Portali

MCP server · hosted · v1.0.0 · tech.portali/portali

Reachable · key or sign-in requiredNEW · 3h agoSeen in the registry 2h ago

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

What it does

Portali is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.

From the publisher's description, Electra Index matched it to 4 capabilities: bookkeeping, data extraction, document understanding and invoicing. That makes it a candidate for tasks such as automate bookkeeping or prepare tax documents.

Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence) and are not a test of the tool.

At a glance

Hosted (remote)YES

Local installNO

Live checkKey or sign-in required

Version1.0.0

PriceNot in the registry

First seen23 Oct 2026

Last checked2h ago

How to connect

As declared in the Official MCP Registry · not tested by Electra Index

Hosted endpoint

https://copilotkit.portali.tech/mcp streamable-http

In Claude Code: claude mcp add --transport http portali https://copilotkit.portali.tech/mcp

MCP settings (Claude Desktop, Cursor and other MCP clients)

{
  "mcpServers": {
    "portali": {
      "url": "https://copilotkit.portali.tech/mcp"
    }
  }
}

Live check

Electra Index connected to the hosted endpoint 2h ago

REACHABLE The endpoint answered but asks for an API key or a sign-in before connecting. Electra Index never sends credentials, so the tool list is not visible here.

What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method

Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.

Tasks it helps with

Share of each task's required capabilities it covers

Automate bookkeeping Bookkeeping · Data Extraction	100%
Prepare tax documents Bookkeeping · Document Understanding	100%
Process expense receipts Bookkeeping · Data Extraction	100%
Extract data from PDFs Data Extraction · Document Understanding	100%
Analyze financial documents Document Understanding	50%
Analyze patents Document Understanding	50%
Answer questions from internal documents Document Understanding	50%
Clean and merge spreadsheets Data Extraction	50%

Similar tools

Listed for the same task: automate bookkeeping

denpyo-mcpREMOTELOCAL
Japanese invoice/receipt OCR + tax registration-number (T-number) verification, via x402
NULA.BGREMOTELOCAL
Bulgarian accounting platform nula.bg: invoices, bills, OCR, customers, inventory and banking
duebuddy-invoicesREMOTELOCAL
Read incoming supplier invoices through a remote MCP server and get structured data for accounting
Invoice & Receipt OCR Extractor to ExcelREMOTELOCAL
Invoice and receipt extractor: reads PDF and image invoices/receipts with AI, pulling date…
SupadataREMOTELOCAL
Video transcripts, metadata and structured data from YouTube, TikTok, Instagram, X; web scraping
Xero MCPREMOTELOCAL
Every Xero Accounting read plus a local SQLite ledger - aging, reconciliation, and GL tie-out

Ready-made AI agents

An MCP server is a connector you add to your own assistant. These are finished products that do the same job for you:

Docyt51
$100/mo
Booke AI51
$129/mo
Numeric42
On quote

Facts & evidence

Each fact shows where it was seen and when.

Fact	Value	Evidence	Source	Last confirmed
Hosted endpoint	https://copilotkit.portali.tech/mcp	DECLARED	SRC-001 Official MCP Registry	2h ago
Local install (package)	no	DECLARED	SRC-001 Official MCP Registry	2h ago
Remote access (hosted)	yes	DECLARED	SRC-001 Official MCP Registry	2h ago
Website	https://portali.tech	DECLARED	SRC-001 Official MCP Registry	2h ago
Registry status	active	DECLARED	SRC-001 Official MCP Registry	2h ago
Version	1.0.0	DECLARED	SRC-001 Official MCP Registry	2h ago
MCP server	yes	DECLARED	SRC-001 Official MCP Registry	2h ago

Change history

NEW23 Oct 2026
first seen in the index

Is this page accurate?

Flag it and our robot re-checks the official source. Reports never change a score.

Is Portali still online?

Free alerts · no account

Questions about Portali

How do I connect Portali?

Use the hosted endpoint https://copilotkit.portali.tech/mcp in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.

What can I use Portali for?

Based on its description, it is most relevant to: automate bookkeeping, prepare tax documents, process expense receipts, extract data from PDFs.