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Accountsos MCP server

by paulgosnell·io.github.paulgosnell/accountsos-mcp·v0.3.1

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

B77/100grade B
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B77/100

full report

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Growing

0 stars55 downloads/wk

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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 posts

Read from the package source without running it. The installed server may list more.

  • add_opportunity_note

    Add a note to an opportunity.

  • categorize_transaction

    Get AI-suggested category for a transaction. Returns category, confidence score, and reasoning.

  • create_billwrite action

    Record a supplier bill.

  • create_contactwrite action

    Create a new contact.

  • create_deadlinewrite action

    Create a new tax or filing deadline reminder.

  • create_estimatewrite action

    Create a new estimate/quote.

  • create_opportunitywrite action

    Create a new pipeline opportunity.

  • create_taskwrite action

    Create a new task.

  • create_transactionwrite action

    Create a new manual transaction. Will auto-categorize if no category provided.

  • delete_projectwrite action

    Delete an empty project/deal. Refuses if records are still linked.

  • get_balance

    Get current account balance. Shows total balance and breakdown by account.

  • get_balance_sheet

    Get Balance Sheet report.

  • get_bank_accounts

    List bank accounts.

  • get_bills

    Get supplier bills owed by the company.

  • get_contacts

    List contacts (clients, suppliers, leads).

  • get_deadlines

    Get upcoming tax and filing deadlines. Shows VAT returns, corporation tax, confirmation statements, etc.

  • get_dla_balance

    Get Director's Loan Account balance.

  • get_estimates

    Get estimates/quotes.

  • get_expense_claims

    Get expense claims.

  • get_invoices

    Get invoices with summary stats.

  • get_journal_entries

    Get GL journal entries.

  • get_opportunity

    Get opportunity details with notes.

  • get_profit_and_loss

    Get Profit and Loss report.

  • get_tasks

    Get tasks and to-dos.

  • get_tax_facts

    Look 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_transactions

    Get transactions with optional filters. Use this to query financial transactions, expenses, and income.

  • get_trial_balance

    Get Trial Balance.

  • get_vat_summary

    Get VAT summary for a quarter. Shows VAT output (charged), input (reclaimable), and amount due.

  • list_categories

    List available transaction categories for categorization. UK GAAP compliant categories.

  • list_opportunities

    List sales pipeline opportunities.

  • pay_billwrite action

    Record a payment against a bill.

  • read_company_wiki

    Read 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_wiki

    Read 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_wiki

    Search this company's private memory wiki by keyword.

  • search_documents

    Search uploaded documents like receipts and invoices by content or vendor name.

  • search_tax_facts

    Search UK tax knowledge by keyword across all categories.

  • search_wiki

    Search Finn's knowledge base by keyword. Returns matching page names and excerpts.

  • update_opportunity_stagewrite action

    Move an opportunity to a different stage.

  • update_projectwrite action

    Rename a project/deal, or change its notes, contact, or status.

  • update_transactionwrite action

    Update a transaction's category, notes, or reconciliation status.

  • upload_documentwrite action

    Upload 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

no findings
  • 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
Overall 77/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

Grade history

  • 2026-09-19restoreCBscore 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
Add to Cursor

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.

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