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Portali

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Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.

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Overview Installation

Overview

Portali is a Model Context Protocol server built for CPA firms and bookkeeping professionals. It connects your AI assistant directly to client management, QuickBooks data, bank information, financial reports, document OCR, and billing systems. Any MCP-compatible assistant can call Portali's tools in real time, letting the model decide when to use them during conversation or agent work.

Portali runs as a hosted remote service at https://copilotkit.portali.tech/mcp with no local installation required and no authentication needed to get started. The latest release is v1.0.0.

Portali is listed in the Development category on mcp.site and integrates with all major MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain Portali for portali.tech, you can claim this listing to verify ownership, earn the Verified badge, and keep your information up to date.

▸Hosted endpoint — Streamable HTTP · https://copilotkit.portali.tech/mcp

Installation

Settings → Connectors → Add custom connector
Name: Portali
URL:  https://copilotkit.portali.tech/mcp

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