AccountsOS

Connect it to your AI

Claude Code

claude mcp add --transport http accountsos-mcp https://accounts-os.com/api/mcp/plugin

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://accounts-os.com/api/mcp/plugin

claude mcp add accountsos-mcp -e ACCOUNTSOS_API_KEY=… -- npx -y @thriveventurelabs/accountsos-mcp@0.3.1

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "accountsos-mcp": {
      "url": "https://accounts-os.com/api/mcp/plugin"
    }
  }
}

Tools it offers

60 tools, as the server itself reported during our check on Oct 31, 2026.

• 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
• 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 loo
• 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
• 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
• 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 produc
• 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 availab
• 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
• 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 a
• 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",
• 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
• 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 war
• 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 prep
• 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 retu
• 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
• 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
• 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 th

Questions