', 'PL', 'PT', 'CZ', 'RO', 'HU', 'GR', 'TR', 'UA', 'IL', 'EG', 'BG', 'HR', 'SI', 'SK', 'LT', 'LV', 'EE', 'RS', 'MA', 'QA', 'KW', 'JO', 'OM', 'BH', 'TN', 'DZ', 'GH', 'TZ', 'UG', 'ET', 'ZM', 'ZW', 'RW', 'SN', 'LK', 'NP', 'MM', 'KH', 'LA', 'PE', 'EC', 'BO', 'PY', 'UY', 'CR', 'PA', 'GT', 'DO', 'KZ', 'UZ', 'BY', 'MD', 'BA', 'MK', 'AL', 'LB', 'IQ', 'TT', 'MO', 'BN', 'CY', 'MT', 'LU', 'IS', 'ME', 'GE', 'AM', 'AZ', 'TM', 'TJ', 'KG', 'MN', 'CI', 'CM', 'TG', 'BJ', 'BF', 'ML', 'SL', 'LR', 'GN', 'MR', 'NE', 'TD', 'CD', 'CG', 'GA', 'MW', 'MZ', 'NA', 'BW', 'LS', 'SZ', 'MG', 'AO', 'MU', 'SC', 'CV', 'HN', 'SV', 'NI', 'JM', 'BB', 'GY', 'SR', 'FJ', 'PG', 'HT', 'BS', 'VE', 'IR', 'AF', 'SY', 'YE', 'LY', 'SD', 'SO', 'CU', 'KP', 'TW', 'PS', 'ER', 'DJ', 'SS', 'CF', 'GQ', 'BI', 'KM', 'ST', 'GW', 'EH', 'WS', 'TO', 'VU', 'SB', 'KI', 'TV', 'NR', 'PW', 'FM', 'MH', 'AG', 'LC', 'VC', 'KN', 'DM', 'GD', 'global'], 'type': 'string', 'description': 'ISO country code or "global". Returns articles whose countryRelevance matches OR is "global". Omit to return everything.'}}, 'additionalProperties': False}
list_competitors
Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier (primary / secondary), and id filters.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'id': {'type': 'string', 'description': 'Return a single competitor by id (e.g. "quickbooks", "xero", "tally").'}, 'tier': {'enum': ['primary', 'secondary'], 'type': 'string', 'description': 'Filter to head-on rivals (primary) or adjacent / segment-specific overlaps (secondary).'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Only return competitors whose primary market is this country, or who are also evaluated in this market.'}}, 'additionalProperties': False}
list_credit_packs
List HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits). The 8 priced regions return local currency prices; other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata. Credit packs stack on any plan, including Free. Use this when a user asks how to buy more AI credits or top up after exhausting a plan allowance. Filter by `id` (boost / power / mega / ultra) or any supported `country` ISO code.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'id': {'enum': ['boost', 'power', 'mega', 'ultra'], 'type': 'string', 'description': 'Restrict the response to a single credit pack.'}, 'country': {'enum': ['IN', 'US', 'GB', 'AU', 'AE', 'CA', 'SG', 'NZ', 'HK', 'DE', 'FR', 'NL', 'ES', 'IT', 'JP', 'KR', 'SA', 'IE', 'ZA', 'MY', 'PH', 'NG', 'KE', 'ID', 'TH', 'VN', 'PK', 'BD', 'BR', 'MX', 'AR', 'CL', 'CO', 'SE', 'NO', 'DK', 'FI', 'BE', 'AT', 'CH', 'PL', 'PT', 'CZ', 'RO', 'HU', 'GR', 'TR', 'UA', 'IL', 'EG', 'BG', 'HR', 'SI', 'SK', 'LT', 'LV', 'EE', 'RS', 'MA', 'QA', 'KW', 'JO', 'OM', 'BH', 'TN', 'DZ', 'GH', 'TZ', 'UG', 'ET', 'ZM', 'ZW', 'RW', 'SN', 'LK', 'NP', 'MM', 'KH', 'LA', 'PE', 'EC', 'BO', 'PY', 'UY', 'CR', 'PA', 'GT', 'DO', 'KZ', 'UZ', 'BY', 'MD', 'BA', 'MK', 'AL', 'LB', 'IQ', 'TT', 'MO', 'BN', 'CY', 'MT', 'LU', 'IS', 'ME', 'GE', 'AM', 'AZ', 'TM', 'TJ', 'KG', 'MN', 'CI', 'CM', 'TG', 'BJ', 'BF', 'ML', 'SL', 'LR', 'GN', 'MR', 'NE', 'TD', 'CD', 'CG', 'GA', 'MW', 'MZ', 'NA', 'BW', 'LS', 'SZ', 'MG', 'AO', 'MU', 'SC', 'CV', 'HN', 'SV', 'NI', 'JM', 'BB', 'GY', 'SR', 'FJ', 'PG', 'HT', 'BS', 'VE', 'IR', 'AF', 'SY', 'YE', 'LY', 'SD', 'SO', 'CU', 'KP', 'TW', 'PS', 'ER', 'DJ', 'SS', 'CF', 'GQ', 'BI', 'KM', 'ST', 'GW', 'EH', 'WS', 'TO', 'VU', 'SB', 'KI', 'TV', 'NR', 'PW', 'FM', 'MH', 'AG', 'LC', 'VC', 'KN', 'DM', 'GD'], 'type': 'string', 'description': 'ISO country code. Filters prices to one country. Countries without local pricing return the USD/default list price with fallback metadata. Omit to return priced markets.'}}, 'additionalProperties': False}
