Portali
Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.
Install
Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).
claude mcp add --transport http portali 'https://copilotkit.portali.tech/mcp'
{
"mcpServers": {
"portali": {
"type": "http",
"url": "https://copilotkit.portali.tech/mcp"
}
}
}
Frequently asked questions
What is Portali?
Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.
How do I install Portali?
It runs as a remote server. In Claude Code: claude mcp add --transport http portali 'https://copilotkit.portali.tech/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Portali need an API key?
Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.
Who maintains Portali?
It is published by tech.portali. AI.tn lists it but does not maintain or endorse it.
From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.