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MCP server · Files

io.github.yuens1002/bookie

by · github.com/yuens1002/bookie

Double-entry bookkeeping MCP server — import bank CSVs, categorize, reconcile, tax reports.

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Scored 15 hours ago · breakdown

About io.github.yuens1002/bookie

io.github.yuens1002/bookie is an MCP server published by yuens1002 in the Files category: double-entry bookkeeping MCP server — import bank CSVs, categorize, reconcile, tax reports.

The repository has 1 stars and 0 forks, with the last commit a month ago. Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/yuens1002/bookie

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (13)

account_balancesCurrent balance per account

Parameters not published.

add_transactionRecord one balanced double-entry (money flows from → to)

Parameters not published.

categorize_transactionRe-categorize the income/expense leg of an existing entry — explicit account or apply a stored rule

Parameters not published.

export_reportRender any report as markdown or CSV

Parameters not published.

generate_reportMonthly reconciliation summary, or fiscal-year Schedule C / Schedule E tax P&L

Parameters not published.

import_transactionsImport a bank/card CSV as balanced entries — preview → confirm, with dedup

Parameters not published.

manage_accountsCreate/list/archive accounts (segment-scoped categories carry a tax line)

Parameters not published.

manage_receiptsAttach, list, delete, or get a signed download URL for receipt data; optionally upload the original file (JPEG, PNG, WEBP, HEIC, or PDF) to Railway Bucket storage

Parameters not published.

manage_rulesCreate/list/delete/test/suggest auto-categorization rules (categorize → account/property, or exclude) that power import-preview suggestions; `action=suggest` scans past categorizations and returns candidate rules for descriptions with 2+ occurrences

Parameters not published.

query_transactionsList entries + postings by date range / account

Parameters not published.

Show all 13 tools
reconcileMatch a bank/card statement CSV against the ledger and mark postings cleared — preview then commit

Parameters not published.

send_reportRun a report and email it via Resend

Parameters not published.

split_transactionOne payment leg + N category legs (a receipt split across categories)

Parameters not published.

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Questions

About io.github.yuens1002/bookie

How do I install io.github.yuens1002/bookie?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is io.github.yuens1002/bookie safe to use with an AI agent?

Its trust score is 38 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is io.github.yuens1002/bookie still maintained?

Yes — the last commit was a month ago. The repository has 1 stars and 0 forks.