io.github.openaccountants/openaccountants

Official36 tools

by openaccountants · Python

OpenAccountants

Open-source AI accounting skills verified by licensed accountants (tax, VAT, payroll).

AI accounting expertise for tax, VAT, and payroll verified by licensed accountants.

Topics

taxaccountingaillmopen-sourcevatgstclaudechatgptmcpaccountantcompliancecpaincome-taxtax-returnagentic-taxverified-tax

Captured live from the server via tools/list.

list_skills

List published OpenAccountants skills with their quality tier and verification status. Optionally filter by jurisdiction (e.g. 'US', 'MT', 'DE', 'GB'), domain (the accounting area, e.g. 'vat-gst', 'payroll', 'income-tax'), or role ('foundation' | 'compute' | 'orchestrator' | 'reference'). Results are paginated (default 100, max 200 per call) — unfiltered browsing of the full ~1,100-skill catalogue requires paging via offset/next_offset, so jurisdiction/domain filters are strongly recommended.

Parameters (6)

jurisdictionstring
Filter by jurisdiction code, e.g. 'US', 'MT', 'DE'
domainstring
Filter by accounting domain: income-tax, vat-gst, payroll, bookkeeping, e-invoicing, formation, financial-statements, transfer-pricing, tax-optimization, crypto, cross-border, corporate-tax, estate-wealth-tax, references, sector-guidance, tooling.
rolestring
Filter by pipeline role: foundation, compute, orchestrator, reference.
categorystring
(Legacy) display label; prefer domain/role.
limitinteger
Max skills to return (default 100, max 200).
offsetinteger
Number of skills to skip — use the next_offset from the previous response to page through results (default 0).

get_skill

Fetch a published skill by slug, including its current-version markdown, quality tier, named verifier (where accountant-verified), and a provenance/attribution footer.

Parameters (1)

slugstringrequired
Skill slug, e.g. 'us-schedule-c-and-se-computation'

get_skill_sections

Fetch the parsed sections of a skill's current version. Each section has a heading and its markdown content. Use this to pull a specific section that get_skill listed in `section_index` as not inlined (e.g. a supplier-pattern library) — pass `section_index` to fetch just that one. Omit it to get every section.

Parameters (3)

slugstringrequired
Skill slug
section_indexinteger
Optional. Return only this section (matches the `index` from get_skill's `section_index`).
section_indicesarray
Optional. Return only these sections.

search_skills

Full-text search across all published tax and accounting skills. Find, lookup, query, or discover skills by keyword, tax concept, deduction type, form number, or regulation (e.g. 'home office deduction', 'crypto capital gains', 'reverse charge', 'Schedule C', '60-day reporting'). Optionally limit to one jurisdiction. Use this when you don't know the exact skill slug.

Parameters (3)

querystringrequired
Search term, e.g. 'home office deduction', 'crypto capital gains', 'reverse charge'
jurisdictionstring
Optional ISO 2-letter country code to limit the search
domainstring
Optional accounting domain to limit the search (e.g. 'vat-gst', 'payroll', 'income-tax', 'crypto').

search_rules

Query individual tax RULES/FACTS (rates, thresholds, rules, definitions, tables) ACROSS jurisdictions and metadata, and get back a bundled markdown rule set the user can save and run locally. Unlike get_skill (one whole skill), this assembles a cross-cutting SET — e.g. 'VAT rates in MT, IE and DE', 'all income-tax thresholds for 2025', or 'rules mentioning reverse charge'. By default returns ALL matching rules, each tagged with its verification status; pass status:'verified' for accountant-/research-verified only. Call `list_rule_facets` first to see the queryable values.

Parameters (11)

jurisdictionsarray
ISO codes to include, e.g. ['MT','US-CA']. Omit for all jurisdictions.
domainsarray
Accounting domains, e.g. ['vat-gst','income-tax']. See list_rule_facets.
rolesarray
Skill roles: foundation | compute | orchestrator | reference.
block_typesarray
Rule kinds to include. Default = all of these (framing prose + workflow steps are excluded).
statusesarray
Verification statuses to include. Default = all (each rule is tagged).
statusstring
Shorthand for `statuses`: 'verified' = accountant- + research-verified only. Default 'all'.
tax_yearinteger
Limit to a tax year, e.g. 2025.
topicstring
Filter by a fact topic.
textstring
Free-text search over each rule's label, value, and citation.
limitinteger
Max rules to return (default 200, max 500).
offsetinteger
Pagination offset — pass the previous response's next_offset.

list_rule_facets

Returns the metadata you can filter on with `search_rules` — the live jurisdictions, the domains, roles, block types (rule kinds), statuses, tax years, and a sample of topics — plus the defaults. Call this before `search_rules` to learn the valid filter values rather than guessing.

