Install Portali in Claude Code
claude mcp add --transport http portali https://copilotkit.portali.tech/mcp{
"mcpServers": {
"portali": {
"url": "https://copilotkit.portali.tech/mcp"
}
}
}Frequently asked questions
What does the Portali MCP server do?
Bookkeeping for CPA firms: clients, QuickBooks, bank data, reports, OCR docs, and billing.
Is the Portali MCP server free?
The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.
Does Portali run locally or remotely?
Remote. Hosted by the provider. You connect with a URL, nothing to install.
How do I add Portali to Claude Code?
Run: claude mcp add --transport http portali https://copilotkit.portali.tech/mcp
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