Connect your AI assistant to your books
The open-source KikoBooks MCP server gives Claude, Cursor, and GitHub Copilot 116 governed tools across bookkeeping, reports, banking, CRM, proposals, and workflow. Run it read-only, or allow changes your assistant asks you to confirm.
- 116 tools
- MIT licensed
- npm provenance
get_ar_aging and search_invoicescreate_journal_entry?Connected in about five minutes
Create an API key under Settings → API Keys, add one block to your assistant’s config, and start asking. npx pulls the server from npm, so there’s nothing to install or host.
Claude Desktop · claude_desktop_config.json
{
"mcpServers": {
"kikobooks": {
"command": "npx",
"args": ["-y", "@agentkiko/kikobooks-mcp-server@latest"],
"env": {
"KIKOBOOKS_BASE_URL": "https://ai.kikobooks.com",
"KIKOBOOKS_API_KEY": "your_api_key"
}
}
}
}
Cursor (~/.cursor/mcp.json) and Windsurf use the same mcpServers block.
VS Code · .vscode/mcp.json
{
"servers": {
"kikobooks": {
"command": "npx",
"args": ["-y", "@agentkiko/kikobooks-mcp-server@latest"],
"env": {
"KIKOBOOKS_BASE_URL": "https://ai.kikobooks.com",
"KIKOBOOKS_API_KEY": "your_api_key"
}
}
}
}
Claude Code · terminal
claude mcp add kikobooks \ -e KIKOBOOKS_BASE_URL=https://ai.kikobooks.com \ -e KIKOBOOKS_API_KEY=your_api_key \ -- npx -y @agentkiko/kikobooks-mcp-server@latest
Read-only mode · add to any env block
"KIKOBOOKS_DISABLE_WRITE": "true", "KIKOBOOKS_DISABLE_UPDATE": "true", "KIKOBOOKS_DISABLE_DELETE": "true"
Only get_*, search_*, and list_* tools load. Remove the flags when you want your assistant to draft and post.
Scope tiers you control
Read tools always load. Mutating tools load by default and can be switched off at startup, tier by tier.
| Tier | Switch off with | What it covers |
|---|---|---|
| Read | Always on | Every get_*, search_*, and list_* tool for reporting, analysis, and discovery |
| Write | KIKOBOOKS_DISABLE_WRITE | create_*, post_*, reverse_*, send_*, generate_*, start_*, complete_*, run_*, and other action tools |
| Update | KIKOBOOKS_DISABLE_UPDATE | update_* tools |
| Delete | KIKOBOOKS_DISABLE_DELETE | delete_* and void_* tools |
What your assistant can work with
Core bookkeeping
Chart of accounts, customers, invoices, payments, credit memos, sales receipts, vendors, bills, bill payments, expenses, items, and journal entries.
Reports
Trial balance, profit & loss, AR and AP aging, cash position, income and expense by category, and business health.
Banking & treasury
Bank accounts and transactions, reconciliation sessions, deposits, fixed assets and depreciation, recurring schedules, and statements.
CRM
Leads, deals, the pipeline, stage moves, and promoting a deal to a customer. Requires the Sales module.
Proposals
Search and copy proposals, then turn an accepted one into an invoice or a project. Requires the Sales module.
Workflow
Projects and tasks, status updates, and billing a project. Requires the Workflow module.
Full list in the README. Agents should call get_connection_status and get_enabled_modules first; see the operating guide.
Governed by the same rules as Kiko
Keys stay secret
Your org API key is exchanged for short-lived tokens. It is never written to disk, logged, or returned to the model. Keys can be scoped, set to expire, and revoked.
Same permissions as your team
Every call goes through the KikoBooks API, scoped to the key’s organization. Posted entries can only be reversed, never edited.
You confirm each change
MCP clients ask before running a tool. The operating guide tells agents to check status first and read back every write.
MCP, answered
Which AI assistants work with it?
Can my assistant change my books, or just read them?
KIKOBOOKS_DISABLE_WRITE, _UPDATE, and _DELETE. Set all three to start read-only, then remove them when you’re ready. Your assistant asks you to confirm each write before it runs.Do I need to be a developer?
Does it work for firms with multiple clients?
Point your AI assistant at your books
Start free, create an API key, and connect in minutes.