No parameters.

start_help

No-argument front door — call this FIRST whenever a user asks 'how can you help me?', 'what can you do?', 'where do I start?', or otherwise opens vaguely (do NOT answer such questions by listing your tools or calling list_jurisdictions). For a signed-in approved accountant it returns a personalized `orientation` briefing (their standing + what their jurisdiction needs + one next action). For everyone else it returns the two scoping questions plus the available intents and jurisdictions. Once you have an intent, call `start(intent, jurisdiction)`.

No parameters.

start

Front door for any tax / accounting question once you know what the user wants. `intent` is REQUIRED (e.g. 'taxes', 'VAT return', 'set up a company', 'find deductions', 'classify transactions', 'payroll'); pass a jurisdiction too (ISO 2-letter, e.g. 'MT', 'GB', 'US-CA'). If you don't yet have an intent, call `start_help` first. Returns either a clarification request (if jurisdiction is missing) or a ready-to-execute plan with the list of skills to load. Call this FIRST (after start_help if needed) whenever the user asks for tax help.

Parameters (2)

intentstringrequired
User intent — REQUIRED. Free text, e.g. 'taxes', 'VAT return', 'set up a company'.
jurisdictionstring
ISO 2-letter code or US state code (e.g. 'MT', 'GB', 'US-CA').

list_jurisdictions

Returns every jurisdiction with published skills — countries (ISO 2), US states (US-XX), Canadian provinces — with skill counts, accountant-verified counts, and named lead verifier. Use when the user asks 'which countries does OpenAccountants cover?' or 'what's available for [country]?' Avoids paginating through list_skills to compute this.

No parameters.

list_verifiers

Returns named licensed accountants who have signed off on OpenAccountants jurisdictions. Use ONLY when the user explicitly asks to see the verifier network or 'who verified this skill'. Do NOT use this to check whether a jurisdiction is covered before calling request_accountant_review — just call request_accountant_review directly, it routes to the right person regardless.

Parameters (1)

jurisdictionstring
Optional ISO code filter — only return verifiers for this jurisdiction.

get_rates

Returns the machine-readable annual rates for a given jurisdiction + tax year. Covers federal brackets, Social Security wage base, retirement plan limits (401(k), IRA, HSA), FEIE cap, gift/estate exemptions, 1099-K thresholds, mileage rates, supplemental wage rates, capital gains brackets, CTC. Currently US federal for tax years 2025 and 2026. Use this when the user asks specific dollar amounts that change yearly (e.g. '2025 401(k) limit', 'this year's Social Security wage base').

Parameters (2)

jurisdictionstringrequired
Jurisdiction code. Currently only 'US' (US federal) is supported.
tax_yearintegerrequired
Tax year (e.g. 2025, 2026).

compare_jurisdictions

Quick SIDE-BY-SIDE loader. Loads the income-tax skills for 2–5 jurisdictions as independent blocks so the agent can produce a static comparison (effective rates at a given income level, headline differences, entity-choice implications). It does NOT sequence events or bridge treaties. Use for 'should I incorporate in X or Y?', 'compare tax in MT vs IE', or any standalone side-by-side. NOTE: if the person's facts actually INTERACT across borders (a US person abroad, a residence change, a foreign trust/company, an expatriation), use `plan_cross_border` instead — that tool returns a sequenced plan and the treaty bridge this one deliberately leaves out. The two are siblings: this one for static compares, plan_cross_border for live cross-border planning.

Parameters (3)

jurisdictionsarrayrequired
Array of 2-5 ISO codes (e.g. ['MT', 'IE'] or ['US-CA', 'US-TX', 'US-FL']).
entity_typestring
Optional taxpayer/entity type for the comparison context. One of the listed values.
incomestring
Optional: income figure with currency, e.g. 'EUR 80000' or 'USD 250000'.

plan_cross_border

THE cross-border tool. Use this — not compare_jurisdictions — whenever a person's facts touch more than one country: a US citizen living abroad, a dual resident, someone changing residence, a non-dom, an expatriating citizen, or an owner of a foreign trust/company. Unlike compare_jurisdictions (which loads each country as an independent block and disclaims treaty/PE interaction), this returns a SEQUENCED plan: it builds the residency/citizenship/domicile map, identifies the country skills AND the international topic skills (FEIE/FTC, FBAR/FATCA, CFC/GILTI, foreign trusts, exit tax) the facts engage, fixes the ORDER of events (order changes the tax — e.g. sever residency before vs. after a sale), names the verifier per country, states the treaty bridge for double-tax relief, and mandates a request_accountant_review hand-off to the lead country's accountant. Always load `cross-border-tax-router` + `cross-border-tax-workflow-base` first (returned in `load_first`). Output is research-grade (tier 2) until a licensed human signs off.

