com.smallwright/mtd-chase

up checked 2026-11-10T22:37:36.394Z

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Publisher-provided title

MTD Chase — chase clients for MTD records

Publisher-provided description

UK bookkeepers: chase clients for Making Tax Digital quarterly records, upload links, reminders.

Summary by lookupd

Lets an agent manage tax clients, chase their quarterly records, send reminders and export practice data for review.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http mtd-chase https://mtd-chase.smallwright.com/mcp

Codex, remote (streamable-http)

codex mcp add mtd-chase --url https://mtd-chase.smallwright.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "mtd-chase": {
      "url": "https://mtd-chase.smallwright.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (20 tools)

Publisher-provided text

• get_mtd_deadlines Returns the four MTD for Income Tax quarterly update periods for a tax year (standard and calendar period ends), each deadline, the final declaration date, and
• get_started Returns the practice's setup and current position: plan and active Clients vs limit, Clients, open Chases per Quarter, settings still unset, and the next few th
• update_practice Changes what Clients see and how MTD Chase behaves for this practice: name shown to Clients, reply-to email, sign-off, phone shown on the Client's page, how man
• export_practice_data Exports everything the practice holds in MTD Chase (Clients, Chases with history, Nudges sent, Records list, requests) as one JSON file; returns a download link
• request_feature Files a request with MTD Chase when the user asks for something none of the other tools can do, or adds a vote to a matching open request; returns its ID, statu
• list_my_requests Lists the practice's feature requests with status (open, planned, live, declined), how many times each was asked for, the workaround meanwhile, and for declined
• whats_new Lists changes that went live recently in MTD Chase, and which of this practice's requests are now live, with the date each went live and what to say to try it.
• add_clients Adds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name. confirm:false (default
• update_client Changes one Client's name, email, mobile, period type (standard/calendar), tags or reference. Returns before → after. Use this when: a Client's details change.
• archive_client Archives a Client who has left: their open Chases become skipped and their links stop working; they stop counting towards the plan limit. confirm:false (default
• list_clients Lists Clients with contact details, period type, tags and the status of their Chase for the current Quarter. Use this when: looking up who the practice has, fin
• start_chase Starts chasing Clients for their records for a Quarter: each gets a personal link (no login, works on a phone) and a first email; then Nudges go out on the prac
• get_chase_links Returns each Client's personal records link for a Quarter and a ready-to-paste message for a messaging app or text. Use this when: the practitioner wants to sen
• mark_chase Sets one Client's Chase for a Quarter to ready, partial, nothing_to_report, skipped or back to waiting, with an optional note; Nudges stop for ready/nothing_to_
• list_records Lists the files (name, size, received) a Client sent through their link for a Quarter — or for every Client in a Quarter — with download links valid 24 hours fo
• set_nudge_plan Sets when Nudges (reminder emails) go out for every Chase, including ones already running, counted from the date Clients are asked to send by (the ask-by date):
• send_nudges_now Sends a Nudge email now to Clients who haven't finished sending records for a Quarter (waiting or partial), at most one per Client per day. confirm:false (defau
• pause_nudges Stops all Nudges to one Client until a date (YYYY-MM-DD) or until resumed; resume:true restarts them. The result warns if the pause runs past a deadline. Use th
• whos_outstanding Returns the Clients who haven't finished sending records for a Quarter (waiting or partial), with days to/after the date they were asked to send by, last Nudge,
• get_client_history Returns a Client's Chases across Quarters — when they finished and how many days early or late against the date they were asked to send by (and whether before o

Details

• Version: 0.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 513 ms
• First indexed: 2026-11-04T17:17:16.583Z
• Last seen in registry: 2026-11-04T17:17:16.583Z
• Website: https://mtd-chase.smallwright.com/

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