About AccountsOS
AccountsOS is an MCP server for businesses that need to query and update live accounting books through an MCP client. It combines read access to balances, transactions, VAT, documents, and deadlines with tools for writing transactions and reminders.
Key features
- 01Query balances and transactions
- 02View VAT summaries and filing deadlines
- 03Search receipts and invoices
- 04Create and update transactions
- 05Get transaction category suggestions
- 06Read company and ledger resources
Use cases
- 01Check account balances and recent spending
- 02Review quarterly VAT summaries and deadlines
- 03Find uploaded receipts or invoices
- 04Record a new client-meal transaction
MCP support
The server provides accounting tools and resources to clients such as Claude Desktop, Claude Code, and Cursor. Connection requires an AccountsOS API key.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://accounts-os.com/api/mcp/pluginclaude mcp add --transport http paulgosnell-accountsos https://accounts-os.com/api/mcp/plugin{"mcpServers":{"paulgosnell-accountsos":{"type":"http","url":"https://accounts-os.com/api/mcp/plugin"}}}Open in Cursor{"servers":{"paulgosnell-accountsos":{"type":"http","url":"https://accounts-os.com/api/mcp/plugin"}}}Open in VS Code{"mcpServers":{"paulgosnell-accountsos":{"type":"http","url":"https://accounts-os.com/api/mcp/plugin"}}}{"mcpServers":{"paulgosnell-accountsos":{"serverUrl":"https://accounts-os.com/api/mcp/plugin"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
41| Parameter | Type | Required | Description |
|---|---|---|---|
| limit | number | No | Max results to return. Default: 50 |
| search | string | No | Search in description |
| to_date | string | No | End date (YYYY-MM-DD) |
| category | string | No | Filter by category name |
| from_date | string | No | Start date (YYYY-MM-DD) |
| max_amount | number | No | Maximum amount |
| min_amount | number | No | Minimum amount |
Details
From the project READMEAccountsOS MCP Server
Query your live AccountsOS ledger from any MCP client (Claude Desktop, Claude Code, Cursor) via the Model Context Protocol.
AccountsOS runs jurisdiction playbooks for 26 countries. The UK is the proof jurisdiction, with live HMRC MTD VAT filing.
npm: https://www.npmjs.com/package/@thriveventurelabs/accountsos-mcp
Installation
Option 1: Global Install (Recommended)
npm install -g @thriveventurelabs/accountsos-mcp
Then add to Claude Desktop config:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"accountsos": {
"command": "accountsos-mcp",
"args": [],
"env": {
"ACCOUNTSOS_API_KEY": "your-api-key-here"
}
}
}
}
Option 2: Using npx
{
"mcpServers": {
"accountsos": {
"command": "npx",
"args": ["--yes", "@thriveventurelabs/accountsos-mcp@latest"],
"env": {
"ACCOUNTSOS_API_KEY": "your-api-key-here"
}
}
}
}
Get your API key from AccountsOS Settings.
Available Tools
Read Operations
| Tool | Description |
|---|---|
get_transactions | Query transactions with filters (date, category, amount, search) |
get_balance | Get current account balance(s) |
get_deadlines | View upcoming tax and filing deadlines |
get_vat_summary | Get VAT summary for any quarter |
search_documents | Search uploaded receipts and invoices |
list_categories | List available UK GAAP transaction categories |
Write Operations
| Tool | Description |
|---|---|
create_transaction | Create a new transaction (with auto-categorization) |
update_transaction | Update category, notes, or reconciliation status |
categorize_transaction | Get AI-suggested category for a transaction |
create_deadline | Create a new tax/filing deadline reminder |
Available Resources
| Resource | Description |
|---|---|
accountsos://company | Company details and settings |
accountsos://transactions | Most recent 50 transactions |
accountsos://documents | Uploaded documents |
accountsos://deadlines | Upcoming deadlines |
Example Prompts
Once connected, try asking Claude:
- "What's my account balance?"
- "Show me transactions from last month"
- "When is my next VAT deadline?"
- "How much have I spent on software subscriptions?"
- "Create a transaction for lunch with a client, £45"
- "What's my VAT summary for Q4 2024?"
Development
# Install dependencies
npm install
# Build
npm run build
# Run locally (for testing)
ACCOUNTSOS_API_KEY=sk_live_xxx npm start
Environment Variables
| Variable | Required | Description |
|---|---|---|
ACCOUNTSOS_API_KEY | Yes | Your AccountsOS API key |
ACCOUNTSOS_BASE_URL | No | Override API base URL (default: https://accounts-os.com) |
Troubleshooting
Server disconnected
Check logs at ~/Library/Logs/Claude/mcp-server-accountsos.log
npx issues
If npx has caching issues, use global install instead:
npm install -g @thriveventurelabs/accountsos-mcp
Disclaimer
This software provides general guidance about UK tax and accounting rules. It is not a substitute for professional advice from a qualified accountant or tax adviser. Always verify with HMRC source documents and consult a professional for advice specific to your circumstances.
License
MIT
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.