Parameters (6)

citizenshiparray
Citizenship(s) held — ISO codes, slugs, or names (e.g. ['US', 'malta']). Drives citizenship-based taxation (US) and exit-tax tests.
tax_residencesarray
Country(ies) of tax residence now, and any country being moved to/from. First entry is treated as the primary residence.
domicilestring
Optional: domicile, if a remittance-basis country (UK, Malta, Ireland, Cyprus) is involved.
eventstring
The asset/income/event in question and ideally WHEN — e.g. 'sell an Australian discretionary trust in 2026', 'renounce US citizenship', 'exercise founder options before moving'.
assetsarray
Optional: foreign entities/assets owned — companies, trusts, partnerships, pensions, foreign funds. Drives the anti-deferral and reporting skills.
event_timingstring
When is the key event expected to occur? e.g. 'sale expected to complete in 6 weeks', 'planning to move in 3 months', 'still conceptual'. Drives urgency assessment and scenario feasibility.

request_accountant_review

THE handoff tool. Call this for ANY jurisdiction whenever (a) the user wants their working paper reviewed before filing, (b) the situation needs professional sign-off, (c) it involves cross-border or high-stakes advice, (d) the user asks to speak to an accountant, or (e) real money is at stake. BEFORE calling this tool: ask the user for their email address (contact_email) and name (contact_name) — the accountant needs these to follow up if the user does not book via Calendly. Do NOT proceed without at least contact_email. Do NOT call list_verifiers first. The network handles coverage. CRITICAL: always pass the full working_paper so the reviewer sees the computation before the call.

Parameters (10)

jurisdictionstringrequired
ISO code or slug for the user's tax jurisdiction (e.g. 'ZA', 'US-CA', 'malta'). Required.
scenariostringrequired
Brief description of the situation the user needs reviewed — e.g. '2025 sole-trader Schedule C with home office + crypto disposals + new dependant', 'considering S-corp election', 'multi-state RSU vest'. The verifier reads this before the call.
contact_emailstring
User's email address — REQUIRED. Ask the user for this before calling the tool. The accountant needs it to follow up if the user does not book via Calendly. Do not submit without it.
contact_namestring
User's name — ask for this alongside the email. The accountant uses it to address the user before the call.
tax_yearinteger
Tax year the review concerns, if relevant.
urgencystring
urgent = filing in <2 weeks; standard = current filing season; planning = future-year strategy.
working_paperstring
The full working paper — classified transactions, computation, draft return lines, issue map — as plain markdown. ALWAYS pass this when you have produced any structured tax output. Without it, the accountant walks into the call blind. With it, they can review before the call and the user gets a better outcome. Capped at 512 KB UTF-8; trim if needed. No worksheet JSON required — the prose working paper alone is sufficient to create the consultation request.
working_paper_formatstring
Format hint for the working paper. Default 'markdown'.
worksheetobject
Optional structured worksheet (JSON object) conforming to WORKSHEET_CONTRACT.md: { jurisdiction, tax_type, period, currency, lines:[{net_box,vat_box,net,rate,vat}], boxes:[{box,label,amount,sources:[{label,amount}]}], result:{type,amount} }. Provide for VAT returns where box-level reconciliation can be foot-checked. Not required for income tax or other working papers — the prose working_paper alone is sufficient.
source_urlstring
Optional public URL where the working paper can also be viewed (e.g. a Google Doc the user authored, a Notion page).

submit_skill_verdict

Call this AFTER the signed-in user has run a skill and reviewed its REAL output (e.g. a computed VAT return), to record their structured quality verdict against the skill and its current version. This is the highest-value feedback the platform collects — especially from accountants, whose verdicts are treated as gold. Use when the user is acting as a REVIEWER grading the AI's output ('that return is wrong', 'the figures came out off', 'rate this', 'here's what the skill got wrong'). This is product-quality QA on the SKILL — NOT a taxpayer handoff (for that, use request_accountant_review) and NOT a generic bug report (that's submit_feedback). Pass the worksheet the skill produced when you have one; the server foot-checks it.

Parameters (8)

skill_slugstringrequired
Slug of the skill that produced the output being judged, e.g. 'malta-vat-return'. Required.
ratingstringrequired
The reviewer's overall verdict on the skill's output. solid = correct and file-ready; minor_issues = small/cosmetic problems; significant_issues = materially wrong figures; dangerous = would cause a wrong filing or a penalty. Required.
scorenumber
Optional 0-100 quality score the reviewer may add.
scenariostring
What was being computed — e.g. 'Q1 2026 Malta VAT3, standard-rated sales + EU acquisitions + a blocked entertainment input'.
output_summarystring
Prose summary of what the skill actually produced — the figures / return lines the reviewer is judging.
worksheetobject
Optional structured worksheet JSON the skill produced (WORKSHEET_CONTRACT.md shape: { jurisdiction, tax_type, period, currency, lines:[...], boxes:[...], result:{type,amount} }). If provided, the server foot-checks the arithmetic and stores the recon status.
findingsarray
Structured corrections — each item identifies a figure/box and what it was vs. what it should be.
suggestionstring
Free-text fix or improvement for the skill.

submit_feedback

When the user finds an error in a skill, says rates look outdated, or wants to suggest an improvement, call this to generate a pre-filled GitHub Issue URL. The URL opens in the user's browser with the report partially filled — they review and submit. This creates a public feedback loop that maintains skill quality over time. Use whenever the user says 'this seems wrong', 'the rate is outdated', 'add this rule', or asks how to flag an issue.

