HelloBooks AI Agents MCP Server for Windsurf
io.github.hellobooksaiagents/hellobooks-mcp
AI agents for bookkeeping, reconciliation, and financial close for SMBs.
client:Windsurf
transport:streamable-http
tools:29
Install HelloBooks AI Agents MCP Server in Windsurf
~/.codeium/windsurf/mcp_config.json · windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json
{
"mcpServers": {
"hellobooks-mcp": {
"serverUrl": "https://agents.hellobooks.ai/mcp"
}
}
}Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs
What Windsurf can do once it is connected
- list_plans
- list_credit_packs
- free_tier_eligibility
- partner_program_info
- practice_management_info
- list_integrations
- country_support
- compliance_capabilities
- feature_search
- list_competitors
- compliance_deadlines
- local_payment_methods
- list_features
- list_feature_categories
- list_articles
- list_videos
- analyze_qbo_journal_cleanup
- analyze_qbo_journal_anomalies
- analyze_xero_journal_cleanup
- analyze_xero_journal_anomalies
- analyze_journal_variance
- compare_books_to_hellobooks
- estimate_migration_effort
- analyze_profit_loss