# SuperBooks

> SuperBooks is an AI-native finance operating system for freelancers and small service
> businesses. It connects to your bank read-only through Plaid, categorizes transactions
> with AI, captures receipts from uploads, tracks time, sends invoices, and marks an
> invoice paid when a deposit for its amount and currency lands in your bank.
> It works for businesses in the United States and Canada: Canadian banks such as RBC,
> TD, BMO, Scotiabank, CIBC, Desjardins and Tangerine connect through Plaid.
> Everything the product does is also available to AI agents: SuperBooks runs a public
> MCP server at https://app.superbooks.io/mcp in Code Mode -- a client sees two tools,
> search_tools and execute_typescript, which reach 46 real SuperBooks tools -- with
> official SDKs published as `superbooks` on npm and PyPI.

## Product

- [SuperBooks](https://superbooks.io/): Home page — what SuperBooks does and who it is for
- [Product overview](https://superbooks.io/product/): Bank sync, invoicing, time tracking, receipt vault, and the AI assistant in one tour
- [Pricing](https://superbooks.io/pricing/): Free (US$0, no card), Starter (US$19/month), and Pro (US$49/month) plans, priced in US dollars, with yearly billing, a 30-day money-back guarantee, and a founding-member price lock — the price you start on stays yours for life while you keep the subscription, and no feature you pay for moves behind a higher tier
- [Wave alternatives](https://superbooks.io/wave-alternative/): SuperBooks compared with Wave, feature by feature, after Wave moved bank connections behind its Pro plan on 1 June 2026
- [Security and trust](https://superbooks.io/security/): How bank credentials, documents, and financial data are handled and stored
- [Changelog](https://superbooks.io/changelog/): Selected highlights from the SuperBooks beta
- [Create an account](https://superbooks.io/pricing/): Compare plans and sign up — the free plan needs no credit card

## Docs and Getting Started

- [SuperBooks Developers](https://docs.superbooks.io/): Developer documentation home — MCP-first API, SDKs, API keys, and OAuth
- [Full documentation as one file](https://docs.superbooks.io/llms-full.txt): Every documentation page except the agent-setup guides, as Markdown in a single file, for tools that read the whole documentation in one request
- [Quickstart](https://docs.superbooks.io/quickstart): Create an API key and make your first authenticated call in a few minutes
- [FAQ](https://docs.superbooks.io/faq): Answers to the questions people ask before and after signing up — bank connections, invoicing, pricing, data export, API keys and AI agents
- [Migrate from Wave](https://docs.superbooks.io/guides/migrate-from-wave): Move transactions out of Wave by CSV, including Wave's two export routes, its date and amount formats, and what carries across
- [Authentication](https://docs.superbooks.io/authentication): API keys, OAuth flows, and the scope vocabulary used to authorize requests
- [Rate limits](https://docs.superbooks.io/rate-limits): Request quotas, limit headers, and how to handle throttling
- [API changelog](https://docs.superbooks.io/changelog): Breaking and non-breaking changes to the SuperBooks API and SDKs

## MCP and AI Agents

- [Agent setup prompt](https://docs.superbooks.io/agent-setup/prompt.md): Instructions an AI coding agent fetches and executes to connect itself to SuperBooks — paste "Fetch and execute the appropriate instructions to set me up for SuperBooks from https://docs.superbooks.io/agent-setup/prompt.md" into any agent
- [Add SuperBooks to Claude](https://claude.ai/directory/f80d20ad-23dc-46d7-bca4-0057424eb163): SuperBooks' listing in Claude's connector directory; select Connect, then sign in on the SuperBooks consent screen. It syncs to Claude Desktop and mobile. Manual alternative: add https://app.superbooks.io/mcp as a custom connector
- [Add SuperBooks to ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6aa1f874762c8191b5fa4000b977a073): SuperBooks' published app in ChatGPT; select Connect, then sign in on the SuperBooks consent screen and choose your teams. Manual alternative: add https://app.superbooks.io/mcp as a developer-mode connector
- [Onboard your agent](https://docs.superbooks.io/agent-setup): Human guides for Claude Code, Codex, Cursor, Windsurf, OpenCode and VS Code with GitHub Copilot
- [Connecting AI clients](https://docs.superbooks.io/mcp): Point Claude, Claude Code, Cursor, or any MCP client at SuperBooks over the remote URL, and let one connection cover several of your teams
- [Connect Claude and ChatGPT](https://superbooks.io/mcp/): How to connect Claude, ChatGPT or another MCP client to SuperBooks, what an assistant can read and change through the server's two Code Mode tools, and how team choice and permissions work at sign-in
- [MCP endpoint](https://app.superbooks.io/mcp): The production MCP server, running in Code Mode (two tools, search_tools and execute_typescript, reaching 46 real SuperBooks tools); sign in through the consent screen and choose which of your teams it can use, or send a SuperBooks API key as a bearer token

## SDKs and Packages

- [TypeScript SDK guide](https://docs.superbooks.io/sdks/typescript): Install, authenticate, and call the API from Node.js and TypeScript
- [Python SDK guide](https://docs.superbooks.io/sdks/python): Install, authenticate, and call the API from Python
- [superbooks on npm](https://www.npmjs.com/package/superbooks): Official Node.js and TypeScript SDK package
- [superbooks on PyPI](https://pypi.org/project/superbooks/): Official Python SDK package

