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AccountsOS

السجل الرسمي المالية والمدفوعات

Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.

الشيفرة المصدرية الموقع التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http accountsos 'https://accounts-os.com/api/mcp/plugin'
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "accountsos": {
            "type": "http",
            "url": "https://accounts-os.com/api/mcp/plugin"
        }
    }
}
NPM package @thriveventurelabs/accountsos-mcp
Claude Code 
claude mcp add accountsos -e 'ACCOUNTSOS_API_KEY=<your accountsos_api_key>' -e 'ACCOUNTSOS_BASE_URL=<ACCOUNTSOS_BASE_URL>' -- npx -y @thriveventurelabs/accountsos-mcp@0.3.1
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "accountsos": {
            "command": "npx",
            "args": [
                "-y",
                "@thriveventurelabs/accountsos-mcp@0.3.1"
            ],
            "env": {
                "ACCOUNTSOS_API_KEY": "<your accountsos_api_key>",
                "ACCOUNTSOS_BASE_URL": "<ACCOUNTSOS_BASE_URL>"
            }
        }
    }
}

متغيرات البيئة

  • ACCOUNTSOS_API_KEY إلزامي سري Your AccountsOS API key (from https://accounts-os.com/settings)
  • ACCOUNTSOS_BASE_URL Override API base URL (default https://accounts-os.com)

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. AccountsOS MCP Server
  2. Installation
  3. Available Tools
  4. Available Resources
  5. Example Prompts
  6. Development
  7. Environment Variables
  8. Troubleshooting
  9. Disclaimer
  10. License

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

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
ToolDescription
get_transactionsQuery transactions with filters (date, category, amount, search)
get_balanceGet current account balance(s)
get_deadlinesView upcoming tax and filing deadlines
get_vat_summaryGet VAT summary for any quarter
search_documentsSearch uploaded receipts and invoices
list_categoriesList available UK GAAP transaction categories
Write Operations
ToolDescription
create_transactionCreate a new transaction (with auto-categorization)
update_transactionUpdate category, notes, or reconciliation status
categorize_transactionGet AI-suggested category for a transaction
create_deadlineCreate a new tax/filing deadline reminder

Available Resources

ResourceDescription
accountsos://companyCompany details and settings
accountsos://transactionsMost recent 50 transactions
accountsos://documentsUploaded documents
accountsos://deadlinesUpcoming 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

VariableRequiredDescription
ACCOUNTSOS_API_KEYYesYour AccountsOS API key
ACCOUNTSOS_BASE_URLNoOverride 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

Disclaimer

This software provides general guidance about UK tax and accounting rules. It is not a substitute for professional advice from a qualified accountant or tax adviser. Always verify with HMRC source documents and consult a professional for advice specific to your circumstances.

License

MIT

الأسئلة الشائعة

ما هو AccountsOS؟

Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.

كيف أثبّت AccountsOS؟

يعمل كخادم بعيد. في Claude Code: claude mcp add --transport http accountsos 'https://accounts-os.com/api/mcp/plugin'. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج AccountsOS إلى مفتاح API؟

نعم. يتطلب ACCOUNTSOS_API_KEY، وتضبطها في إعداداته.

هل AccountsOS مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون AccountsOS؟

ينشره thriveventurelabs. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.