Booksmate

com.booksmate由 booksmate.com 发布官方发布者v1.0.0更新于 Oct 29, 2026

Search, summarise and export your invoices and receipts collected from email and supplier portals.

已验证Streamable HTTP可网页运行效率与工作流金融

概览

AI 生成的概览

Booksmate 让助手连接你的 Booksmate 账户，搜索、汇总、分析并导出从邮箱和供应商门户收集的发票与收据。

可以做什么
  • 按供应商、日期、金额或状态查找并查看发票与收据
  • 按类别、供应商、月份或单据类型统计支出总额与趋势
  • 上传 PDF、图片和办公文件，用 AI 提取字段
  • 比对供应商、金额和币种，找出重复付款
  • 从已连接的 Gmail 和 Microsoft 邮箱拉取单据
  • 将单据导出到 Xero 或 Google Drive，并打包成 ZIP 生成签名下载链接
适用场景
适合在对话中查询自己的发票与收据档案，例如上个月的发票、按供应商统计的季度软件支出、重复付款，以及把提取好的单据推送到 Xero 或 Google Drive。
运行要求
需要一个 Booksmate 账户（没有的话先注册）。该服务器是托管远程端点，使用 streamable HTTP，不使用 API 密钥。认证为 OAuth 2.1 加动态客户端注册，首次调用工具时会打开浏览器授权页。从供应商门户抓取单据需要 Booksmate 桌面应用。
安装前请注意
助手可读取你的财务单据和已连接邮箱的数据，并可触发从 Gmail 和 Microsoft 邮箱导入。它还能把单据导出到 Xero 或 Google Drive，并生成签名下载链接，从而把文件分享到账户之外。可在 Booksmate 账户设置中撤销访问权限。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Booksmate，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.booksmate%2Fbooksmate/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

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

README

Booksmate

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.

SkillWhat it covers
document-searchFind and inspect invoices and receipts by vendor, date, amount, or status
spend-analysisTotals and trends by category, vendor, month, or document type
upload-extractUpload PDFs, images, and office files for AI extraction
duplicate-detectionCatch double payments by comparing vendor, amount, and currency
email-ingestionPull documents from connected Gmail and Microsoft mailboxes
export-workflowSend documents to Xero or Google Drive
document-packagingBundle 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.

来源：README.md，提交 6c6830e

工具

0
该服务器需要登录，因此 SourceWeft 无法在没有账号的情况下读取其工具，也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

1
  1. v1.0.0最新Oct 29, 2026

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