bots.st/accountsos
AccountsOS
Query live accounting balances, invoices, VAT
5562 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 82
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://accounts-os.com/api/mcp/plugin - npm
npx -y @thriveventurelabs/accountsos-mcpReleased 17 Sep 2026, version 0.3.1Set ACCOUNTSOS_API_KEY
What it can do
| Tool | What it says it does |
|---|---|
add_document | Add a file the user attached in this chat to their AccountsOS books: a bank statement, a receipt, a supplier bill or a sales invoice. AccountsOS reads it the same way as an emailed document: a bank statement is imported into a bank account (created if it does not exist yet), a receipt or bill is… |
calculate_vat_period | Preview the 9-box VAT breakdown for a period WITHOUT locking it. Computes the boxes from the period's transactions using the same logic as the VAT page, so the user can review the figures before locking. Use when the user says "what's my VAT for this quarter", "show me the 9 boxes", or before… |
check_vat_number | Check a UK VAT registration number against HMRC's live Check-a-UK-VAT-number register and return the registered trader name and address. GB only. A "not registered" answer is a real answer from HMRC, not an error. Use this when the user asks whether a VAT number is valid, when adding or editing a… |
deel_calculate_employment_cost | Calculate the total cost of hiring someone in a specific country through Deel EOR. Use when the user asks "how much would it cost to hire in [country]?" or about employment costs abroad. |
deel_calculate_take_home_pay | Calculate take-home pay for a given salary in a specific country. Use when the user asks about net pay, take-home salary, or deductions in a country. |
deel_get_invoices | Get invoices from the user's Deel account. Shows contractor payment invoices. Use when the user asks about Deel payments, contractor invoices, or payment history. |
deel_get_payment_receipts | Get payment receipts from Deel showing payments made to contractors. Use when the user asks about specific Deel payments or needs payment proof. |
deel_get_people | List people (contractors and employees) in the user's Deel organization. Use when the user asks about their Deel team, workforce, or contractor list. |
deel_list_contracts | List contracts from the user's Deel account. Use when the user asks about their Deel contracts, contractors, or team members managed through Deel. |
find_duplicate_bank_accounts | Find manual bank accounts that look like the same real-world account as a live bank feed (Revolut Business, Starling, Wise, Mercury, Qonto, Airwallex, Stripe Treasury) already connected — the classic case where a user uploaded statements into a manual account, then later connected the live feed… |
find_related_documents | Find documents that might be related to an entity based on amount, vendor, date, and reference matching. Shows both already-linked documents and AI-suggested matches. Use when user asks "are there any receipts for this transaction?" or "find documents related to this invoice". |
get_accounts_status | Get the status of annual accounts preparation for the current company. Returns the current accounting period, preparation status, and next steps. Use when the user asks about their annual accounts, Companies House filing, year-end accounts, or corporation tax deadline. |
get_aged_creditors | Aged creditors report: outstanding bills grouped by supplier, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who do I owe", "what bills are due", "show aged payables", or is planning supplier payments. Read-only. |
get_aged_debtors | Aged debtors report: outstanding invoices grouped by contact, bucketed by days past due (current/not-yet-due, 1-30, 31-60, 61-90, 90+). Use when the user asks "who owes me money", "what's in our debtors book", "show aged receivables", or wants to pick which clients to chase. Read-only. |
get_attention | Return the proactive, ranked list of everything that currently needs the user's attention across their whole account: missing bank statements, unreconciled transactions, upcoming tax/filing deadlines, a month-end ready to close, annual accounts ready to file, overdue invoices to chase, and open… |
get_balance | Get current account balance |
get_balance_sheet | Get Balance Sheet report as at a given date. |
get_bank_accounts | List bank accounts connected to the company. |
get_bills | Get supplier bills/invoices owed by the company. Shows what you owe to suppliers. |
get_budget_vs_actual | Budget vs actual: how the company is doing against its budget. Use when the user asks about budget, against budget, over budget, under budget, budget vs actual, budget variance, are we on track, or how a month, quarter or the year compares with the plan. Returns, for each income, cost of sales and… |
