Integration

Clear Books integration

Clear Books is UK online accounting software. An agent can manage customers, suppliers, account codes, bank accounts and stock items, create and update sales documents (invoices, credit notes, quotes) and purchase documents (bills, credit notes, expenses), record payments and allocate them or credit notes to invoices, post journals and bank statement lines, and read VAT rates, transactions, the general ledger and the trial balance. Authentication is OAuth 2 (authorization code, single-use rotating refresh tokens); a user who authorised several businesses selects one per call with the X-Business-ID header.

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When this happens, do that in Clear Books.Built from the 63 Clear Books tools below, on the connection you add once.

What you can do with Clear Books

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Attachment, 8 operations

delete_purchase_attachmentDelete purchase attachmentDELETEDelete an attachment from a purchase document. Irreversible.
delete_sales_attachmentDelete sales attachmentDELETEDelete an attachment from a sales document. Irreversible.
get_purchase_attachmentGet purchase attachmentGETGet the metadata of one attachment of a purchase document: file name, size and upload date.
get_sales_attachmentGet sales attachmentGETGet the metadata of one attachment of a sales document: file name, size and upload date.
list_purchase_attachmentsList purchase attachmentsGETList the files attached to a purchase document: id, file name, size and upload date.
list_sales_attachmentsList sales attachmentsGETList the files attached to a sales document: id, file name, size and upload date.
upload_purchase_attachmentUpload purchase attachmentPOSTAttach a stored file (a receipt, a bill scan) to a purchase document under the given file name. The file bytes are sent as the request body.
upload_sales_attachmentUpload sales attachmentPOSTAttach a stored file to a sales document under the given file name. The file bytes are sent as the request body.

Account code, 5 operations

create_account_codeCreate account codePOSTCreate an account code in the chart of accounts. name and heading are required; set sales and purchases to choose where the code can be used.
delete_account_codeDelete account codeDELETEDelete an account code by ID. Irreversible.
get_account_codeGet account codeGETGet one account code by ID: name, heading, default VAT rate and whether it is usable on sales and purchases.
list_account_codesList account codesGETList the account codes (chart of accounts) of the business, paginated with limit and page (max 200 per page).
update_account_codeUpdate account codePATCHUpdate an account code. Send only the fields to change; leave a field out to keep its current value.

Bank account, 5 operations

create_bank_accountCreate bank accountPOSTCreate a bank account. name is required; account number, sort code, IBAN, SWIFT and currency are optional (currency defaults to the home currency).
delete_bank_accountDelete bank accountDELETEDelete a bank account by ID. Irreversible.
get_bank_accountGet bank accountGETGet one bank account by ID, including its account code and the payment methods available on it.
list_bank_accountsList bank accountsGETList the bank accounts of the business with their account code, identifiers (account number, sort code, IBAN, SWIFT), currency and payment methods.
update_bank_accountUpdate bank accountPATCHUpdate a bank account name or identifiers. Send only the fields to change; leave a field out to keep its current value.

Customer, 5 operations

create_customerCreate customerPOSTCreate a customer. Only name is required; contact name, email, phone, address, VAT number, company number and an external ID are optional.
delete_customerDelete customerDELETEDelete a customer by ID. Irreversible.
get_customerGet customerGETGet one customer by ID with contact details, address, VAT and company numbers and archived flag.
list_customersList customersGETList customers with name, contact name, email, phone, address, VAT and company numbers, paginated with limit and page (max 200 per page).
update_customerUpdate customerPATCHUpdate a customer. Send only the fields to change; leave a field out to keep its current value. Set archived to archive or restore.

Payment, 5 operations

create_paymentCreate paymentPOSTRecord a payment on a bank account. Requires date, description, amount (positive received, negative paid out), contactId and bankAccountId. Allocate it with create_allocation.
delete_paymentDelete paymentDELETEDelete a payment by ID. Irreversible.
get_paymentGet paymentGETGet one payment by ID. An ID of a deleted earlier revision redirects to the current revision.
list_paymentsList paymentsGETList payments (money received and paid out) with bank and accounting dates, amount, currency, contact and bank account, paginated with limit and page.
update_paymentUpdate paymentPATCHUpdate a payment. Send only the fields to change; leave a field out to keep its current value.

Purchase, 5 operations

create_purchase_documentCreate purchase documentPOSTCreate a bill, purchase credit note or expense (purchaseType). Requires date, supplierId, vatTreatment and lineItems; expenses also need employeeClaiming.
delete_purchase_documentDelete purchase documentDELETEDelete a purchase document. Non-draft bills and credit notes are voided (soft deleted); draft bills are deleted permanently.
get_purchase_documentGet purchase documentGETGet one purchase document by type and ID. An ID of a voided earlier revision redirects to the current revision.
list_purchase_documentsList purchase documentsGETList purchase documents of one type (bills, creditNotes or expenses) with totals, status and line items, paginated with limit and page.
update_purchase_documentUpdate purchase documentPATCHUpdate a purchase document; send only the fields to change. A non-draft bill or credit note is voided and re-created with a NEW id; a draft bill keeps its id.

