aus-accounting-mcp

Aus Accounting MCP

Australian accounting tools for Claude, Cursor, Codex and other MCP clients. The server runs on your machine over stdio, needs no API key or account, and makes no network calls once installed.

• ATO small business benchmarks: compare a business's P&L figures with the benchmark ranges for its industry.
• Payday Super: review contribution timing for one payday or a whole employer, and build a 4-file evidence pack for a practitioner's workpaper.
• Division 7A: get the benchmark interest rate and review s 109N loan terms and s 109E minimum yearly repayments for one loan. Matters outside that scope are refused.
• 9 tax and super worksheets: GST, resident basic tax, CGT, FBT, first-year depreciation, quarterly SG, Schedule 1 PAYG withholding, super contribution caps and account-based pension minimums, each within a stated period and scope.
• Cited research: search your own Markdown library, or a local copy of federal tax legislation, with every result cited to its file and line, or its Act, section and compilation.
• Test data: generate synthetic CTR and BAS fixtures for integration testing.

Not tax advice. Payday Super and Division 7A reviews are experimental and need human review before consequential accounting action. Fixtures are not a lodgement. Ryan Duguid is not a registered tax agent or BAS agent. Project support is limited to software issues reproduced with fabricated data. Do not send taxpayer information or request advice, return preparation, tax-treatment confirmation, or lodgement. See DISCLAIMER.md.

Install

Requires Python 3.10+ and uv:

uvx aus-accounting-mcp

The server waits for an MCP client over stdio. Tool calls read bundled data and any folders you configure. They do not contact the ATO or the Federal Register, change records or lodge. Your MCP host still sends tool arguments and results to its model provider, so use fabricated data with a hosted model.

uvx keeps the version it first downloaded. To upgrade, name the release in your client configuration, for example aus-accounting-mcp==<version>.

Client integration

For Claude Desktop, Cursor, Windsurf and other hosts that run local stdio servers:

{
  "mcpServers": {
    "aus-accounting": {
      "command": "uvx",
      "args": ["aus-accounting-mcp"]
    }
  }
}

Add to Cursor, or from a terminal:

claude mcp add --scope user aus-accounting -- uvx aus-accounting-mcp
codex mcp add aus-accounting -- uvx aus-accounting-mcp

The client setup guide covers Gemini CLI, VS Code, Zed and others. ChatGPT connectors and the Claude.ai web app accept only remote servers, so they cannot run this one.

Example requests

Ask in plain English. Each of these fabricated requests resolves to one tool call:

Ask	Tool
"Compare a hairdresser with $180,000 sales, no other income, $60,000 wages, $30,000 rent and $40,000 other expenses to the ATO benchmarks."	get_ato_benchmarks
"Super for a 6 August 2026 payday was $120 and was sent on 14 August. As at 20 August, is it on time?"	calc_payday_super_deadline
"What is the Division 7A benchmark interest rate for 2026-27?"	get_div7a_benchmark_rate
"An employee who gave a TFN and claims the tax-free threshold (scale 2) is paid a regular $1,000 weekly wage in 2026-27, with no offsets, loans, bonuses or other adjustments. How much PAYG should be withheld?"	calculate_tax_worksheet

Tools

Tool	Use
list_ato_benchmark_industries	Find a business type in the bundled ATO dataset.
get_ato_benchmarks	Compare supplied P&L figures with ATO benchmark ranges.
calc_payday_super_deadline	Review timing for one super contribution.
review_payday_super_contributions	Review related contributions together for one employer.
build_payday_super_evidence_pack	Return 4 review files in memory for a practitioner's workpaper.
calculate_tax_worksheet	Calculate one of 9 worksheets with established scope and period.
get_div7a_benchmark_rate	Get a reviewed Division 7A benchmark rate, or UNKNOWN.
review_div7a_loan	Review s 109N terms and s 109E minimum yearly repayments for one supplied amalgamated loan.
refuse_div7a	Explain unsupported Division 7A matters. Call without arguments.
search_accounting_library	Search a configured local Markdown library.
read_accounting_library	Read cited lines from that library.
search_tax_legislation	Find provisions in a configured local legislation corpus, best match first.
read_tax_legislation_section	Read one cited provision in full, in parts when it is long.
define_tax_term	Find an expression's statutory definitions in that corpus.
search_tax_rates	Find legislated rates and thresholds with the provision that sets them.
generate_synthetic_sbr_fixture	Generate fabricated CTR/BAS test data.

Missing figures remain unknown. Preserve UNKNOWN, REFUSED, not_supplied and null results; ok: true means the tool ran, not that a review passed. Supply an explicit assessment date and fund-receipt evidence, both the date and the amount received (received with matched_amount), before reading a Payday Super result as ON_TIME.

The research tools need a folder you supply: set AUS_ACCOUNTING_LIBRARY_ROOT to an authorised Markdown folder, or AUS_ACCOUNTING_CORPUS_ROOT to a legislation corpus, such as one built by au-tax-legislation-corpus. The package ships neither. A corpus row is a point-in-time copy, not a live lookup.

The reference covers every exclusion, input rule, prompt, resource, the evidence pack format and the evaluation suite. The website guide has further examples.

30-second demonstration

From apps/aus-accounting-mcp/ in a repository checkout, run the fabricated example. It shows the tools running on synthetic data; it is not evidence that a review passed:

uv run --locked aus-accounting-mcp-demo

The checked text transcript and proof and provenance record the expected output, limitations and asset source.

Licence and releases

MIT License. Created by Ryan Duguid. Release notes, v0.2.9 release record, CITATION.cff.