@bbookmind/mcp 1.0.0

package/README.md

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+<div align="center">
+  <img src="https://img.shields.io/badge/license-MIT-blue.svg" alt="License">
+  <img src="https://img.shields.io/github/stars/bookmind/mcp" alt="Stars">
+  <img src="https://img.shields.io/npm/v/@bbookmind/mcp" alt="npm">
+  <img src="https://img.shields.io/badge/MCP-Compatible-6366f1" alt="MCP Compatible">
+  <br>
+  <h1>BookMind</h1>
+  <p><strong>AI bookkeeping for QuickBooks Online. Use any model, any provider.</strong></p>
+  <p>Auto-categorize · Reconcile · Monthly Close · Anomaly Detection · Chase Emails</p>
+  <p>
+    <a href="#install">Install</a> ·
+    <a href="#tools">Tools</a> ·
+    <a href="#pricing">Pricing</a> ·
+    <a href="https://bookmind.dev">Website</a>
+  </p>
+  <br>
+  <pre><code>npx @bbookmind/mcp</code></pre>
+</div>
+
+---
+
+## What is BookMind?
+
+BookMind is an **open-source MCP server** that brings intelligent bookkeeping to QuickBooks Online. Unlike Intuit's official MCP server (a raw API wrapper), BookMind is an **intelligent bookkeeping layer** — you speak naturally, it handles the rest.
+
+### Why BookMind?
+
+| Problem | Solution |
+|---------|----------|
+| Manual transaction categorization | Auto-categorize with 90%+ accuracy using learned rules + any LLM |
+| Month-end close takes hours | One prompt → full close package (P&L, BS, CF, action items) |
+| Bank reconciliation is tedious | Automatic fuzzy matching by amount, date, vendor |
+| Duplicate payments slip through | Statistical anomaly detection catches them |
+| Chasing overdue invoices | Professional emails in friendly/firm/escalation tones |
+| Vendor research is slow | Natural language search: "What did we pay AWS last quarter?" |
+| Locked into one AI provider | Works with OpenAI, Anthropic, Google, Groq, Mistral, NVIDIA, Ollama — or no provider at all |
+
+### Architecture
+
+```
+QuickBooks Online  ──►  BookMind (this MCP)  ──►  Local SQLite
+                              │
+                    ┌─────────┼─────────┐
+                    ▼         ▼         ▼
+              Rules Engine  Memory    Anomaly Detector
+```
+
+- **Zero cloud dependency** — your data stays in local SQLite
+- **Learns from you** — every correction becomes a persistent rule
+- **Model-agnostic** — works with 7+ LLM providers (or rules-only mode)
+- **Agent-agnostic** — works with Claude, Cursor, Cline, Continue, Windsurf, VS Code Copilot, Goose
+
+---
+
+## Install
+
+### One command (any MCP client)
+
+```bash
+npx @bbookmind/mcp
+```
+
+### Pre-built configs
+
+| Agent | Config | Location |
+|-------|--------|----------|
+| Claude Desktop | `install/claude-desktop.json` | `%APPDATA%\Claude\claude_desktop_config.json` (Windows) |
+| Cursor | `install/cursor.json` | `~/.cursor/mcp.json` |
+| Cline | `install/cline.json` | VS Code → Extensions → Cline → MCP |
+| Continue | `install/continue.json` | `~/.continue/config.json` |
+| Windsurf | `install/windsurf.json` | `~/.codeium/windsurf/mcp_config.json` |
+| VS Code Copilot | `install/vscode-copilot.json` | VS Code → GitHub Copilot → MCP |
+
+### Environment (optional)
+
+BookMind runs in **rules-only mode** by default (no API key needed). To enable AI categorization, add one provider key:
+
+```bash
+# Pick ONE:
+export GROQ_API_KEY=...        # Free tier available
+export NVIDIA_API_KEY=...      # Free tier available
+export GOOGLE_API_KEY=...      # Free tier available
+export OPENAI_API_KEY=...
+export ANTHROPIC_API_KEY=...