## API Reference

- [Bank accounts](https://docs.superbooks.io/api-reference/bank_accounts): List connected bank accounts, balances, and connection status
- [Transactions](https://docs.superbooks.io/api-reference/transactions): Read, filter, categorize, and enrich bank transactions
- [Categories](https://docs.superbooks.io/api-reference/categories): Manage the income and expense categories transactions are booked to
- [Customers](https://docs.superbooks.io/api-reference/customers): Create and manage the customer records invoices are issued to
- [Invoices](https://docs.superbooks.io/api-reference/invoices): Draft, send, and track the status of invoices
- [Documents](https://docs.superbooks.io/api-reference/documents): Upload and retrieve receipts and documents from the vault
- [Inbox](https://docs.superbooks.io/api-reference/inbox): Receipts and documents uploaded to the inbox, and the transactions they are attached to
- [Tracker](https://docs.superbooks.io/api-reference/tracker): Time tracking projects and entries
- [Reports](https://docs.superbooks.io/api-reference/reports): Profit and loss, spending, burn rate, and runway reporting
- [Search](https://docs.superbooks.io/api-reference/search): Search across transactions, invoices, customers, and documents
- [Tags](https://docs.superbooks.io/api-reference/tags): Create and apply tags across records
- [Team](https://docs.superbooks.io/api-reference/team): Read the current team and workspace context

## Supported Banks

Bank connections are read-only and established through Plaid. Each bank below has its
own connection guide.

United States:

- [Chase](https://superbooks.io/connecting-to-bank/chase/): Connect JPMorgan Chase accounts via Plaid OAuth
- [Bank of America](https://superbooks.io/connecting-to-bank/bank-of-america/): Connect Bank of America accounts via Plaid OAuth
- [Wells Fargo](https://superbooks.io/connecting-to-bank/wells-fargo/): Connect Wells Fargo accounts via Plaid OAuth
- [Citi](https://superbooks.io/connecting-to-bank/citi/): Connect Citibank accounts via Plaid OAuth
- [U.S. Bank](https://superbooks.io/connecting-to-bank/us-bank/): Connect U.S. Bank accounts via Plaid OAuth
- [Capital One](https://superbooks.io/connecting-to-bank/capital-one/): Connect Capital One accounts via Plaid OAuth
- [American Express](https://superbooks.io/connecting-to-bank/amex/): Connect American Express cards via Plaid OAuth
- [Charles Schwab](https://superbooks.io/connecting-to-bank/schwab/): Connect Charles Schwab accounts via Plaid OAuth
- [PNC](https://superbooks.io/connecting-to-bank/pnc/): Connect PNC accounts via Plaid
- [Truist](https://superbooks.io/connecting-to-bank/truist/): Connect Truist accounts via Plaid
- [Ally Bank](https://superbooks.io/connecting-to-bank/ally/): Connect Ally Bank accounts via Plaid
- [Discover](https://superbooks.io/connecting-to-bank/discover/): Connect Discover accounts via Plaid
- [SoFi](https://superbooks.io/connecting-to-bank/sofi/): Connect SoFi accounts via Plaid
- [Chime](https://superbooks.io/connecting-to-bank/chime/): Connect Chime accounts via Plaid
- [Navy Federal](https://superbooks.io/connecting-to-bank/navy-federal/): Connect Navy Federal accounts via Plaid
- [Mercury](https://superbooks.io/connecting-to-bank/mercury/): Connect Mercury accounts via Plaid
- [Novo](https://superbooks.io/connecting-to-bank/novo/): Connect Novo accounts via Plaid
- [Fifth Third Bank](https://superbooks.io/connecting-to-bank/fifth-third/): Connect Fifth Third Bank accounts via Plaid
- [Huntington Bank](https://superbooks.io/connecting-to-bank/huntington/): Connect Huntington Bank accounts via Plaid
- [Regions Bank](https://superbooks.io/connecting-to-bank/regions/): Connect Regions Bank accounts via Plaid
- [Citizens Bank](https://superbooks.io/connecting-to-bank/citizens-bank/): Connect Citizens Bank accounts via Plaid
- [KeyBank](https://superbooks.io/connecting-to-bank/keybank/): Connect KeyBank accounts via Plaid
- [Santander Bank](https://superbooks.io/connecting-to-bank/santander/): Connect Santander Bank accounts via Plaid
- [USAA](https://superbooks.io/connecting-to-bank/usaa/): Connect USAA accounts via Plaid

Canada:

- [Royal Bank of Canada](https://superbooks.io/connecting-to-bank/rbc/): Connect RBC accounts via Plaid
- [TD](https://superbooks.io/connecting-to-bank/td-bank/): Connect TD accounts via Plaid
- [BMO](https://superbooks.io/connecting-to-bank/bmo/): Connect BMO accounts via Plaid
- [Scotiabank](https://superbooks.io/connecting-to-bank/scotiabank/): Connect Scotiabank accounts via Plaid
- [CIBC](https://superbooks.io/connecting-to-bank/cibc/): Connect CIBC accounts via Plaid
- [Desjardins](https://superbooks.io/connecting-to-bank/desjardins/): Connect Desjardins accounts via Plaid
- [Tangerine](https://superbooks.io/connecting-to-bank/tangerine/): Connect Tangerine accounts via Plaid

## Company and Legal

- [Privacy policy](https://superbooks.io/privacy/): What data SuperBooks collects, how it is used, and how to request deletion
- [Terms of service](https://superbooks.io/terms/): The terms governing use of SuperBooks
- [Community on Discord](https://discord.gg/6DsBCkWY4m): Support, product questions, and release announcements

## Optional

- [Marketing site sitemap](https://superbooks.io/sitemap.xml): Every public page on superbooks.io, including a connection guide for each supported bank
- [Documentation sitemap](https://docs.superbooks.io/sitemap.xml): Every page on docs.superbooks.io
- [robots.txt](https://superbooks.io/robots.txt): Crawler directives for superbooks.io