io.github.paulgosnell/accountsos-mcp

up checked 2026-11-11T07:39:38.238Z

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Publisher-provided title

AccountsOS

Publisher-provided description

Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.

Summary by lookupd

Lets an agent query live UK bookkeeping data such as balances, transactions, VAT, invoices, deadlines and tax estimates, and add documents.

Install

Claude Code, remote (streamable-http)

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

Claude Code, npm package (stdio)

claude mcp add accountsos -- npx -y @thriveventurelabs/accountsos-mcp

Codex, remote (streamable-http)

codex mcp add accountsos --url https://accounts-os.com/api/mcp/plugin

Codex, npm package (stdio)

codex mcp add accountsos -- npx -y @thriveventurelabs/accountsos-mcp

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

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

Cursor, npm package (stdio) → .cursor/mcp.json

{
  "mcpServers": {
    "accountsos": {
      "command": "npx",
      "args": [
        "-y",
        "@thriveventurelabs/accountsos-mcp"
      ]
    }
  }
}

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

Tools (showing 30 of 86)

Publisher-provided text

• list_companies List 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 mo
• update_company Save 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 cou
• link_company Save a UK (Companies House) or Irish (CRO) company from its official register onto the user's AccountsOS company: registered name, number, status, address, dire
• add_document Add 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 sa
• check_company Check 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, wh
• compare_salary_dividends Work 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 est
• compare_sole_trader_vs_ltd Compare 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
• estimate_sole_trader_tax Estimate 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
• get_transactions Get transactions for the company with optional filters. Returns currency, amount_gbp and exchange_rate. A row with expected_income: true is an uploaded sales in
• get_balance Get current account balance
• get_deadlines Get upcoming tax and filing deadlines. Each carries support (files, prepares, workpaper, reminder_only, or null for a payment) and support_note: what AccountsOS
• get_vat_summary Get VAT summary for a calendar quarter, or for any VAT period with start_date and end_date
• search_documents Search uploaded documents (receipts, invoices). Can also list documents by status without a query — status ["pending", "error"] is the Incoming queue. Called wi
• read_wiki Read 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
• search_wiki Search Finn's knowledge base by keyword. Returns matching page names and excerpts. Use when unsure which page covers a topic.
• read_company_wiki Read 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"
• search_company_wiki Search this company's private memory wiki by keyword. Returns matching page slugs, titles and excerpts.
• get_tax_facts Look up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage,
• search_tax_facts Search UK tax knowledge by keyword when unsure which category/item to look up. Returns matching tax facts across all categories.
• list_categories List available transaction categories for categorization
• get_dla_balance Get the Director's Loan Account (DLA) balance and recent transactions. Shows if director owes company or vice versa, with section 455 tax warnings.
• get_invoices Get invoices the user has raised, with summary stats on outstanding and overdue amounts. Use when user asks about invoices, outstanding payments, or money owed
• get_contacts List contacts (clients, suppliers, leads). Use when user asks about customers, suppliers, or contacts.
• get_bills Get supplier bills/invoices owed by the company. Shows what you owe to suppliers.
• get_estimates Get estimates/quotes sent to clients.
• get_profit_and_loss Get Profit and Loss (income statement) report for a period.
• get_balance_sheet Get Balance Sheet report as at a given date.
• get_trial_balance Get Trial Balance showing all account balances.
• get_tasks Get tasks and to-dos for the company.
• get_expense_claims Get expense claims and reimbursement requests.

Details

• Version: 0.3.2
• Transports: streamable-http, stdio
• Uptime (7 days): 100%
• Median latency: 867 ms
• First indexed: 2026-11-01T09:44:26.550Z
• Last seen in registry: 2026-11-01T09:44:26.689Z
• Repository: https://github.com/thriveventurelabs/accountsos-mcp-server
• Website: https://accounts-os.com

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