Parameters (4)

skill_slugstringrequired
Slug of the skill the feedback relates to (e.g. 'malta-income-tax').
feedback_typestring
Category of feedback.
descriptionstringrequired
What's wrong, outdated, or missing — be specific.
user_jurisdictionstring
Optional: the user's jurisdiction context for the report.

submit_verification

AUTHENTICATED. Bulk-apply a reviewed set of facts as the 'submission' JSON (the reviewed rows — Status / Corrected value / Source / Notes filled in), carrying each sheet's slug + base_version_id. It's validated (rows reviewed, known/published skill, base version still live), then applied IN-PROCESS: reconciled by fact_key, judged by an advisory reviewer, and the document is regenerated deterministically from facts — no markdown is rewritten by an LLM and nothing touches a git repo. A skill with a live base applies immediately; the reviewer's pushback comes back as non-blocking `warnings`. For a single fact or a quick spot-fix, prefer submit_fact_verification (no base_version bookkeeping). Requires sign-in and completed onboarding.

Parameters (1)

submissionobject
The reviewed facts as JSON. One sheet per skill; one row per fact.

list_workflows

List published OpenAccountants workflows — guided, multi-step procedures (e.g. 'Prepare a Malta VAT return') built from skills. Optionally filter by jurisdiction (e.g. 'MT'), workflow_type ('self-employed' | 'vat' | 'payroll' | 'corporate' | 'cross-border' | 'capital-gains' | 'crypto'), or a free-text query. Paginated.

Parameters (5)

jurisdictionstring
Jurisdiction code, e.g. 'MT', 'US-CA'
workflow_typestring
One of the 7 workflow types
querystring
Free-text match on title/description
limitinteger
Max results (default 50, max 100)
offsetinteger
Pagination offset

get_workflow

Fetch a workflow by slug with its ordered nodes (guided steps) and the skills it's built from. Public callers see published content only; verified accountants/admins also see draft nodes for workflows in their jurisdiction (use this to review before publishing).

Parameters (1)

slugstringrequired
Workflow slug, e.g. 'mt-vat'

inspect_workflow

Return a VISUAL map (Mermaid flowchart) of a workflow's nodes wired to their skills, colour-coded by health (green = published + wired, yellow = draft, red = unwired or flagged), plus a structural lint: unwired nodes, tier mismatch (tier-1 workflow on unverified skills), wired skills that are unpublished or wrong-jurisdiction, trigger collisions, and empty published workflows. Use before publishing or licensing a workflow. RENDER the `mermaid` field as a diagram for the user, then summarise the findings.

Parameters (1)

slugstringrequired
Workflow slug, e.g. 'mt-self-employed'

create_workflow

Design a NEW guided workflow for a jurisdiction + type, optionally seeding it with the skills it's based on. Creates a DRAFT (not public until publish_workflow). Create-or-adopt: if a workflow for that (jurisdiction, workflow_type) already exists it is returned for editing instead of duplicated. Verified accountants only, in their approved jurisdictions.

Parameters (6)

titlestringrequired
Human title, e.g. 'Prepare a Malta VAT return'
jurisdictionstringrequired
Jurisdiction code, e.g. 'MT'
workflow_typestringrequired
self-employed | vat | payroll | corporate | cross-border | capital-gains | crypto
descriptionstring
triggersarray
Phrases that route users here
skill_slugsarray
Skills to attach, in order (first=intake, last=assembly)

update_workflow

Update a workflow's title, description, or trigger phrases. Jurisdiction, type, and slug are immutable (create a different workflow instead). Verified accountants (in-jurisdiction) + admins.

Parameters (4)

slugstringrequired
titlestring
descriptionstring
triggersarray

add_workflow_skill

Attach a published skill (same jurisdiction) to a workflow's ordered skill set. Recomputes the workflow tier. Verified accountants (in-jurisdiction) + admins.

Parameters (4)

workflow_slugstringrequired
skill_slugstringrequired
step_orderinteger
rolestring
intake | content | assembly | foundation | reference

remove_workflow_skill

Detach a skill from a workflow's skill set and recompute tier. Verified accountants (in-jurisdiction) + admins.

Parameters (2)

workflow_slugstringrequired
skill_slugstringrequired

add_workflow_node

Add a guided step (node) to a workflow. Creates a DRAFT node. Optionally wire it to the skill that performs its computation (skill_slug). Verified accountants (in-jurisdiction) + admins.

Parameters (8)

workflow_slugstringrequired
titlestringrequired
summarystring
key_questionsarray
key_outputsarray
guidancestring
How the agent should run this step
skill_slugstring
Skill this node runs (makes it 'implemented')
positioninteger
Order; omit to append

update_workflow_node

Edit a node's content, wire it to a skill (skill_slug), or reorder it (position). Editing a PUBLISHED node returns it to draft until re-published. Verified accountants (in-jurisdiction) + admins.