list_feature_categories
List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': False}
list_features
List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'tier': {'enum': ['free', 'pro', 'business', 'cpa', 'warehouse-addon', 'manufacturing-addon'], 'type': 'string', 'description': 'Filter by the minimum plan tier / add-on that unlocks the feature.'}, 'limit': {'type': 'integer', 'maximum': 200, 'minimum': 1, 'description': 'Max number of features to return. Default 200.'}, 'query': {'type': 'string', 'maxLength': 120, 'minLength': 2, 'description': 'Optional substring match against label + shortDescription.'}, 'status': {'enum': ['live', 'beta', 'planned'], 'type': 'string', 'description': 'Filter by rollout status. Defaults to all.'}, 'category': {'enum': ['core-accounting', 'invoicing-billing', 'banking-reconciliation', 'reports', 'tax-compliance', 'inventory', 'warehouse', 'manufacturing', 'ai-automation', 'integrations', 'mobile', 'operations', 'industry-modules'], 'type': 'string', 'description': 'Filter to one feature category (core-accounting, invoicing-billing, etc.).'}, 'marketedOnly': {'type': 'boolean', 'description': 'If true, only return features marketed on the public website.'}}, 'additionalProperties': False}
list_integrations
List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'status': {'enum': ['live', 'beta', 'coming-soon'], 'type': 'string', 'description': 'Filter by rollout status.'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Only return integrations available in this country (or global).'}, 'category': {'enum': ['banking', 'payment', 'payroll', 'time-tracking', 'shipping', 'tax-compliance', 'accounting-sync', 'ecommerce', 'crm', 'storage', 'freelance'], 'type': 'string', 'description': 'Filter to one integration category.'}}, 'additionalProperties': False}
list_plans
List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices (USD, INR, CAD, GBP, AUD, AED, SGD, NZD); other supported country hubs return the USD/default list price with pricingCountry=US fallback metadata while local books use the country currency. Covers the five-rung ladder — Free / Starter / Pro / Business / Scale — plus the free Partner Program (`cpa` plan id) and two per-entity stackable add-ons (Warehouse, Manufacturing). Returns AI credit allowance, feature bullets, public signup URL, and live-feed/static-fallback provenance. Filter by `plan` (free / starter / pro / business / scale / cpa) or any supported `country` ISO code. HelloCPA Practice Management is a separate product on practice.hellobooks.ai — call `practice_management_info`, NOT this tool.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'plan': {'enum': ['free', 'starter', 'pro', 'business', 'scale', 'cpa'], 'type': 'string', 'description': 'Restrict the response to a single plan tier (`cpa` = free Partner Program). Countries without local pricing use the USD/default list price.'