+export MISTRAL_API_KEY=...
+export OLLAMA_BASE_URL=http://localhost:11434
+```
+
+---
+
+## Tools
+
+BookMind exposes **14 tools** that your AI agent discovers automatically:
+
+| Category | Tool | Description |
+|----------|------|-------------|
+| **Categorization** | `bookmind.categorize` | Auto-categorize uncategorized transactions |
+| | `bookmind.approve_categorizations` | Approve pending categorizations in batch |
+| | `bookmind.reject_categorizations` | Reject with feedback, auto-create rules |
+| | `bookmind.undo_categorize` | Rollback from audit log |
+| **Data** | `bookmind.fetch_transactions` | Pull transactions, invoices, bills from QBO |
+| | `bookmind.sync_to_qbo` | Push approved changes back to QuickBooks |
+| **Reconciliation** | `bookmind.reconcile` | Match bank feed ↔ invoices/bills |
+| **Intelligence** | `bookmind.anomalies` | Duplicate, drift, outlier detection |
+| | `bookmind.monthly_close` | Full close package (P&L, BS, CF) |
+| | `bookmind.vendor_search` | Natural language vendor search |
+| **Communications** | `bookmind.chase_email` | Overdue invoice email generator |
+| **Learning** | `bookmind.learn_rules` | Create rules from user corrections |
+| **Multi-company** | `bookmind.select_company` | Switch between QBO companies |
+| | `bookmind.list_companies` | List connected companies |
+
+### Example prompts
+
+```
+"Categorize my uncategorized transactions from last month"
+"Reconcile my bank feed against open invoices"
+"Generate March close package"
+"Any duplicate payments to vendors?"
+"What did we pay AWS last quarter?"
+"Draft friendly chase emails for invoices over 30 days overdue"
+"Remember: Stripe transactions → Payment Processing Fees"
+"Switch to Acme Corp company"
+```
+
+---
+
+## Pricing
+
+| Tier | Price | Transactions | Companies | Features |
+|------|-------|-------------|-----------|----------|
+| **Free** | $0 | 50/mo | 1 | Rules-only categorization, basic vendor search |
+| **Pro** | $29/mo | 1,000/mo | 3 | AI categorize, reconcile, anomalies, vendor search |
+| **Firm** | $149/mo | Unlimited | Unlimited | Monthly close, chase emails, white-label PDFs, team seats |
+
+14-day Pro trial — no credit card required.
+
+---
+
+## Development
+
+```bash
+git clone https://github.com/bbookmind/mcp
+cd bookmind
+npm install
+npm run dev      # watch mode
+npm run build    # production build
+npm test         # vitest
+```
+
+### Project structure
+
+```
+src/
+├── index.ts                # MCP server entry
+├── tools/                  # 14 bookkeeping tools
+│   ├── categorize.ts
+│   ├── approveCategories.ts
+│   ├── rejectCategories.ts
+│   ├── undoCategories.ts
+│   ├── fetchTransactions.ts
+│   ├── syncToQbo.ts
+│   ├── reconcile.ts
+│   ├── anomalies.ts
+│   ├── monthlyClose.ts
+│   ├── vendorSearch.ts
+│   ├── chaseEmail.ts
+│   ├── learnRules.ts
+│   ├── selectCompany.ts
+│   └── listCompanies.ts
+└── lib/
+    ├── qbo.ts              # QuickBooks OAuth + API client
+    ├── db.ts               # SQLite schema + migrations
+    └── llm.ts              # Multi-provider LLM interface
+```
+
+---
+
+## Distribution channels
+
+- **npm**: `npx @bbookmind/mcp`
+- **MCP Registry**: `registry.modelcontextprotocol.io`
+- **Claude Marketplace**: `/plugin install bookmind`
+- **GitHub**: [github.com/bbookmind/mcp](https://github.com/bbookmind/mcp)
+
+---
+
+## License
+
+MIT — free to use, modify, and distribute.
+
+---
+
+## Support
+
+- [GitHub Issues](https://github.com/bbookmind/mcp/issues)
+- [Email](mailto:support@bookmind.dev)

