AccountsOS MCP Server

Give Claude Desktop access to your UK accounting data via the Model Context Protocol (MCP).

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

License

MIT