About Booksmate
Booksmate connects an agent to invoices and receipts gathered from connected email accounts and supplier portals. It supports document search, spend analysis, AI extraction, and exports to Xero or Google Drive.
Key features
- 01Search invoices and receipts
- 02Analyze spending by vendor or category
- 03Extract fields from uploaded files
- 04Import documents from connected email
- 05Export to Xero or Google Drive
- 06Package documents as a ZIP
Use cases
- 01Find invoices by vendor, date, or amount
- 02Review spending trends for a period
- 03Extract totals from receipt files
- 04Export unprocessed documents to Xero
MCP support
The hosted MCP server at mcp.booksmate.com exposes account document workflows to clients over streamable HTTP. Email ingestion runs on the server; supplier-portal fetching uses the Booksmate desktop app.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.booksmate.comclaude mcp add --transport http com-booksmate-booksmate https://mcp.booksmate.com{"mcpServers":{"com-booksmate-booksmate":{"type":"http","url":"https://mcp.booksmate.com"}}}Open in Cursor{"servers":{"com-booksmate-booksmate":{"type":"http","url":"https://mcp.booksmate.com"}}}Open in VS Code{"mcpServers":{"com-booksmate-booksmate":{"type":"http","url":"https://mcp.booksmate.com"}}}{"mcpServers":{"com-booksmate-booksmate":{"serverUrl":"https://mcp.booksmate.com"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEBooksmate
Fetch invoices and receipts from email and supplier portals, then work them in chat.
Booksmate pulls documents from connected Gmail and Microsoft mailboxes, and from supplier web portals via the Booksmate desktop app. It extracts fields with AI and exports to Xero or Google Drive. This plugin connects an agent to your account through the hosted MCP server at mcp.booksmate.com. Email ingestion runs here. Web portal fetching stays on the desktop app. Ask for last month's Amazon invoices and you get the real rows out of your account, not a guess.
Install
Cursor
Open the Cursor Marketplace and search for "Booksmate", then click install. You can also open Customize and search there.
The plugin ships an mcp.json pointing at the hosted server. Cursor picks it
up automatically. There is nothing to configure.
Grok Bot
Add the server URL https://mcp.booksmate.com as an MCP connector. The
skills in this repo are plain skills/*/SKILL.md files, so any agent that
reads skill directories can use them alongside the connector.
Claude Code
Clone https://github.com/odwyersoftware/booksmate-plugins and start Claude
Code with claude --plugin-dir booksmate-plugins/claude.
That flag loads the claude/ directory for the session. It ships a
.mcp.json pointing at the hosted server over streamable HTTP. The server
entry sets "type": "http", which Claude Code requires on a URL. There is
nothing else to configure.
Any other MCP client
Point the client at https://mcp.booksmate.com. The transport is streamable
HTTP.
Sign in
There is no API key. Authentication is OAuth 2.1 with dynamic client registration, so the first tool call opens a browser for consent. Approve it once and the client holds the token from then on. If you have no Booksmate account yet, sign up at booksmate.com first.
Revoke access any time from your Booksmate account settings.
What you can ask for
- Show my invoices from last month.
- What did I spend on software this quarter, broken down by vendor?
- Find any duplicate payments over 500 in the last 90 days.
- Upload this receipt PDF and pull out the vendor and total.
- Import my latest receipts from Gmail.
- Export everything unexported to Xero.
- Zip up my Q1 invoices and give me a download link for my accountant.
Skills
Seven skills teach the agent how to drive the tools well.
| Skill | What it covers |
|---|---|
document-search | Find and inspect invoices and receipts by vendor, date, amount, or status |
spend-analysis | Totals and trends by category, vendor, month, or document type |
upload-extract | Upload PDFs, images, and office files for AI extraction |
duplicate-detection | Catch double payments by comparing vendor, amount, and currency |
email-ingestion | Pull documents from connected Gmail and Microsoft mailboxes |
export-workflow | Send documents to Xero or Google Drive |
document-packaging | Bundle documents into a ZIP with a signed download link |
Docs
Full documentation lives at booksmate.com/docs/features/mcp-server/.
About this repository
This repository is a build artifact. Its contents are generated from the
Booksmate source repository and pushed here by CI. Direct edits to
.cursor-plugin/, mcp.json, skills/, assets/, grok/, claude/,
and this README get overwritten on the next sync. File issues and
suggestions at
booksmate.com or email [email protected].
License
MIT.
Comments
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