get_capital_allowance_hint | Get a tax capital allowance hint for a fixed asset (book depreciation vs tax relief). GB companies get AIA/WDA guidance from official rates; other countries get a jurisdiction note. Use when the user asks about capital allowances, AIA, or tax relief on a specific asset — not a filing computation. |
get_cash_flow_forecast | 13-week cash-flow forecast. Returns current bank balance, projected weekly inflows/outflows/running balance for the next 13 weeks, projected low point, recurring patterns detected from history, outstanding invoices expected to clear, recurring invoice projections, and tax deadlines that could draw… |
get_chart_of_accounts | List account categories (chart of accounts). Use when the user asks about their chart of accounts, account codes, or available categories for categorizing transactions. |
get_contacts | List contacts (clients, suppliers, leads). Use when user asks about customers, suppliers, or contacts. |
get_deadlines | Get upcoming tax and filing deadlines. Each carries support (files, prepares, workpaper, reminder_only, or null for a payment) and support_note: what AccountsOS does for it. reminder_only means AccountsOS does not produce the form. |
get_dividends | List dividend records. Use when user asks about dividends paid, dividend history, or shareholder payments. |
get_dla_balance | Get the Director's Loan Account (DLA) balance and recent transactions. Shows if director owes company or vice versa, with section 455 tax warnings. |
get_document_links | Get the documents linked to ONE entity (transaction, invoice, bill, estimate, contact, project, expense claim), or the entities linked to ONE document. Every call needs either document_id, or entity_type together with entity_id: there is no "list all links" call, and a call with neither returns… |
get_estimates | Get estimates/quotes sent to clients. |
get_expense_claims | Get expense claims and reimbursement requests. |
get_expenses | List expense claims. Use when the user asks about expenses, expense claims, reimbursements, or receipts they have submitted. |
get_filed_accounts_history | The year-by-year figures from the accounts this company has filed at Companies House, newest first: balance sheet lines (fixed assets, current assets, creditors, net assets, capital and reserves), average employees, turnover and profit after tax where the filing includes a profit and loss, and the… |
get_financial_snapshot | Get the headline money figures in one call: cash, what the company is owed (open invoices), what it owes (open bills), and net profit this month, the EXACT numbers on the user's Home dashboard. Use for "how am I doing", "how much am I owed", "what do I owe", "what's my position", a quick business… |
get_fixed_assets | List fixed assets on the register with cost, net book value, monthly depreciation and status. Use when the user asks about their asset register, depreciation schedules, NBV, or capital items tracked per asset. Filter by active, disposed, or all. |
get_fx_rates | Exchange rates: the closing rate for a currency pair on a date, or a series over a range. Use when the user asks for an exchange rate, FX, a currency conversion, what the euro to dirham or pound to dollar rate is, what a currency move cost us, or whether it is cheaper to buy in one currency or… |
get_gifi_status | Canada: is my GIFI ready for the T2, which accounts are not mapped or need review, and do the balance checks pass. 'is my GIFI ready', 'GIFI mapping', 'T2 schedule 100 / 125'. Maps any new accounts first. AccountsOS prepares the GIFI trial balance for the accountant's T2 software, it does not… |
get_goals | Get active business/financial goals and their progress. Use when user asks about their goals, targets, or how they are tracking against objectives. |
get_gov_guidance | Search official GOV.UK tax and business guidance. Use when the user asks "what does HMRC say about X?", asks about tax rules, filing requirements, or wants to know the official guidance on a topic like VAT, corporation tax, dividends, or director responsibilities. |
get_gst_hst_return | Canada: prepare the GST/HST return (GST34) for a period: 'GST return', 'HST return', 'GST report', 'what do I owe CRA', 'my Q3 GST'. Returns every line (101 to 113C), the balance owing or refund, the due date and any warnings. Defaults to the last completed reporting period. Always use this tool… |
get_hmrc_vat_liabilities | Read the company's VAT liabilities (amounts HMRC says are owed and when they are due) directly from HMRC MTD. Use when the user asks "how much VAT do I owe HMRC", "what's outstanding on my VAT account". Requires HMRC MTD connected. |
get_hmrc_vat_obligations | Read the company's VAT obligations (the returns HMRC expects, with their period keys, start/end dates, due dates, and whether they are Open or Fulfilled) directly from HMRC MTD. Use when the user asks "what does HMRC say I owe a return for", "when is my next VAT return due according to HMRC", or… |
