@thriveventurelabs/accountsos-mcp

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