AccountsOS

npx add-mcp 'https://accounts-os.com/api/mcp/plugin'

AccountsOS 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