Parameters (8)

node_idstringrequired
titlestring
summarystring
key_questionsarray
key_outputsarray
guidancestring
skill_slugstring
positioninteger

archive_workflow_node

Soft-delete a node. Refused if it would leave a published workflow with no published nodes. Verified accountants (in-jurisdiction) + admins.

Parameters (1)

node_idstringrequired

publish_workflow_node

Promote a draft node to published (visible on the site). Restricted to the node's creator or an admin.

Parameters (1)

node_idstringrequired

publish_workflow

Make a workflow live on the site. Preconditions: at least one published node, and every wired skill is published and in the same jurisdiction. Restricted to the workflow's creator or an admin.

Parameters (1)

slugstringrequired

start_skill_draft

AUTHENTICATED. Begin authoring a BRAND-NEW skill to contribute to the OpenAccountants directory (skills are markdown playbooks that teach an AI agent to do a bounded task with cited rules — they need not be tax/accounting). Pass the user's `intent` in natural language. Returns a ready-to-execute `authoring_prompt`: run it directly — its first step interviews the user for the specifics this skill needs (scope, jurisdiction/domain, the exact rules/computations, and the source for each claim), its second authors `skill.md` following the guidelines. Then call submit_skill. This tool does NOT write the skill and does NOT check for duplicates (the reviewer agent dedups on submit). Requires sign-in and completed onboarding.

Parameters (2)

intentstring
What the user wants the skill to do, in natural language.
jurisdictionstring
Optional jurisdiction code (e.g. 'MT', 'US-CA') or 'general' for a domain-agnostic skill.

submit_skill

AUTHENTICATED. Submit an authored `skill_markdown` (the full skill, frontmatter + body) for inclusion in the OpenAccountants directory. It's lint-checked (parseable frontmatter, required sections, well-formed slug not colliding with an existing skill, reasonable size); malformed input is rejected synchronously with the reason. Otherwise the skill is CREATED immediately at Q2 (source-cited draft) and published: the prose is deconstructed into facts so the skill enters the same keyed model as a verified one, and the served document is generated from those facts. There is NO human review gate — you are liable for the skill you author; it's clearly marked unverified until a CPA/EA verifies it to Q1. Requires sign-in and completed onboarding.

Parameters (6)

skill_markdownstringrequired
The complete authored skill (YAML frontmatter + markdown body).
slugstring
Proposed slug (lowercase kebab). Defaults to the frontmatter `name` if omitted.
namestring
Human-readable skill name (defaults to the frontmatter `name`).
jurisdictionstring
Jurisdiction code, or 'general'.
categorystring
Category (tax topic or non-tax domain).
depends_onarray
Base/parent skill slugs this loads on top of.

retract_skill

AUTHENTICATED. Unpublish a skill YOU created (e.g. a submit_skill draft you want to take back). Pass the `slug`. It's hidden from the directory immediately; its facts are kept and an admin can re-publish. You can only retract a skill you contributed (admins can retract any). Requires sign-in and completed onboarding.

Parameters (1)

slugstringrequired
Slug of the skill to retract (unpublish).

list_verification_targets

AUTHENTICATED (approved accountants). Find what needs your review. Call with NO slug for a TRIAGE summary of skills in YOUR approved jurisdiction(s) — each with counts of verified vs. unverified facts, most-unverified first — so you can pick one. Call with a `slug` to get that skill's facts in CHUNKS (default 40) — each fact has a stable `row` number (use it to reference facts in chat) and a `key` (pass to submit_fact_verification). The response includes a `sections` breakdown; for a large skill, review one section at a time by passing `topic`, and page with `offset`. This is the in-chat replacement for exporting a verification workbook. Always scoped to your approved jurisdictions.

Parameters (7)

slugstring
Return one skill's facts (omit for the jurisdiction triage summary).
jurisdictionstring
Limit the triage to one of your approved jurisdictions (e.g. 'MT'). Defaults to all of them.
statusstring
Pass 'unverified' to list only skills (triage) or facts (single-skill) that are still unverified.
querystring
Triage: optional free-text filter on skill name/slug.
limitinteger
Triage: max skills (default 50, max 200). Single-skill: facts per chunk (default 40, max 200).
topicstring
Single-skill: review only one section (from the `sections` breakdown) at a time.
offsetinteger
Single-skill: page offset into the (optionally topic-filtered) facts.

submit_fact_verification

AUTHENTICATED (approved accountants). Attest or correct one or more individual facts of a skill — directly, no workbook. Pass the skill `slug` and `rows`: one entry per fact you're acting on, each with its `fact_key` (from list_verification_targets) and a `status` — 'correct' (attest as-is), 'needs-correction' (fix the value and/or citation; a `source` is REQUIRED), or 'needs-context' (flag as unsure with a `note`, no fix). Your change applies IMMEDIATELY and the served skill is regenerated from its facts — you carry the liability. An automated reviewer checks each correction; any concern comes back as a non-blocking `warning` and the change STILL applies. Call preview_fact_verification first if you want the reviewer's take before committing. Scoped to your approved jurisdictions.

