Live

Claude Desktop + AccountsOS

Q: How do I install the AccountsOS MCP server for Claude Desktop?

Run 'npm install -g @thriveventurelabs/accountsos-mcp' in your terminal, then add the server configuration to your claude_desktop_config.json file. You'll need an API key from your AccountsOS dashboard.

Q: What can I ask Claude about my accounts?

Anything you'd ask an accountant. Check balances, query transactions by date or category, get VAT summaries, review upcoming deadlines, search documents, and even create new transactions — all through natural conversation.

Q: Is my financial data secure with the MCP integration?

Yes. The MCP server uses scoped API keys with read, write, or admin permissions. Data is encrypted in transit via HTTPS and at rest in Supabase. Your API key never leaves your local machine.

Q: Does this work with Claude Desktop on Mac and Windows?

Yes. The MCP server runs on any platform that supports Node.js. Claude Desktop on macOS, Windows, and Linux all support MCP server connections.

Connect AccountsOS to Claude Desktop via the Model Context Protocol. Ask Claude about your accounts, create transactions, check deadlines, and manage VAT — all from a natural conversation in the desktop app.

Get Started View API Docs

Tools

Resources

Scopes

<1m

Setup

claude_desktop_config.json

{
  "mcpServers": {
    "accountsos": {
      "command": "accountsos-mcp",
      "env": {
        "ACCOUNTSOS_API_KEY": "sk_live_..."
      }
    }
  }
}

Available Tools

Tool	Description	Scope
`get_transactions`	Query income and expenses with date and direction filters	read
`get_balance`	Check current account balances across all accounts	read
`get_vat_summary`	Get VAT position for any quarter	read
`get_deadlines`	List upcoming filing deadlines	read
`create_transaction`	Record income or expense entries	write
`update_transaction`	Modify transaction details or categories	write
`categorize_transaction`	Get AI category suggestion for a transaction	write
`list_categories`	Browse HMRC-aligned expense and income categories	read
`create_deadline`	Add custom filing deadlines and reminders	write
`search_documents`	Find receipts, invoices, and contracts	read
`upload_document`	Store receipts and invoices with metadata	write
`get_dla_balance`	Check Director's Loan Account with S455 warnings	read
`get_invoices`	List and filter invoices by status	read

Features

Full MCP integration with 13 accounting tools

Natural language queries — ask about balances, VAT, deadlines

Create and update transactions from conversation

AI-powered expense categorisation with confidence scores

Real-time access to company data and documents

Scoped API keys for read, write, or admin access

How It Works

Install the MCP server

One command to install the AccountsOS MCP server globally via npm.

npm install -g @thriveventurelabs/accountsos-mcp

Add to Claude Desktop config

Add the server to your claude_desktop_config.json file with your API key.

{
  "mcpServers": {
    "accountsos": {
      "command": "accountsos-mcp",
      "env": { "ACCOUNTSOS_API_KEY": "sk_live_..." }
    }
  }
}

Start asking questions

Claude now has full access to your books. Ask anything in natural language.

"What's my current balance?"
"Log £45 for the Figma subscription"
"When's my next VAT deadline?"

Benefits

Ask about your finances in plain English — no dashboards needed

Log expenses the moment they happen, from conversation

Get instant VAT calculations and deadline reminders

AI categorises transactions with HMRC-aligned categories

Scoped access keeps your data secure

How do I install the AccountsOS MCP server for Claude Desktop?

Run 'npm install -g @thriveventurelabs/accountsos-mcp' in your terminal, then add the server configuration to your claude_desktop_config.json file. You'll need an API key from your AccountsOS dashboard.

What can I ask Claude about my accounts?

Anything you'd ask an accountant. Check balances, query transactions by date or category, get VAT summaries, review upcoming deadlines, search documents, and even create new transactions — all through natural conversation.

Is my financial data secure with the MCP integration?

Yes. The MCP server uses scoped API keys with read, write, or admin permissions. Data is encrypted in transit via HTTPS and at rest in Supabase. Your API key never leaves your local machine.

Does this work with Claude Desktop on Mac and Windows?

Yes. The MCP server runs on any platform that supports Node.js. Claude Desktop on macOS, Windows, and Linux all support MCP server connections.

Related Connections

New

Ready to connect Claude Desktop?

AI-powered accounting for your UK limited company.

Get Started Free

Free for 14 days, no credit card, cancel anytime