PolyAccounts agent kit

Accounting for companies that work with AI agents.

Evaluate exact balances and traceable ledger evidence before connecting a company. This repository contains only public connector code and invented demonstration data.

npx -y --package=https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.2.2/polyaccounts-mcp-1.2.2.tgz polyaccounts-mcp        # full connector. with no credential, call create_sandbox
npx -y --package=https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.2.2/polyaccounts-mcp-1.2.2.tgz polyaccounts-demo   # read-only synthetic demo

PolyAccounts is in early access. Evaluate with synthetic data in a sandbox or an approved workspace. Do not use this release for real customer books or statutory accounting. Reads are not metered. Limits and quotas: https://polyaccounts.com/limits.

Workflows

Reusable, model-agnostic procedures in workflows/: expense review, financial review, matter billing cycle for law firms, month-end close, and trust three-way reconciliation.

Install the demo

Download polyaccounts-demo.mcpb and open it in an MCPB-compatible client. For Claude Desktop, use Settings, Extensions, Advanced settings, Install Extension. Review the extension before installing. No account, database, API key or network connection is needed after installation.

For a stdio client, use this pinned configuration.

{
  "mcpServers": {
    "polyaccounts-demo": {
      "command": "npx",
      "args": [
        "--yes",
        "--package=https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.2.2/polyaccounts-mcp-1.2.2.tgz",
        "polyaccounts-demo"
      ]
    }
  }
}

Windows clients that cannot launch npx directly can install the package once and configure node with the absolute path to demo.mjs. Client settings differ.

Ask a useful question

What changed in expenses this month? Show the entries.

The synthetic company is Juniper Studio. Its clock is August 31, 2026. “This month” always means August compared with July, regardless of today's date. Expenses rise from USD 1200.0000 to USD 1850.0000, a USD 650.0000 change. Software accounts for 500.0000 and fees for 150.0000. Workspace costs do not change.

Use accounting_context, expense_changes and ledger_entries. Each category includes stable evidence IDs. profit_loss includes both sides of postings. The fixture uses exact integer arithmetic and returns decimal strings.

Run the working example without a model or external service.

git clone https://github.com/andrewblount/polyaccounts-agent-kit.git
cd polyaccounts-agent-kit
npm run example
npm test

The example starts the real MCP stdio process, retrieves the report and verifies all seven expense entries through the connection. It fails if an evidence ID is missing or the expected change does not reconcile. Inspect the evidence in a browser.

Connect with full accounting access

Download polyaccounts-hosted.mcpb for the hosted connector. In an approved workspace, an administrator opens Settings, For AI agents, and issues a company credential. Enter it in the extension's sensitive configuration field. The client can read and write that company's accounting data.

Or run the included standalone bridge with a protected token file.

{
  "mcpServers": {
    "polyaccounts": {
      "command": "node",
      "args": ["/absolute/path/polyaccounts-mcp.mjs"],
      "env": {
        "POLYACCOUNTS_TOKEN_FILE": "/absolute/path/agent-token"
      }
    }
  }
}

Keep credentials out of prompts, logs, screenshots, source control and issue reports. Use operating-system file permissions or a secret manager. The hosted bridge talks only to the configured HTTPS API and refuses redirects. Credentials can be revoked.

Start with accounting_context and confirm the company. Discover tools and operation schemas before acting. Record updates use revisions. Every write uses one stable idempotency key and a durable receipt. An uncertain result must be reconciled before trying a different action. Soft deletion preserves history. Approval, period and payment controls still apply. Recording a payment does not move bank funds.

The demo-only expense_changes tool is not in the hosted catalog. For hosted expense reviews, retrieve both periods and every ledger page, then aggregate exact values. Do not sum rounded display amounts or infer business causes without evidence.

• Full setup and accounting contract
• Generated hosted tools
• Supported workflows
• Expense review workflow
• Financial review workflow
• Early-access pricing
• Request an integration evaluation

Privacy Policy

The demo reads only its bundled fixture, makes no network calls and writes no files. The hosted connector sends requested accounting operations to the company API and returns results to your chosen client. That client or its model provider may process the results under its own terms. Review the PolyAccounts privacy policy. Support issues must contain only synthetic examples. Report credential or security issues privately to support@polyaccounts.com, not in a public GitHub issue.

The demo stores no accounting inputs or usage data and has no telemetry. Its fixture is bundled in the installation. Your MCP client may retain conversations according to its own settings. The hosted service retains company records and write receipts under its privacy policy. Contact support@polyaccounts.com with privacy requests.

This kit is MIT licensed. The license covers this repository, not the hosted service. Directory acceptance and recommendations are not guaranteed.