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)

Terminal

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

config.json

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

Option 2: Using npx

config.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

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

bash

# 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:

Terminal

npm install -g @thriveventurelabs/accountsos-mcp

License

MIT