TB

Provides an MCP server to enable AI assistants to interact with TreeBeam organizations and projects through MCP-compatible clients.

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3 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "treebeam-code-tb-mcpserver": {
      "command": "treebeam-mcp",
      "args": []
    }
  }
}

The MCP server enables AI assistants to securely interact with your TreeBeam organizations and projects using the Model Context Protocol. It provides streamlined authentication, convenient tools for listing entities, and a straightforward way for clients to connect and manage TreeBeam data through MCP-compatible interfaces.

How to use

You can connect your MCP-compatible client to this server to let AI assistants perform essential accounting and organizational tasks. Key capabilities include authenticating with TreeBeam, checking authentication status, logging out, and listing your accounting organizations and projects. Once connected, your assistant can guide you through login flows, refresh tokens automatically, and continue operations without repeated sign-ins.

How to install

Prerequisites you need before starting are Node.js version 18 or later and a TreeBeam account.

Install the MCP server globally with Node's package manager.

npm install -g @treebeam/mcp

Additional sections

Configuration and startup flow are designed to be simple and predictable. You install the server, authenticate, and then connect clients via MCP. If you run from source, install dependencies to ensure you have all required modules.

Security and authentication are handled via OAuth 2.0 device flow. Tokens are stored securely in your operating system's keychain and are refreshed automatically when needed. You can perform login, check status, and logout through the provided tools.

Troubleshooting covers common authentication issues, keychain access problems, and verifying your Node.js version to ensure compatibility.

Available tools

treebeam_login

Authenticate via device flow; opens a browser and completes sign-in for you.

treebeam_logout

Remove stored credentials from the OS keychain.

treebeam_auth_status

Check whether a valid token exists and when it expires.

list_organizations

List all accounting organizations you have access to.

list_projects

List all projects, optionally filtered by organization ID.