Productivity

accounts-os.com

Manages financial transactions, balances, deadlines, and VAT summaries for accounting purposes.

1 endpoint39 known toolsCached registry data

ENDPOINT 1

https://accounts-os.com/api/mcp

No auth detected

Known tools 39

get_transactions

Get transactions for the company with optional filters

get_balance

Get current account balance

get_deadlines

Get upcoming tax and filing deadlines

get_vat_summary

Get VAT summary for a quarter

categorize_transaction

Suggest a category for a transaction

search_documents

Search uploaded documents (receipts, invoices)

read_wiki

Read a page from Finn's knowledge base — compiled UK (and US) tax and accounting guidance: rules, cross-references, edge cases, plain-English advice for company directors.

search_wiki

Search Finn's knowledge base by keyword.

read_company_wiki

Read a page from this company's private memory wiki — Finn's long-term per-company notes (preferences, decisions, people, recurring Q&A).

search_company_wiki

Search this company's private memory wiki by keyword.

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).

search_tax_facts

Search UK tax knowledge by keyword when unsure which category/item to look up.

upload_document

Upload a document (receipt, invoice, bank statement) for processing.

create_transaction

Create a new transaction manually

update_transaction

Update a transaction (category, notes, reconciliation status)

create_deadline

Create a new tax or filing deadline

list_categories

List available transaction categories for categorization

get_dla_balance

Get the Director's Loan Account (DLA) balance and recent transactions.

get_invoices

Get invoices the user has raised, with summary stats on outstanding and overdue amounts.

get_contacts

List contacts (clients, suppliers, leads).

create_contact

Create a new contact (client, supplier, lead).

get_bills

Get supplier bills/invoices owed by the company.

create_bill

Record a supplier bill/invoice that the company owes.

pay_bill

Record a payment against a bill.

get_estimates

Get estimates/quotes sent to clients.

create_estimate

Create a new estimate/quote for a client.

get_profit_and_loss

Get Profit and Loss (income statement) report for a period.

get_balance_sheet

Get Balance Sheet report as at a given date.

get_trial_balance

Get Trial Balance showing all account balances.

get_tasks

Get tasks and to-dos for the company.

create_task

Create a new task or to-do item.

get_expense_claims

Get expense claims and reimbursement requests.

get_bank_accounts

List bank accounts connected to the company.

get_journal_entries

Get General Ledger journal entries.

list_opportunities

List sales pipeline opportunities/deals.

get_opportunity

Get detailed information about a specific pipeline opportunity/deal, including notes and activity history.

create_opportunity

Create a new sales pipeline opportunity/deal.

add_opportunity_note

Add a note or activity log to a pipeline opportunity.

update_opportunity_stage

Move an opportunity to a different pipeline stage (e.g., from Lead to Proposal).