Sale, 5 operations

create_sales_documentCreate sales documentPOSTCreate a sales invoice, credit note or quote (salesType). Requires date, customerId, vatTreatment (from list_vat_treatments) and lineItems; returns the document with totals.
delete_sales_documentDelete sales documentDELETEDelete a sales document. Non-draft invoices and credit notes are voided (soft deleted); quotes and draft invoices are deleted permanently.
get_sales_documentGet sales documentGETGet one sales document by type and ID. An ID of a voided earlier revision redirects to the current revision.
list_sales_documentsList sales documentsGETList sales documents of one type (invoices, creditNotes or quotes) with totals, status, line items and sharing links, paginated with limit and page.
update_sales_documentUpdate sales documentPATCHUpdate a sales document; send only the fields to change. A non-draft invoice or credit note is voided and re-created with a NEW id; a quote or draft keeps its id.

Stock item, 5 operations

create_stock_itemCreate stock itemPOSTCreate a stock item. name and type (purchases, sales or both) are required; prices, account codes, VAT rate keys and quantities are optional.
delete_stock_itemDelete stock itemDELETEDelete a stock item by ID. Irreversible.
get_stock_itemGet stock itemGETGet one stock item by ID with its sales and purchase settings and stock tracking flag.
list_stock_itemsList stock itemsGETList stock items (products and services) with SKU, sales and purchase prices, account codes, VAT rate keys and quantities, paginated with limit and page.
update_stock_itemUpdate stock itemPATCHUpdate a stock item. Send only the fields to change; leave a field out to keep its current value.

Supplier, 5 operations

create_supplierCreate supplierPOSTCreate a supplier. Only name is required; contact name, email, phone, address, VAT number, company number and an external ID are optional.
delete_supplierDelete supplierDELETEDelete a supplier by ID. Irreversible.
get_supplierGet supplierGETGet one supplier by ID with contact details, address, VAT and company numbers and archived flag.
list_suppliersList suppliersGETList suppliers with name, contact name, email, phone, address, VAT and company numbers, paginated with limit and page (max 200 per page).
update_supplierUpdate supplierPATCHUpdate a supplier. Send only the fields to change; leave a field out to keep its current value. Set archived to archive or restore.

Allocation, 4 operations

create_allocationCreate allocationPOSTAllocate a payment or a credit note to an invoice or bill. Set allocationType and paymentId or creditNoteId. A foreign-currency item only allocates to a document in that currency.
delete_allocationDelete allocationDELETEDelete an allocation by ID, unlinking the payment or credit note from the invoice. Irreversible.
get_allocationGet allocationGETGet one allocation by invoice type and ID: invoice, payment or credit note, type and amount.
list_allocationsList allocationsGETList allocations of payments and credit notes to sales or purchase invoices (invoiceType), filterable by invoiceId, paymentId, creditNoteId or allocationType.

Business, 3 operations

get_businessGet businessGETGet one business by ID: name, legal type, address and logo URL.
list_businessesList businessesGETList the businesses the authorised user can access, with id, name, type, address and logo URL. Use an id as X-Business-ID on other tools when several businesses are authorised.
update_businessUpdate businessPATCHUpdate a business name, legal type or address. Send only the fields to change; leave a field out to keep its current value.

Bank feed, 1 operation

create_bank_feedCreate bank feedPOSTCreate bank feeds. Link each to an existing bank account by accountId, or by accountNumber plus sortCode; with name, accountNumber and sortCode a missing account is created.

Bank statement, 1 operation

create_bank_statementCreate bank statementPOSTPost bank statement lines to a bank feed (feedId from create_bank_feed). Lines are merged into one statement per calendar month; a repeated transactionId is ignored.

General ledger, 1 operation

list_general_ledger_linesList general ledger linesGETRead general ledger lines (transaction, accounting date, account code, amount), filterable by transaction, account code and accounting date range.

Journal, 1 operation

create_journalCreate journalPOSTPost a journal: an accounting date, a description and lines of account code plus signed amount. The amounts of all lines must add up to 0.

Transaction, 1 operation

list_transactionsList transactionsGETList accounting transactions with their accounting date and lines (account code and signed amount), filterable by account code and accounting date range.

Trial balance, 1 operation

get_trial_balanceGet trial balanceGETGet the trial balance between two accounting dates: the balance of every account code. accountingDateFrom and accountingDateTo are required.

Vat rate, 1 operation

list_vat_ratesList vat ratesGETList the VAT rates available for sales or purchases (key, name, rate), optionally narrowed by VAT treatment, date or contact. Pass a key as a line item vatRateKey.

Vat treatment, 1 operation

list_vat_treatmentsList vat treatmentsGETList the VAT treatments available for sales or purchases. Pass a returned key as vatTreatment when creating a sales or purchase document.

Use Clear Books from Claude Code, Cursor or Codex

Connect Clear Books in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Clear Books operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Clear Books

Create your workspace
Sign up free. Nothing to install.
Connect Clear Books once
Add your Clear Books connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.