Parameters (2)

slugstringrequired
Skill slug, e.g. 'us-crypto-tax'.
rowsarrayrequired
One entry per fact you're verifying/correcting.

preview_fact_verification

AUTHENTICATED (approved accountants). Dry-run of submit_fact_verification — IDENTICAL arguments, but writes NOTHING. Returns whether the change would apply and any reviewer `warnings`, so you can see the automated reviewer's take (e.g. 'that citation looks like a placeholder') before committing. Then call submit_fact_verification to apply.

Parameters (2)

slugstringrequired
Skill slug.
rowsarrayrequired
Same shape as submit_fact_verification.rows.

list_my_verifications

AUTHENTICATED (approved accountants). Your OWN recent verification submissions, newest first — each receipt records which skill(s) you touched, whether the change applied, the fact count, the jurisdiction, and the date. Read-only; not scoped to one jurisdiction (you see all your own work).

Parameters (1)

limitinteger
Max receipts to return (default 20, max 100).

README.md16 KBView on GitHub

OpenAccountants

The open-source tax layer for AI agents.

1,000+ skills across 190+ jurisdictions — research-verified, with an accountant-verified tier signed off by named CPAs/CAs/EAs. Works with Claude, ChatGPT, Cursor, Windsurf, and any MCP-compatible agent.

⚠️ General reference only — not advice. OpenAccountants provides general tax and accounting reference material for AI-assisted workflows. It is not a law firm, accounting firm, tax preparer, or return-filing service, and its outputs are not tax, legal, accounting, or financial advice. Skills may be incomplete, outdated, or wrong, and are not reviewed for any specific person's facts, elections, deadlines, residency, or local procedures. Always have a qualified professional review outputs before filing, payment, or action. Research-verified skills have not been reviewed by a credentialed accountant.

What it does

code

You:    "I want to file my VAT return in Brazil."
          ↓  OA loads br-indirect-tax, brazil-vat, brazil-einvoice
AI:     Brazil indirect tax rules (PIS/COFINS/ICMS)
        Filing workflow, step-by-step
        Required documents checklist
        E-invoice compliance check
        ─────────────────────────────────────────
        Verified by Ariane Marrocos CRC/SP
        [Request accountant review →]

code

You:    "I'm a freelancer in South Africa. What do I owe?"
          ↓  OA loads za-income-tax, za-provisional-tax
AI:     ITR12 working paper
        Provisional tax schedule (IRP6 — Aug + Feb)
        Medical tax credits
        Retirement annuity deduction
        ─────────────────────────────────────────
        Verified by Werner Britz CA(SA)
        [Request accountant review →]

code

You:    "Help me set up a company in Malta."
          ↓  OA loads malta-formation, malta-income-tax, malta-vat-return
AI:     Entity type comparison (Ltd vs partnership vs sole trader)
        Registration steps + costs
        Post-formation compliance checklist
        ─────────────────────────────────────────
        Verified by Michael Cutajar CPA (Malta)
        [Request accountant review →]

Install via MCP → | Browse skills → | For accountants →

Verified accountants: Werner Britz CA(SA) · Michael Cutajar CPA (Malta) · Ariane Marrocos CRC/SP · James Power (UK) · Mayur Deokar CA (India) · Rilia Putri CA (Indonesia) · Ashish Bista CA (Nepal) · Mário Vale CA (Portugal) · Mehran Habib (Saudi Arabia) · Amir Pelinkovic CPA (US)

Two ways to use

	MCP connector (recommended)	Manual upload from this repo
What you get	Accountant-verified skills, named-verifier attribution on every answer, AI-to-human handoff (`request_accountant_review` routes to a real CPA with your worksheet attached)	Research-verified drafts only — no verifier name, no handoff
How	Install once at openaccountants.com/connect	Download a folder, drag `.md` files into your LLM
Best for	Anyone who wants to actually use OpenAccountants	Developers and accountants who want to audit, fork, or contribute
Clients	Claude.ai, ChatGPT (Business+), Cursor, Windsurf, Claude Desktop, Claude Code, any MCP-aware client	Any LLM that reads files

The MCP path is the canonical product. This repo is the open research base that backs it.

Quick start (60 seconds)

1. Find your jurisdiction

code

packages/
├── malta/           ← income tax + VAT + SSC + payroll + formation + bookkeeping
├── uk/              ← SA103/SA100 + VAT100 + NIC + CGT
├── germany/         ← Einkommensteuer + UStVA + payroll (fullest package)
├── brazil/          ← IRPF + PIS/COFINS + e-invoice + payroll
├── south-africa/    ← ITR12 + VAT + provisional tax
├── ... 130+ more countries
├── us-ca/           ← Federal Schedule C/SE + California state
├── us-ny/           ← Federal + New York state
├── ... 51 US state packages
├── ca-on/           ← Federal T1/T2125 + Ontario
├── ca-qc/           ← Federal + Quebec (incl. QST)
├── ... 13 Canadian province/territory packages

New here? Read START-HERE.md — scenarios, file lists, what to say to the AI.

