For Developers & AI Agents
Give your AI agent
an accountant.
WeeKeeper exposes 83 MCP tools and a full REST API. Your agent can query books, categorize transactions, create invoices, and generate reports — with human-in-the-loop safety built in.
MCP Server — for AI agents
Connect Claude, GPT, or any MCP-compatible agent to WeeKeeper. Your agent gets tools it can call directly — no REST plumbing needed.
Server: https://mcp.weekeeper.com Transport: SSE (Server-Sent Events) Auth: Bearer pk_live_...
REST API — for custom integrations
Standard JSON API with cursor-based pagination, idempotency keys, and webhook subscriptions. Works with any HTTP client.
Base URL: https://api.weekeeper.com Auth: Bearer pk_live_... or JWT Format: JSON, cursor-based pagination
83 MCP Tools
The core tools are listed below. Your agent discovers the full catalog — customers, time tracking, services and recurring invoices included — when it connects.
| Tool | Description | Scope |
|---|---|---|
| get_cash_position | Current cash balance across all accounts | read |
| list_transactions | Transactions with date/category/status filters | read |
| categorize_transaction | Set or change a transaction's category | categorize |
| batch_categorize | Categorize up to 500 transactions at once | categorize |
| get_profit_and_loss | P&L report for any date range | report |
| get_balance_sheet | Balance sheet as of any date | report |
| get_tax_estimate | Estimated quarterly tax (GST/HST) | report |
| create_invoice | Create a new invoice with line items | invoice |
| list_invoices | List invoices with status filter | read |
| send_invoice | Send invoice to client via email | invoice |
| scan_receipt | OCR a receipt image and match to transaction | write |
| ask_question | Natural language query about finances | read |
| list_uncategorized | Transactions needing human review | read |
| propose_action | Request human approval for an action | write |
| list_connections | Connected bank accounts with sync status and last sync time | read |
| check_sync_status | Sync status and last sync time for one bank connection | read |
| trigger_sync | Start an on-demand transaction sync for a bank connection | write |
See it in action
An AI agent asks WeeKeeper for a financial summary — and gets structured data back.
# Agent calls get_profit_and_loss tool Agent: What were my expenses last quarter? # WeeKeeper MCP Server responds Tool call: get_profit_and_loss Parameters: { "start_date": "2026-01-01", "end_date": "2026-03-31" } Response: { "revenue": 24500.00, "expenses": 18200.00, "net_income": 6300.00, "currency": "CAD", "top_expenses": [ {"category": "Office Supplies", "amount": 3200.00}, {"category": "Software", "amount": 2800.00}, {"category": "Meals & Entertainment", "amount": 1950.00} ] } Agent: Your total expenses last quarter were $18,200 CAD. Top categories: Office Supplies ($3,200), Software ($2,800), and Meals ($1,950). Net income was $6,300.
REST API
Standard JSON API for custom integrations. Same data, same auth, different transport.
# Get cash position curl -H "Authorization: Bearer pk_live_abc123" \ https://api.weekeeper.com/api/cash-position # List uncategorized transactions curl -H "Authorization: Bearer pk_live_abc123" \ "https://api.weekeeper.com/api/transactions?status=uncategorized&limit=50" # Create an invoice curl -X POST \ -H "Authorization: Bearer pk_live_abc123" \ -H "Content-Type: application/json" \ -H "Idempotency-Key: inv-2026-001" \ -d '{ "client_email": "client@example.com", "items": [{"description": "Consulting", "amount": 2500.00}], "due_date": "2026-04-15", "currency": "CAD" }' \ https://api.weekeeper.com/api/invoices
API Key Scopes
Fine-grained permissions. Give your agent only the access it needs.
| Scope | Allows | Example Tools |
|---|---|---|
| read | View transactions, balances, invoices | get_cash_position, list_transactions |
| write | Create and modify records | scan_receipt, propose_action |
| categorize | Categorize transactions | categorize_transaction, batch_categorize |
| invoice | Create and send invoices | create_invoice, send_invoice |
| report | Generate financial reports | get_profit_and_loss, get_tax_estimate |
| admin | Full access including settings | All tools |
Human-in-the-loop safety
Your agent can propose actions. Humans approve. Every action is audited.
Proposals API
Agents call propose_action for sensitive operations. The user gets a push notification and approves or rejects in the app.
Configurable policies
Users set approval policies per action type. Auto-approve categorizations but require approval for invoices over $1,000. You define the defaults; users customize.
Full audit trail
Every action records who did it — user, agent, or system. Agent identity (API key name) is logged. Users can review all agent activity in the app.
Machine-readable agent discovery
Our agents.md file gives AI agents everything they need to discover and connect to WeeKeeper.