MTD Chase — chase clients for MTD records

MTD Chase

MTD Chase is a records chaser for UK bookkeepers and small accountancy practices, run from their AI assistant: each client gets a personal no-login link for their Making Tax Digital quarterly records, reminders go out on their own, and you can ask who is still outstanding.

MTD Chase is a remote MCP server. You add one address to Claude, ChatGPT, Cursor or any assistant that supports remote MCP servers, sign in once with an emailed link, and then ask in plain English. There is nothing to install.

• Website: https://mtd-chase.smallwright.com/
• MCP server: https://mtd-chase.smallwright.com/mcp (streamable HTTP, OAuth sign-in)
• Price: Free for up to 5 clients; £19 a month for up to 75 clients (as of November 2026). MTD Chase does not file anything with HMRC and is not HMRC-recognised software.
• Made by Smallwright, a small software studio (VINNYROO LLC). Support: [email protected]

Connect it

Claude (claude.ai, desktop, mobile): Settings → Connectors → Add custom connector → paste the address → Connect, then sign in with the emailed link.

ChatGPT: Settings → Apps & Connectors → Advanced settings → turn on Developer mode → Create → paste the address, choose OAuth → sign in.

Cursor / VS Code / other MCP clients: add a remote server, for example in mcp.json:

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

Step by step: https://mtd-chase.smallwright.com/connect

Things to ask

• "These are my MTD clients: …"
• "Chase everyone for Q3, records by the 28th."
• "Who's still outstanding?"
• "When's the next MTD deadline?" (works before you sign in)

FAQ

What is MTD Chase?

A records chaser for UK bookkeepers and small accountancy practices, run from your AI assistant: each client gets a personal no-login link for their Making Tax Digital quarterly records, reminders go out on their own before the date you set, and you can ask who is still outstanding.

Does it file my MTD returns with HMRC?

No. MTD Chase does not file anything with HMRC and is not HMRC-recognised software. It gets the records to you; you file from your own MTD software.

What does it cost?

Free for up to 5 clients for good, then £19 a month for up to 75 clients (as of November 2026). The assistant never pays; a person upgrades from a link.

Do my clients need an account or an app?

No. Each client gets one personal link that works on a phone, with no login or app.

Can my AI assistant see my clients' files?

Your assistant sees client names, statuses, dates and file names, never the files themselves.

How is it different from Xero, TaxDome or Karbon?

Your ledger's connector (for example Xero's MCP server) reads and writes bookkeeping data; practice-management suites such as TaxDome and Karbon run jobs, portals and billing. MTD Chase does one job: getting each client's quarterly records in on time.

Tools

Tool	Kind	What it does
get_mtd_deadlines	read	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 days until the next deadline.
request_feature	change	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, status and any workaround with existing tools.
list_my_requests	read	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 ones the reason.
get_started	read	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 things the practitioner can say.
update_practice	change	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 many days before the HMRC deadline Clients are asked to send by (0–30, default 10; applies to Chases started afterwards), how many days after a deadline files are kept (30–365), daily summary email on/off, and the default checklist new Chases ask Clients for (1–8 items; running Chases keep theirs).
export_practice_data	read	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 for the signed-in practitioner.
add_clients	change	Adds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name.
update_client	change	Changes one Client's name, email, mobile, period type (standard/calendar), tags or reference.
archive_client	change	Archives a Client who has left: their open Chases become skipped and their links stop working; they stop counting towards the plan limit.
list_clients	read	Lists Clients with contact details, period type, tags and the status of their Chase for the current Quarter.
start_chase	change	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 practice's plan until they send their records.
get_chase_links	read	Returns each Client's personal records link for a Quarter and a ready-to-paste message for a messaging app or text.
mark_chase	change	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_report/skipped and resume for waiting/partial.
list_records	read	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 for the signed-in practitioner, and the Client's note marked as written by the Client.
set_nudge_plan	change	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): days before it, on the day, and days after it, sent at 09:00 UK time on weekdays.
send_nudges_now	change	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.
pause_nudges	change	Stops all Nudges to one Client until a date (YYYY-MM-DD) or until resumed; resume:true restarts them.
whos_outstanding	read	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, whether they opened their link, and counts per status.
get_client_history	read	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 or after the HMRC deadline) — with a one-line summary.
whats_new	change	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.

Guides and comparisons

• Pricing — MTD Chase
• Connect your assistant — MTD Chase
• MTD quarterly update deadlines — MTD Chase
• How to chase clients for MTD quarterly records — MTD Chase
• Xero Ask vs MTD Chase — MTD Chase
• Content Snare vs MTD Chase — MTD Chase
• TaxDome vs MTD Chase — MTD Chase
• Karbon vs MTD Chase — MTD Chase
• Remindoo vs MTD Chase — MTD Chase
• Missed the 7 November MTD quarterly update? What happens now — MTD Chase
• Do I need MTD for Income Tax? Free checker — MTD Chase
• MTD quarterly deadline calculator (with calendar file) — MTD Chase
• Free MTD deadline widget for accountants' websites — MTD Chase
• MTD records request templates: email and WhatsApp — MTD Chase
• MTD for Income Tax client onboarding checklist — MTD Chase
• MCP server and Claude connector for UK accountants — MTD Chase

About this repository

This repository is the public home of MTD Chase on GitHub: documentation and issue tracking. The service itself is hosted; its source code is not published here. Questions, bugs and feature requests: open an issue or email [email protected]. You can also ask your assistant to file a request; MTD Chase has a request_feature tool.