← accounts-os.com
INDIVIDUAL MCP TOOL
upload_document
Upload a document (receipt, invoice, bank statement) for processing.
Input schema
{}Risk classification
Potential side effects detected · medium confidence · heuristic, not a guarantee.
- A tool name or description contains a write-action term.
- A tool name or description suggests a financial action.
Parent endpoint
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.accounts-os-com]
url = "https://accounts-os.com/api/mcp"
enabled = true
Claude Code
.mcp.json
{
"mcpServers": {
"accounts-os-com": {
"type": "http",
"url": "https://accounts-os.com/api/mcp"
}
}
}
Claude Desktop
Settings → Connectors → Add custom connector
Name: accounts-os-com
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": {
"accounts-os-com": {
"url": "https://accounts-os.com/api/mcp"
}
}
}
Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"accounts-os-com": {
"type": "http",
"url": "https://accounts-os.com/api/mcp"
}
}
}
Generic MCP
Client-specific MCP configuration
{
"name": "accounts-os-com",
"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 filtersget_balance— Get current account balanceget_deadlines— Get upcoming tax and filing deadlinesget_vat_summary— Get VAT summary for a quartercategorize_transaction— Suggest a category for a transactionsearch_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.