Canadian packages: if ca-on/, ca-qc/ etc. are missing, run python3 scripts/build-packages.py once.

2. Upload to your AI

Claude.ai → Create a Project, add files as Project Knowledge
ChatGPT → Attach files or create a Custom GPT
Any other LLM → Attach or paste the files

3. Go

code

Help me with my 2025 taxes. Here's my bank statement.
Help me set up a company in Malta.
Run my payroll for this month.
Prepare my annual accounts.
Optimize my tax — what deductions am I missing?
Check my invoice compliance for EU e-invoicing.

The AI asks a few questions, loads the right skills, and produces a working paper for your accountant.

Verified accountants

These licensed practitioners have reviewed and signed off skills for their jurisdictions. Their name appears on every answer the AI gives.

Jurisdiction	Verifier	Skills	Profile
South Africa	Werner Britz CA(SA)	5	profile
Malta	Michael Cutajar CPA (Malta)	5	profile
Brazil	Ariane Marrocos CRC/SP	9	profile
United Kingdom	James Power	15	profile
India	Mayur Deokar CA	13	profile
Indonesia	Rilia Putri CA	10	profile
Nepal	Ashish Bista CA	5	profile
Portugal	Mário Vale CA	9	profile
Saudi Arabia	Mehran Habib	9	profile
United States	Amir Pelinkovic CPA	16	profile
Germany, Australia, Canada	Verification in progress	—	Claim a jurisdiction →

Verified skills (Tier 1) are served via the MCP server with the verifier's name on every output. The research drafts in this repo are Tier 2.

What's in each package

File	What it does
`foundation.md`	Tells the AI how to work — conservative defaults, output format, classification rules
`intake.md`	Onboarding questions, refusal checks, document inference
`[country]-income-tax.md`	Income tax brackets, deductions, transaction patterns
`[country]-vat.md`	VAT/GST/sales tax rules, supplier patterns, form mappings
`[country]-ssc.md`	Social security / pension contributions
`[country]-payroll.md`	PAYE withholding, employer filing (15 countries)
`[country]-formation.md`	Entity types, registration, costs (13 countries)
`[country]-bookkeeping.md`	Chart of accounts, P&L, balance sheet (13 countries)
`[country]-financial-statements.md`	Annual accounts, reporting framework (13 countries)
`[country]-transfer-pricing.md`	TP documentation, arm's length, CbCR (15 countries)
`[country]-tax-optimization.md`	Legal deductions, timing strategies (14 countries)
`[country]-crypto-tax.md`	CGT on crypto, DeFi, staking, NFTs (22 countries + all US states)
`[country]-guided-intake.md`	Full guided experience (13 countries)
`[country]-return-assembly.md`	Cross-checks: VAT × IT × SSC (13 countries)

Special packages: _cross-border/ (37 skills) · _verticals/ (14 industry skills) · _integrations/ (10 platform skills: Xero, QuickBooks, Stripe, Wise, Shopify, and more)

Coverage

Full accounting suite (13 countries)

Tax + bookkeeping + payroll + formation + financial statements + transfer pricing + tax optimization:

Malta · UK · Germany · Australia · Canada · India · Spain · France · Japan · Netherlands · Portugal · Belgium · United States (CA)

Multi-skill countries (~56 countries)

VAT + income tax + social contributions (and often more):

Argentina, Austria, Belgium, Brazil, Bulgaria, Chile, China, Colombia, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Greece, Hong Kong, Hungary, Indonesia, Ireland, Israel, Kenya, Latvia, Lithuania, Luxembourg, Malaysia, Mexico, New Zealand, Nigeria, Norway, Pakistan, Panama, Peru, Philippines, Poland, Qatar, Romania, Saudi Arabia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Sweden, Switzerland, Taiwan, UAE, and more.

Crypto tax (22 countries + all 51 US states)

Malta, UK, Germany, France, Australia, Canada, Israel, India, Japan, Spain, Netherlands, Portugal, Italy, Singapore, Brazil, Mexico, Sweden, Belgium, Switzerland, South Korea, New Zealand, and every us-<state> package.

VAT/GST only (65 countries)

Consumption tax classification with local supplier pattern libraries. From Albania to Zimbabwe.

Full coverage breakdown: docs/QUALITY-TIERS.md

How the skills work

The supplier pattern library

Every skill contains a lookup table of local vendors. When the AI sees "BANK OF VALLETTA" or "DEUTSCHE TELEKOM" or "STRIPE PAYMENTS UK LTD" on your bank statement, it already knows the classification — no guessing.

