AccountsOS

Registre officiel Finance et paiements

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

Installation

Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).

Remote (streamable-http)
Claude Code
claude mcp add --transport http accountsos 'https://accounts-os.com/api/mcp/plugin'
Configuration JSON (Claude Desktop, Cursor, VS 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
Configuration JSON (Claude Desktop, Cursor, VS 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>"
            }
        }
    }
}

Variables d'environnement

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

Documentation

Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.

Sommaire
  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

Questions fréquentes

Qu'est-ce que AccountsOS ?

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

Comment installer AccountsOS ?

Il fonctionne comme serveur distant. Dans Claude Code : claude mcp add --transport http accountsos 'https://accounts-os.com/api/mcp/plugin'. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.

Faut-il une clé API pour AccountsOS ?

Oui. Il attend ACCOUNTSOS_API_KEY, à renseigner dans sa configuration.

AccountsOS est-il open source ?

Oui. Son code est sur GitHub sous licence MIT.

Qui maintient AccountsOS ?

Il est publié par thriveventurelabs. AI.tn le référence sans le maintenir ni le recommander.

Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.