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AccountsOS

@paulgosnellMCP server · External

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

Accountingv0.3.1TypeScript
Freeno charge per call

Runs on your machine from its package; the steps are below.

What it does

  1. Reads
  2. Writes
  3. High impact

At most: only reads or looks up information.

What it costs

Free

Odel charges nothing per call. The publisher may charge for its own service.

Runs locally over stdio

This server isn't hosted — your MCP client launches it from a package registry. Use one of the commands below, or drop the config into your client (e.g. Claude Desktop).

npm@thriveventurelabs/accountsos-mcpv0.3.1

Run

npx -y @thriveventurelabs/accountsos-mcp

MCP client config

{
  "mcpServers": {
    "accountsos": {
      "command": "npx",
      "args": [
        "-y",
        "@thriveventurelabs/accountsos-mcp"
      ]
    }
  }
}
README2 min read

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

bash
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

json
{
  "mcpServers": {
    "accountsos": {
      "command": "accountsos-mcp",
      "args": [],
      "env": {
        "ACCOUNTSOS_API_KEY": "your-api-key-here"
      }
    }
  }
}

Option 2: Using npx

json
{
  "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

ToolDescription
get_transactionsQuery transactions with filters (date, category, amount, search)
get_balanceGet current account balance(s)
get_deadlinesView upcoming tax and filing deadlines
get_vat_summaryGet VAT summary for any quarter
search_documentsSearch uploaded receipts and invoices
list_categoriesList available UK GAAP transaction categories

Write Operations

ToolDescription
create_transactionCreate a new transaction (with auto-categorization)
update_transactionUpdate category, notes, or reconciliation status
categorize_transactionGet AI-suggested category for a transaction
create_deadlineCreate a new tax/filing deadline reminder

Available Resources

ResourceDescription
accountsos://companyCompany details and settings
accountsos://transactionsMost recent 50 transactions
accountsos://documentsUploaded documents
accountsos://deadlinesUpcoming 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

bash
# Install dependencies
npm install

# Build
npm run build

# Run locally (for testing)
ACCOUNTSOS_API_KEY=sk_live_xxx npm start

Environment Variables

VariableRequiredDescription
ACCOUNTSOS_API_KEYYesYour AccountsOS API key
ACCOUNTSOS_BASE_URLNoOverride 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:

bash
npm install -g @thriveventurelabs/accountsos-mcp

License

MIT

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