get_hmrc_vat_payments | Read the VAT payments HMRC has received on the company's account directly from HMRC MTD. Use when the user asks "has HMRC received my VAT payment", "what VAT have I paid". Requires HMRC MTD connected. |
get_income_by_currency | Currency-split income (or expense) totals in ONE compact call: face totals grouped by each transaction currency (e.g. EUR face vs GBP face) PLUS the company functional-currency total for the same set. Use when the user asks "total income in EUR and in GBP", "how much came in in euros vs pounds"… |
get_incoming_messages | Read the company's Incoming inbox: messages that arrived by email, WhatsApp, Slack or Telegram (sender, subject, preview, attachments and their processing status), plus a count of documents still processing or failed. Use whenever the user asks what is waiting in Incoming, whether anything came… |
get_integration_status | See every integration for this company and user in one call: what's connected (banks, HMRC MTD, Stripe, Deel, Gmail, WhatsApp, Telegram, Slack, Xero and the rest), what's available but not connected, and whether data is actually FLOWING through each connected feed (flowing / quiet / error, last… |
get_invoices | Get invoices the user has raised, with summary stats on outstanding and overdue amounts. Use when user asks about invoices, outstanding payments, or money owed to them. |
get_journal_entries | Get General Ledger journal entries. Double-entry accounting records. |
get_month_close | Check how 'closed' a month's books are. Returns a close-confidence percentage (share of the month's transactions that are categorised AND reconciled) plus exactly what still needs the founder — uncategorised transactions, categorisations you're unsure about, unreconciled lines, payments missing a… |
get_opportunity | Get detailed information about a specific pipeline opportunity/deal, including notes and activity history. |
get_payroll_summary | Get year-to-date payroll figures, last run date, and next payment due. Use when user asks about payroll costs, total salary spend, or when the next payroll run is. For a salary, drawings or "what have I paid myself" question read list_employees (the configured salary), this (whether payroll has… |
get_profit_and_loss | Get Profit and Loss (income statement) report for a period. |
get_project_pnl | Get a deal/project's mini P&L: income, costs by category, and net margin, computed from bank transactions linked to it, plus invoice/bill/expense-claim commitment summaries. Use for "how is project X doing", "project profit", "mini P&L for a project", and for the final report when a project… |
get_projects | List projects (pipeline, active, completed). Use when the user asks about their projects, deals, or pipeline. |
get_qfzp_status | Get the active company's QFZP (Qualifying Free Zone Person) status for UAE Corporate Tax. Returns the qualifying/non-qualifying income split, de minimis status (ok / warning / breach), free zone name, substance declaration state, and per-zone smart hints (e.g. audited accounts requirement… |
get_reconciliation_status | Reconciliation per bank account: every uploaded statement with its own opening and closing balance as printed, the books' balance at its end date, the difference and whether they agree (month by month), plus the unreconciled transaction count and the newest unreconciled lines. Use it for "does the… |
get_recurring_invoices | List recurring invoice templates. Use when user asks about recurring invoices, scheduled invoices, or subscription billing. |
get_risk_flags | List the entries Finn flagged for a second look before they reach a VAT return: suspect or duplicate receipts and invoices, VAT added to a zero-rated purchase, VAT that does not fit the total, personal-looking purchases and amounts out of line with a supplier. Use when the user asks about flagged… |
get_statement_checks | Each imported bank statement against the books: the statement's period, its opening and closing balance as printed, the book balance on the statement's end date, the difference and whether they agree. Use this to answer 'does the bank agree?', 'what was the closing balance in March?', or before… |
get_tasks | Get tasks and to-dos for the company. |
get_tax_facts | Look up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, self_assessment, home_office, mtd). Returns the figure plus its source. |
And 22 more tools.
In its maker's words
Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.
- Website
- accounts-os.com
- Source
- github.com/thriveventurelabs/accountsos-mcp-server
- Publisher
- paulgosnell
- Listed from
- the official MCP Registry as
io.github.paulgosnell/accountsos-mcp - Version
- 0.3.2, updated 28 Oct 2026
- Kinds of work
- Finance and markets, Documents and files, Law, tax and government
The domain it lives on
- accounts-os.com
- registered 19 Dec 2025 (11 months ago), at IONOS SE, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 5562 ms | |
| Answered | 3980 ms | |
| Answered | 1570 ms |
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