}, 'country': {'enum': ['IN', 'US', 'GB', 'AU', 'AE', 'CA', 'SG', 'NZ', 'HK', 'DE', 'FR', 'NL', 'ES', 'IT', 'JP', 'KR', 'SA', 'IE', 'ZA', 'MY', 'PH', 'NG', 'KE', 'ID', 'TH', 'VN', 'PK', 'BD', 'BR', 'MX', 'AR', 'CL', 'CO', 'SE', 'NO', 'DK', 'FI', 'BE', 'AT', 'CH', 'PL', 'PT', 'CZ', 'RO', 'HU', 'GR', 'TR', 'UA', 'IL', 'EG', 'BG', 'HR', 'SI', 'SK', 'LT', 'LV', 'EE', 'RS', 'MA', 'QA', 'KW', 'JO', 'OM', 'BH', 'TN', 'DZ', 'GH', 'TZ', 'UG', 'ET', 'ZM', 'ZW', 'RW', 'SN', 'LK', 'NP', 'MM', 'KH', 'LA', 'PE', 'EC', 'BO', 'PY', 'UY', 'CR', 'PA', 'GT', 'DO', 'KZ', 'UZ', 'BY', 'MD', 'BA', 'MK', 'AL', 'LB', 'IQ', 'TT', 'MO', 'BN', 'CY', 'MT', 'LU', 'IS', 'ME', 'GE', 'AM', 'AZ', 'TM', 'TJ', 'KG', 'MN', 'CI', 'CM', 'TG', 'BJ', 'BF', 'ML', 'SL', 'LR', 'GN', 'MR', 'NE', 'TD', 'CD', 'CG', 'GA', 'MW', 'MZ', 'NA', 'BW', 'LS', 'SZ', 'MG', 'AO', 'MU', 'SC', 'CV', 'HN', 'SV', 'NI', 'JM', 'BB', 'GY', 'SR', 'FJ', 'PG', 'HT', 'BS', 'VE', 'IR', 'AF', 'SY', 'YE', 'LY', 'SD', 'SO', 'CU', 'KP', 'TW', 'PS', 'ER', 'DJ', 'SS', 'CF', 'GQ', 'BI', 'KM', 'ST', 'GW', 'EH', 'WS', 'TO', 'VU', 'SB', 'KI', 'TV', 'NR', 'PW', 'FM', 'MH', 'AG', 'LC', 'VC', 'KN', 'DM', 'GD'], 'type': 'string', 'description': 'ISO country code. Filters prices to one country. Countries without local pricing return the USD/default list price with fallback metadata. Omit to return priced markets.'}}, 'additionalProperties': False}
list_tax_rates
List statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20 / 5 / zero / exempt), AU GST (10 / GST-free / input-taxed), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13% ON / 15% Atlantic / 14% NS + provincial PST 7% BC / 6% SK / RST 7% MB + QST 9.975% QC, SG GST 9% (+ superseded 8% / zero / exempt), NZ GST 15% (+ zero / exempt), AE VAT 5% (+ zero / exempt). Filter by `country`, `taxType` (GST/VAT/Sales-Tax/HST/PST/QST/IGST/CGST-SGST/TDS/TCS), or `scheme` (standard / reduced / zero / exempt / input-taxed / composition / cess / state-summary). Every entry carries an effective-from date and an authoritative `source` URL (CBIC, gov.uk, ATO, CRA, IRAS, IRD, FTA, Tax Foundation) — agents should confirm the rate against the source before quoting figures to a user. Use this when a user asks "what is the GST rate on X?", "what VAT band does Y fall into?", or "what are the composition slabs in India?". This is the public statutory reference — for an org-specific tax assignment use the authenticated books_classify_event tool.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'scheme': {'enum': ['standard', 'reduced', 'zero', 'exempt', 'input-taxed', 'composition', 'cess', 'state-summary'], 'type': 'string', 'description': 'Filter by slab category â\x80\x94 standard, reduced, zero, exempt, input-taxed, composition, cess.'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Filter to one jurisdiction. Omit to return every supported country.'}, 'taxType': {'enum': ['GST', 'IGST', 'CGST-SGST', 'VAT', 'Sales-Tax', 'HST', 'PST', 'QST', 'TDS', 'TCS'], 'type': 'string', 'description': 'Filter by statutory tax type (GST, VAT, Sales-Tax, HST, PST, QST, etc.).'}}, 'additionalProperties': False}
list_videos
