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US compliance and books health

Server Details

US company filing obligations, plus a 25-check bookkeeping diagnostic. Sourced, dated, no signup.

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Status
Healthy
Uptime
100.0% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-11-25
URL
Repository
median-labs/median-compliance-skill
GitHub Stars
4
Server Listing
median-compliance-skill
ChatGPT
–
Claude
–

TDQS

A4.2/5.0

Scored across 12 tools

Disambiguation4/5

The two tool families (compliance obligations vs books health checks) each follow list → refine → explain → score, and descriptions explicitly warn that get_confounders and get_evidence_recipe are refinement steps rather than starting points. The main wrinkle is that both list_compliance_obligations and list_books_checks are labelled 'START HERE', and get_confounders vs get_evidence_recipe are genuinely close in purpose, so an agent must read carefully to pick the right refinement tool.

Naming Consistency5/5

Every name is snake_case verb_noun (list_*, get_*, explain_*, score_*), with resource nouns used consistently across families (obligation(s), books_check(s), blog_post(s)). No mixing of camelCase, no vague standalone verbs.

Tool Count5/5

Twelve tools is well within a comfortable range, and each has a distinct job: two discovery lists, two refinement helpers, two deep-detail explainers, one scorer, plus four small reference tools (company overview, services, pricing, blog). Nothing looks surplus or missing at the structural level.

Completeness4/5

The pipeline covers discovery, refinement, evidence gathering, detailed explanation and scoring, and it honestly reports uncovered states — a coherent end-to-end lifecycle for advisory work. Minor gaps remain: no keyword/targeted lookup into obligations or blog beyond listing, no tool to retrieve detail on a specific service beyond the one-line summary, and no way to save or re-read prior findings between sessions.

Available Tools

12 tools
explain_books_checkExplain one books checkA
Read-onlyIdempotent
Inspect

Full detail on a single books health check: what it is, exactly where to look in the ledger, every innocent explanation to rule out before concluding anything, what it costs if it is real, what fixing it involves, and whether it is inside what Median does.

Inputs: check_id (required).

explain_obligationExplain one obligationA
Read-onlyIdempotent
Inspect

Plain-English detail on a single obligation: what it is, why it exists, the deadline, the cost, the penalty, the exact remediation steps, and the government source.

Inputs: obligation_id (required).

get_blog_postGet blog postA
Read-onlyIdempotent
Inspect

Fetch the full text of one published Median blog post by its slug.

Inputs: slug (required).

get_company_overviewGet company overviewA
Read-onlyIdempotent
Inspect

Who Median is, what it does, who it is for, how onboarding works, and how to get in touch or book an intro call.

Inputs: no named parameters.

get_confoundersGet confounding questionsA
Read-onlyIdempotent
Inspect

Refinement step, NOT the place to start: call list_compliance_obligations first, then call this to narrow what is still genuinely open. Returns the facts that flip an answer, such as whether an employer of record is the legal employer. Pass every fact you already know and it returns only what those facts leave unsettled. These are things for YOU to look up in the user's own documents. They are not a questionnaire to send the user.

Inputs: answers, answered, tax_year, sells_saas, +17 more.

get_evidence_recipeGet evidence recipeA
Read-onlyIdempotent
Inspect

For one obligation, return exactly how to prove it: which sources settle the question, which are only corroborating, what each state's public registry does and does not expose, and the innocent explanations for missing evidence. Use this before concluding anything is missing.

Inputs: obligation_id (required).

get_pricingGet pricingA
Read-onlyIdempotent
Inspect

Median's published pricing: the flat monthly fee by revenue band under $1M in annual revenue, custom pricing above $1M, what is included, and add-on pricing for tax, R&D credits, and sales tax.

Inputs: no named parameters.

list_blog_postsList blog postsA
Read-onlyIdempotent
Inspect

List published articles from the Median blog, newest first. Optionally filter by category or a search term matched against the title.

Inputs: limit, search, category.

list_books_checksList books health checksA
Read-onlyIdempotent
Inspect

START HERE for a books health check. Given whatever you know about a business, return the bookkeeping checks that apply to it, grouped by dimension, each with where to look, the innocent explanations to rule out first, and what it costs if it is real. Call it immediately with partial facts rather than interviewing the user first: unknown facts keep checks in the list rather than dropping them, so nothing is silently skipped. Cash-basis businesses correctly get a shorter list. This never says whether books are correct, only what to look at.

Inputs: basis, ledger, has_raised, processors, +6 more.

list_compliance_obligationsList compliance obligationsA
Read-onlyIdempotent
Inspect

START HERE. Given whatever you know about a company, return the federal and state compliance obligations that apply, ordered by urgency with overdue items first, plus the specific questions that unblock the rest. Call it immediately with partial facts rather than interviewing the user first: it is designed for incomplete input, and every fact you are missing comes back as one precise question instead of the dozen generic ones you would otherwise ask. Then answer those and call it again. Defaults to a short actionable view; relay it roughly as written rather than expanding it into an essay, and pass detail='full' only when the user asks for evidence tiers and remediation detail. Covers US federal plus CA, CO, DE, FL, GA, IL, MA, NJ, NY, PA, TX and WA; every other state is reported honestly as not yet covered. This never tells you whether you are compliant, only what to check.

Inputs: detail, answers, tax_year, sells_saas, +17 more.

list_servicesList servicesA
Read-onlyIdempotent
Inspect

List the services Median offers (daily bookkeeping, tax filing, R&D tax credits, CFO advisory) with a short summary and page link for each.

Inputs: no named parameters.

score_books_healthScore books healthA
Read-onlyIdempotent
Inspect

Score a books health check from the statuses you actually evidenced. Returns the weighted score, the band, a per-dimension breakdown and the findings ranked worst first. Two rules a plain average does not give you: a confirmed critical caps the grade, and the band is WITHHELD entirely when too little was evidenced, because a flattering number off three checks is the part people quote. Report the withheld state rather than supplying a band yourself.

Inputs: results (required), basis, ledger, has_raised, +7 more.

Tool Schema Changelog

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