Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.
Connect Remote server
claude mcp add --transport http accountsos-mcp https://accounts-os.com/api/mcp/plugin{
"mcpServers": {
"accountsos-mcp": {
"url": "https://accounts-os.com/api/mcp/plugin"
}
}
}{
"servers": {
"accountsos-mcp": {
"type": "http",
"url": "https://accounts-os.com/api/mcp/plugin"
}
}
}Settings > Connectors > Add custom connector
URL: https://accounts-os.com/api/mcp/pluginTools 80 found in our last check
list_companiesList the companies this AccountsOS account can see (for an accountancy practice, its clients), with the default one marked. Call this first when the user has more than one company, then pass `company` to the other tools.
update_companySave the user's answers about their own business to their AccountsOS company: what kind of business it is (entity_type, for example sole_trader or ltd), the country it is registered in (ISO code such as GB, IE, US), the company or registration number, the name, what it does, the…
link_companySave a UK (Companies House) or Irish (CRO) company from its official register onto the user's AccountsOS company: registered name, number, status, address, directors, year-end and filing deadlines. Call it only after lookup_company found the company and the user confirmed it is…
add_documentAdd a file the user attached in this chat to their AccountsOS books: a bank statement, a receipt, a supplier bill or a sales invoice. AccountsOS reads it the same way as an emailed document: a bank statement is imported into a bank account (created if it does not exist yet), a r…
check_companyCheck a UK limited company on its public Companies House record and show it as a card: when its accounts, confirmation statement and Corporation Tax are due, whether anything is overdue or was filed late, and a score out of 100 with the reasons. Needs no account. Use it whenever…
compare_salary_dividendsWork out the most tax-efficient mix of salary and dividends for a UK limited company director from the company's profit, against taking it all as salary. An estimate for the current UK tax year. Needs no account.
compare_sole_trader_vs_ltdCompare the tax and take-home of trading in the UK as a sole trader against a limited company, at a given profit. An estimate for the current UK tax year. Needs no account.
estimate_sole_trader_taxEstimate the income tax and National Insurance a UK sole trader should set aside, and any payments on account, from their profit. An estimate for the current UK tax year. Needs no account.
get_transactionsGet transactions for the company with optional filters. Returns currency, amount_gbp and exchange_rate. A row with expected_income: true is an uploaded sales invoice still waiting to be paid, NOT money received: leave it out of any cash, income received or bank balance figure. F…
get_balanceGet current account balance
get_deadlinesGet upcoming tax and filing deadlines. Each carries support (files, prepares, workpaper, reminder_only, or null for a payment) and support_note: what AccountsOS does for it. reminder_only means AccountsOS does not produce the form.
get_vat_summaryGet VAT summary for a calendar quarter, or for any VAT period with start_date and end_date
search_documentsSearch uploaded documents (receipts, invoices). Can also list documents by status without a query — status ["pending", "error"] is the Incoming queue. Called with no arguments it lists the newest uploads (up to 25).
read_wikiRead a page from Finn's knowledge base — compiled UK (and US) tax and accounting guidance: rules, cross-references, edge cases, plain-English advice for company directors. Call with page="index" first to list all available pages.
search_wikiSearch Finn's knowledge base by keyword. Returns matching page names and excerpts. Use when unsure which page covers a topic.
read_company_wikiRead a page from this company's private memory wiki — Finn's long-term per-company notes (preferences, decisions, people, recurring Q&A). Call with slug="index" first to list available pages.
search_company_wikiSearch this company's private memory wiki by keyword. Returns matching page slugs, titles and excerpts.
get_tax_factsLook up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, self_assessment, home_office, mtd). Returns the figure plus its source.
search_tax_factsSearch UK tax knowledge by keyword when unsure which category/item to look up. Returns matching tax facts across all categories.
list_categoriesList available transaction categories for categorization
get_dla_balanceGet the Director's Loan Account (DLA) balance and recent transactions. Shows if director owes company or vice versa, with section 455 tax warnings.
get_invoicesGet invoices the user has raised, with summary stats on outstanding and overdue amounts. Use when user asks about invoices, outstanding payments, or money owed to them.
get_contactsList contacts (clients, suppliers, leads). Use when user asks about customers, suppliers, or contacts.
get_billsGet supplier bills/invoices owed by the company. Shows what you owe to suppliers.
get_estimatesGet estimates/quotes sent to clients.
get_profit_and_lossGet Profit and Loss (income statement) report for a period.
get_balance_sheetGet Balance Sheet report as at a given date.
get_trial_balanceGet Trial Balance showing all account balances.
get_tasksGet tasks and to-dos for the company.
get_expense_claimsGet expense claims and reimbursement requests.
get_bank_accountsList bank accounts connected to the company.
get_journal_entriesGet General Ledger journal entries. Double-entry accounting records.
list_opportunitiesList sales pipeline opportunities/deals. Shows prospects, their stage, value, and next actions.
get_opportunityGet detailed information about a specific pipeline opportunity/deal, including notes and activity history.
