DanBooks MCP Server

Connect Claude AI to your own DanBooks account. Each user authenticates with their own API key — your books stay private, scoped only to your organization. Ask Claude to create invoices, log expenses, and check your P&L — all with voice or text.

What you can do

• "Invoice Tom Hanks for 500 bushels of cleaned seed at $200/bu, net 30"
• "Log a $400 fuel expense from Flying J today"
• "What invoices are overdue?"
• "How much did Clark Seed make this month?"
• "Add a new customer: Jane Smith, [email protected]"
• "Mark invoice CS-2024-042 as paid for $4,000"
• "Show me my last 10 transactions"

Setup

1. Install the MCP server

npm install -g @danbooks/mcp-server

Or run directly with npx:

npx @danbooks/mcp-server

2. Generate an API Key in DanBooks

1. Log into DanBooks
2. Go to Settings → API Keys — Claude AI Integration
3. Enter a label (e.g. "Claude Desktop") and click Generate
4. Copy the key immediately — it's only shown once
5. The key looks like: dbk_4a9f3c...

3. Add to Claude Desktop

Mac: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "danbooks": {
      "command": "danbooks-mcp",
      "env": {
        "DANBOOKS_API_URL": "https://books.clarkseed.com",
        "DANBOOKS_API_KEY": "dbk_your_key_here"
      }
    }
  }
}

If using npx instead of the global install:

{
  "mcpServers": {
    "danbooks": {
      "command": "npx",
      "args": ["@danbooks/mcp-server"],
      "env": {
        "DANBOOKS_API_URL": "https://books.clarkseed.com",
        "DANBOOKS_API_KEY": "dbk_your_key_here"
      }
    }
  }
}

4. Restart Claude Desktop

After saving the config, restart Claude Desktop. You should see a 🔧 tool icon indicating DanBooks is connected.

Available Tools

| Tool | Description | |------|-------------| | create_invoice | Create a draft invoice for a customer | | get_outstanding_invoices | List unpaid/overdue invoices | | create_expense | Log an expense/bill | | get_financial_summary | Revenue, expenses, net income for a period | | list_customers | Search/list customers | | create_customer | Add a new customer | | get_recent_transactions | View recent transactions | | record_payment | Record a payment against an invoice |

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | DANBOOKS_API_URL | ✅ | Your DanBooks URL, e.g. https://books.clarkseed.com | | DANBOOKS_API_KEY | ✅ | API key from Settings → API Keys (starts with dbk_) |

Example Claude Conversation

You: Invoice Hanks Events LLC for 200 bushels of untreated soybeans at $14.50/bu, net 30 days.

Claude: I've created a draft invoice for Hanks Events LLC:

• Invoice #CS-2024-087
• 200 bushels × $14.50 = $2,900.00
• Due: July 14, 2024
• Status: Draft — ready to send

Security Notes

• API keys are stored as bcrypt hashes in DanBooks — the plaintext is never saved.
• Each key can be revoked at any time from Settings → API Keys.
• Keys are scoped to your organization; Claude can only access data you have permission to see.
• If a key is compromised, revoke it immediately and generate a new one.