package/dist/index.d.ts

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+#!/usr/bin/env node
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":""}

package/dist/index.js

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+#!/usr/bin/env node
+import { Server } from "@modelcontextprotocol/sdk/server/index.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { CallToolRequestSchema, ListToolsRequestSchema, ListResourcesRequestSchema, ReadResourceRequestSchema, ListPromptsRequestSchema, GetPromptRequestSchema, ErrorCode, McpError, } from "@modelcontextprotocol/sdk/types.js";
+import { getDb, saveDb, getCurrentCompanyId } from "./lib/db.js";
+import { activeCompanyId } from "./types.js";
+import { categorizeTool } from "./tools/categorize.js";
+import { reconcileTool } from "./tools/reconcile.js";
+import { anomaliesTool } from "./tools/anomalies.js";
+import { monthlyCloseTool } from "./tools/monthlyClose.js";
+import { vendorSearchTool } from "./tools/vendorSearch.js";
+import { chaseEmailTool } from "./tools/chaseEmail.js";
+import { learnRulesTool } from "./tools/learnRules.js";
+import { approveCategoriesTool } from "./tools/approveCategories.js";
+import { rejectCategoriesTool } from "./tools/rejectCategories.js";
+import { undoCategoriesTool } from "./tools/undoCategories.js";
+import { fetchTransactionsTool } from "./tools/fetchTransactions.js";
+import { syncToQboTool } from "./tools/syncToQbo.js";
+import { selectCompanyTool } from "./tools/selectCompany.js";
+import { listCompaniesTool } from "./tools/listCompanies.js";
+const server = new Server({
+    name: "bookmind",
+    version: "1.0.0",
+}, {
+    capabilities: {
+        tools: {},
+        resources: {},
+        prompts: {},
+    },
+});
+const tools = [
+    categorizeTool,
+    reconcileTool,
+    anomaliesTool,
+    monthlyCloseTool,
+    vendorSearchTool,
+    chaseEmailTool,
+    learnRulesTool,
+    approveCategoriesTool,
+    rejectCategoriesTool,
+    undoCategoriesTool,
+    fetchTransactionsTool,
+    syncToQboTool,
+    selectCompanyTool,
+    listCompaniesTool,
+];
+const resourceTemplates = [
+    {
+        uriTemplate: "bookmind://rules",
+        name: "Categorization Rules",
+        description: "List all categorization rules for the current company",
+        mimeType: "application/json",
+    },
+    {
+        uriTemplate: "bookmind://accounts",
+        name: "QBO Accounts",
+        description: "List QuickBooks Online accounts",
+        mimeType: "application/json",
+    },
+    {
+        uriTemplate: "bookmind://anomalies/{id}",
+        name: "Anomaly Details",
+        description: "Get details of a specific anomaly by ID",
+        mimeType: "application/json",
+    },
+];
+const prompts = [
+    {
+        name: "monthly-close",
+        description: "Generate a monthly close report with reconciliation and anomaly review",
+        arguments: [
+            { name: "month", description: "Month to close (YYYY-MM)", required: true },
+            { name: "year", description: "Year (optional, defaults to current year)", required: false },
+        ],
+    },
+    {
+        name: "categorize",
+        description: "Interactive transaction categorization workflow",
+        arguments: [
+            { name: "transaction_ids", description: "Comma-separated list of transaction IDs, or 'all' for pending", required: true },
+            { name: "auto_approve", description: "Auto-approve high-confidence suggestions", required: false },
+        ],
+    },
+    {
+        name: "reconcile",
+        description: "Reconcile transactions with bank statements",
+        arguments: [
+            { name: "start_date", description: "Start date (YYYY-MM-DD)", required: true },
+            { name: "end_date", description: "End date (YYYY-MM-DD)", required: true },
+            { name: "account_id", description: "Account ID to reconcile", required: false },
+        ],
+    },
+];
+server.setRequestHandler(ListToolsRequestSchema, async () => ({
+    tools: tools.map((t) => ({
+        name: t.name,
+        description: t.description,
+        inputSchema: t.schema,
+    })),
+}));
+server.setRequestHandler(ListResourcesRequestSchema, async () => ({
+    resources: resourceTemplates.map((rt) => ({
+        uri: rt.uriTemplate.replace("{id}", "*"),
+        name: rt.name,
+        description: rt.description,
+        mimeType: rt.mimeType,
+    })),
+}));
+server.setRequestHandler(ReadResourceRequestSchema, async (request) => {
+    const uri = request.params.uri;
+    const db = await getDb();
+    const coId = getCurrentCompanyId();
+    if (uri === "bookmind://rules") {
+        const rows = db.exec(`SELECT id, vendor_pattern, description_pattern, category, confidence, priority, uses FROM categorization_rules WHERE company_id='${coId}' OR company_id='default' ORDER BY priority DESC`);
+        const rules = rows[0]?.values || [];
+        return {
+            contents: [
+                {
+                    uri,
+                    mimeType: "application/json",
+                    text: JSON.stringify(rules.map(([id, vp, dp, cat, conf, pri, uses]) => ({ id, vendor_pattern: vp, description_pattern: dp, category: cat, confidence: conf, priority: pri, uses })), null, 2),
+                },
+            ],
+        };
+    }
+    if (uri === "bookmind://accounts") {
+        try {
+            const { qboClient } = await import("./lib/qbo.js");
+            if (!qboClient.isAuthenticated()) {
+                return { contents: [{ uri, mimeType: "application/json", text: JSON.stringify({ error: "QBO not connected" }, null, 2) }] };
+            }
+            const accounts = await qboClient.getAccounts();
+            const accList = accounts.QueryResponse?.Account || [];
+            return {
+                contents: [
+                    {
+                        uri,
+                        mimeType: "application/json",
+                        text: JSON.stringify(accList.map((a) => ({ id: a.Id, name: a.Name, type: a.AccountType, balance: a.CurrentBalance })), null, 2),