List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each video returns title, description, category, watch URL, embed URL and thumbnail. Filter by category (demo / features / overview), featuredOnly, or free-text query. Use this when a user asks for a demo, walkthrough or video. Note: this is the curated set, not a live mirror of every channel upload — the response includes the channel URL for the full catalog.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'query': {'type': 'string', 'maxLength': 120, 'minLength': 2, 'description': 'Optional substring match against video title + description.'}, 'category': {'enum': ['demo', 'features', 'overview'], 'type': 'string', 'description': 'Filter to one video category (demo, features, overview).'}, 'featuredOnly': {'type': 'boolean', 'description': 'If true, only return videos flagged as featured on the marketing site.'}}, 'additionalProperties': False}
local_payment_methods
List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP, Zelle, PayNow, FAST, GIRO, NZ Direct Credit, etc.). Returns rail (instant / same-day / next-day / multi-day), use-cases, issuing authority, HelloBooks support level, and operational notes (per-transaction caps, settlement windows, retirement timelines). Filter by country, useCase, rail, or id.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'id': {'type': 'string', 'description': 'Return a single payment method by id (e.g. "in-upi", "au-payid", "us-rtp").'}, 'rail': {'enum': ['instant', 'same-day', 'next-day', 'multi-day'], 'type': 'string', 'description': 'Filter by settlement rail (instant, same-day, next-day, multi-day).'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Filter to one country (IN, US, CA, GB, AU, AE, SG, NZ).'}, 'useCase': {'enum': ['payroll', 'contractor-payout', 'invoice-collection', 'b2b-supplier', 'p2p'], 'type': 'string', 'description': "Filter by payment use-case. Defaults to HelloBooks' invoice-collection + b2b-supplier + contractor-payout scope; pass an explicit value to widen."}}, 'additionalProperties': False}
lookup_tax_rate
Pick a single statutory tax-rate slab — either by exact `id` (e.g. `IN-standard-18`, `GB-zero-0`, `CA-hst-13-on`) for a deterministic lookup, or by `country` + free-text `category` (e.g. "office supplies", "restaurant", "exports", "domestic fuel") for a fuzzy best-match. Returns the matched rate, the match score, and the authoritative `source` URL. Use this when a user asks "what slab does X fall into in India?" or "what VAT rate applies to children's car seats?". For broader exploration (all slabs in a country / all rates of one scheme), use list_tax_rates. No customer data — public statutory reference only.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'id': {'type': 'string', 'minLength': 3, 'description': 'Exact rate id, e.g. ``IN-standard-18`` or ``GB-zero-0``. When set, country/category are ignored.'}, 'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'Country to search within. Required when ``id`` is not provided.'}, 'category': {'type': 'string', 'maxLength': 120, 'minLength': 2, 'description': 'Free-text query â\x80\x94 "office supplies", "restaurant", "exports", "domestic fuel".'}}, 'additionalProperties': False}
partner_program_info
Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/mo, Business client = 4 pts/mo. Call with no args for the full ladder + meta; with `points` for current status + how many points to next tier; with `proClients` and/or `businessClients` to derive points from the client book and then return the same status verdict. The Partner Program is the `cpa` plan id in list_plans (the retired $59.99 SKU is gone). HelloCPA Practice Management at practice.hellobooks.ai is a different product and NOT the Partner Program.