An accountant asks a sole trader for roughly six things. Here is which server holds each, and the one prompt that produces it.
| What they ask for | Server | Tool |
|---|---|---|
| Sales, invoice by invoice | invoice | invoice_list |
| Purchases with VAT split out | expense-tracker | expense_export |
| The bank, categorised | bank-statement | statement_export |
| Mileage and travel | expense-tracker, per-diem | mileage_add, trip_export |
| Fixed assets and depreciation | asset-register | asset_schedule |
| What clients still owe at year end | statement-of-account | statement_aging |
Import the bank first, because it is the only record that is complete. Everything else is a record of what you remembered to write down.
Import this bank CSV export and categorise it, then reconcile it against my logged expenses for the year.
Paste this into Claude with the server connected.
statement_import, then reconcile_expenses. That second call is the useful
one: it names the bank debits with no receipt behind them, which is your list of missing paperwork.
In the recorded run in docs/USER_VALUE_R27.md a 41-transaction Revolut export produced 33
August debits and EUR 1,283.73 unreceipted. On the free tier reconciliation runs 31 days at a time,
so a year is twelve calls rather than one.
Log these two: 12.30 EUR at Adobe, software, and 48.00 EUR at the print shop, billable to Acme.
Paste this into Claude with the server connected.
expense_add. A stored vat_rate splits the gross on the receipt into net
and VAT by rounding the VAT rather than the net, so net plus VAT equals the gross exactly. An expense
with no rate holds a gross amount and is flagged as VAT unknown rather than silently taxed at a
default, which is the behaviour that stops a rate you set in March from rewriting what a receipt in
January meant.
Export every expense for the year to CSV, then show me the aging on unpaid invoices as at 31 December.
Paste this into Claude with the server connected.
Zip everything in my exports folder into accounts-2026.zip.
Paste this into Claude with the server connected.
The zip server packs a folder with a glob and refuses nothing quietly. Free is 20 archives a
calendar month at up to 25 MB and 200 entries each, and reading an archive is never metered on any
tier. If the accountant sends one back, zip_list tells you what is inside before you
unpack it, including the absolute paths, the dot-dot entries and the symlinks that a careless archive
can carry.
It does not file anything, compute your tax, or know your allowances. There is no tax engine in this repository and there is not going to be a claim that there is. What it gives you is the six exports in a shape a human accountant can read, produced from records you kept as you went rather than reconstructed in April.
The read windows. The time tracker clamps reads to 7 days on free, the expense tracker to 30, and bank reconciliation runs 31 days at a time. Creating records is unlimited on both trackers, so a year of data accumulates fine on free; it is pulling the year back out in one call that needs Pro. Per-server figures are in data/facts.json.
It ships rate tables the tax authorities published, and every answer names the rate, the instrument and its effective date. Schedules are free and unlimited on every tier, deliberately, because the rates are public regulation. The free cap is on the size of the register, 10 assets.
The cash-book server builds a double-entry ledger from the books the other servers already keep, and trial_balance and ledger_lines are free and unlimited. It writes into none of those books and there is no way to type an entry into it, so it can only tell you whether what you recorded adds up. That is a different thing from a filed set of accounts.
Pass your own rate. The bundled table holds one flat approximation per region, PL 1.15 PLN per km, UK 0.45 GBP per mile, US 0.70 USD per mile, EU 0.30 EUR per km, each with the assumption it makes written next to it, and every reply repeats that it is an approximation. rate_per_km overrides it with your exact scheme.
All MCP servers and prices · All guides · Buy the bundle $39