get_income_by_currencyCurrency-split income (or expense) totals in ONE compact call: face totals grouped by each transaction currency (e.g. EUR face vs GBP face) PLUS the company functional-currency total for the same set. Use when the user asks "total income in EUR and in GBP", "how much came in in…
get_financial_snapshotGet the headline money figures in one call: cash, what the company is owed (open invoices), what it owes (open bills), and net profit this month, the EXACT numbers on the user's Home dashboard. Use for "how am I doing", "how much am I owed", "what do I owe", "what's my position"…
get_integration_statusSee every integration for this company and user in one call: what's connected (banks, HMRC MTD, Stripe, Deel, Gmail, WhatsApp, Telegram, Slack, Xero and the rest), what's available but not connected, and whether data is actually FLOWING through each connected feed (flowing / qui…
get_gst_hst_returnCanada: prepare the GST/HST return (GST34) for a period: 'GST return', 'HST return', 'GST report', 'what do I owe CRA', 'my Q3 GST'. Returns every line (101 to 113C), the balance owing or refund, the due date and any warnings. Defaults to the last completed reporting period. Alw…
get_gifi_statusCanada: is my GIFI ready for the T2, which accounts are not mapped or need review, and do the balance checks pass. 'is my GIFI ready', 'GIFI mapping', 'T2 schedule 100 / 125'. Maps any new accounts first. AccountsOS prepares the GIFI trial balance for the accountant's T2 softwar…
get_vat_periodsList the company's VAT return periods and their status (open, locked, submitted, failed, overdue), with the net VAT due, due date, and HMRC receipt for any submitted ones. Use this FIRST when the user asks about VAT returns, "which quarters are outstanding", "have I filed Q1", o…
get_hmrc_vat_obligationsRead the company's VAT obligations (the returns HMRC expects, with their period keys, start/end dates, due dates, and whether they are Open or Fulfilled) directly from HMRC MTD. Use when the user asks "what does HMRC say I owe a return for", "when is my next VAT return due accor…
get_hmrc_vat_liabilitiesRead the company's VAT liabilities (amounts HMRC says are owed and when they are due) directly from HMRC MTD. Use when the user asks "how much VAT do I owe HMRC", "what's outstanding on my VAT account". Requires HMRC MTD connected.
get_hmrc_vat_paymentsRead the VAT payments HMRC has received on the company's account directly from HMRC MTD. Use when the user asks "has HMRC received my VAT payment", "what VAT have I paid". Requires HMRC MTD connected.
check_vat_numberCheck a UK VAT registration number against HMRC's live Check-a-UK-VAT-number register and return the registered trader name and address. GB only. A "not registered" answer is a real answer from HMRC, not an error. Use this when the user asks whether a VAT number is valid, when a…
get_incoming_messagesRead the company's Incoming inbox: messages that arrived by email, WhatsApp, Slack or Telegram (sender, subject, preview, attachments and their processing status), plus a count of documents still processing or failed. Use whenever the user asks what is waiting in Incoming, wheth…
get_gov_guidanceSearch official GOV.UK tax and business guidance. Use when the user asks "what does HMRC say about X?", asks about tax rules, filing requirements, or wants to know the official guidance on a topic like VAT, corporation tax, dividends, or director responsibilities.
get_aged_debtorsAged debtors report: outstanding invoices grouped by contact, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who owes me money", "what's in our debtors book", "show aged receivables", or wants to pick which clients to chase. Rea…
get_aged_creditorsAged creditors report: outstanding bills grouped by supplier, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who do I owe", "what bills are due", "show aged payables", or is planning supplier payments. Read-only.
get_goalsGet active business/financial goals and their progress. Use when user asks about their goals, targets, or how they are tracking against objectives.
list_employeesList active employees for the company. Use when the user asks about their employees, staff, team members, or headcount.
get_payroll_summaryGet year-to-date payroll figures, last run date, and next payment due. Use when user asks about payroll costs, total salary spend, or when the next payroll run is. For a salary, drawings or "what have I paid myself" question read list_employees (the configured salary), this (whe…
get_projectsList projects (pipeline, active, completed). Use when the user asks about their projects, deals, or pipeline.