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'points': {'type': 'number', 'minimum': 0, 'description': "Current Partner Points total. If supplied, the response includes the partner's status + how many more points are needed to reach the next tier."}, 'proClients': {'type': 'number', 'minimum': 0, 'description': 'Active Pro-plan clients (1 point each per month). Combined with `businessClients` to derive points if `points` is not supplied directly.'}, 'businessClients': {'type': 'number', 'minimum': 0, 'description': 'Active Business-plan clients (4 points each per month). Combined with `proClients` to derive points.'}}, 'additionalProperties': False}
practice_management_info
Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy). NOT the Partner Program and NOT a tier in list_plans. Per-user pricing model — US shipped at $9.99/user/month (free up to 2 users + 10 clients, 90-day trial, enterprise at 50+ users). 7 other markets (IN, GB, AU, CA, AE, SG, NZ) are roadmap as of 2026-06-12. Call with no args for the full 8-region matrix + features + meta, or with `country` for one region's status + pricing + competitor frame.
Esquema de entrada 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'country': {'enum': ['IN', 'US', 'CA', 'GB', 'AU', 'AE', 'SG', 'NZ'], 'type': 'string', 'description': 'ISO country code. Omit to get the full 8-region matrix. US is shipped; the other 7 are roadmap as of 2026-06-12.'}}, 'additionalProperties': False}
Historial

Cambios recientes en herramientas

Modificado
list_articles
27 de September de 2026 a las 02:44
Modificado
country_support
27 de September de 2026 a las 02:44
Modificado
free_tier_eligibility
27 de September de 2026 a las 02:44
Modificado
list_credit_packs
27 de September de 2026 a las 02:44
Modificado
list_plans
27 de September de 2026 a las 02:44
Modificado
list_plans
25 de September de 2026 a las 02:52
Añadido
how_munimji_helps
17 de September de 2026 a las 12:42
Añadido
analyze_trial_balance
17 de September de 2026 a las 12:42
Añadido
lookup_tax_rate
17 de September de 2026 a las 12:42
Añadido
list_tax_rates
17 de September de 2026 a las 12:42
Añadido
analyze_balance_sheet
17 de September de 2026 a las 12:42
Añadido
analyze_profit_loss
17 de September de 2026 a las 12:42
Añadido
estimate_migration_effort
17 de September de 2026 a las 12:42
Añadido
compare_books_to_hellobooks
17 de September de 2026 a las 12:42
Añadido
analyze_journal_variance
17 de September de 2026 a las 12:42
Añadido
analyze_xero_journal_anomalies
17 de September de 2026 a las 12:42
Añadido
analyze_xero_journal_cleanup
17 de September de 2026 a las 12:42
Añadido
analyze_qbo_journal_anomalies
17 de September de 2026 a las 12:42
Añadido
analyze_qbo_journal_cleanup
17 de September de 2026 a las 12:42
Añadido
list_videos
17 de September de 2026 a las 12:42
Añadido
list_articles
17 de September de 2026 a las 12:42
Añadido
list_feature_categories
17 de September de 2026 a las 12:42
Añadido
list_features
17 de September de 2026 a las 12:42
Añadido
local_payment_methods
17 de September de 2026 a las 12:42
Añadido
compliance_deadlines
17 de September de 2026 a las 12:42
Añadido
list_competitors
17 de September de 2026 a las 12:42
Añadido
feature_search
17 de September de 2026 a las 12:42
Añadido
compliance_capabilities
17 de September de 2026 a las 12:42
Añadido
country_support
17 de September de 2026 a las 12:42
Añadido
list_integrations
17 de September de 2026 a las 12:42
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