DanBooks — AI Bookkeeping
Let your coding agent create invoices, log expenses, and pull P&L from DanBooks while you run a small business.
Overview
DanBooks MCP is a MCP server for the Operate phase that lets agents create invoices, log expenses, and query P&L against your DanBooks API.
What is this MCP server?
- Create invoices and log expenses by voice or text through MCP tools
- Check profit-and-loss and small-business books from your DanBooks instance
- Stdio npm package (danbooks-mcp v1.0.2) with DANBOOKS_API_URL + dbk_ API key
- Connects self-hosted or danbooks.ai endpoints from Settings → API Keys
- Server version 1.0.2
- Stdio transport via npm identifier danbooks-mcp
- Two required env vars: DANBOOKS_API_URL and DANBOOKS_API_KEY
What problem does it solve?
Switching out of your agent session to update books breaks flow and makes it easy to skip expense logging and invoice follow-up.
Who is it for?
Solo founders already on DanBooks who want voice-or-text bookkeeping from Claude Code or Cursor.
Skip if: Builders without a DanBooks account, teams needing full ERP integrations, or anyone who only needs one-off spreadsheet math.
What do I get? / Deliverables
After you register the stdio server with your DanBooks URL and API key, your agent can execute bookkeeping actions and summaries on demand.
- Agent-callable invoice and expense operations against DanBooks
- On-demand P&L and bookkeeping summaries in chat
- Configured stdio MCP entry in your agent
Recommended MCP Servers
Journey fit
Bookkeeping and cash visibility are ongoing production concerns after you ship, not one-off build tasks. Iterate covers recurring financial ops—invoicing, expense capture, and profit checks—without leaving the agent workflow.
How it compares
Live DanBooks API bridge via MCP, not a standalone accounting skill or generic spreadsheet template.
Common Questions / FAQ
Who is DanBooks MCP for?
Small-business owners and indie builders who use DanBooks and want their AI coding agent to handle invoices, expenses, and P&L queries.
When should I use DanBooks MCP?
Use it during daily operate-phase work when you need to log transactions or check financial health without opening the DanBooks web app.
How do I add DanBooks MCP to my agent?
Install the npm package danbooks-mcp, set DANBOOKS_API_URL and DANBOOKS_API_KEY (dbk_ prefix), and register the server in your MCP client config as a stdio transport.