# @thriveventurelabs/accountsos-mcp Query your live AccountsOS books: balances, transactions, VAT, deadlines, invoices. - **Type:** MCP server - **Trust:** 60/100 (B), scored on the package rubric - **Verification:** community-indexed — nobody has claimed this listing - **Version:** 0.3.1 - **Author:** io.github.paulgosnell - **License:** MIT - **npm:** @thriveventurelabs/accountsos-mcp - **Source:** https://github.com/thriveventurelabs/accountsos-mcp-server - **Compatible clients:** claude-code, cursor, copilot, gemini (basis: transport) ## Trust 60/100 (B), scored on the package rubric - Publisher verified: no - Install scripts: nothing suspicious found - Prompt-injection scan: not run - Obfuscation scan: not run - Evidence age: 1 day ## Security scan - **Status:** clean - **Scanned:** 2026-09-18T00:13:41.663Z - **Version scanned:** 0.3.1 - **CVEs:** none found by OSV at scan time ## Tools 40 declared. Statically extracted from the shipped source — a floor on the surface, not a census. - `get_transactions` — Get transactions with optional filters. Use this to query financial transactions, expenses, and income. - `get_balance` — Get current account balance. Shows total balance and breakdown by account. - `get_deadlines` — Get upcoming tax and filing deadlines. Shows VAT returns, corporation tax, confirmation statements, etc. - `get_vat_summary` — Get VAT summary for a quarter. Shows VAT output (charged), input (reclaimable), and amount due. - `search_documents` — Search uploaded documents like receipts and invoices by content or vendor name. - `upload_document` — Upload a document (receipt, invoice, bank statement) for AI processing and data extraction. - `read_wiki` — Read a page from Finn's knowledge base — compiled UK/US tax and accounting guidance. Call with page="index" first to list all pages. - `search_wiki` — Search Finn's knowledge base by keyword. Returns matching page names and excerpts. - `read_company_wiki` — 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. - `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, - `search_tax_facts` — Search UK tax knowledge by keyword across all categories. - `list_categories` — List available transaction categories for categorization. UK GAAP compliant categories. - `create_transaction` — Create a new manual transaction. Will auto-categorize if no category provided. - `update_transaction` — Update a transaction's category, notes, or reconciliation status. - `categorize_transaction` — Get AI-suggested category for a transaction. Returns category, confidence score, and reasoning. - `create_deadline` — Create a new tax or filing deadline reminder. - `get_contacts` — List contacts (clients, suppliers, leads). - `create_contact` — Create a new contact. - `get_bills` — Get supplier bills owed by the company. - `create_bill` — Record a supplier bill. - `pay_bill` — Record a payment against a bill. - `get_estimates` — Get estimates/quotes. - `create_estimate` — Create a new estimate/quote. - `get_profit_and_loss` — Get Profit and Loss report. - `get_balance_sheet` — Get Balance Sheet report. - `get_trial_balance` — Get Trial Balance. - `get_tasks` — Get tasks and to-dos. - `create_task` — Create a new task. - `get_expense_claims` — Get expense claims. - `get_bank_accounts` — List bank accounts. - `get_journal_entries` — Get GL journal entries. - `get_invoices` — Get invoices with summary stats. - `get_dla_balance` — Get Director's Loan Account balance. - `list_opportunities` — List sales pipeline opportunities. - `get_opportunity` — Get opportunity details with notes. - `create_opportunity` — Create a new pipeline opportunity. - `add_opportunity_note` — Add a note to an opportunity. - `update_opportunity_stage` — Move an opportunity to a different stage. - `update_project` — Rename a project/deal, or change its notes, contact, or status. ## Install **Verdict: review** — Installable, but 1 thing to check first: No publisher has proved control of this listing; it is indexed, not vouched for. **Cautions** (coverage gaps and advisories — never blocking) - No publisher has proved control of this listing; it is indexed, not vouched for. **Config** (claude-code): ```json "{\n \"mcpServers\": {\n \"accountsos\": {\n \"command\": \"npx\",\n \"args\": [\n \"-y\",\n \"@thriveventurelabs/accountsos-mcp\"\n ],\n \"env\": {\n \"ACCOUNTSOS_API_KEY\": \"\"\n }\n }\n }\n}" ``` **Credentials it will ask for** (names only — Forge never holds a value): - `ACCOUNTSOS_API_KEY` — Accountsos API Key (required) Placeholders only. Forge never holds, brokers, or transmits a credential value — replace each in your own config file. Do not send a value back to Forge; no Forge endpoint accepts one. - This entry needs 1 credential (1 required). The generated config carries placeholders, so it will fail in the editor rather than at runtime if they are left unset. ## Blast radius Extensive blast radius — mutates data; holds an api key. - Floor 46, ceiling 46 (tier: extensive) - This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score. ## Machine-readable views of this entry - Signed JSON: https://forgeregistry.com/api/v1/packages/%40thriveventurelabs%2Faccountsos-mcp - Install plan: https://forgeregistry.com/api/v1/packages/%40thriveventurelabs%2Faccountsos-mcp/install-plan - Alternatives: https://forgeregistry.com/api/v1/alternatives/%40thriveventurelabs%2Faccountsos-mcp - HTML page: https://forgeregistry.com/registry/%40thriveventurelabs%2Faccountsos-mcp - MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan` ## About this document Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.