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Connect books and banks for AI to read reports and manage transactions.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "AgenticBooks MCP Server" yet — see the docs or source repo.
After connecting this startup's books and bank accounts, read the latest P&L, cash balances, and top expense categories, then summarize this month's financial status in English.
Returns the latest P&L, account balances, top expense items, and a concise financial summary.
Review all transactions categorized as 'miscellaneous expense' in the last 30 days, identify suspicious or misclassified items, and suggest new account categories with reasons.
Provides a review list, suggested accounts, rationale, and actionable reclassification recommendations.
Based on a typical SaaS company's revenue and cost structure, review the current chart of accounts, identify missing or duplicate accounts, and propose an improved structure.
Returns a chart-of-accounts diagnosis and a clearer structure better suited for business analysis.
Use AI agents to automate bookkeeping, reconciliation, and financial close tasks.
Connect Zoho Books to automate bookkeeping, invoices, bills, and expense workflows.
Parse bank statements into structured transaction data for analysis and automation.
Turn bank transactions into digests with forecasts, spending analysis, and receipt matching.
Access and manage Banktivity finances, transactions, and budgets with natural language.
Safely write ledger entries, categorize bank feeds, and attach receipts in Zoho Books.