How do I connect AccountsOS to Claude Desktop?

Install the MCP server with npm install -g @thriveventurelabs/accountsos-mcp, then add the server config to your claude_desktop_config.json with your API key from AccountsOS Settings.

How do I use AccountsOS with Claude Code?

Add the MCP server to your Claude Code settings by running claude mcp add accountsos or editing ~/.claude/settings.json directly. Set your ACCOUNTSOS_API_KEY as an environment variable.

Does AccountsOS have an API?

Yes. AccountsOS exposes a REST API at /api/mcp with Bearer token authentication. It supports 13 tools for reading and writing accounting data including transactions, balances, deadlines, VAT summaries, documents, and categories.

Can I use AccountsOS with ChatGPT?

Yes, via the AccountsOS CLI. Install with curl -fsSL https://accounts-os.com/install.sh | bash, authenticate with your API key, then use the accountsos command from any terminal. ChatGPT with code execution can invoke the CLI directly.

Developers

Connect your AI tools to your books

AccountsOS works with Claude Desktop, Claude Code, ChatGPT, and any AI agent that speaks MCP or REST. Your books, accessible from wherever you work.

Claude Desktop Claude Code REST API

Get your API key

Every integration authenticates with a personal API key. Generate one from your AccountsOS dashboard:

Sign in at accounts-os.com
Go to Settings
Copy your API key

Your API key is scoped to your account. It can read and write accounting data for any company you have access to. Keep it secret.

Claude Desktop

Connect AccountsOS as an MCP server in Claude Desktop. Ask Claude about your transactions, balances, deadlines, and VAT in natural language.

Install the MCP server

Terminal

npm install -g @thriveventurelabs/accountsos-mcp

Or use npx (no install needed) in the config below.

Add to Claude Desktop config

Open your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the accountsos server:

claude_desktop_config.json

{
  "mcpServers": {
    "accountsos": {
      "command": "npx",
      "args": ["--yes", "@thriveventurelabs/accountsos-mcp@latest"],
      "env": {
        "ACCOUNTSOS_API_KEY": "your-api-key-here"
      }
    }
  }
}

Restart Claude Desktop and try it

Restart the app, then ask Claude:

"What is my current balance?"
"Show me last month's transactions"
"When is my next VAT deadline?"
"How much have I spent on software?"

Claude Code

Add AccountsOS as an MCP server in Claude Code so you can query your books from the terminal while you work.

Add the MCP server

Terminal

claude mcp add accountsos -- npx --yes @thriveventurelabs/accountsos-mcp@latest

Or edit ~/.claude/settings.json directly:

~/.claude/settings.json

{
  "mcpServers": {
    "accountsos": {
      "command": "npx",
      "args": ["--yes", "@thriveventurelabs/accountsos-mcp@latest"],
      "env": {
        "ACCOUNTSOS_API_KEY": "your-api-key-here"
      }
    }
  }
}

Use it

In any Claude Code session, ask about your books:

Claude Code

> What's my VAT summary for this quarter?
> Create a transaction for £500 software purchase from AWS
> Show me unreconciled transactions from last week

CLI

The AccountsOS CLI works in any terminal. Useful for scripts, ChatGPT with code execution, or piping accounting data into other tools.

Install

Terminal

curl -fsSL https://accounts-os.com/install.sh | bash

Or install via npm:

npm install -g @thriveventurelabs/accountsos

Authenticate

Terminal

accountsos auth login YOUR_API_KEY

Query your books

Terminal

accountsos balance
accountsos transactions list --json
accountsos deadlines
accountsos vat

REST API

Call the AccountsOS API directly from any language or tool. Bearer token auth, JSON in/out.

Endpoint

POST https://accounts-os.com/api/mcp
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

Example: Get transactions

curl

curl -X POST https://accounts-os.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "tool",
    "name": "get_transactions",
    "arguments": { "limit": 10 }
  }'

Example: Create a transaction

curl

curl -X POST https://accounts-os.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "tool",
    "name": "create_transaction",
    "arguments": {
      "date": "2026-06-01",
      "description": "AWS monthly bill",
      "amount": 500.00,
      "direction": "out"
    }
  }'

Available tools

Tool	Description
get_transactions	Query transactions with filters (date, category, amount, search)
get_balance	Current account balance(s)
get_deadlines	Upcoming tax and filing deadlines
get_vat_summary	VAT summary for any quarter
search_documents	Search uploaded receipts and invoices
list_categories	Available transaction categories
create_transaction	Create a new transaction (auto-categorised)
update_transaction	Update category, notes, or reconciliation status
categorize_transaction	AI-suggested category for a transaction
create_deadline	Create a new deadline reminder

Machine-readable discovery

AI agents can discover AccountsOS capabilities automatically via these standard files:

/llms.txt

Plain-text overview, tools, auth method, quick-start curl

/mcp.json

MCP manifest with all 13 tools and endpoint

/context.md

Full context document for agent comprehension

/.well-known/agent.json

A2A AgentCard (Google A2A protocol)

FAQ

Do I need to install anything to use the API?

No. The REST API works with any HTTP client. The MCP server and CLI are optional convenience layers.

Is the API free?

The API is included with every AccountsOS account. No extra charge for API access.

Can I use this with other AI tools?

Yes. Any tool that supports MCP (the Model Context Protocol) can connect directly. For everything else, use the REST API or CLI.

Is my data safe?

Your API key is scoped to your account with row-level isolation. All traffic is encrypted. The AI never trains on your data.

Ready to connect?

Get Started Free