Your AI becomes your expert bookkeeper.

WorkpaperOS Books speaks the Model Context Protocol. Connect Google Antigravity, Claude, or ChatGPT with one URL, and the assistant you already talk to can work directly in the books - reading feeds, proposing categorizations, drafting journals - through scoped, recorded, revocable tools.

Illustrative client book: Hudson & Vale CPAs, LLP keeping the books of Harborlight Community Health Center, Inc. - a fictional nonprofit community health center. Fictional firm, client, and data.

One URL

Add the Books connector where your AI lives

Paste the Books MCP URL into your assistant's connector settings. A secure sign-in does the rest, and access is scoped to exactly the companies you authorize.

Books MCP server URL

https://book.workpaperos.com/api/book/mcp

Settings → Connectors → Add custom connector. It's live - test it with your own WorkpaperOS account today.

The bot does the heavy lifting

Sees the full Books toolset after authorization: bank feeds, categorization, invoices and bills, journals, reconciliation, close, payroll, and reports.
Every write is a proposal - the tools are literally named propose_categorization, propose_match, propose_pay_bill.
Works from Antigravity, Claude, or ChatGPT on your AI subscription.

You stay in control

You choose which client companies each connector may touch.
Proposals post to the books only when a person approves them.
Every authorized tool call is recorded in the audit trail; revoke access any time.

Guardrail: Companies whose plan doesn't include MCP can't be authorized at all - the consent screen enforces it per client book.

Projects

Give your bookkeeper a Project

Claude Projects and Cowork, ChatGPT Projects and Codex, and Google Antigravity all let you stand up a workspace per client book. Load it with the templates, categorization rules, and checklists your firm already uses plus the prior year's closed books so the AI keeps your patterns, and point it at the client folders on your computer that already sync to OneDrive - receipts, bills, and statements flow straight into the document inbox.

Claude - Project: Harborlight Community Health Center

Project knowledge	What the AI does with it
📄 Firm templates & categorization rules	studied - categorizes the way your firm does
📄 Harborlight FY2025 closed books (prior year)	studied - knows the account patterns
📁 OneDrive · /Harborlight Books (desktop sync)	live - receipts, bills, statements

Connector: WorkpaperOS Books (MCP) · every chat starts already knowing the client and your conventions.

Guardrail: The project holds your conventions; the closed books stay behind the app's locks. What the AI learns from is your call - add or remove files any time.

First conversation

Talk to it like you'd talk to your bookkeeper

Google Antigravity - chat with WorkpaperOS Books connector

Where are we on Harborlight's June books?

Harborlight Community Health Center - June 2026: 41 bank transactions uncategorized (I can propose categories for 38 of them with high confidence), 3 receipts in the inbox unmatched, and the operating-cash workpaper is open at a $412.90 difference. Nine reconciling items derive cleanly and three of them need journal entries; the difference is that the statement ending balance is still the figure I worked out from the feed, so it is worth checking against the paper statement. Want me to propose the categorizations and draft the three entries?

Yes - and flag anything grant-restricted for my review.

Done. 38 categorizations proposed, 3 adjusting entries drafted on the workpaper, and 4 transactions tagged as possibly grant-restricted - those are in your review queue, nothing posted yet. When you have confirmed the statement balance and posted the entries, one of your people signs the workpaper as preparer. I cannot sign it.

propose_categorization × 38adjusting entries drafted × 3audit trail: every call recorded

▶ Watch: connecting your AI to WorkpaperOS Books

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Books overview

Set up the client book

Screens are illustrative: Hudson & Vale CPAs and Harborlight Community Health Center, Inc. are fictional.