Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.
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ACCOUNTSOS_API_KEYAPI keyrequiredYour AccountsOS API key (from https://accounts-os.com/settings)
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get_transactionsGet transactions with optional filters. Use this to query financial transactions, expenses, and income.Get transactions with optional filters. Use this to query financial transactions, expenses, and income.
No input schema was published for this tool.
get_balanceGet current account balance. Shows total balance and breakdown by account.Get current account balance. Shows total balance and breakdown by account.
No input schema was published for this tool.
get_deadlinesGet upcoming tax and filing deadlines. Shows VAT returns, corporation tax, confirmation statements, etc.Get upcoming tax and filing deadlines. Shows VAT returns, corporation tax, confirmation statements, etc.
No input schema was published for this tool.
get_vat_summaryGet VAT summary for a quarter. Shows VAT output (charged), input (reclaimable), and amount due.Get VAT summary for a quarter. Shows VAT output (charged), input (reclaimable), and amount due.
No input schema was published for this tool.
search_documentsSearch uploaded documents like receipts and invoices by content or vendor name.Search uploaded documents like receipts and invoices by content or vendor name.
No input schema was published for this tool.
upload_documentprivilegedUpload a document (receipt, invoice, bank statement) for AI processing and data extraction.Upload a document (receipt, invoice, bank statement) for AI processing and data extraction.
No input schema was published for this tool.
read_wikiRead a page from Finn's knowledge base — compiled UK/US tax and accounting guidance. Call with page="index" first to list all pages.Read a page from Finn's knowledge base — compiled UK/US tax and accounting guidance. Call with page="index" first to list all pages.
No input schema was published for this tool.
search_wikiSearch Finn's knowledge base by keyword. Returns matching page names and excerpts.Search Finn's knowledge base by keyword. Returns matching page names and excerpts.
No input schema was published for this tool.
read_company_wikiRead a page from this company's private memory wiki (Finn's long-term per-company notes). Call with slug="index" first to list pages.Read a page from this company's private memory wiki (Finn's long-term per-company notes). Call with slug="index" first to list pages.
No input schema was published for this tool.
search_company_wikiSearch this company's private memory wiki by keyword.Search this company's private memory wiki by keyword.
No input schema was published for this tool.
get_tax_factsLook up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, etc.). Returns the figure plus source.Look up current UK tax rates, thresholds and allowances (income_tax, national_insurance, corporation_tax, dividends, capital_allowances, vat, pensions, mileage, etc.). Returns the figure plus source.
No input schema was published for this tool.
search_tax_factsSearch UK tax knowledge by keyword across all categories.Search UK tax knowledge by keyword across all categories.
No input schema was published for this tool.
list_categoriesList available transaction categories for categorization. UK GAAP compliant categories.List available transaction categories for categorization. UK GAAP compliant categories.
No input schema was published for this tool.
create_transactionCreate a new manual transaction. Will auto-categorize if no category provided.Create a new manual transaction. Will auto-categorize if no category provided.
No input schema was published for this tool.
update_transactionUpdate a transaction's category, notes, or reconciliation status.Update a transaction's category, notes, or reconciliation status.
No input schema was published for this tool.
categorize_transactionGet AI-suggested category for a transaction. Returns category, confidence score, and reasoning.Get AI-suggested category for a transaction. Returns category, confidence score, and reasoning.
No input schema was published for this tool.
create_deadlineCreate a new tax or filing deadline reminder.Create a new tax or filing deadline reminder.
No input schema was published for this tool.
get_contactsList contacts (clients, suppliers, leads).List contacts (clients, suppliers, leads).
No input schema was published for this tool.
create_contactCreate a new contact.Create a new contact.
No input schema was published for this tool.
get_billsGet supplier bills owed by the company.Get supplier bills owed by the company.
No input schema was published for this tool.
create_billRecord a supplier bill.Record a supplier bill.
No input schema was published for this tool.
pay_billRecord a payment against a bill.Record a payment against a bill.
No input schema was published for this tool.
get_estimatesGet estimates/quotes.Get estimates/quotes.
No input schema was published for this tool.
create_estimateCreate a new estimate/quote.Create a new estimate/quote.
No input schema was published for this tool.
get_profit_and_lossGet Profit and Loss report.Get Profit and Loss report.
No input schema was published for this tool.
get_balance_sheetGet Balance Sheet report.Get Balance Sheet report.
No input schema was published for this tool.
get_trial_balanceGet Trial Balance.Get Trial Balance.
No input schema was published for this tool.
get_tasksGet tasks and to-dos.Get tasks and to-dos.
No input schema was published for this tool.
create_taskCreate a new task.Create a new task.
No input schema was published for this tool.
get_expense_claimsGet expense claims.Get expense claims.
No input schema was published for this tool.
get_bank_accountsList bank accounts.List bank accounts.
No input schema was published for this tool.
get_journal_entriesGet GL journal entries.Get GL journal entries.
No input schema was published for this tool.
get_invoicesGet invoices with summary stats.Get invoices with summary stats.
No input schema was published for this tool.
get_dla_balanceGet Director's Loan Account balance.Get Director's Loan Account balance.
No input schema was published for this tool.
list_opportunitiesList sales pipeline opportunities.List sales pipeline opportunities.
No input schema was published for this tool.
get_opportunityGet opportunity details with notes.Get opportunity details with notes.
No input schema was published for this tool.
create_opportunityCreate a new pipeline opportunity.Create a new pipeline opportunity.
No input schema was published for this tool.
add_opportunity_noteAdd a note to an opportunity.Add a note to an opportunity.
No input schema was published for this tool.
update_opportunity_stageMove an opportunity to a different stage.Move an opportunity to a different stage.
No input schema was published for this tool.
update_projectRename a project/deal, or change its notes, contact, or status.Rename a project/deal, or change its notes, contact, or status.
No input schema was published for this tool.
40 of 40 tools published a description.
Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.
Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices.
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The crawl stopped at the depth-4 limit. Anything below that level was never resolved.
The crawl stopped at the 60-package limit. The rest of the tree was never resolved.
36 more resolved packages are not drawn here (display cap: 24). Every dependency carrying an advisory is drawn regardless of the cap. Full inventory (CycloneDX SBOM)
53 declared dependencies never landed in the tree. They are missing from Forge's resolution, not from the package.
+41 more not listed. The counts by reason above cover all of them.
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