Productivity
accounts-os.com
Manages financial transactions, balances, deadlines, and VAT summaries for accounting purposes.
ENDPOINT 1
https://accounts-os.com/api/mcp
MCP server metadata
- Name
- accountsos
- Version
- 1.0.0
Known tools 84
read_wikiRead 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 directors.
Inferred read-onlyread_company_wikiRead a page from this company's private memory wiki — Finn's long-term per-company notes (preferences, decisions, people, recurring Q&A).
Inferred read-onlyget_tax_factsLook up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, self_assessment, home_office, mtd).
Inferred read-onlysearch_tax_factsSearch UK tax knowledge by keyword when unsure which category/item to look up.
Inferred read-onlyupload_documentUpload a document (receipt, invoice, bank statement) for processing.
Potential side effectsupdate_transactionUpdate a transaction (category, notes, reconciliation status)
Potential side effectsget_dla_balanceGet the Director's Loan Account (DLA) balance and recent transactions.
Inferred read-onlyget_invoicesGet invoices the user has raised, with summary stats on outstanding and overdue amounts.
Inferred read-onlyget_opportunityGet detailed information about a specific pipeline opportunity/deal, including notes and activity history.
Inferred read-onlyupdate_opportunity_stageMove an opportunity to a different pipeline stage (e.g., from Lead to Proposal).
Inferred read-onlyget_financial_snapshotGet the headline money figures in one call — cash, what the company is owed (open invoices), what it owes (open bills), and net profit this month — the EXACT numbers on the user's Home dashboard.
Inferred read-onlyget_integration_statusSee every integration for this company and user in one call: what's connected (banks, HMRC MTD, Stripe, Deel, Gmail, WhatsApp, Telegram, Slack, Xero and the rest), what's available but not connected, and whether data is actually FLOWING through each connected feed (flowing / quiet / error, last event, 7-day event count, error message).
Potential side effectsget_vat_periodsList the company's VAT return periods and their status (open, locked, submitted, failed, overdue), with the net VAT due, due date, and HMRC receipt for any submitted ones.
Inferred read-onlycalculate_vat_periodPreview the 9-box VAT breakdown for a period WITHOUT locking it.
Inferred read-onlyget_hmrc_vat_obligationsRead the company's VAT obligations (the returns HMRC expects, with their period keys, start/end dates, due dates, and whether they are Open or Fulfilled) directly from HMRC MTD.
Inferred read-onlyget_hmrc_vat_liabilitiesRead the company's VAT liabilities (amounts HMRC says are owed and when they are due) directly from HMRC MTD.
Inferred read-onlyget_hmrc_vat_paymentsRead the VAT payments HMRC has received on the company's account directly from HMRC MTD.
Inferred read-onlycheck_vat_numberCheck a UK VAT registration number against HMRC's live Check-a-UK-VAT-number register and return the registered trader name and address.
Inferred read-onlyget_aged_debtorsAged debtors report: outstanding invoices grouped by contact, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+).
Inferred read-onlyget_aged_creditorsAged creditors report: outstanding bills grouped by supplier, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+).
Inferred read-onlyget_payroll_summaryGet year-to-date payroll figures, last run date, and next payment due.
Potential side effectsget_project_pnlGet a deal/project's mini P&L: income, costs by category, and net margin, computed from bank transactions linked to it, plus invoice/bill/expense-claim commitment summaries.
Potential side effectsget_fixed_assetsList fixed assets on the register with cost, net book value, monthly depreciation and status.
Inferred read-onlyget_capital_allowance_hintGet a tax capital allowance hint for a fixed asset (book depreciation vs tax relief).
Inferred read-onlymonth_close_summaryComposite read returning everything needed to close a month in one call: P&L for the period, balance-sheet snapshot at period end, VAT summary if registered, unreconciled transaction count, outstanding invoices, and overdue deadlines.
Inferred read-onlydeel_get_payment_receiptsGet payment receipts from Deel showing payments made to contractors.
Potential side effectsdeel_calculate_employment_costCalculate the total cost of hiring someone in a specific country through Deel EOR.
Inferred read-onlydeel_calculate_take_home_payCalculate take-home pay for a given salary in a specific country.
Potential side effectsdeel_get_peopleList people (contractors and employees) in the user's Deel organization.
Inferred read-onlyget_document_linksGet all documents linked to an entity (transaction, invoice, bill, estimate, contact, project, expense claim), or all entities linked to a document.
Potential side effectsfind_related_documentsFind documents that might be related to an entity based on amount, vendor, date, and reference matching.
Inferred read-onlyget_accounts_statusGet the status of annual accounts preparation for the current company.
Inferred read-onlyget_attentionReturn the proactive, ranked list of everything that currently needs the user's attention across their whole account: missing bank statements, unreconciled transactions, upcoming tax/filing deadlines, a month-end ready to close, annual accounts ready to file, overdue invoices to chase, and open tasks.
Inferred read-onlylookup_companyLook up a UK company on Companies House — search by name to find candidates, or fetch a single company by its number to get the full public record (registered name, number, status, incorporation date, registered office address, SIC codes, directors/officers, and filing deadlines).
Inferred read-onlyfind_duplicate_bank_accountsFind manual bank accounts that look like the same real-world account as a live bank feed (Revolut, Starling, Wise, Mercury, Plaid) already connected — the classic case where a user uploaded statements into a manual account, then later connected the live feed for the same account, leaving duplicate transactions that double-count cash and inflate the P&L.
Inferred read-onlyget_qfzp_statusGet the active company's QFZP (Qualifying Free Zone Person) status for UAE Corporate Tax.
Inferred read-onlylist_tax_rulesList all available verified tax/accounting rule keys for the active company's country (UK or UAE), optionally filtered by category.
Inferred read-onlyrecall_conversationsRecall what you and the user discussed in PAST conversations (across earlier sessions, including voice and video calls).
Inferred read-onlyCONNECT WITH APPROVAL
Client installation
Review this server and its permissions before adding it. Secret placeholders must be set locally.
Codex
~/.codex/config.toml
[mcp_servers.accountsos]
url = "https://accounts-os.com/api/mcp"
enabled = trueClaude Code
.mcp.json
{
"mcpServers": {
"accountsos": {
"type": "http",
"url": "https://accounts-os.com/api/mcp"
}
}
}Claude Desktop
Settings → Connectors → Add custom connector
Name: accountsos
Remote MCP URL: https://accounts-os.com/api/mcpAdd this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.
Cursor
.cursor/mcp.json
{
"mcpServers": {
"accountsos": {
"url": "https://accounts-os.com/api/mcp"
}
}
}Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"accountsos": {
"type": "http",
"url": "https://accounts-os.com/api/mcp"
}
}
}Generic MCP
Client-specific MCP configuration
{
"name": "accountsos",
"transport": "streamable-http",
"url": "https://accounts-os.com/api/mcp"
}MCP Inspector
Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.
TRUST AND VERIFICATION EVIDENCE
Trust Data Available
BuiltWith Trust API v2 evidence for accounts-os.com was fetched 2026-07-31T12:25:57.625Z and is being refreshed.
accounts-os.com is assessed as Trusted: Domain runs a meaningful technology spend, consistent with a real business.
Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.