Three outcomes per transaction

Outcome	Means	What happens
Classified	Documents carry enough info	Applied automatically
Assumed	Data missing, conservative default applied	Flagged for your reviewer
Needs Input	Can't proceed without asking	One targeted question

Conservative defaults

When uncertain, the system always assumes MORE tax, never less. Your accountant can override a conservative position. They can't easily undo an aggressive one.

MCP server

Install once, configure once — every future conversation pulls the right skills automatically.

code

You:    "Help me set up a company in Germany and understand payroll"
          ↓
Claude: list_jurisdictions → sees "germany"
        get_skill("germany-formation") → entity types, registration, costs
        get_skill("germany-payroll") → PAYE, social security, employer obligations
          ↓
Claude: walks you through entity choice, registration steps, payroll setup

Install

bash

git clone https://github.com/openaccountants/openaccountants.git
cd openaccountants
pip install ./mcp          # requires Python 3.10+

Connect

Claude Desktop — add to claude_desktop_config.json:

json

{
  "mcpServers": {
    "openaccountants": {
      "command": "openaccountants-mcp"
    }
  }
}

Cursor — add to .cursor/mcp.json or via Settings > MCP:

json

{
  "mcpServers": {
    "openaccountants": {
      "command": "openaccountants-mcp"
    }
  }
}

Full setup, uv instructions, environment variables: mcp/README.md

Are you an accountant?

Most skills are research-verified — drafted from primary legislation but awaiting a credentialed sign-off. Your review moves them to accountant-verified, and your name goes on every answer the AI gives.

You don't need GitHub. Just:

Find your country's folder under packages/
Check rates against your tax authority's website
Email corrections to info@openaccountants.com — any format works

Or: fork, fix, PR. Your name on the skill either way.

130+ countries need accountant reviewers. Pick yours at openaccountants.com/for-accountants.

Contribute

What	How	Impact
Verify a rate	Check a number against your tax authority, open a PR	Strengthens a research-verified skill
Fix an error	Find a wrong rate or outdated threshold, submit the correction	Prevents bad working papers
Add bank patterns	Add how transactions appear on your local bank statement	Fewer misclassifications for every user in your country
Add a tax skill	Write an income tax, VAT, or SSC skill for your country	Fills a gap for every user in that jurisdiction
Add a domain skill	Bookkeeping, payroll, formation, financial statements, TP, or crypto	Expands the full accounting suite for your jurisdiction
Add an industry vertical	Vertical-specific guidance for a profession or business type	Targeted help for that industry

See CONTRIBUTING.md for the full guide. Every contributor is credited publicly on the skill and at openaccountants.com.

Pull requests: contributions are accepted under the Contributor License Agreement (CLA.md).

For developers

Repo structure

code

openaccountants/
├── packages/              ← Ready-to-use jurisdiction packages (start here)
│   ├── malta/
│   ├── uk/
│   ├── us-ca/
│   └── ... 130 countries + 51 US states + 13 Canadian provinces
├── skills/                ← Source files (edit these, not packages/)
│   ├── foundation/        ← Workflow bases (universal, VAT, payroll, etc.)
│   ├── federal/           ← US federal skills
│   ├── international/     ← Country-specific skills
│   ├── cross-border/      ← WHT, PE risk, treaty corridors
│   ├── verticals/         ← Industry-specific
│   └── integrations/      ← Platform export formats
├── workflows/             ← 7 structured advisor workflow definitions
├── scripts/
│   └── build-packages.py  ← Generates packages/ from skills/
└── docs/

Rebuild packages after editing skills

bash

python3 scripts/build-packages.py

Known limitations

LLMs hallucinate. These files steer the model; they don't guarantee correct numbers. Always have a qualified professional review before filing.
Tax law changes. Rates and thresholds go out of date. The repo is a snapshot; openaccountants.com may be ahead of what you cloned.
Coverage is uneven. 13 countries have the full accounting suite; many jurisdictions have VAT only or partial coverage. Check each country folder's README.
Newer domains need more eyes. Bookkeeping, payroll, formation, and financial statements skills are research-verified but have fewer accountant sign-offs than the core tax skills.

Disclaimer

OpenAccountants provides general tax and accounting reference material for AI-assisted workflows. It is not a law firm, accounting firm, tax preparer, or return-filing service. Outputs are not tax, legal, accounting, or financial advice, are not reviewed for your specific facts, and must be reviewed by a qualified professional before filing, payment, or action. Using a skill does not create a client relationship. Research-verified skills have not been reviewed by a credentialed accountant; only the accountant-verified tier carries a named practitioner's review, and that review is of reference material, not of any specific taxpayer's situation.

The most up-to-date, verified version is maintained at openaccountants.com.

Contact

info@openaccountants.com · openaccountants.com

License

Dual-licensed: AGPL-3.0 for open-source use, commercial license for proprietary products.

Contributions are licensed to the project under the Contributor License Agreement — see CONTRIBUTING.md.

Install

claude_desktop_config.json

{
  "mcpServers": {
    "openaccountants": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://www.openaccountants.com/api/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.