+                    },
+                ],
+            };
+        }
+        catch (e) {
+            return { contents: [{ uri, mimeType: "application/json", text: JSON.stringify({ error: e.message }, null, 2) }] };
+        }
+    }
+    const anomalyMatch = uri.match(/^bookmind:\/\/anomalies\/(.+)$/);
+    if (anomalyMatch) {
+        const anomalyId = anomalyMatch[1];
+        const rows = db.exec(`SELECT id, type, severity, description, transaction_id, vendor, amount, detected_at FROM anomalies WHERE id='${anomalyId.replace(/'/g, "''")}' AND company_id='${coId}'`);
+        const anomaly = rows[0]?.values?.[0];
+        if (!anomaly) {
+            return { contents: [{ uri, mimeType: "application/json", text: JSON.stringify({ error: "Anomaly not found" }, null, 2) }] };
+        }
+        return {
+            contents: [
+                {
+                    uri,
+                    mimeType: "application/json",
+                    text: JSON.stringify({ id: anomaly[0], type: anomaly[1], severity: anomaly[2], description: anomaly[3], transaction_id: anomaly[4], vendor: anomaly[5], amount: anomaly[6], detected_at: anomaly[7] }, null, 2),
+                },
+            ],
+        };
+    }
+    throw new McpError(ErrorCode.MethodNotFound, `Unknown resource: ${uri}`);
+});
+server.setRequestHandler(ListPromptsRequestSchema, async () => ({
+    prompts: prompts.map((p) => ({
+        name: p.name,
+        description: p.description,
+        arguments: p.arguments,
+    })),
+}));
+server.setRequestHandler(GetPromptRequestSchema, async (request) => {
+    const { name, arguments: args } = request.params;
+    const db = await getDb();
+    const coId = getCurrentCompanyId();
+    if (name === "monthly-close") {
+        const month = args?.month;
+        if (!month)
+            throw new McpError(ErrorCode.InvalidParams, "Missing required argument: month");
+        const [year, mon] = month.split("-");
+        const startDate = `${year}-${mon}-01`;
+        const endDate = new Date(parseInt(year), parseInt(mon), 0).toISOString().split("T")[0];
+        const rows = db.exec(`SELECT COUNT(*), SUM(amount), SUM(CASE WHEN status='categorized' THEN 1 ELSE 0 END), SUM(CASE WHEN status='uncategorized' THEN 1 ELSE 0 END) FROM transactions WHERE company_id='${coId}' AND date >= '${startDate}' AND date <= '${endDate}'`);
+        const stats = rows[0]?.values?.[0] || [0, 0, 0, 0];
+        const anomalyRows = db.exec(`SELECT COUNT(*), SUM(CASE WHEN acknowledged=0 THEN 1 ELSE 0 END) FROM anomalies WHERE company_id='${coId}' AND detected_at >= '${startDate}'`);
+        const anomalies = anomalyRows[0]?.values?.[0] || [0, 0];
+        return {
+            description: `Monthly close for ${month}`,
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Generate monthly close report for ${month}:
+- Total transactions: ${stats[0]}
+- Total volume: $${parseFloat(stats[1] || 0).toLocaleString(undefined, { minimumFractionDigits: 2 })}
+- Categorized: ${stats[2]}
+- Uncategorized: ${stats[3]}
+- Anomalies detected: ${anomalies[0]}
+- Unacknowledged anomalies: ${anomalies[1]}
+
+Run reconcile, review anomalies, then generate close report.`,
+                    },
+                },
+            ],
+        };
+    }
+    if (name === "categorize") {
+        const txIds = args?.transaction_ids;
+        if (!txIds)
+            throw new McpError(ErrorCode.InvalidParams, "Missing required argument: transaction_ids");
+        const autoApprove = args?.auto_approve === "true";
+        return {
+            description: "Categorize transactions",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Categorize transactions: ${txIds}
+Auto-approve high-confidence suggestions: ${autoApprove}
+
+1. Run bookmind.categorize with the transaction IDs
+2. Review suggestions
+3. Run bookmind.approve_categorizations or bookmind.reject_categorizations as needed
+4. Optionally run bookmind.learn_rules to create rules from corrections`,
+                    },
+                },
+            ],
+        };
+    }
+    if (name === "reconcile") {
+        const startDate = args?.start_date;
+        const endDate = args?.end_date;
+        if (!startDate || !endDate)
+            throw new McpError(ErrorCode.InvalidParams, "Missing required arguments: start_date, end_date");
+        return {
+            description: "Reconcile transactions",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Reconcile transactions from ${startDate} to ${endDate}
+Account: ${args?.account_id || "all"}
+
+1. Run bookmind.fetch_transactions with the date range
+2. Run bookmind.reconcile with the fetched transactions
+3. Review matches and exceptions
+4. Approve reconciliations`,
+                    },
+                },
+            ],
+        };
+    }
+    throw new McpError(ErrorCode.MethodNotFound, `Unknown prompt: ${name}`);
+});
+server.setRequestHandler(CallToolRequestSchema, async (request) => {
+    const tool = tools.find((t) => t.name === request.params.name);
+    if (!tool) {
+        throw new McpError(ErrorCode.MethodNotFound, `Unknown tool: ${request.params.name}`);
+    }
+    try {
+        const db = await getDb();
+        const result = await tool.handler(request.params.arguments ?? {}, db);
+        await saveDb();
+        return {
+            content: [{ type: "text", text: typeof result === "string" ? result : JSON.stringify(result, null, 2) }],
+        };
+    }
+    catch (error) {
+        const message = error instanceof Error ? error.message : String(error);
+        throw new McpError(ErrorCode.InternalError, message);
+    }
+});
+const transport = new StdioServerTransport();
+await server.connect(transport);
+console.error(`BookMind v1.0.0 — ${tools.length} tools, ${resourceTemplates.length} resources, ${prompts.length} prompts registered`);
+console.error(`Active company: ${activeCompanyId.current || "default"}`);
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

