Bookipi

io.github.Bookipi-GroupPublished by GitHub account Bookipi-Groupv0.46.1Updated Oct 30, 2026

Invoices, payments, expenses, customers, deals, proposals, eSign and reports for small businesses.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinanceBusiness & Commerce

Overview

AI-generated overview

Bookipi connector for small-business back office: lets an assistant read and act on invoices, payments, customers, expenses, proposals, contracts and reports.

What you can do
  • Create, update, send, void and mark paid invoices, and chase overdue ones with reminders
  • Look up customers and payments, add customers, and send emails to them
  • Log and scan expenses from receipts, and manage products and services
  • Manage deals, generate and send proposals, and draft, send and track eSign contracts
  • Create payment links and pull reports, dashboards, insights and digests
  • Check meetings, calendar status, the active company, and the AI-built company website
When to use it
Useful for small-business owners or their bookkeepers who want to run invoicing, collections, expenses and proposals conversationally from an MCP client, without installing anything locally.
Requirements
Remote endpoint at mcp.bookipi.com with OAuth sign-in to a Bookipi account; each workspace or account is selected at sign-in. No environment variables or headers are declared for the connector.
Before you install
Actions that email people, record or clear payments, create or send payment links, or publish the website require explicit confirmation; the service states it never moves money. Business data is read from and written to the Bookipi account over HTTPS, and receipt and logo images are uploaded to Bookipi's S3 storage. Sign-in tokens are stored locally by the CLI variant.

Installation

In SourceWeft

  1. Open Bookipi in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.Bookipi-Group%2Fbookipi/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "bookipi": {
      "type": "http",
      "url": "https://mcp.bookipi.com/mcp"
    }
  }
}

README

Bookipi CLI

[release] [release status]

Run your back office — invoices, payments, customers, expenses, proposals, contracts and reports — by asking Claude in plain English, or from your own code with --json commands.

Anything that emails someone, records a payment or publishes waits for your OK first, and Bookipi never moves money. Overview: bookipi.com/cli.

Contents

  1. Ways to use it
  2. Install the skill — Claude Desktop & Cowork · Claude Code · Codex · Gemini CLI · Other agents
  3. Allow network access (Cowork)
  4. Sign in and workspaces
  5. Things to ask
  6. Build on the CLI — Commands
  7. Help and bug reports
  8. Privacy
  9. License

Ways to use it

You want to…Use
Ask Claude (Cowork, Claude Desktop, Claude Code, Codex, Gemini CLI)The skill — it includes the CLI
Use Bookipi in claude.ai or any MCP client, nothing to installThe Bookipi connector — also in the MCP Registry as io.github.Bookipi-Group/bookipi
Script it, or build it into your own agents and productsThe CLI

It's the same tool underneath every option.

Install the skill

The skill includes the Bookipi CLI, so there's nothing else to install. When it runs on your own computer (Claude Code, Codex, Gemini CLI), it needs Node 22.12+, and on first use it adds a bookipi command to ~/.local/bin so you can run it yourself too.

Claude Desktop & Cowork

  1. Download bookipi-cli.skill from the latest release.
  2. Double-click it and confirm. It appears in your Skills list as bookipi-cli.

Nothing happens? Drag the file into the Cowork window. If your browser dropped the .skill extension, rename it back first.

Claude Code

/plugin marketplace add Bookipi-Group/bookipi-cli/plugin install bookipi@bookipi-cli

To upgrade, refresh the marketplace first, then update (keep the @bookipi-cli part, or you get "Plugin not found"):

/plugin marketplace update bookipi-cli/plugin update bookipi@bookipi-cli

A skill installed in Claude Desktop also works in Claude Code sessions started from the desktop app. To install by hand, unzip the .skill file into ~/.claude/skills/.

Codex

/plugin marketplace add Bookipi-Group/bookipi-cli/plugin install bookipi

Gemini CLI

gemini extensions install https://github.com/Bookipi-Group/bookipi-cli

Upgrade with gemini extensions update bookipi. The extension also includes the Bookipi connector: run /mcp auth bookipi once to sign in, and the skill uses it instead of the CLI.

Other agents

For Cursor, GitHub Copilot, Antigravity, Windsurf and other agents that read skills, install it with the skills CLI:

npx skills add Bookipi-Group/bookipi-cli --skill bookipi-cli

Upgrade with npx skills update bookipi-cli. Or copy .agents/skills/bookipi-cli/ from this repo into your project's or agent's skills folder by hand.

Allow network access (Cowork)

Skip this on Claude Code, or if your workspace admin has already added the domains below.

Cowork runs in a sandbox that blocks unknown websites, so Bookipi must be on your organization's allowlist or sign-in fails. An admin adds these under Organization Settings → Capabilities → Code execution → Additional allowed domains:

*.bkpi.co*.bookipi.com*.bookipay.com*.s3.amazonaws.com*.amplitude.com

The first three are Bookipi's servers; S3 is for receipt uploads and images in invoice previews. If one is missing, Claude says so on the first request and lists these domains — forward that to your admin.

Sign in and workspaces

Each Bookipi workspace is a folder on your computer. Your sign-in is saved in that folder's .bookipi/ (git-ignored), so every session in it stays signed in.

  1. Cowork: New Project → Use a folder → pick a folder. Claude Code: start claude in any folder.
  2. Ask: "Set up Bookipi in this folder." Claude gives you a sign-in link.
  3. Check with: "Who am I logged in as?"

