Beancount.io

Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/beancount-io-beancount

About

Use cases: finance-accounting, document-processing

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

14 read · 13 write · 10 delete

Secrets

None asked for

Install scripts

Nothing to install (hosted)

Runs as

Hosted (remote endpoint)

Tools (37)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• addLedgerEntriesAdd Structured Ledger Entries

  Append entries [{type,entry}]. Supports transaction, commodity, price, note, balance, open, close, budget, document, event. Budget interval uses lowercase daily/weekly/monthly/quarterly/yearly. One posting per transaction may omit its amount and is written elided. An unbalanced transaction is refused with UNBALANCED, and entries that would add bean-check errors (a second open for an open account, a balance against an unopened account), or a budget for an account the ledger lacks, with VALIDATION_FAILED naming each error, unless allowInvalid records them deliberately. ledger is required unless …

• appendLedgerTextAppend Beancount Directive Text

  Description is built at runtime.

• categorize-importsCategorize Staged Bank Transactions

  Sync a linked bank, deduplicate the staged transactions against what the ledger already holds, propose a counter-account for each from the ledger's own history, and write the confirmed ones.

• checkLedgerCheck Ledger Validityread-only

  Check one ledger's validity in one call: bean-check errors with file and line, entry counts per directive type, and the latest commit.

• close-monthClose The Month

  Month-end close ritual: reconcile active accounts, verify balance assertions, check recurring-entry completeness, sweep flagged entries, and report the period's P&L. Reports what it cannot verify instead of forcing a tie-out.

• createLedgerCreate Ledger

  Create a ledger owned by the authenticated user. Requires name; accepts description, private, template (STARTER default, including null: options and accounts without transactions; SAMPLE: demonstration transactions), a setup specification (mutually exclusive with template), and a requestId for idempotent retries.

• createPullRequestCreate Pull Request

  Propose a set of file changes as a pull request. Requires title, description, clearCommitMessage, and changes [{path,content}]; an omitted baseBranch targets main. A repository server failure is SERVICE_UNAVAILABLE naming the failed step.

• deleteEntrySourceDelete Entry Sourcecan change or delete data

  Delete one entry's source text, addressed by entryHash (listLedgerEntries' entry_hash) and sha256sum from getEntryContext. A write that would add a bean-check error the ledger did not have — deleting an entry a balance assertion depends on, re-dating it past one — is refused with VALIDATION_FAILED naming each new error; pass allowInvalid: true to commit it anyway.

• deleteEntrySourcesDelete Several Entry Sourcescan change or delete data

  Delete several entries' source text in one commit; entries is a list of {entryHash, sha256sum}. Returns the deleted count. A write that would add a bean-check error the ledger did not have — deleting an entry a balance assertion depends on, re-dating it past one — is refused with VALIDATION_FAILED naming each new error; pass allowInvalid: true to commit it anyway.

• deleteLedgerDelete Ledgercan change or delete data

  Permanently delete a ledger, including its history.

• generateTempAssetUploadUrlCreate Temporary Asset Upload URL

  Create a presigned PUT URL bound to the current user. Optional filename and mimeType preserve the upload metadata. Upload the bytes to uploadUrl before using objectKey in an ingestion workflow.

• getEntryContextRead Entry Source Contextread-only

  Read the source context around one entry, addressed by the entry_hash listLedgerEntries returns; updateEntrySource and deleteEntrySource take the same hash and this result's sha256sum. Same data as the entry-context resource. A result with `generated_from` is a copy a plugin or a pad generated from that source entry (amortize_over, forecast, padding): it shares the source's slice and sha256sum, so editing or deleting it would change the source and every other copy; address the `generated_from` entry instead.

• getLedgerContextRead Ledger Vocabularyread-only

  Read a ledger's working vocabulary in one call: attributes, open accounts, currencies, payees, years, and source files. Counts accompany truncated lists so a large ledger does not flood context.

• insertReceiptTransactionInsert Receipt Transaction

  Promote the caller-owned temporary receipt named by receiptObjectKey into receipt storage and append the confirmed transaction. input carries date, payee, description, postings [{account,amountNumber,amountCurrency}], and documentAccount. ledger is required unless pinned. Applies immediately.

• leaveLedgerLeave Ledgercan change or delete data

  Remove the authenticated user's own access to a ledger they collaborate on.

Signals

Stars

312

Forks

39

Open issues

1

Last commit (this folder)

Oct 24, 2026 (5 days ago)

Last release

Oct 5, 2026 (24 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

io.beancount/beancount

Version

1.0.0

Auth

Auth not stated

License

MIT

Repository

github.com/bex-co/beancount-io

Website

github.com/bex-co/beancount-io/blob/main/backend-cluster/backend-v2/docs/mcp.md

First seen

Oct 24, 2026

Last checked

Oct 25, 2026

Source

Official MCP Registrygithub-graphql