Which AI assistants work with the KikoBooks MCP server?

Any Model Context Protocol client, including Claude Desktop, ChatGPT, and GitHub Copilot in VS Code.

Is the KikoBooks MCP server secure?

Your org API key is exchanged for short-lived JWTs and never written to disk or returned to the model. The server exposes typed tools over the public REST API and never leaks secrets. Access can be revoked anytime.

Do I need to be a developer to use it?

No. The server is published on npm so npx pulls it automatically. You paste one config block into your assistant and add your API key.

What can my AI assistant do with KikoBooks over MCP?

116 tools cover bookkeeping, reports, banking and reconciliation, deposits, fixed assets, recurring schedules, statements, plus CRM, proposals and workflow with lifecycle bridges.

Does it work for accounting firms with multiple clients?

Yes. Connect one client org per API key and set access per org. CRM, Proposals, and Workflow tools require the Sales or Workflow modules, which are always on for accounting firms.

KikoBooks MCP Server — Connect Claude, ChatGPT & Copilot to your books

For developers & AI-forward teams

Connect your AI assistant to your books

The KikoBooks MCP server is an open-source Model Context Protocol server that gives Claude, ChatGPT, and GitHub Copilot secure, governed access to a KikoBooks organization — 116 tools across bookkeeping, reports, banking, CRM, proposals and workflow. Read-only by default, scoped write when you approve it, and secrets are never exposed.

116 tools Claude · ChatGPT · Copilot Approval-gated writes npm · MIT

View on GitHub Get an API Key

Ask your assistant

"What's my cash position and runway?"

"Show me AR aging and who's overdue."

"Categorize last month's transactions for review."

"Draft journal entries for payroll — I'll approve."

How it works

Your assistant talks to KikoBooks through the MCP server. Reads flow freely; writes stop at the approval gate until you say go.

You

Ask a question or request work in plain language.

Your AI assistant

Claude, ChatGPT, or Copilot picks the right tools.

MCP server

116 governed tools over the KikoBooks API.

Approval gate

Reads pass through; writes wait for your sign-off.

Your ledger

Changes land in KikoBooks with a full audit trail.

Read-only by default. Scope tiers and the approval gate are yours to set — and revoke anytime.

Quick start

Connected in under five minutes

Grab an API key from your KikoBooks organization settings, add one block to your assistant's config, and start asking. The server is published on npm — npx pulls it automatically.

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"
      }
    }
  }
}

VS Code (GitHub Copilot) · .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"
      }
    }
  }
}

Full README & SKILL guide → Get Your API Key

You stay in control

Scoped access, by design

Read tools always load. Mutating tools are grouped into scope tiers you can suppress at startup — so you can hand an assistant read-only analysis, or let it draft changes while holding writes for your approval. Authenticate with an org API key (auto-exchanged for short-lived JWTs); the key itself is never written to disk or returned to the model.

Read the operating guide

Tier	Environment flag	What it gates
Read Always on	`—`	Every `get_` and `search_` tool — reporting, analysis, discovery.
Write	`KIKOBOOKS_DISABLE_WRITE`	`create_`, `post_`, `reverse_`, `move_`, `promote_`, `copy_`, `generate_*`
Update	`KIKOBOOKS_DISABLE_UPDATE`	`update_*` tools
Delete	`KIKOBOOKS_DISABLE_DELETE`	`delete_`, `void_` tools

116 tools, one ledger

The full KikoBooks org — core bookkeeping, practice management, banking, and analytics — exposed as typed MCP tools over the public REST API.

Core bookkeeping

Chart of Accounts

search_accounts
get_account
create_account
update_account

Accounts receivable

Customers & Invoices

search_customers
create_invoice
update_invoice
create_payment
create_credit_memo
create_sales_receipt

Accounts payable

Vendors & Bills

search_vendors
create_bill
void_bill
create_bill_payment
create_purchase

General ledger

Journal Entries

search_journal_entries
create_journal_entry
post_journal_entry
reverse_journal_entry

Catalog

Items

search_items
get_item
create_item
update_item

Read-only

Reports

get_trial_balance
get_profit_and_loss
get_ar_aging
get_ap_aging
get_cash_position
get_business_health

Banking

Bank & Reconciliation

search_bank_accounts
search_bank_transactions
start_reconciliation
complete_reconciliation
get_reconciliation_summary

Treasury

Deposits & Fixed Assets

create_deposit
post_deposit
create_fixed_asset
run_depreciation
dispose_fixed_asset

Automation

Recurring & Statements

search_recurring_schedules
generate_recurring_invoice
search_statements
send_statement

Practice · Sales module

CRM

search_leads
create_deal
get_pipeline
move_deal_stage
promote_deal_to_customer

Practice · Sales module

Proposals

search_proposals
copy_proposal
generate_invoice_from_proposal
create_job_from_proposal

Practice · Workflow module

Workflow

search_jobs
list_job_tasks
update_task_status
generate_invoice_from_job

Plus connection & discovery tools (get_connection_status, get_enabled_modules) and lifecycle bridges: CRM deal → proposal → job → invoice, end to end. See the full list →

Governed by the same engine as Kiko

The MCP server is a client of KikoBooks — it inherits the platform's approval-aware controls, not a side door around them.

Status-first connect

Agents are told to call get_connection_status and get_enabled_modules before acting — no blind writes.

Read-back verification

Every write is followed by a read to confirm the change landed as intended — and surfaced for your approval.

Secrets stay secret

API keys are exchanged for short-lived JWTs and never persisted or returned to the model. Scope is yours to set and revoke.

MCP, answered

The questions developers and finance teams ask before connecting an assistant to their books.

Which AI assistants work with it?

Any Model Context Protocol client — including Claude Desktop, ChatGPT, and GitHub Copilot in VS Code. If your tool speaks MCP, it can connect.

Can my assistant change my books, or just read them?

Your choice. Read tools (get_*, search_*) always load. Writes are grouped into scope tiers you switch on with KIKOBOOKS_DISABLE_WRITE, _UPDATE, and _DELETE — so you can start read-only for analysis and enable scoped writes when you’re ready. Every write is read back and surfaced for approval.

Is it secure? What happens to my API key?

Your org API key is exchanged for short-lived JWTs and is never written to disk or returned to the model. The server only exposes typed tools over the public REST API — no raw credentials, and connection status never leaks secrets. You can revoke access anytime from KikoBooks.

Do I need to be a developer?

No. The server is published on npm, so npx pulls it automatically — you just paste one config block into your assistant and add your API key. No build step, no server to host.

What can my AI actually do?

116 tools span the whole org: chart of accounts, customers, invoices, vendors, bills, journal entries, payments, expenses; reports (trial balance, P&L, AR/AP aging, cash position, business health); banking & reconciliation; deposits, fixed assets, recurring schedules and statements; plus CRM, proposals and workflow with end-to-end lifecycle bridges.

Does it work for firms with multiple clients?

Yes. Connect one client org per API key and set the access per org. CRM, Proposals, and Workflow tools require the Sales / Workflow modules — always on for accounting firms, opt-in for self-service businesses. Call get_enabled_modules to check.

KikoBooks MCP Server