For another Bookipi account, use another folder.

Cowork projects without a folder are cloud-only and wiped between chats, so you'd sign in every time. Attach a folder, or use the Bookipi connector, which keeps the sign-in on your Claude account.

On Claude Code the folder is optional: just say "log me in to Bookipi" and the sign-in is saved to ~/.bookipi/, for every folder on your machine.

Things to ask

Try
Money owed"Who owes me money?" · "Show my overdue invoices." · "Send reminders to all my overdue invoices."
Invoices"Create an invoice for Acme — $5,000 for consulting." · "Show me what INV-650 looks like." · "Send INV-650 to [email protected]." · "Mark INV-650 as paid."
Customers"Pull up Wayne Construction." · "Add a new customer: Acme Corp, [email protected]." · "Email Maria — I'll be late to the call."
Deals & proposals"Add a deal — Stark kitchen renovation, $40,000." · "Draft a proposal for the Stark deal." · "Mark the Stark deal as won."
Contracts"Turn that accepted proposal into a contract." · "Send the MSA to Bruce." · "Has Bruce signed yet?"
ExpensesDrop in a receipt: "Log this as an expense." · "Show my expenses this month."
Reports"Give me the morning brief." · "Who's my biggest customer this quarter?" · "Build me a dashboard for last quarter."
Calendar"What's on my calendar today?" · "Find my meetings with Maria this week."
Account"What companies do I have?" · "Switch to my other Bookipi account." · "Log me out."

Build on the CLI

A JSON-first command-line tool for scripts, automations and your own agents. Node 22.12+, no build step.

Install (macOS/Linux): run the one-line installer from the latest release page. It verifies the download, installs to ~/.local/share/bookipi-cli and adds bookipi to ~/.local/bin. It never installs Node or edits your shell profile. Run it again to update.

Or run it from a clone — the production build is at skills/bookipi-cli/bin/bookipi.js:

git clone https://github.com/Bookipi-Group/bookipi-cli.git ~/bookipi-clialias bookipi=~/bookipi-cli/skills/bookipi-cli/bin/bookipi.js

Use:

bookipi init                                   # create a workspace and sign inbookipi invoice list --status overdue --json   # structured output

For CI or headless use, set BOOKIPI_TOKEN instead of signing in. Ready-made scripts (chase overdue invoices, weekly digest to Slack, receipts folder to expenses) are in examples/.

Commands

Every command accepts --json; bookipi <group> --help lists the flags.

GroupCoversSubcommands
invoiceInvoices and related documentslist get preview create create-from-proposal duplicate update delete send send-receipt mark-paid void remind collections attach-photo
customerCustomers, payments, emaillist get payments create update delete send-email emails
itemProducts and serviceslist create set-photo
expenseExpenses and receipt scanningcategories list upload scan create delete
paylinkBPay payment linkscreate list get status send
dealPipeline dealslist create update
proposalAI-written proposalslist generate update duplicate send delete
contracteSign contractslist draft upload create-from-proposal finalize send
reportReports, dashboards, insightssummary customers items dashboard insights digest suggest open
meetingRecorded meetings and bookingslist
calendarCalendar connectionstatus
companyThe active companylist set
websiteThe AI-built company websitestatus content pages page create generate add-page update ask preview publish analytics open
—Session and workspacesetup login logout whoami init mcp

bookipi setup is the first call for an agent: it checks the sign-in, starts one if needed, and returns the next step as JSON.

Commands that email someone, record or clear a payment, create or send a payment link, or publish the website refuse to run without --yes. In chat, Claude asks you first; in a script, pass --yes yourself.

Help and bug reports

Open a GitHub issue with what you asked, what Claude did, and what you expected.

Security issues: please report privately — see SECURITY.md.

Privacy

Bookipi CLI works with your own Bookipi account. Full policy: bookipi.com/privacy-policy.

  • Business data (invoices, customers, expenses, deals, proposals, contracts, meetings, website) is read from and written to your Bookipi account over HTTPS — nowhere else.
  • Sign-in tokens stay on your machine, in the workspace's .bookipi/ or ~/.bookipi/, readable only by you. They go only to Bookipi's sign-in service; bookipi logout deletes them.
  • Receipt and logo images are uploaded to Bookipi's S3 storage for scanning and invoice previews.
  • Usage analytics go to Amplitude: which command ran, how long it took, whether it failed, and the CLI version, OS and client. You're identified by a one-way hash of your email or machine — never arguments, invoice contents, customer records or credentials. Turn off with BOOKIPI_NO_ANALYTICS=1 or DO_NOT_TRACK=1.
  • Update check: once a day the CLI asks GitHub for the latest release, sending only its version. Turn off with BOOKIPI_NO_UPDATE_CHECK=1.

It doesn't scan your files (only the workspace folder and files you point it at), doesn't collect your conversations with Claude, and doesn't share data for advertising or model training. Business data follows Bookipi's retention policy; local sign-ins last until you log out.

Questions or deletion requests: [email protected].

License

Copyright © Bookipi. All rights reserved — see LICENSE. Use is subject to Bookipi's Terms of Service.

Source: README.md at commit c84e597

Tools

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Version history

1
  1. v0.46.1LatestOct 30, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

    Declare a license in the repository or the registry entry.