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package/dist/lib/db.d.ts

@@ -0,0 +1,6 @@
+import { Database } from "sql.js";
+export declare function getDb(): Promise<Database>;
+export declare function getCurrentCompanyId(): string;
+export declare function saveDb(): Promise<void>;
+export declare function auditChange(db: Database, entityType: string, entityId: string, field: string, oldValue: string | null, newValue: string, source: string): void;
+//# sourceMappingURL=db.d.ts.map

package/dist/lib/db.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"db.d.ts","sourceRoot":"","sources":["../../src/lib/db.ts"],"names":[],"mappings":"AAAA,OAAkB,EAAE,QAAQ,EAAE,MAAM,QAAQ,CAAC;AAkB7C,wBAAsB,KAAK,IAAI,OAAO,CAAC,QAAQ,CAAC,CAqB/C;AAED,wBAAgB,mBAAmB,IAAI,MAAM,CAE5C;AAyID,wBAAsB,MAAM,IAAI,OAAO,CAAC,IAAI,CAAC,CAQ5C;AAED,wBAAgB,WAAW,CAAC,EAAE,EAAE,QAAQ,EAAE,UAAU,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,EAAE,KAAK,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,IAAI,EAAE,QAAQ,EAAE,MAAM,EAAE,MAAM,EAAE,MAAM,QAIvJ"}