The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the PolyAccounts accounting listing page.
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.
| Connection | What it does | What you need |
|---|---|---|
| Sandbox | A synthetic company with a starter chart of accounts, two months of activity and a 7-day full-access credential, created by the agent itself | npx -y --package=https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.2.1/polyaccounts-mcp-1.2.1.tgz polyaccounts-mcp, then call create_sandbox |
| Remote MCP | Streamable HTTP at https://polyaccounts.com/mcp with OAuth 2.1 | A client that supports remote MCP (Claude, ChatGPT, Cursor and others); an administrator approves once |
| Hosted connector (stdio) | Full company-scoped reads, creation, updates, soft deletion and documented accounting workflows | Node.js 20 or later and a credential from Settings, or a sandbox |
| Synthetic demo | Four read-only tools, two review prompts, an invented company | Node.js 20 or later, or an MCPB-compatible desktop client |
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.
Reusable, model-agnostic procedures in workflows/: expense review,
financial review, matter billing cycle for law
firms, month-end close, and trust three-way
reconciliation.
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.
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.
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. trial_balance 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.
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.
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.
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.
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.