Clear Books MCP Server
for AI Agents
Connect your AI agent to StackOne's Clear Books MCP server and give it 44 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
44 Agent Actions
Create, read, update, and delete across Clear Books — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your Clear Books MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every Clear Books tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Clear Books call.
Tools Discovery →What is the Clear Books MCP Server?
A Clear Books MCP server lets AI agents read and write Clear Books data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Clear Books MCP server ships with 44 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All Clear Books MCP Tools
Every action from Clear Books's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Account Codes
- Create Account Code
Create an account code for a business.
- List Account Codes
List all account codes for a business.
- Get Account Code
Retrieve a single account code.
- Update Account Code
Update the details of an existing account code.
- Delete Account Code
Permanently remove an account code from the business.
Allocations
- Create Allocation
Allocate a payment or credit note against an invoice.
- List Allocations
List payment and credit-note allocations for sales or purchases.
- Get Allocation
Retrieve a single allocation by its identifier.
- Delete Allocation
Remove an allocation between a payment or credit note and an invoice.
Bank Accounts
- Create Bank Account
Create a new bank account within a business.
- List Bank Accounts
List all bank accounts configured for a business.
- Get Bank Account
Retrieve a single bank account by its identifier.
- Update Bank Account
Update the details of an existing bank account.
- Delete Bank Account
Permanently remove a bank account from the business.
Businesses
- List Businesses
List all businesses the authenticated user can access.
Business
- Get Business
Retrieve a single business by its identifier.
- Update Business
Update the details of an existing business.
Customers
- Create Customer
Create a new customer record in a business.
- List Customers
List all customers belonging to a business.
- Get Customer
Retrieve a single customer by its identifier.
- Update Customer
Update the details of an existing customer.
- Delete Customer
Permanently remove a customer from the business.
Payments
- Create Payment
Record a new payment against a contact.
- List Payments
List all payments recorded for a business.
- Get Payment
Retrieve a single payment by its identifier.
- Update Payment
Update the details of an existing payment.
- Delete Payment
Permanently remove a payment from the business.
Purchase Documents
- Create Purchase Document
Create a purchase document of the given type.
- List Purchase Documents
List purchase documents of a given type for a business.
- Get Purchase Document
Retrieve a single purchase document by its identifier.
- Update Purchase Document
Update an existing purchase document.
- Delete Purchase Document
Permanently remove a purchase document from the business.
Sales Documents
- Create Sales Document
Create a sales document of the given type.
- List Sales Documents
List sales documents of a given type for a business.
- Get Sales Document
Retrieve a single sales document by its identifier.
- Update Sales Document
Update an existing sales document.
- Delete Sales Document
Permanently remove a sales document from the business.
Suppliers
- Create Supplier
Create a new supplier record in a business.
- List Suppliers
List all suppliers belonging to a business.
- Get Supplier
Retrieve a single supplier by its identifier.
- Update Supplier
Update the details of an existing supplier.
- Delete Supplier
Permanently remove a supplier from the business.
VAT Treatments
- List VAT Treatments
List the available VAT treatments for sales or purchases.
VAT Rates
- List VAT Rates
List the available VAT rates for sales or purchases.
Clear Books AI Agent Use Cases
Connect your AI agent to Clear Books and help your team scale the finance operations they run by hand today.
Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.
ViewUse StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.
ViewUse StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.
ViewSet Up Your Clear Books MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Clear Books in under 10 lines of code.
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Check More Accounting MCP Servers
139+ actions
125+ actions
117+ actions
115+ actions
105+ actions
95+ actions
89+ actions
Platform Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
11 min
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What Hundreds of Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building hundreds of connectors that serve both, here's when each approach wins.
14 min read
Clear Books MCP Server FAQ
Does StackOne have a Clear Books MCP server?
Clear Books MCP server vs direct API integration — what's the difference?
How does Clear Books authentication work for AI agents?
origin_owner_id.Are Clear Books MCP tools vulnerable to prompt injection?
What is the context bloat of a Clear Books agent and how do I avoid it?
Can I limit which actions my Clear Books agent can access?
Can I create custom agent actions for my Clear Books MCP server?
When should I NOT use a Clear Books MCP server?
What AI frameworks and AI clients does the StackOne Clear Books MCP server support?
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.