INDIVIDUAL MCP TOOL

month_close_summary

Composite read returning everything needed to close a month in one call: P&L for the period, balance-sheet snapshot at period end, VAT summary if registered, unreconciled transaction count, outstanding invoices, and overdue deadlines.

accounts-os.comnone authenticationAvailability not checked

LIVE ENDPOINT

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

No auth detected

Connect to this endpoint to inspect the live schema for month_close_summary and invoke it with your own arguments.

Indexed input schema

{}

Risk classification

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

Parent server

accounts-os.com

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.accountsos]
url = "https://accounts-os.com/api/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "accountsos": {
      "type": "http",
      "url": "https://accounts-os.com/api/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: accountsos
Remote MCP URL: https://accounts-os.com/api/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "accountsos": {
      "url": "https://accounts-os.com/api/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "accountsos": {
      "type": "http",
      "url": "https://accounts-os.com/api/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "accountsos",
  "transport": "streamable-http",
  "url": "https://accounts-os.com/api/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

Related tools

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.