get_project_pnlGet a deal/project's mini P&L: income, costs by category, and net margin, computed from bank transactions linked to it, plus invoice/bill/expense-claim commitment summaries. Use for "how is project X doing", "project profit", "mini P&L for a project", and for the final report wh…
get_chart_of_accountsList account categories (chart of accounts). Use when the user asks about their chart of accounts, account codes, or available categories for categorizing transactions. On a national chart an account marked takes_postings: false is a heading with analytic accounts under it: neve…
get_filed_accounts_historyThe year-by-year figures from the accounts this company has filed at Companies House, newest first: balance sheet lines (fixed assets, current assets, creditors, net assets, capital and reserves), average employees, turnover and profit after tax where the filing includes a profi…
get_year_on_yearHow this year compares with last year and the years before: are we up or down on last year, revenue and profit trend, margin, cash at year end, year on year, same time last year, how did last year go. Returns the completed years (from the ledger or the filed accounts), the curre…
get_budget_vs_actualBudget vs actual: how the company is doing against its budget. Use when the user asks about budget, against budget, over budget, under budget, budget vs actual, budget variance, are we on track, or how a month, quarter or the year compares with the plan. Returns, for each income…
get_fx_ratesExchange rates: the closing rate for a currency pair on a date, or a series over a range. Use when the user asks for an exchange rate, FX, a currency conversion, what the euro to dirham or pound to dollar rate is, what a currency move cost us, or whether it is cheaper to buy in…
get_fixed_assetsList fixed assets on the register with cost, net book value, monthly depreciation and status. Returns total_cost, total_accumulated_depreciation and total_nbv for the active assets: quote those, never add the register up yourself. Use when the user asks about their asset registe…
get_capital_allowance_hintGet a tax capital allowance hint for a fixed asset (book depreciation vs tax relief). GB companies get AIA/WDA guidance from official rates; other countries get a jurisdiction note. Use when the user asks about capital allowances, AIA, or tax relief on a specific asset — not a f…
get_reconciliation_statusReconciliation per bank account: every uploaded statement with its own opening and closing balance as printed, the books' balance at its end date, the difference and whether they agree (month by month), plus the unreconciled transaction count and the newest unreconciled lines. U…
get_cash_flow_forecast13-week cash-flow forecast. Returns current bank balance, projected weekly inflows/outflows/running balance for the next 13 weeks, projected low point, recurring patterns detected from history, outstanding invoices expected to clear, recurring invoice projections, and tax deadli…
get_dividendsList dividend records. Use when user asks about dividends paid, dividend history, or shareholder payments.
get_recurring_invoicesList recurring invoice templates. Use when user asks about recurring invoices, scheduled invoices, or subscription billing.
deel_list_contractsList contracts from the user's Deel account. Use when the user asks about their Deel contracts, contractors, or team members managed through Deel.
deel_get_invoicesGet invoices from the user's Deel account. Shows contractor payment invoices. Use when the user asks about Deel payments, contractor invoices, or payment history.
deel_get_payment_receiptsGet payment receipts from Deel showing payments made to contractors. Use when the user asks about specific Deel payments or needs payment proof.
deel_calculate_employment_costCalculate the total cost of hiring someone in a specific country through Deel EOR. Use when the user asks "how much would it cost to hire in [country]?" or about employment costs abroad.
deel_calculate_take_home_payCalculate take-home pay for a given salary in a specific country. Use when the user asks about net pay, take-home salary, or deductions in a country.
deel_get_peopleList people (contractors and employees) in the user's Deel organization. Use when the user asks about their Deel team, workforce, or contractor list.
get_document_linksGet the documents linked to ONE entity (transaction, invoice, bill, estimate, contact, project, expense claim), or the entities linked to ONE document. Every call needs either document_id, or entity_type together with entity_id: there is no "list all links" call, and a call with…
find_related_documentsFind documents that might be related to an entity based on amount, vendor, date, and reference matching. Shows both already-linked documents and AI-suggested matches. Use when user asks "are there any receipts for this transaction?" or "find documents related to this invoice".
get_accounts_statusGet the status of annual accounts preparation for the current company. Returns the current accounting period, preparation status, and next steps. Use when the user asks about their annual accounts, Companies House filing, year-end accounts, or corporation tax deadline.
get_attentionReturn the proactive, ranked list of everything that currently needs the user's attention across their whole account: missing bank statements, unreconciled transactions, upcoming tax/filing deadlines, a month-end ready to close, annual accounts ready to file, overdue invoices to…
get_risk_flagsList the entries Finn flagged for a second look before they reach a VAT return: suspect or duplicate receipts and invoices, VAT added to a zero-rated purchase, VAT that does not fit the total, personal-looking purchases and amounts out of line with a supplier. Use when the user…
lookup_companyLook up a UK company on Companies House: search by name to find candidates, or fetch one by its number for the public record, its directors and its filing dates. Needs no account. Without an account it is UK only.
find_duplicate_bank_accountsFind manual bank accounts that look like the same real-world account as a live bank feed (Revolut Business, Starling, Wise, Mercury, Qonto, Airwallex, Stripe Treasury) already connected — the classic case where a user uploaded statements into a manual account, then later connect…
lookup_tax_ruleLook up a verified tax or accounting rule by its key, for any of the 32 countries AccountsOS covers. Needs no account: pass country. Call list_tax_rules first to find the keys. If the country is not covered it says so, and you must not quote another country's rules instead.
get_qfzp_statusGet the active company's QFZP (Qualifying Free Zone Person) status for UAE Corporate Tax. Returns the qualifying/non-qualifying income split, de minimis status (ok / warning / breach), free zone name, substance declaration state, and per-zone smart hints (e.g. audited accounts r…
list_tax_rulesList the verified tax and accounting rules AccountsOS holds for a country, with their keys and summaries: VAT or GST, company tax, income tax, payroll and deadlines. Needs no account: pass country. Use it for any tax question about a named country.
Details
| Endpoint | https://accounts-os.com/api/mcp/plugin (Streamable HTTP) |
| Package | @thriveventurelabs/[email protected] (NPM, stdio) |
| First published | 28 Oct 2026 |
| Last updated | 28 Oct 2026 |
| Registry name | io.github.paulgosnell/accountsos-mcp |
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