For Developers & AI Agents

Give your AI agent
an accountant.

WeeKeeper exposes 14 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 Tools ↓ REST API ↓ agents.md →
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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_...
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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

14 MCP Tools

Every tool your agent needs to manage a small business's books.

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

See it in action

An AI agent asks WeeKeeper for a financial summary — and gets structured data back.

agent-interaction.txt 
# 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.

View agents.md →