Changelog

What shipped in Booksmate. Newest first.

Claude Code and Promopresent

Claude Code can use your Booksmate account. Load the public plugin and sign in like the other agents. There is no API key to paste.

Promopresent invoice PDFs come from order history. Sign in once in the desktop app and it pulls them.

Claude Code setup

Grok

Grok can use your Booksmate account through the same MCP server as the other agents.

MCP server

Ask for a missing website

If a supplier is missing, ask for the site in the app. Booksmate drafts the portal plugin for you.

Add a website

Fix a broken supplier site

When a supplier site changes and the fetch breaks, you can run a repair from the desktop app.

Self-healing

A clearer document list

The document table was rebuilt. Filter by tax, tax rate, category, or type, and move through the rows with the keyboard.

ChatGPT, and uploads

You can put a file in yourself, and ChatGPT can use the account.

  • Upload a file yourself. If Booksmate already has it, the upload says so instead of saving a second copy.
  • ChatGPT can search invoices, upload receipts, and export. Sign in with your account. There is no API key.

MCP server

Export to Xero

Bills in Booksmate can be sent to Xero.

Xero export

Export to Google Drive

Documents can land in Google Drive. Export now sends one file when you want it. New exports file by vendor, then date.

Google Drive export

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