Portali

tech.portaliPublished by portali.techOfficial publisherv1.0.0Updated Oct 24, 2026

Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Portali is a remote MCP server for CPA firms that lets an assistant work with client records, QuickBooks, bank data, reports, OCR documents and billing.

What you can do
Manage client records for an accounting practice, including client details and related bookkeeping data. Connect to QuickBooks and bank data to bring accounting and transaction information into the assistant's work. Produce and review reports from the firm's bookkeeping data. Process scanned or uploaded documents through OCR. Handle billing for the firm's services. The manifest lists no individual tools, so the exact operations available are not documented here.
When to use it
Useful for accounting firms and bookkeeping teams that want an assistant to help with client administration, QuickBooks and bank data, document OCR, reporting and billing in one place.
Requirements
A remote MCP server reached over streamable HTTP at the provider's endpoint; no local package is needed. Authentication is OAuth and is required, so a Portali account and an OAuth sign-in are needed. No environment variables or headers are declared.
Before you install
The server handles sensitive financial and client data, including QuickBooks records, bank data and billing, so review what the assistant can read or change before connecting. OAuth grants access to the firm's account; limit it to what is needed. The manifest lists no tools, so write, send or delete behavior cannot be verified in advance.

Installation

In SourceWeft

  1. Open Portali 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/tech.portali%2Fportali/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": {
    "portali": {
      "type": "http",
      "url": "https://copilotkit.portali.tech/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestOct 23, 2026

Score

67% 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

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.