Accountsos MCP server
Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.
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If you have run it, two minutes of your experience saves the next person an afternoon.
Accountsos tools (41, 13 write)
write = sends, deletes, buys or postsRead from the package source without running it. The installed server may list more.
add_opportunity_noteAdd a note to an opportunity.
categorize_transactionGet AI-suggested category for a transaction. Returns category, confidence score, and reasoning.
create_billwrite actionRecord a supplier bill.
create_contactwrite actionCreate a new contact.
create_deadlinewrite actionCreate a new tax or filing deadline reminder.
create_estimatewrite actionCreate a new estimate/quote.
create_opportunitywrite actionCreate a new pipeline opportunity.
create_taskwrite actionCreate a new task.
create_transactionwrite actionCreate a new manual transaction. Will auto-categorize if no category provided.
delete_projectwrite actionDelete an empty project/deal. Refuses if records are still linked.
get_balanceGet current account balance. Shows total balance and breakdown by account.
get_balance_sheetGet Balance Sheet report.
get_bank_accountsList bank accounts.
get_billsGet supplier bills owed by the company.
get_contactsList contacts (clients, suppliers, leads).
get_deadlinesGet upcoming tax and filing deadlines. Shows VAT returns, corporation tax, confirmation statements, etc.
get_dla_balanceGet Director's Loan Account balance.
get_estimatesGet estimates/quotes.
get_expense_claimsGet expense claims.
get_invoicesGet invoices with summary stats.
get_journal_entriesGet GL journal entries.
get_opportunityGet opportunity details with notes.
get_profit_and_lossGet Profit and Loss report.
get_tasksGet tasks and to-dos.
get_tax_factsLook up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, etc.). Returns the figure plus source.
get_transactionsGet transactions with optional filters. Use this to query financial transactions, expenses, and income.
get_trial_balanceGet Trial Balance.
get_vat_summaryGet VAT summary for a quarter. Shows VAT output (charged), input (reclaimable), and amount due.
list_categoriesList available transaction categories for categorization. UK GAAP compliant categories.
list_opportunitiesList sales pipeline opportunities.
pay_billwrite actionRecord a payment against a bill.
read_company_wikiRead a page from this company's private memory wiki (Finn's long-term per-company notes). Call with slug="index" first to list pages.
read_wikiRead a page from Finn's knowledge base — compiled UK/US tax and accounting guidance. Call with page="index" first to list all pages.
search_company_wikiSearch this company's private memory wiki by keyword.
search_documentsSearch uploaded documents like receipts and invoices by content or vendor name.
search_tax_factsSearch UK tax knowledge by keyword across all categories.
search_wikiSearch Finn's knowledge base by keyword. Returns matching page names and excerpts.
update_opportunity_stagewrite actionMove an opportunity to a different stage.
update_projectwrite actionRename a project/deal, or change its notes, contact, or status.
update_transactionwrite actionUpdate a transaction's category, notes, or reconciliation status.
upload_documentwrite actionUpload a document (receipt, invoice, bank statement) for AI processing and data extraction.
Public scan report
scanner v0.1.5 · 2026-09-19 · same rubric, same numbers if you re-run it
- Code scan5 source files scanned25/25
- –Live reliabilityno gateway calls yet and no remote to proben/a
- –Tool poisoningtools not inspected (local package is not executed); not countedn/a
- Auth qualitystatic API keys via environment variables6/15
- Maintenancelast push 2 days ago15/15
- Maintainer identitynamespace and repository owner differ4/10
Grade history
- 2026-09-19restoreC → Bscore 77
Install directly
Runs npx -y @thriveventurelabs/accountsos-mcp on your machine. Read the scan report first; the gateway never runs local packages.
claude mcp add accountsos-mcp -- npx -y @thriveventurelabs/accountsos-mcp
Accountsos: common questions
- Is Accountsos MCP server safe?
- Mostly: it is graded B (77/100). Read the Accountsos safety report
- How do I install Accountsos?
- It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.
- Does Accountsos need an API key?
- Yes. The registry entry asks for
ACCOUNTSOS_API_KEY. - Is Accountsos maintained?
- The last commit was 3 days ago (2026-09-17). The latest release is v0.3.1.