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)
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.
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
npm install
npm run build
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