# AI

> Work with AI safely in Bkper — understand the model, choose the right tool, and keep financial outputs reviewable.

AI can help draft transactions, answer questions, build scripts, and prepare review work. Bkper keeps the source of truth in zero-sum Books: every transaction moves resources from one Account to another, balances are calculated from records, and events preserve review history.

## Where to start

Use the page that matches the task in front of you:

| If you want to...                                                                  | Start with...                                   |
| ---------------------------------------------------------------------------------- | ----------------------------------------------- |
| Turn financial source documents or emails into draft transactions                  | [Bkper Agent](https://bkper.com/docs/ai/bkper-agent.md)             |
| Ask questions from ChatGPT, Claude, or another hosted assistant without a terminal | [Bkper MCP](https://bkper.com/docs/ai/bkper-mcp-server.md)          |
| Connect an Open Responses client or agent harness to Bkper AI inference            | [Bkper AI Provider](https://bkper.com/docs/ai/bkper-ai-provider.md) |
| Build reports, scripts, reconciliations, imports, or repeatable workflows          | [Bkper CLI Agent](https://bkper.com/docs/ai/bkper-cli-agent.md)     |
| Understand included models, provider capabilities, and usage                       | [Models and Usage](https://bkper.com/docs/ai/models.md)             |
| Decide between connector access and terminal/local-tool workflows                  | [CLI vs MCP](https://bkper.com/docs/ai/cli-vs-mcp.md)               |
| Give Bkper documentation and API references to an AI assistant                     | [Docs for AI](https://bkper.com/docs/ai/docs-for-ai.md)             |
| Prepare tax or accounting review work with cited rules and professional handoff    | [OpenAccountants](https://bkper.com/docs/ai/openaccountants.md)     |

## Safety rule

Raw AI output is not final for balances, statements, reconciliations, taxes, or filing decisions. Use AI to draft, organize, explain, and build tools. Let Bkper records, deterministic checks, and human review carry the final financial answer.

- [Bkper Agent](https://bkper.com/docs/ai/bkper-agent.md): Draft transactions from receipts, invoices, statements, emails, and attachments with AI extraction inside Bkper.
- [Bkper AI Provider](https://bkper.com/docs/ai/bkper-ai-provider.md): Connect an Open Responses client or agent harness to Bkper AI inference using Bkper authentication.
- [Bkper CLI Agent](https://bkper.com/docs/ai/bkper-cli-agent.md): Use the built-in terminal agent shipped with the Bkper CLI for local, context-rich Bkper workflows.
- [Bkper MCP](https://bkper.com/docs/ai/bkper-mcp-server.md): Use the hosted Bkper MCP server for conversational assistant tool calls through existing Bkper permissions.
- [Bkper CLI Agent Security](https://bkper.com/docs/ai/cli-agent-security.md): Run the Bkper CLI Agent safely with sandbox isolation, credential protection, and Bkper permission scoping.
- [CLI vs MCP](https://bkper.com/docs/ai/cli-vs-mcp.md): Choose how an AI assistant should use Bkper: MCP for conversational tool calls, or CLI local tools for repeatable command-line workflows.
- [Coding Agents](https://bkper.com/docs/ai/coding-agents.md): Use Claude Code, Cursor, Codex, OpenCode, Pi, AMP, and other coding agents with Bkper context.
- [Docs for AI](https://bkper.com/docs/ai/docs-for-ai.md): Add Bkper docs, API references, Markdown pages, llms.txt indexes, and agent skills to an AI assistant.
- [AI Fundamentals for Finance](https://bkper.com/docs/ai/fundamentals.md): How LLMs actually behave — probabilistic outputs, hallucinations, context, intent, agents — and the one rule that keeps AI usable when numbers must be correct, not approximately correct.
- [Models and Usage](https://bkper.com/docs/ai/models.md): Compare Bkper AI models, capabilities, usage rates, monthly allowances, and usage visibility.
- [OpenAccountants](https://bkper.com/docs/ai/openaccountants.md): Use Bkper for financial facts, OpenAccountants for cited tax rules and referrals, and AI to prepare reviewable work.